如果您希望可以时常见面，欢迎标星收藏哦~ 随 着 用 于 提 高 数 据 中 心 电 源 效 率 的 冷 却 技 术 竞 争 日 益 激 烈 ， 业 内 仍 然 存 在 一 个 问 题 ： 为 什 么 NVIDIA 还没有正式认证浸没式冷却技术？ 目前，NVIDIA官方仅支持D2C（直接芯片冷却）作为高性能GPU服务器的散热方式 。然而，将 整个GPU浸入特殊绝缘液体中进行散热的浸没式冷却技术尚未获得认证。这被认为是浸没式冷却 技术走向商业化的最大障碍。 据业内人士12日透露，英伟达拒绝正式认证液冷技术的直接原因是其盈利模式和生态系统控制。 这一分析表明，这并非仅仅是技术完善程度的问题，而是与未来在数据中心市场的领导地位息息相 关。 一位来自散热行业的官员解释说："NVIDIA 目前认证的 D2C 液冷方法是一种应用于机架级别的 结构"，并且"GPU 和服务器的销售结构没有发生重大变化"。 （来源：编译自zdnet） 点这里加关注，锁定更多原创内容 另一方面，液冷式冷却与此有很大不同，因为冷却解决方案不可避免地成为服务器设计和封装的核 心，因为它涉及将整个服务器浸入液体中。 其他专家指出，浸没式冷却与传统液冷 ...

摩尔线程在公告中表示，公司目前新产品和新架构均处于在研阶段，新产品尚未产生收入，产品实现销售尚需要经过产品认证、客户导入、量产供 货等环节，均存在不确定性。此外，公司将于近期召开首届MUSA开发者大会，预计短期内对公司经营业绩不会产生重大影响。 摩尔线程于2025年12月5日在上海证券交易所科创板上市，截至12月11日，公司股票收盘价格较发行价格涨幅为723.49%。其中，摩尔线程12月 11日当日涨幅超28%。 如 果 您 希 望 可 以 时 常 见 面，欢 迎 标 星 收 藏 哦 ~ 1 2 月 1 2 日，摩 尔 线 程 早 盘 大 幅 走 低，盘 中 一 度 跌 超 1 5 %，股 价 回 落 至 8 0 0 元 下 方 。 截 至 收 盘，现 报 8 1 4.8 8 元 / 股，跌 1 3.4 1 % 。 摩尔线程-U 688795 科创板 融 成 未盈利 L1 ▼ 814,88 今开 879.00 最高 915.00 最低 758.00 -13.41% -126.20 换手⊙ 42.26% 总手 12.42万 金额 103.8亿 总值 3830亿 流值 239.4亿 市盈利~397.03 童零 盘 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 作为一艘由两家巨头兼并而成的新航母，艾迈斯欧司朗是照明与传感创新解决方案领域的全球领军 企业。相关资料统计显示，艾迈斯欧司朗在光传感器领域全球第一、车灯领域全球第一。根据 TrendForce最新报告，其在LED领域如今也位居全球第一。 正是在这些领先产品的推动下，艾迈斯欧司朗取得了不错的业绩表现。财务数据显示，艾迈斯欧司 朗在2024财年获得了34.3亿欧元的营收，其中，有70%来自LED与激光器、集成电路和传感器， 剩下的30%则由汽车与特种照明事业部贡献。 随着终端市场的变化和市场的改变，艾迈斯欧司朗一如既往地做着前瞻的探索。在日前举办的 2025艾迈斯欧司朗探索者大会（2025 aOTF）上，艾迈斯欧司朗的管理层更是给我们分享了他们 在当前的全球竞争态势下的新布局和看法。 中国成为全球创新引擎： 在中国，为中国 对于科技产业来说，这些年最为火热的无疑是智能汽车、人工智能和机器人。在这些领域，中国无 疑已成为全球的创新引擎。 以汽车产业为例，艾迈斯欧司朗执行副总裁、汽车与照明事业部负责人 Joerg Strauss博士在与半 导体行业观察等交流的时候也直言："现 ...

Core Viewpoint - The establishment of the semiconductor manufacturer Rapidus, supported by major Japanese companies and the government, aims to revitalize Japan's semiconductor industry by developing advanced chip technologies, including 1.4nm and 2nm chips, with significant financial backing from both public and private sectors [3][6][7]. Group 1: Company Plans and Investments - Rapidus plans to start construction of its second factory in Hokkaido in the fiscal year 2027, with production of 1.4nm chips expected to begin as early as 2029 [3]. - The total investment for the second factory is projected to exceed 2 trillion yen (approximately 12.84 billion USD), with the Japanese government contributing several hundred billion yen [3][7]. - The company aims to achieve mass production of 2nm chips by the second half of the fiscal year 2027, despite the technology not being fully mature yet [4]. Group 2: Financial Support and Partnerships - Over 20 Japanese companies, including Kyocera and Canon, are investing in Rapidus to support its goal of domestic advanced semiconductor production, with existing shareholders expected to increase their investments [6][7]. - Rapidus is targeting a private investment goal of 130 billion yen (approximately 834 million USD) by the fiscal year 2025, with the number of shareholders potentially increasing to around 30 [6][8]. - Financial institutions are expected to invest up to 25 billion yen, with major banks providing loans totaling up to 2 trillion yen starting in the fiscal year 2027 [7]. Group 3: Future Challenges and Goals - Rapidus anticipates needing over 7 trillion yen in funding by the fiscal year 2031, planning to raise 1 trillion yen through private investments [7]. - The company faces challenges in developing mass production technology and securing customers, which could affect the investment amounts from various entities [8]. - The Japanese government has announced an additional 1 trillion yen in support over the next two years, bringing total government assistance to 2.9 trillion yen [7].

Group 1 - Synopsys, the leading global EDA software provider, reported strong earnings driven by robust demand for AI and HPC, with Q4 revenue increasing by 37.8% year-over-year to $2.26 billion, slightly above market expectations of $2.25 billion [2] - Adjusted earnings per share for Q4 were $2.90, lower than $3.40 in the same quarter of 2024 but exceeding Wall Street's estimate of $2.78 [2] - The Design Automation segment, responsible for semiconductor design software, saw a revenue growth of 65%, rising from $1.12 billion in Q4 2024 to $1.85 billion, accounting for 80% of total revenue, indicating sustained demand for EDA tools driven by AI chip design [2] Group 2 - For Q1 of the 2026 fiscal year, Synopsys forecasts revenue between $2.36 billion and $2.42 billion, with the midpoint exceeding Wall Street's expectation of $2.38 billion, and adjusted earnings per share projected between $3.52 and $3.58, also above the average estimate of $3.36 [3] - Major tech companies are accelerating investments in self-developed AI chips to reduce operational costs, relying on EDA software to streamline complex IC design processes, which is driving strong order momentum for Synopsys [3] - NVIDIA announced a $2 billion investment in Synopsys to collaborate on accelerating computing and AI engineering innovations, attracting significant industry attention [3]

Core Viewpoint - The article discusses the ongoing transformation of scientific achievements in the field of photonics, emphasizing the need for effective algorithms to facilitate the commercialization of technology [3][6]. Group 1: Event Overview - The "Good Hope Science Salon" held a special session on photonics in Shanghai, gathering over a hundred participants from various sectors including scientists, tech entrepreneurs, and investment institutions [5][6]. - The event aims to bridge the gap between scientific innovation and industrial application, focusing on the challenges of technology commercialization in China [6][13]. Group 2: Key Insights from Experts - Zhang Long, director of the Shanghai Institute of Optics and Fine Mechanics, highlighted that while China invests nearly 1 trillion yuan in research annually, the technology commercialization rate is below 5%, indicating a lack of effective algorithms for transformation [6][7]. - The proposed "algorithm" for technology commercialization involves a structured ecosystem of selection, nurturing, and investment, ensuring that scientific achievements are effectively transitioned into market-ready products [7][10]. Group 3: Challenges and Solutions - The discussion revealed that the best technology does not always guarantee market success, emphasizing the need for alignment between technological breakthroughs and market demands [10]. - Participants stressed the importance of cultivating entrepreneurial talent and improving the efficiency of technology transfer to enhance the development of the tech industry [10][11]. Group 4: Future Directions - The salon serves as a platform for ongoing dialogue about the future of photonics technology and its commercialization, with a focus on fostering collaboration among academia, industry, and investment sectors [8][13]. - The event's organizers plan to continue focusing on hard technology and innovation, contributing to the development of a robust ecosystem for scientific achievement transformation [13].

Group 1 - The core viewpoint of the article highlights the significant price increases in memory products, with DRAM and NAND Flash prices rising nearly fourfold and twofold respectively over the past year, leading to a severe supply chain imbalance [2] - Major manufacturers such as Samsung, SK Hynix, and Micron have implemented a quota system, resulting in tighter supply than during the pandemic, with industry insiders expressing that the inability to secure products is more concerning than price hikes [2] - The three major manufacturers are prioritizing AI clients and high-margin enterprise products, while also adopting a more cautious pricing strategy by refusing long-term contracts and shifting to monthly or quarterly pricing adjustments [2][3] Group 2 - Module manufacturers are facing direct pressure, with companies like ADATA increasing inventory levels to 16 billion yuan in November, aiming to reach 20 billion yuan by Q1 2026 to avoid scheduling delays [3] - The industry is shifting from a "business cycle" approach to "precise supply management" in response to structural changes driven by AI and high bandwidth memory (HBM), indicating that the market disorder may persist until at least the end of 2026 [3]

Core Viewpoint - The article discusses the ongoing control dispute between Wentech Technology and Nexperia, highlighting efforts for dialogue and resolution to stabilize the semiconductor supply chain [2][3][4]. Group 1: Recent Developments - The Chinese Ministry of Commerce announced that Wentech Technology has invited Nexperia's independent directors and custodians to China for discussions on corporate control and supply chain stability [2]. - On November 19, the Dutch Ministry of Economic Affairs announced the suspension of previous interventions regarding Nexperia, returning control to Wentech Technology, which was welcomed by the Chinese side as a step towards resolution [3]. - Wentech Technology expressed disappointment over Nexperia's lack of response to multiple requests for communication and negotiation regarding the control dispute [4]. Group 2: Key Issues - The core topics of the proposed discussions include restoring Wentech Technology's legitimate control over Nexperia and ensuring full shareholder rights [2]. - The Chinese side emphasized that while the suspension of the administrative order is a positive step, it does not fully address the underlying issues causing disruptions in the global semiconductor supply chain [3]. - Wentech Technology has repeatedly sought to engage in dialogue but has faced a lack of basic communication from Nexperia, which has avoided addressing the core issues of the current predicament [4].

如果您希望可以时常见面，欢迎标星收藏哦~ 这起案件是台湾检方为保护岛内全球顶尖芯片制造商的商业机密而采取的新举措之一。台湾生产了 全球大多数的先进计算机芯片，它们应用于从iPhone到汽车的几乎所有领域。但随着各国竞相扶 持本土芯片制造商，台湾当局正加大力度保护这一宝贵技术。 这是台湾政府首次援引2022年出台的一项法律，将芯片制造商的商业机密纳入地方安全保护范 畴。 12月2日，在另一起案件中，检方起诉了台积电供应商、日本设备制造商东京电子的台湾子公司， 指控其未能阻止前员工窃取台积电最先进芯片的相关细节。这是台湾首次依据安全法以窃取芯片商 业机密为由起诉企业。 检方表示，半导体技术"是台湾产业的生命线"，窃取行为威胁台湾芯片企业的国际竞争力。 长期以来，台湾许多人将该岛在先进芯片制造领域的主导地位视为"硅盾"，可以威慑声称对台湾拥 有主权的中国采取军事行动。 特朗普政府第一任期内的美中贸易战以及新冠疫情凸显了全球对台湾先进芯片的依赖程度。中国、 美国、韩国和日本已投入数十亿美元扶持本土芯片制造商，这些企业大多使用相同的供应商，并多 次挖角台湾工程师。 台湾法务部检察官刘怡君表示，这一切促使台湾立法者扩大了 ...

作为"国产GPU第一股"，摩尔线程近期动作频频。12月19日至20日，摩尔线程首届MUSA开发者 大会将在北京中关村国际创新中心拉开帷幕。 如果您希望可以时常见面，欢迎标星收藏哦~ 截止今日收盘，摩尔线程股价大涨28%，公司市值也突破4400亿，再创新高。 12月5日，被称为"国产GPU第一股"摩尔线程上市之后股价迭创新高，12月10日盘中最高涨至 797.97元/股，总市值超3500亿元。这意味着在短短几天的时间里，公司市值已经暴涨近千亿。值 得一提的是，如果投资者中签摩尔线程新股且能持有至今，按其今日收盘价计算，单签浮盈将超过 41万元。 摩尔线程定位是一家全功能GPU的芯片公司，这在国内GPU企业中是较为少见的。基于自主研发 的MUSA架构，摩尔线程率先实现了单芯片架构同时支持AI计算加速、图形渲染、物理仿真和科 学计算、超高清视频编解码的技术突破。同时，摩尔线程通过MUSA社区开发者计划与摩尔学院， 构建自主开放生态，为开发者提供全套开发工具与技术支持，推动国产GPU生态的繁荣发展，加 速GPU自主可控进程。 根据招股资料，摩尔线程已成功推出四代GPU架构，并形成了覆盖AI智算、高性能计算、图形渲 染 ...