近日，华为旗下上海海思传来的重磅消息引发了行业内外的广泛关注，其旗下朱雀临境显示正式推出的 AI-Touch 触控 解决方案，专为手机触控精心打 造，这一方案的亮相，为手机触控技术领域带来了新的突破与变革。 加入"中国IC独角兽联盟"，请点击进入 这种独特设计让手机操作精准流畅，大幅提升触控体验，误触从此成为过去。该方案综合性能出色，防误触、防水能力强，触控精准迅速且抗干扰，助用 户告别裤兜误拨、水珠乱触、雨天操作失灵等烦恼。 它创新性地采用了端侧 AI 核与高性能 RISC-V 双核驱动模式，其中端侧 AI 核搭载了海思自主研发的 Neural Processing Unit（NPU） 架构，该架构已获得 超过 200 项国内外专利，能实现每秒 1.2 万亿次的 AI 算力，可实时学习并适配用户的触控习惯。而高性能 RISC-V 双核则基于海思自研的 RVV 指令集扩 展技术，相关专利布局覆盖指令集优化、低功耗设计等 150 余项，双核协同运作时的运算效率较传统架构提升 40%，这种模式打破了传统触控技术的局 限，让手机触控在响应速度和处理能力上有了质的飞跃。更值得一提的是，该方案将自主创新的芯片设计与先进 ...

中国AI创新的马拉松才刚刚起跑。 编译 | 陈骏达 编辑 | 李水青 近日，中国工程院院士、之江实验室主任、阿里云创始人王坚接受了彭博社的专访，并表达对AI发展趋 势的诸多犀利观点，他认为，当下大部分AI技术、服务与产品" 并未触及技术本质 "，ChatGPT发布后 涌现的种种新事物，大部分可能都 撑不了5-10年 。 在访谈中，王坚先从理论层面阐述了对AI技术的理解。他拥有心理学博士学位、曾在杭州大学任教，也 较早地接触到AI技术。不过，他并不认可业内从AI到AGI再到ASI的所谓演化路径，因为 三者没有本质 区别，是一个持续演进的过程。 王坚的访谈重点聚焦于中国AI产业的发展现状与未来趋势。他强调，中国AI技术的进步并非依靠单一企 业，而是由DeepSeek、阿里巴巴、月之暗面等企业间的良性竞争推动的。 他将AI竞赛比为一场马拉松，并认为 行业仍处于早期阶段 ，企业尚未建立真正的壁垒，新玩家仍有机 会。目前，中国在底层模型上与国际的差距并不大，下一步应将更多精力放在应用的探索上。 在回顾阿里云创立历程时，王坚认为，云计算作为一门技术驱动的生意，凭借其各行业基础设施的特 性， 有望在未来50-100年内保持 ...

"网络安全对我们至关重要。NVIDIA的芯片不存在'后门'，并不会让任何人有远程访问或控制 这些芯片的途径。" 此前，网信中国表示，据悉，近日英伟达算力芯片被曝出存在严重安全问题，此前美议员呼吁 要求美出口的先进芯片必须配备" 追踪定位 "功能。 美人工智能领域专家透露，英伟达算力芯片"追踪定位""远程关闭"技术已成熟 。 昨夜，针对英伟达算力芯片被曝出存在严重安全问题，英伟达做出了最新回应： 加入"中国IC独角兽联盟"，请点击进入 是说芯语转载，欢迎关注分享 ...

7月31日，尘埃落定！备受科技圈、投资圈及法律界瞩目的" 尊湃通讯 特大商业 秘密侵权案"迎来一审判决。上海市人民法院作出重磅裁定： 尊湃通讯创始人张琨因犯侵犯 商业秘密罪，被判处有期徒刑6年，并处罚金300万元人民币！公司9965万元现金资产被依法冻结！其 余13名涉案人员也全部获刑，无一漏网！ ︱"复制粘贴"式研发？司法鉴定结果触目惊心 2023年，上海警方联合江苏警方雷霆出击，侦破此案。现场查扣7台存储大量侵权技术资料的服务 器，涉案人员悉数落网。 经权威司法鉴定机构鉴定， 尊湃通讯正在研发的芯片产品，竟有高达40个关键技术点与 华为海思的商业秘密高度重合，同一性比例超过90%！ 这几乎等同于"复制粘贴"式的直接剽 窃，完全违背了技术创新的基本伦理与法律底线。 ︱资本盛宴背后的"定时炸弹" 在案发前，尊湃通讯的融资之路可谓顺风顺水： ：超募完成数亿元人民币Pre-A轮融资，小米集团、 湖杉资本 等顶级机构纷纷入局。 这起被业内称为"中国半导体领域最恶劣技术窃取案"的事件，终于落下铁幕。据知情人士透露，华 为内部心声社区已发布相关通告，标志着这场历时两年多的知识产权保卫战，华为取得了决定性胜 利。 ︱从" ...

Core Viewpoint - Huawei's HiSilicon has launched RISC-V architecture chips, indicating a shift from ARM and signaling the beginning of a new strategic phase for the company [1][2][4] Group 1: RISC-V Chip Launch - HiSilicon released two RISC-V chips, Hi3066M and Hi3065P, aimed at smart home appliances and industrial applications, respectively [2][3] - Hi3066M is designed for low-power AI applications in home appliances, while Hi3065P targets high-performance control in industrial settings [2][3] Group 2: Challenges Ahead - RISC-V faces challenges in software ecosystem development, with a lack of tools compared to x86 and ARM, which may hinder its adoption in AI and cloud computing [2][3] - Performance issues in high-performance computing scenarios, such as AI model training, need to be addressed for RISC-V to compete effectively [3] - Multi-core synchronization and communication efficiency are critical areas that require improvement to enhance overall performance [3] Group 3: Implications for Huawei - The launch of RISC-V chips reflects Huawei's response to the limitations imposed by ARM's licensing restrictions, which have stifled innovation and performance upgrades [4][5] - Huawei's reliance on outdated ARM architecture has led to performance issues in its Kunpeng CPUs, affecting market competitiveness [4][5] - The transition to RISC-V may represent Huawei's only viable path forward, given the challenges faced with ARM [5][6] Group 4: Ecosystem Impact - Shifting to a new chip architecture will significantly impact Huawei's existing software and application ecosystem, potentially leading to losses for upstream and downstream partners [6][7] - The transition poses risks of disrupting the established ecosystem, as previous investments in ARM-based development may not be transferable to RISC-V [6][7] - The RISC-V ecosystem is still developing, and Huawei must work to build a robust support system for developers and partners to ensure a smooth transition [7]

加入"中国IC独角兽联盟"，请点击进入 近日，英伟达算力芯片被曝出存在严重安全问题。此前，美议员呼吁要求美出口的先进芯片必须配 备"追踪定位"功能。美人工智能领域专家透露，英伟达算力芯片"追踪定位""远程关闭"技术已成 熟。为维护中国用户网络安全、数据安全，依据《网络安全法》《数据安全法》《个人信息保护 法》有关规定，国家互联网信息办公室于2025年7月31日约谈了英伟达公司，要求英伟达公司就对 华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。 " 网信中国"微信公号 是说芯语转载，欢迎关注分享 ...

以下文章来源于橙子不糊涂 ，作者橙子 橙子不糊涂 . 88年，集成电路背景，主要写科技，偶尔聊聊宏观和新鲜事儿。 感受一下北美AI 巨头和资本市场的压迫感： 1）26 财年资本支出增长较 25 财年放缓； 2）1Q 资本支出超过 300 亿元，主要受到 AI/云业务的需求； 收盘 英伟达涨2.14%，总市值逼近4.4w亿美金，更炸裂的是，盘后Meta和微软业绩双双超预期，Meta 暴涨12%、微软暴涨9 %… 1，Meta和微软业绩超预期：资本开支持续上调，微软表示产能紧缺影响落地布局… （1） Meta Platforms ( META .O)第2季度营收超过预期，对当前时期的预测也强于预期； Meta 预计，其第3季度营收将达到475亿美元-505亿美元，此外 Meta 还上调了2025财年资本开支预期区 间的下限，因为该公司继续加大对人才、基础设施、数据中心和能源的投资，以在快速发展的AI竞赛 中保持竞争力。 Meta 预计 全年资本支出在660亿美元至720亿美元 之间，较此前640亿至720亿美元的预期有所提高。 （2） 微软发布了 2025 财年第4季度报告和年报， 微软 第4财季营收为 764. ...

Core Viewpoint - The significant share reduction by shareholders of Gaon Electronics raises concerns about the company's control structure and market confidence, especially given its status as a leading player in the EDA industry and the ongoing challenges it faces from international competitors [2][4]. Shareholder Reduction - Gaon Electronics' shareholders plan to reduce their holdings by up to 13.05 million shares, representing 3.01% of the total share capital, which will decrease their ownership from 10.77% to 7.76% [1][2]. - This reduction is notable as it constitutes a nearly one-third decrease in their shareholding, which could impact the stability of the company's equity structure, particularly since it currently lacks a controlling shareholder [2][3]. - The reduction is the fourth by this shareholder group since 2023, totaling a 4.3% decrease, which may signal a cautious outlook on the company's short-term prospects and amplify market fears [2][3]. Financial Performance - For the year 2024, Gaon Electronics reported revenues of 419 million yuan, a year-on-year increase of 27.42%, but also experienced a net loss of 95.82 million yuan due to high R&D expenses of 289 million yuan, accounting for 68.9% of revenue [3]. - In the first quarter of 2025, the company achieved a net profit of 1.5 million yuan, indicating a potential turning point in its business performance [3]. Industry Context - The EDA industry is undergoing rapid consolidation, with the domestic market projected to reach 18.49 billion yuan by 2025, yet local companies hold less than 10% market share [3]. - Gaon Electronics faces significant competition from international giants that dominate over 70% of the global market, necessitating ongoing investment to overcome technological barriers [3]. - The strong customer loyalty and high switching costs associated with EDA tools present challenges for domestic companies in their commercialization efforts [3]. Market Reactions - On the day of the announcement, Gaon Electronics' stock price fell by 1.84% to 31.50 yuan, with a total market capitalization of 13.708 billion yuan, reflecting a 40% decline from its 2024 peak [3]. - The reduction in shareholding has led to stock price fluctuations in related upstream companies, raising concerns about the overall valuation pressure on the semiconductor sector, particularly in areas reliant on policy support [4]. Ownership Structure - The complex ownership structure of Gaon Electronics, characterized by a mix of private and state capital, may lead to control disputes during financing negotiations, as evidenced by previous issues faced by similar companies [4]. - While the company asserts that the reduction will not affect its control structure or ongoing operations, investors are keenly interested in potential strategic investor introductions or business adjustments [4]. Industry Insight - The EDA industry emphasizes long-term technological development rather than short-term valuation fluctuations, highlighting the importance of sustained R&D efforts [5].

Core Viewpoint - The rise and fall of HeXin Technology serves as a microcosm of the domestic server CPU industry, highlighting the risks associated with over-reliance on government policies and the challenges of aligning technology with market demand [2][4]. Group 1: Company Overview - HeXin Technology, established in 2014, quickly became a benchmark for domestic alternatives in the server CPU sector, leveraging IBM's Power instruction set architecture [2]. - The company's valuation reached 6 billion yuan in 2023, positioning it close to "unicorn" status [2]. - However, by the end of 2023, the company faced a severe cash flow crisis, leading to unpaid employee wages and ultimately a court ruling for bankruptcy liquidation in April 2025 [2]. Group 2: Technological Challenges - The core product of HeXin Technology is based on IBM's Power instruction set architecture, which has seen a decline in market share, now accounting for less than 1% of the global server CPU market, dominated by x86 architecture [3]. - Despite attempts to innovate with the HX-C1000 chip, the product remained confined to niche markets, with limited demand from sectors like banking and government [3]. - The second-generation chip, HX-C2000, faced performance criticisms and funding issues, preventing it from reaching production [3]. Group 3: Financial Issues - HeXin Technology's collapse was not merely a result of failed financing but also revealed an over-dependence on government subsidies and state capital investments [4]. - A significant investment of 500 million yuan in 2020 raised the company's valuation but created a fragile financial structure reliant on policy support [4]. - The failure of a 500 million yuan financing deal at the end of 2023 marked a critical turning point for the company [4]. - The ownership structure, combining private and state capital, led to conflicts during financing negotiations, contributing to the company's financial instability [4]. Group 4: Business Model Limitations - HeXin Technology's business model failed to achieve self-sustainability, with low market acceptance of its products leading to insufficient revenue to cover R&D costs [5]. - The HX-C2000 project incurred over 100 million yuan in R&D expenses without achieving mass production, illustrating the unsustainable "burning cash for valuation" strategy [5].

Core Viewpoint - The U.S. is considering imposing tariffs on semiconductor imports, with results from a national security investigation expected in two weeks, potentially affecting major semiconductor manufacturers and designers [1][4]. Group 1: Tariff Investigation and Implications - The U.S. Commerce Secretary announced that the investigation into semiconductor imports is based on the Trade Expansion Act of 1962, focusing on national security implications [1]. - Trump has indicated that tariffs could range from 25% to 100%, with a likely implementation window after mid-August [1][5]. - Major semiconductor companies and industry associations are urging caution, warning that broad tariffs could severely damage the U.S. semiconductor industry [1]. Group 2: International Trade Agreements - Trump stated that many companies will invest in U.S. semiconductor manufacturing to avoid the impact of new tariffs, while also highlighting a recent agreement with the EU for a 15% tariff rate [2][3]. - The agreement with the EU includes significant investments and purchases of U.S. military and energy products, with implications for the automotive and agricultural sectors [3]. Group 3: Economic Impact - The implementation of semiconductor tariffs is expected to have profound effects on global supply chains and the U.S. economy, with skepticism from industry experts regarding the effectiveness of the policy in bringing manufacturing back to the U.S. [4]. - An estimate from ITIF suggests that a 25% tariff could lead to a 0.18% decline in U.S. economic growth in the first year, accumulating to a GDP loss of $1.4 trillion over ten years [5].