长鑫拒绝苹果压价:坚持要求不低于三星电子和SK海力士;马斯克个人财富亏掉2个「黄仁勋」;宇树上市在即,王兴兴身价即将突破百亿
TL;DR - A Leiphone daily news roundup covering the AI/tech ecosystem: memory-chip pricing power shifting toward China's CXMT, DeepSeek's reported ¥50B second funding round, Unitree's imminent STAR Market IPO, and ByteDance's new real-time audio-video model. It matters because it maps how compute, capital, and hardware supply are realigning around AI demand.
- Memory supply crunch: CXMT reportedly refused Apple's price-cut demands, insisting on quotes at or above Samsung/SK Hynix, as capacity shifts to high-value AI server memory (HBM) over commodity DRAM; Huawei's Yu Chengdong warned phones must raise prices broadly or sell at a loss. Samsung and SK Hynix are also testing AMEC etch tools to hedge U.S. export-control risk.
- Capital flows: DeepSeek has reportedly restarted a second round targeting ¥50B at a ~¥500B pre-money valuation, signing late August, after a first round of >¥50B (Liang Wenfeng ¥20B, Tencent ¥10B, CATL ¥5B). Unitree opened IPO bookbuilding to raise ¥4.202B for 10% of post-issue shares (~¥104/share, >¥40B market cap), with founder Wang Xingxing controlling 68.78% of votes via dual-class structure.
- Model release: ByteDance launched SeedRealtime, a natively multimodal full-duplex audio-video model with a unified end-to-end architecture that fuses audio, video, and text for simultaneous perception, understanding, decision, and speech ("see, hear, speak" concurrently), now fully rolled out in Doubao's call feature.
- Generative media economics: AI short-drama virtual actor Fang Taozi hit 412K Douyin followers in under two months with ad rates of ¥168K–258K per clip, exceeding many million-follower human influencers; separately, Supor drew backlash for AI-generated suggestive ads, and Disney–TikTok signed an IP-sharing deal for creator remixes.