The Intelligent Driving 9.0 version powered by LI AUTO-W (02015.HK)'s self-developed Mahe M100 chip achieved a major upgrade compared with version 8.0, Xie Yan, Chief Technology Officer of LI AUTO-W (02015.HK), said. Version 9.0 is the first intelligent driving system fully running on the Group's in-house chip. It is ranked among the first tier in the highly competitive industry, though this marks only the beginning, the CTO said. The Group aims in 2H26 to benchmark its performance against Tesla, Inc. (TSLA.US) FSD Beta version 14.

On international expansion, President Ma Donghui said LI AUTO-W's globalisation strategy is progressing steadily. In overseas markets, the Group is adopting a phased expansion approach, flexibly choosing between establishing subsidiaries to develop dealer networks or appointing exclusive general distributors based on local market size and competitive landscape. It aims to leverage leading local partners to rapidly build an integrated service system covering sales, delivery and after-sales support.

Ma added that LI AUTO-W's brand and products continue to gain recognition in overseas markets. In the Middle East and Central Asia markets, the L-series extended-range models will serve as the main offerings, with official entry into these markets in 3Q26. In 2H26, the Group will also launch the all-electric I6 model in the European market. For right-hand-drive markets, a right-hand-drive version of the Mega will be introduced by the end of this year in core Asia-Pacific regions such as Hong Kong and Singapore.
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LG Electronics announced the launch of a series of innovative automotive products built on Google technology, sending its shares up by as much as 27% today (29th).

LG Electronics said its new suite of solutions is based on the Android Automotive operating system, featuring a single-chip design capable of simultaneously controlling multiple displays of different sizes, distinguishing it from traditional in-vehicle systems.

The company noted that the solution helps automakers sharply reduce the cost of deploying multi-screen in-car systems.
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Jensen Huang, Founder and CEO of NVIDIA Corporation (NVDA.US), will attend NVIDIA's annual AI developer conference, GTC Taipei 2026, in Taipei next week, and will visit South Korea after completing his main itinerary, report told.

Industry sources expected that Huang may discuss cooperation during his visit to South Korea in areas such as high-bandwidth memory (HBM), next-generation AI accelerators and wafer foundry services with major South Korean semiconductor companies including Samsung Electronics and SK Hynix.
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Anthropic has raised USD65 billion in its latest funding round, reaching a post-money valuation of USD965 billion and surpassing rival OpenAI for the first time. The round was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. Each lead investor committed more than USD2 billion, Bloomberg reported, citing people with the knowledge of the matter.

Google also purportedly invested several billion US dollars in this round, part of its previously announced commitment to invest up to USD40 billion in Anthropic over time.

Anthropic said Amazon.com, Inc. (AMZN.US) also participated in the round with a USD5 billion investment, which was likewise part of an earlier commitment.

In addition, Micron Technology, Inc. (MU.US), Samsung Electronics and SK Hynix joined the financing, although specific amounts were not disclosed.

OpenAI completed a funding round in March with a valuation of USD852 billion. The company is expected to confidentially file for an IPO in the US within the coming days or weeks.
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Meta Platforms, Inc. (Meta.US) announced the launch of a consumer-facing Meta AI chatbot subscription service, offering two primary plans.

The basic plan, Meta One Plus, is priced at USD7.99 per month and is suitable for users who frequently generate AI images and videos or rely on the tool for complex reasoning tasks. The second plan, Meta One Premium, is priced at USD19.99 per month and provides higher usage limits than Meta One Plus.

The Meta AI subscription service will initially launch in Singapore, Guatemala and Bolivia, with plans to expand to more countries at a later stage. Users can still access the Meta AI chatbot for free to generate images and videos.
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Tencent Cloud announced that, after TENCENT (00700.HK) began research and development of its in-house Canghai series codec chips in 2019 and achieved mass production in 2023, more than 100,000 Canghai V1 chips have been deployed across Tencent Cloud and Tencent's proprietary scenarios.

Building on the large-scale deployment of V1, the new-generation Canghai V2 chip has been successfully powered on and entered the mass production cycle, with plans to fully provide services in the second half of 2026.
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NVIDIA Corporation (NVDA.US) currently invests between USD100 billion and USD150 billion annually in supply chain partners in Taiwan, CEO Jensen Huang said.

He stressed that AI will not lead to massive layoffs; instead, it helps companies avoid job cuts and achieve greater success. The more AI a company uses, the higher its productivity, enabling it to hire more employees.

Huang also revealed the company's plan to build a large new corporate campus in Taipei named Constellation, which is expected to break ground by the end of this year and be completed in 2030.
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Shares of SK Hynix ballooned more than 6% in South Korea this morning (26th), lifting the KOSPI to a record high after the company unveiled its next-generation high-bandwidth memory technology, iHBM.

The new solution integrates a cooling component (ICE) into high-bandwidth memory (HBM) packaging, structurally addressing the most critical heat dissipation challenge faced by AI chips.

One of the key advantages of the new technology is improved product compatibility. Major tech clients such as NVIDIA Corporation (NVDA.US) can immediately adopt iHBM in their next-generation systems without significant standalone design modifications.

In Hong Kong, XL2CSOPHYNIX (07709.HK) last quoted at HKD110.75, up 14.15%, with turnover of HKD2.505 billion. XL2CSOPSMSN (07747.HK) last quoted at HKD158.95, up 4.5%.
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NVIDIA Corporation (NVDA.US) once again delivered impressive results and raised its guidance, BofA Securities said in its report. Although the midpoint of revenue guidance for 2FQ at USD91 billion was in line with market bullish expectations - leading to typical post-earnings volatility, with the stock having declined three out of the past four post-results sessions - the broker advised investors to look beyond such noise and focus on NVIDIA's key strengths.

The total addressable market (TAM) for AI was projected to expand fourfold over the next four years, exceeding USD3 trillion by 2030, compared with the broker's previous estimate of USD1.7 trillion. NVIDIA holds a unique full-stack positioning within this market. The company boasts industry-leading gross margins of 75% and a FCF margin of approximately 48%. It also increased its dividend by 25 times to 0.45% and planned to repurchase approximately USD120 billion worth of shares.

Overall, BofA Securities raised its EPS forecasts for FY2027 and FY2028 by 9% and 15% to USD9.09 and USD13.27, respectively. The TP was lifted to USD350 from USD320, with a Buy rating.
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BOE A (000725.SZ) announced that the company has so far not commenced any business cooperation with NVIDIA Corporation (NVDA.US), and certain media speculation lacks factual basis.

In addition, the company stated that its glass-based packaging substrate business, perovskite business, and optical interconnect business are still in the technical discussion and verification stages. They have not yet entered mass production nor generated mass production revenue.

There is significant uncertainty as to whether and when the company will achieve mass production and realize the expected benefits in these areas. Based on current business development, it is expected that the above businesses will not have a material impact on the company's operating results over the next two to three years.
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