如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ：内容 编译自 tomshardware 。 继去年短暂复活之后，英特尔 Itanium IA-64 架构的支持再次面临被移除的命运，这一次是在 Linux GNU 编译器集合（GCC）16 版本中。 据 Phoronix 报道，Linux 开发者正在邮件列表中讨论，在下一版 GCC 中弃用所有剩余的 IA-64 编译器代码。 目前，Linux 编译器中的 Itanium IA-64 支持状况堪称一团糟。GCC 测试套件 reportedly 已经一 年多没有在该架构上运行，而且 IA-64 代码库没有任何活跃维护者。更糟糕的是，IA-64 指令的 仿真速度缓慢且不完整，硬件支持也极其稀少——毕竟英特尔在 2021 年就已经停产该架构。 这些因素使得开发者很难找到继续在 Linux 编译器中保留 Itanium 支持的合理理由。 在 GCC 15 发布之前，Linux 开发者就曾考虑彻底删除 IA-64 兼容性。不过，开源开发者 René Rebe 当时挽救了 IA-64 支持，而且据称他是目前唯一仍在维持其存活的人。事实上，Linux 内核 在两年前就已全面 ...

Core Viewpoint - Apple's upcoming M5 chip for high-end MacBook Pro will feature a new Liquid Molded Plastic (LMC) supplied exclusively by Taiwan's Changxin Materials, which is expected to enhance performance and efficiency in the coming years [2][3]. Group 1: Chip Technology and Performance - The M5 chip will not fully utilize CoWoS technology initially, but the adoption of compatible materials is a strategic move for future iterations [3]. - LMC will provide advantages such as structural integrity, better heat dissipation, and higher manufacturing efficiency, contributing to stable performance and increased efficiency [3]. - Future M6 or M7 chips may fully adopt CoWoS or even CoPoS packaging technologies, allowing for larger and more complex processors capable of handling demanding workloads [3][4]. Group 2: Supply Chain and Procurement Strategy - Changxin Materials has outperformed Japanese suppliers Namics and Nagase to secure the contract, indicating a shift in Apple's procurement strategy towards greater reliance on Taiwanese suppliers [3]. - This change grants Apple more flexibility in control and R&D collaboration within advanced chip materials [3]. Group 3: Future Developments and Cost Considerations - Apple is exploring other packaging technologies to enhance chip performance and reduce costs, with the A20 series chips expected to transition from InFO to multi-chip module packaging (WMCM) by 2026 [6][7]. - WMCM will utilize Molding Underfill (MUF) technology, which integrates bottom filling and molding processes to reduce material consumption and improve yield and efficiency [7]. - Apple is also considering System on Integrated Chips (SoIC) technology for the M5 series, allowing for high-density connections between stacked chips to reduce latency and enhance performance [8].

Core Viewpoint - The competition for top AI talent is intense, and while compensation is important, the mission of the company is deemed more crucial in attracting talent, as stated by AMD CEO Lisa Su [2]. Group 1: Insights from AMD - Lisa Su believes that she would never offer a compensation package at the level of $1 billion to attract potential recruits [2]. - Su emphasizes that while salary figures matter, finding individuals who genuinely believe in the company's mission is more important [2]. Group 2: Industry Context - Major tech companies like Meta and Microsoft are offering multi-million dollar salaries to attract AI talent, indicating a fierce competition in the industry [2]. - AI engineer Yangshun Tay reported receiving an email from Meta shortly after announcing an offer from OpenAI, highlighting the aggressive recruitment strategies employed by companies [3]. - OpenAI CEO Sam Altman criticized Meta's approach of offering large signing bonuses, suggesting that focusing excessively on money rather than the work and mission does not foster a good corporate culture [3].

Core Viewpoint - Arista Networks aims to achieve $10 billion in annual revenue by 2026, driven by strong demand for AI backend Ethernet solutions, which was initially projected for 2028 [2][3]. Revenue Guidance - For Q3, Arista raised its revenue guidance to $2.25 billion, slightly above the previous quarter's $2.21 billion, indicating a potentially conservative estimate [3]. - Even with the loss of one major AI client, Arista expects to meet or exceed its $750 million sales target for AI backend network devices in 2025, with total sales from AI backend and frontend network devices reaching $1.5 billion [3]. Financial Performance - In Q2, Arista reported revenues of $2.2 billion, a year-over-year increase of 30.4%, with operating profit of $986 million (up 41%) and net profit of $889 million (up 33.6%), achieving a net profit margin of 40.3% [4][5]. - Product revenue for Q2 was $1.88 billion, a 31.9% year-over-year increase, while software subscription revenue was $31.6 million, up 4% [3][4]. Market Position and Strategy - Arista's strategy focuses on becoming the preferred hardware platform for critical workloads, allowing clients to install their own network operating systems, differentiating itself from white-box vendors [5]. - The company has seen significant growth in its market share against Cisco, particularly in the high-speed Ethernet port market, with Arista's revenue from 10GbE and above switches surpassing Cisco's since mid-2023 [6]. Future Outlook - Analysts have raised revenue expectations for Arista, projecting at least $8.5 billion in revenue by 2025, with service revenue potentially reaching $1.5 billion this year [5]. - The company is expected to benefit from the upcoming wave of AI investments and new product launches from major players like NVIDIA and AMD in 2026, which could drive hardware revenue growth [5][6]. - Future developments may include support for UALink switching technology and Broadcom's Scale Up Ethernet (SUE) solution, which could generate significant new revenue streams [7].

Core Viewpoint - The article discusses the recent performance and future prospects of Zhuhai Jieli Technology Co., Ltd., highlighting its resilience despite a slight decline in net profit for 2025, and emphasizes the company's strong market position and potential for recovery in the consumer electronics sector [1][4][18]. Historical Performance - Jieli Technology has maintained overall growth over the past decade, with a slight decline in 2022 followed by a strong rebound in 2023 and 2024 [2]. - The company's net profit increased from 0.31 billion in 2014 to 7.91 billion in 2024, with a notable recovery from 3.36 billion in 2022 [4]. Market Environment - The consumer electronics market is gradually regaining confidence, with manufacturers adapting to changing trade policies [5]. - The U.S. has reduced tariffs on Chinese imports, which has positively impacted manufacturers' confidence and production capabilities [5]. - Government policies, such as subsidies for consumer electronics purchases, are supporting market recovery and boosting demand [6]. Industry Dynamics - Jieli Technology has crossed the 2 billion revenue threshold, indicating its maturity in the chip design sector, similar to other companies that have experienced temporary declines followed by strong recoveries [7]. - The article notes that many companies in the industry have shown robust rebounds after initial revenue fluctuations [7]. Technological Capability - Jieli's growth is attributed to its strong technical capabilities, with a diverse product line that includes various SoC chip products [9]. - The company has successfully introduced new products across its product lines, enhancing its market presence [10][12]. Market Position - Jieli maintains a significant market share in the Bluetooth audio chip sector, having achieved national recognition for its products [13][17]. - Despite a slight revenue decline in the first half of 2025, the company is expected to continue leading the market due to its competitive advantages [17]. Future Outlook - The company is anticipated to overcome current challenges and return to strong performance, reflecting its resilience and market leadership in the Bluetooth audio industry [18].

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Core Viewpoint - The SAECCE 2025 event will take place from October 21 to 24, 2025, in Chongqing, China, focusing on advancements in the automotive industry, including digitalization, smart manufacturing, and new energy vehicles [1][3]. Event Overview - The event will feature a grand opening ceremony, award presentations, and various forums and conferences dedicated to topics such as intelligent connected vehicles, electric vehicle technology, and energy-saving automotive technologies [5][7][8]. - There will be a total of 12 main forums and numerous specialized meetings covering various technical fields, including 12 sessions on automotive energy-saving technologies and 16 sessions on new energy vehicle technologies [7][8]. Exhibition Details - The exhibition will cover an area of 25,000 square meters, with over 170 companies confirmed to participate, showcasing new technologies, products, and innovations in the automotive sector [15]. - More than 95% of the exhibition space has already been booked, indicating strong interest and participation from industry players [14]. Special Activities - The event will include various activities such as signing ceremonies, procurement matchmaking, and investment financing sessions, aimed at fostering collaboration and innovation within the automotive industry [15]. - There will also be a series of forums focused on specific themes, including autonomous driving technology and smart cockpit innovations [11][12]. Registration and Participation - Early bird registration is now open for attendees, including automotive technology professionals and students, to secure their participation in this significant industry event [18].

Core Insights - The article discusses the ambitions of Mexico, Malaysia, and India to enhance their semiconductor design and manufacturing capabilities, aiming to reduce reliance on imports and improve their positions in the semiconductor supply chain [2][3][4]. Group 1: Mexico's Semiconductor Ambitions - Mexico plans to establish a semiconductor center that will significantly reduce its annual chip import expenditure by $24 billion [2]. - The country aims to transition from merely assembling chips to designing and manufacturing them, with a target for local companies to produce traditional chips by 2030 [4][5]. - Currently, Mexico has only a few local chip design companies, and it lacks advanced manufacturing facilities, requiring substantial investment and participation from both government and private entities [5][6]. Group 2: Malaysia's Strategy - Malaysia has launched a national semiconductor strategy aiming to attract approximately $116.8 billion in investments by 2030, focusing on building a substantial local industry [3][4]. - The country has signed an agreement to pay $250 million to ARM Holdings for chip design blueprints, intending to create ten local chip companies with potential revenues of up to $2 billion each [4]. - Despite its ambitions, Malaysia faces challenges such as a shortage of skilled engineers, with the demand in the electrical and electronics sector being ten times higher than the annual output of engineering graduates [9]. Group 3: India's Challenges - India has faced difficulties in establishing a comprehensive semiconductor industry despite significant government support and investment commitments, with past initiatives failing to materialize [6][7]. - The only large-scale project currently in preparation is a collaboration between Tata Electronics and Taiwan's PSMC to build a chip manufacturing plant valued at $11 billion, set to begin operations soon [7]. - India also struggles with a shortage of manufacturing and packaging talent, which hampers its ability to develop a self-sufficient semiconductor ecosystem [9]. Group 4: Expert Opinions and Concerns - Experts express skepticism about the feasibility of these countries achieving a complete semiconductor supply chain, citing the complexity of the industry [3]. - The lack of qualified engineers is a significant concern for all three countries, with many companies relying on foreign talent to fill gaps in expertise [8][9]. - The article highlights the need for substantial investments in training and development to build a sustainable semiconductor workforce in these nations [9].

Core Viewpoint - Trump's chip tariff policy may disrupt global electronics trade and increase product prices, but it is unlikely to revive advanced chip manufacturing in the U.S. [2] Group 1: Tariff Implications - Trump threatened a 100% tariff on "chips and semiconductors," but companies promising to produce in the U.S. may receive exemptions [2] - Major chip companies have already invested in U.S. production due to previous government incentives, and other tech firms may invest in non-advanced chip areas to gain exemptions [2] - The latest tariffs may not incentivize chip manufacturers to expand U.S. operations significantly, as they might only make moderate investments to appease politicians while continuing to import necessary products [3] Group 2: Manufacturing Costs - Rising manufacturing costs in the U.S. remain a core issue for foreign chip manufacturers, with TSMC projecting a 2-3 percentage point decline in overall gross margins due to increased costs [3] - Advanced chip manufacturing is complex, with only a few companies like TSMC, Samsung, and Intel capable of producing at the most advanced nodes [6] - Intel is struggling financially, leading to significant layoffs and cuts in capital expenditure plans to catch up with TSMC [6] Group 3: Impact on Non-Chip Companies - Tariffs may have a more significant impact on electronics companies that do not produce chips, as tariffs on key imported components could lead to substantial losses [6] - Apple has avoided potential costs that could harm its U.S. business by securing a tariff exemption through a $600 billion investment commitment [6][7] Group 4: Broader Manufacturing Trends - Apple's investments support advanced chip manufacturing in the U.S., but many initiatives were already in progress before the tariff threats [7] - The higher costs associated with U.S. manufacturing will ultimately be borne by American consumers and various supply chain segments [8] - Companies are motivated to expand U.S. production due to factors beyond tariffs, such as geopolitical considerations and the desire to avoid supply chain disruptions experienced during the pandemic [8]