Market News - International oil prices showed slight fluctuations, with WTI crude oil remaining flat at $61.53 per barrel and Brent crude oil rising by 0.05% to $64.81 per barrel [1] - International gold prices decreased slightly, with spot gold falling by 0.46% to $342.21 per ounce and COMEX gold futures dropping by 0.7% to $342.20 per ounce [1] - COMEX silver futures increased by 0.11% to $33.645 per ounce [1] - European stock markets closed mostly higher, with Germany's DAX index rising by 1.68% to 24027.65 points and France's CAC40 index increasing by 1.21% to 7828.13 points [1] Industry Insights - Figure, a humanoid robot company, announced that its F.03 model has officially started walking, with CEO Brett Adcock emphasizing the advanced hardware [2] - Figure is actively recruiting hundreds of positions, including multiple AI engineers, and aims to deploy autonomous humanoid robots by 2025, which is expected to significantly advance the fields of AI, autonomy, and integrated technology [2] - The humanoid robot industry is experiencing dual catalysts of technological validation and commercialization, with a projected market size for embodied intelligence expected to exceed $1 trillion by 2026 [2] - The cloud service providers (CSPs) in North America are increasing AI investments, which is anticipated to drive significant growth in enterprise SSD demand by Q3 2025, with a potential price increase of 10% due to tight supply [3] - Major NAND Flash manufacturers have initiated production cuts of 10%-15%, leading to an expected price increase for DDR4 products [3] - The satellite communication sector is advancing with the approval of the "5G Satellite Radio Interface Technical Specification," which aims to enhance the integration of satellite and terrestrial communication systems [5] - The 5G NTN technology is expected to enable direct satellite connections for mobile devices, meeting the demands for high-precision positioning in autonomous driving applications [6] - The satellite internet market is projected to experience explosive growth in the next five years, with multiple trillion-dollar application scenarios expected to emerge [6]

Group 1: Flash Memory Market - TrendForce predicts a 10% quarter-on-quarter increase in NAND flash prices by Q3 2025, driven by AI demand and enterprise SSD growth [1] - Major NAND flash manufacturers, including Samsung and SK Hynix, have reduced production by 10%-15% in Q2 2023 to address oversupply [1] - The storage price trend shows a rebound in Q2 2023, with DRAM and NAND flash contract prices expected to rise by 3%-8% [1] Group 2: Star Flash Technology - Huawei's WATCH5 series will be the world's first smartwatch to support Star Flash technology, which is expected to disrupt the short-range wireless communication market [2] - Star Flash technology is projected to reach a global market size of over $6 billion by 2025, with a compound annual growth rate of 117.2% [2] Group 3: Nuclear Power Industry - The U.S. government plans to construct 10 large nuclear power plants by 2030 and quadruple nuclear power capacity by 2050, aiming to reform the nuclear energy sector [3] - Domestic projects related to nuclear fusion are accelerating, with significant achievements in high-temperature plasma research [3] Group 4: AI Computing Power - Huawei has launched the Ascend Super Node technology, which is the largest scale interconnection in the industry, enhancing AI computing capabilities [4] - The demand for computing power in North America is creating growth opportunities for the AI industry and related supply chains [4] Group 5: Humanoid Robots - The first global competition featuring humanoid robots took place in Hangzhou, marking a significant milestone for the robotics industry [5] - The humanoid robot sector is expected to accelerate development, with increased policy support and market participation from various industry players [5] Group 6: 5G Satellite Communication - The International Telecommunication Union has approved a detailed specification for 5G satellite radio interfaces, enhancing the integration of satellite and terrestrial communication systems [6] - The development of 5G non-terrestrial networks (NTN) is expected to enable seamless global coverage and low-latency communication [6]