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Even Chinese companies are signing LTAs now lol RTRS: - China’s CXMT has signed a $3 billion LTA with Tencent. - CXMT is also in talks with other Chinese internet companies, including Alibaba Cloud, ByteDance, and Xiaomi. - As of Q1, CXMT’s DDR5 yields still lagged behind Western peers. - CXMT currently operates two 12-inch DRAM fabs in Hefei and one fab in Beijing, with total wafer capacity of around 300k wafers per month.

Big ideas don’t always need a big model. ByteDance's Dreamina Seedance 2.0 Mini API is now live, bringing fast, high-quality video generation to developers and builders looking to create at scale.

Bytedanceが今日、Seedance2.5を発表しました、一般公開は7月上旬あたりになる予定 Seedance 2.5では、主に次の3点が進化してます： 1、最長30秒の動画を一度に生成できる 2、画像・動画・音声など、最大50個の素材を参考にできる 3、4K画質で出力でき、文字で指示するだけで動画を編集できる たとえば、「この商品の写真と音楽を使って、30秒のCM動画を作って」と指示するだけで、完成度の高い映像を一気に作れるようになります

🚨 BREAKING: China just dropped an AI employee that works 24/7 — and it's 100% open source. Meet DeerFlow. It researches, writes code, builds websites, creates slide decks, generates videos, and executes tasks entirely on your computer. Not a chatbot. Not an AI copilot. An AI worker with its own computer. Here's what makes it wild: • Creates a plan and spins up multiple sub-agents in parallel • Writes code, tests it, fixes errors, and keeps going autonomously • Builds websites, reports, dashboards, and presentations from scratch • Learns your preferences and improves over time • Reads your files and delivers finished outputs, not drafts • Searches the web, runs commands, and uses external tools One prompt → Lead agent plans → Specialized agents fan out → Results merge → Finished deliverable. A single task can launch dozens of agents working simultaneously while you sleep. The craziest part? DeerFlow 2.0 was completely rebuilt from scratch after users pushed it far beyond its original purpose. Now it has: ⭐ 22.7K GitHub stars 🔀 2.7K forks 🏆 #1# on GitHub Trending 🏢 Built by ByteDance 🆓 100% Open Source (MIT) We're entering the era where AI doesn't just answer questions. It does the work.