Topic: Semiconductor Market

Today we report on several pivotal developments in the tech and finance sectors. The Ministry of Finance has confirmed that consumer product replacement subsidies will continue through 2025 to bolster domestic demand. In a significant AI benchmark from Peking University, researchers found that top models, including a version labeled GPT-5(High), currently only match the reasoning skills of low-level chemistry undergraduates and struggle with visual-chemical semantics. Tesla is signaling its intent to bring autonomous transport to China by recruiting Robotaxi low-voltage electrical engineers in Shanghai. Meanwhile, the global DRAM market is facing a severe supply crunch driven by AI hardware demand, with price hikes potentially reaching 45% by late next year. Lastly, a landmark legal ruling in Beijing has declared it illegal for companies to dismiss employees solely because their roles were replaced by AI, establishing a major precedent for labor protections in the evolving technological landscape.