Real-time News

The U.S. House of Representatives approved a Republican plan that paves the way for $70 billion in funding for Immigration and Customs Enforcement and the Border Patrol.

On April 30th, at the 9th Digital China Summit on the afternoon of the 29th, the State-owned Assets Supervision and Administration Commission of the State Council (SASAC) released ten digital technology achievements of central enterprises. The event highlighted ten achievements, including the "Starry Sky Model" and the "Port Digital Twin Intelligent Agent Simulation Decision-Making Platform," showcasing the new breakthroughs made by central enterprises in key areas such as industrial software, core electronic components, and artificial intelligence.

On April 30, a ruling filed on April 28 by a judge of the U.S. Court of International Trade indicated that the first batch of refunds for tariffs imposed by the U.S. government under the International Emergency Economic Powers Act (IEEPA) will be disbursed around May 11. The ruling shows that approximately 21% of imported goods subject to tariffs under IEPA have already gone through a new approval process by U.S. Customs and Border Protection and are eligible for tariff refunds.

Samsung Electronics: We are conducting a preliminary review of our plans to build a second factory in Taylor, Texas.

Samsung Electronics: The System LSI division expects the Exynos 2700 to expand its market share.

The yield on Japan's 30-year government bonds rose 6.0 basis points to 3.700%.

April 30 - Asian currencies consolidated against the US dollar, but may be weighed down by rising oil prices. Lloyd Chan, senior foreign exchange analyst at MUFG, stated in a research report that "as the US and Iran remain locked in a protracted standoff, continued disruptions to energy flows through the Strait of Hormuz are pushing up oil prices," which is putting downward pressure on "oil-sensitive regional currencies," including the Philippine peso and the Thai baht.

Samsung Electronics: Traditional DRAM is more profitable than HBM.

Samsung Electronics: The foundry contract for the 2nm process is expected to be finalized in the near future.

On April 30th, Alibaba launched two agent products: QoderWake (digital employee) and the Qoder mobile app, comprehensively covering the needs of both enterprises and individuals. QoderWake can assume the roles of software engineers, operations personnel, and analysts in real-world work environments. Currently, QoderWake is open for invitation-only testing; individuals and enterprises can apply to hire one or more digital employees on the official website, or customize dedicated digital employees based on their specific business processes.

Samsung Electronics: We are in talks with major customers in artificial intelligence and high-performance computing regarding 2-nanometer technology.

On April 30th, it was reported that the mandatory national standards "Requirements for Real-Name Registration and Activation of Civil Unmanned Aerial Vehicles" and "Specifications for Operational Identification of Civil Unmanned Aerial Vehicle Systems" will come into effect on May 1st. The "Requirements for Real-Name Registration and Activation of Civil Unmanned Aerial Vehicles" stipulates the workflow for real-name registration and activation of drones, explicitly requiring that drones cannot be flight-capable before activation and after deactivation. Newly manufactured drones must meet the new national standards from May 1st; for existing drones already sold and in use, the requirements will be implemented starting 13 months after the implementation date. The "Specifications for Operational Identification of Civil Unmanned Aerial Vehicle Systems" stipulates that drones should proactively report their identity, location, speed, and status information to regulatory authorities after powering on and throughout flight.

Samsung Electronics: HBM's production capacity has been completely sold out.

Samsung Electronics: HBM revenue this year will more than triple compared to 2025.

Samsung Electronics: Plans to invest in robotics companies if necessary.

Samsung Electronics: DRAM shipments in the second quarter increased by approximately 5% compared to the first quarter.

On April 30th, the highest 7-day annualized yield of Tencent Wealth Management's "Current Account +" was 1.2540%, and the lowest was 0.7580%. The highest 7-day annualized yield of WeChat Pay's "Lingqian Tong" was 1.0670%, and the lowest was 1.0010%. The highest 7-day annualized yield of Alipay's "Yu'ebao" was 1.1960%, and the lowest was 1.0050%.

Hong Kong stocks in the new consumption sector showed mixed performance, with Shanghai Auntie (02589.HK) rising over 10%, followed by Cha Bai Dao (02555.HK), Guo Quan (02517.HK), and Mixue Group (02097.HK); while other Hong Kong stocks such as Bruco (00325.HK), Gu Ming (01364.HK), and Pop Mart (09992.HK) weakened.

Samsung Electronics: The Middle East conflict has not yet disrupted production.

Samsung Electronics: The average selling price of DRAM in the first quarter increased by 90% to 95% compared to the fourth quarter of last year.