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The Central Science Management Bureau confirmed on the 9th that TSMC's Central Science Phase II 1.4 nanometer factory expansion is fully accelerating. The first P1 factory has completed its steel structure and is expected to begin trial production in April next year, with mass production anticipated in the second half of next year, ahead of the originally scheduled mass production in 2028. TSMC has applied to the Central Science Management Bureau to set up two temporary offices at the site, which are expected to be completed in April next year, with the first batch of over 5,400 operational and outsourced personnel moving in.The advanced process new factory for TSMC's Central Science Phase II park broke ground last October, planning to build four 1.4 nanometer factories, with nearly 2,000 workers working day and night. The P1 factory is currently undergoing floor and exterior wall construction, with the factory building expected to be completed early next year. The P2 factory has begun basic construction and is scheduled to be completed in October next year, with both factories expected to start mass production successively next year. The P3 factory has obtained a construction permit, while the P4 factory is in the process of applying for a construction permit, planning to be built with a six-month gap. P3 is expected to be completed in the second quarter of 2028, and P4 is scheduled for completion in the fourth quarter of the same year. After the P2 factory is completed in the second half of next year, an additional 1,000 operational personnel will be added, with the total number of employees expected to be between 9,000 and 10,000 when all four new factories in Phase II are completed and put into production.

Sources from relevant personnel at Zhongke Shuguang reveal that the company will launch a new generation of token acceleration solutions aimed at large model inference, focusing on addressing issues of redundant computation and data scheduling during the inference process.Currently, Zhongke Shuguang's ParaStor distributed storage has been applied to the country's first fully domestically produced 100,000-card AI supercluster Shuguang 8000 (Dengfeng), providing data throughput and elastic scaling support for large-scale computing tasks. The latest report from CCID Consulting shows that Zhongke Shuguang ranks first in four sub-industries: AI, education, embodied intelligence, and autonomous driving.

According to the Science and Technology Innovation Board Daily, recently, the embodied intelligence company Zhongke Fifth Epoch has successfully completed Series A1 and A2 financing, with a total financing amount exceeding 1 billion yuan.The A1 round was jointly invested by Xigao Investment, Bank of China’s Zhongyin AIC Fund, and Sanfeng Investment; the A2 round was jointly invested by Xinneng Venture Capital, Zhongyin AIC Fund, Zhongshan Venture Capital, Hongruida Investment, Boyan Technology, and Jinchuang Investment (Zhejiang Province New Energy Vehicle Sub-fund).

According to the Economic Daily News, there are market rumors that TSMC plans to acquire AUO's L7 plant (7.5 generation line) and L5C plant (5 generation line), with the transaction amount estimated to exceed 30 billion New Taiwan Dollars (approximately 920 million USD). Both parties are negotiating based on the "Innolux model," and TSMC has sent personnel for on-site audits but has not yet signed a contract announcement. The AUO Zhongke plant is adjacent to TSMC's Zhongke No. 15 plant, providing geographical advantages.The report states that TSMC plans to use CoPoS technology as the next generation of 2.5D advanced packaging after CoWoS, introducing panel-level glass substrate packaging through "transforming round into square" to address the area waste and warping issues of ultra-large AI chips on 12-inch wafers. TSMC's first CoPoS production line has been completed and launched at the Chiayi AP7 plant. Industry insiders believe that panel manufacturers possess experience in handling large substrates and managing production lines, making them providers of "intermediate layer capabilities" for the mass production of advanced packaging.

According to "AI Technology Review," China's leading large model company Zhipu has invested hundreds of millions of yuan to acquire the AI heterogeneous computing power software infrastructure company Zhongke Jiahe. This move aims to completely address Zhipu's shortcomings in the underlying engineering and compiler capabilities of large models, in response to the structural shortage of computing power and high-concurrency inference challenges caused by a surge in user numbers.Zhongke Jiahe's technology originates from the Compiler Laboratory of the Institute of Computing Technology, Chinese Academy of Sciences, founded by Dr. Cui Huimin. Its core team has been deeply involved in the development of compilers for several domestic chips, including Loongson, Sunway, Cambricon, and Huawei Ascend. Zhongke Jiahe's core advantage lies in its virtual instruction set technology, which can unify different brands and models of chip ecosystems through middleware software, assembling scattered domestic chips into a unified ultra-large-scale cluster, thereby significantly improving overall computing power utilization; its SigInfer inference engine is claimed by the official source to reduce the inference latency of large models by up to 74 times.Recently, Zhipu's Coding Agent business has experienced explosive growth. The newly released GLM-5.2 large model saw a 27-fold increase in daily Token call volume during its first week on the aggregation platform, leading to the exposure of systemic engineering bottlenecks in its inference infrastructure under high concurrency and long context scenarios. After being placed on the U.S. Entity List, Zhipu has actively promoted domestic alternatives and has now completed inference adaptation for eight major domestic computing power platforms, including Huawei Ascend, PingTouGe, and Moore Threads. The acquisition of Zhongke Jiahe will not only directly improve Zhipu's unit Token inference cost and output quality but also provide core underlying compiler technology support for its previously rumored self-developed custom AI inference chip plan.

According to an analysis by Zhongke Lian'an, the People's Bank of China held a coordination meeting on combating virtual currency trading speculation on November 28, in conjunction with the Ministry of Public Security, the Central Cyberspace Administration, and a total of thirteen departments.The lineup of this meeting is noteworthy. Compared to the ten ministries involved in the "924 Notice" of 2021, the addition of the Central Financial Office and the National Financial Regulatory Administration, as well as the Ministry of Justice, signifies that China's regulation of virtual currencies is transitioning from sectoral collaboration to comprehensive system governance.Analysis indicates that this change will reshape the regulatory landscape on three levels: Upgraded Coordination Framework: The involvement of the Central Financial Office will promote regulation from departmental collaboration to a higher-level cross-sector coordination, forming a synergy of policies and resources. Deepened Regulatory Framework: The inclusion of the National Financial Regulatory Administration means that regulation will shift from basic monitoring of capital flows to precise identification and professional investigation of illegal financial activities. Improved Legal Framework: The addition of the Ministry of Justice will promote regulation from being dominated by administrative documents to a stronger legal application and enforcement connection, solidifying law enforcement authority.In addition, the meeting clearly identified "stablecoins" as the core target of this crackdown and emphasized a focus on "information flow and capital flow," aiming to build a technology-driven full-chain monitoring system, demonstrating the regulatory body's determination and means to comprehensively upgrade the crackdown on illegal activities related to virtual currencies.Previously, the People's Bank of China held a coordination mechanism meeting to combat virtual currency trading speculation.

ChainCatcher News: The Beijing Blockchain Technology Application Association announced that Zhongke Jincai has officially become a council member of the Hong Kong Web3.0 Standardization Association. According to the information, the Hong Kong Web3.0 Standardization Association is a technical organization conducting standardization research in the Web3.0 field, aiming to promote the high-quality development of the global Web3.0 industry through standardization.

ChainCatcher news, according to Jinshi Data reports, A-share digital currency and blockchain concept stocks continued to rise in the afternoon, with Hengbao Co., Ltd., Pulin Software, and Zhongke Jincai hitting the daily limit, while Sanwei Tiandi, Jida Zhengyuan, and Xinzhi Software had the largest gains. Recently, the Shanghai Municipal State-owned Assets Supervision and Administration Commission held a central group study meeting on the development trends and response strategies regarding cryptocurrencies and stablecoins.