JD.com Launches AI Rider Helmets; TSMC 3nm Output to Hit 180K/Month
创业邦 · wechat · 2026-08-04
JD.com AI Smart Helmets
Announced on August 3rd, the helmets feature an AI voice assistant with built-in routing, automatically parsing order notes and proactively reminding riders before delivery. The first batch will be free for full-time riders.
TSMC 3nm Capacity Surge
Driven by demand from Nvidia and AMD, TSMC's goal of 180K 3nm wafers per month is expected early in Q4. 2nm orders are also heating up, approaching 100K monthly shipments by year-end.
Other Quick News
- iPhone 18 Price Hike: Due to memory/processor shortages and new camera costs, Apple is expected to raise iPhone prices by $100-$200 this year.
- Smartphone Premiumization: Global smartphone revenue grew 7% YoY in Q2, with ASP surging 17% to $400.
- PS5 Price Increase: Sony is considering raising console prices again before the launch of GTA 6 due to rising component and memory costs.
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