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Today's news:
1. Singapore's Ministry of Economic Development issued a statement on the 26th saying that industrial output in May increased by 2.9% year-on-year, compared to an estimated increase of 1.4%. Industrial output in May increased by 1.1% month-on-month, compared to an estimated increase of 1.8%.
2. Kim Tae-nyeon, a member of the Democratic Party of Korea, the largest opposition party in South Korea, said on the 25th that the party has proposed a bill to provide greater incentives for the chip industry. The bill includes policy financing worth 100 million won through the establishment of a semiconductor fund.
3. According to Nikkei News on the 25th, Nissan's factory in Wuhan will produce electric vehicles for China's Dongfeng Motor by the end of this year. Nissan's move aims to reduce fixed costs and increase the operating rate of the factory.
4. In recent years, water freight volume has reached new highs. In 2023, water freight volume reached 9.37 billion tons, breaking the 9 billion ton mark for the first time. From January to May, water freight volume was 3.86 billion tons, a year-on-year increase of 7%. Port container throughput exceeded 130 million TEUs, a year-on-year increase of 8.8%.
5. Samsung announced that the price of dynamic random access memory (DRAM) and NAND will be raised by 15-20% in the third quarter.
5. The global AI chip market size is expected to grow by 29.72% CAGR from 2024 to 2026, and the global switch market size is expected to grow by about 5% year-on-year in 2024. Nvidia's computing power has increased a thousand times in the past eight years. The rapid innovation in computing power has led to a surge in current demand for electricity and heat, prompting liquid cooling technology to gradually replace air cooling as an option. As chip operating temperatures approach 70-80℃, performance decreases by about 10% for every 2℃ increase, leading to a higher demand for heat dissipation as power consumption increases.
6. The demand for high heat dissipation performance driven by AI is expected to boost the packaging material market to a size of 29.8 billion yuan by 2027. Packaging material costs usually account for 40%-60% of the overall packaging cost, with various materials such as die bonding glue/film, thermal interface material (TIM), heat spreader, heat sink, and bottom filler (underfill) determining chip heat dissipation performance. The market size for these materials will continue to grow with the increasing demand for high heat dissipation.
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Today's Insights: 6 things you should never do to yourself
1. Don't make random decisions when you are impulsive
Everyone has emotional moments. When you feel wronged or angry, try to take a few deep breaths to calm yourself down. Whether it is saying angry words or making a random decision, it is easy to cause greater trouble or even irreparable losses. When you encounter something unpleasant, it is better to deal with your mood first and cool down your emotions; after calming down and regaining your rationality, deal with things again.
2. Don't care too much about other people's evaluations
In life, some people feel very tired, and a large part of the reason is that they care too much about other people's evaluations. A casual look or an unintentional word from others can make them ponder for a long time and feel depressed. We should accept the friendly suggestions of others with an open mind, but we should not disrupt our pace because of excessive attention to other people's evaluations. Too much care about other people's views and evaluations will only make you constantly consume yourself in sensitive emotions.
3. Don't blindly compete with yourself
You may have had this experience: you actually understand a lot of truths, but when things happen to you, you always get stuck in a dead end unconsciously. In fact, life is a mixture of joy and sorrow, and everything has its two sides. The so-called good and bad often depends on how you look at it. Learn to face troubles with an optimistic attitude, and don't blindly compete with yourself, so that you can usher in a bright future and suddenly see the light.
4. Don't complain endlessly
The world is a mirror that reflects our hearts. What is in our hearts is what the world is like. If you choose to complain, your heart will be full of frustration and pain; if you choose to be grateful, the world will be full of sunshine and love. Endlessly complaining is like pouring water into your shoes, which will only make you more and more uncomfortable over time. When you stop complaining and face it with a more positive attitude, life will have surprises.
5. Don't let self-deprecation trap your life
Some people often fall into self-doubt. They doubt that they are not good enough, so they don't have the courage to stand on the stage and show themselves; they doubt that they are not worthy of love, so they dare not accept the love of others; they doubt that they are not good enough for a good life, so they don't have the courage to boldly try and pursue. When you don't believe in yourself, it is difficult for others to believe in you. A good way to eliminate inferiority is to start with small things, start with the things at hand, and slowly accumulate experience. After small goals are achieved as scheduled, your confidence in yourself will also be established.
6. Don't worry about the past
In life, it is not terrible to have flaws. What is terrible is that you don't know how to look at it lightly, but habitually focus on those unsatisfactory things that have passed, and worry about them. No matter what the past was, it has passed. Time cannot flow back, and entanglement in the past makes it difficult for you. People who can live well in the present must have the ability to let go of the past. Only by letting go of the past can you free your hands to welcome the excitement of the future.
