将于 2026 年 1 月 6 日到 9 日于美国拉斯维加斯举行的CES2026，已进入倒计时阶段。 从 1967 年创办至今，历经近 60 年的 CES（Consumer Electronics Show，国际消费类电子产品展览会），早已成为全球消费电子行业的年 度盛会，以及全球科技产业的第一风向标。 在此前全网首发的 CES 2026「超前瞻」文章中，雷科技判断：AI 依然会是本届展会贯穿全场的核心议题，没有之一。 日前，OpenAI、谷歌、微软、Meta、阿里、字节、百度等AI巨头均有关于AI硬件的信息释放，硬件已成为AI落地绕不过的环节，说是AI 走向场景的核心载体也不夸张。而硬件特别是消费电子一直是CES的重头戏，因此在每年的CES上，我们都能看到AI与硬件结合的最新 趋势。 （图源：CTA） 在雷科技收到的「相遇 CES Foundry」主题邮件中，CTA 官方在第一句话就点明 CES 2026 最大主题：「AI 已在 CES 展会亮相多年， 但本届将成为『绝对的焦点』。」CES 2026上，不会有大模型们的参数大战或者跑分排名，更值得关注的是，AI技术如何融入到不同硬 件产品和产业场景？又如何给 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 英特尔周三（12月3日）表示，在对该部门的战略选择进行评估后，决定保留其网络和通信部 门。 此前，英特尔曾考虑出售多项资产，同时也在权衡各种改善财务状况的方案。今年夏天，英特 尔获得了美国政府89亿美元的投资，换取了10%的股份；此外，软银集团和英伟达也分别投资 了20亿美元和50亿美元。 英特尔首席财务官戴夫·津斯纳在发布第三季度业绩报告时表示，由于上述原因，这家芯片制造 商的现金状况已大幅改善。 英特尔在评估了出售网络事业部（NEX）的可能性后，认为保留这些资产是有利的。 该公司表示："将 NEX 保留在公司内部，可以实现芯片、软件和系统之间更紧密的集成，从而 增强在人工智能、数据中心和边缘计算领域的客户服务。" ( 来 源： 综合自路透社 ) 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 ...

AvaTrade爱华每日市场报告：在经历了周一的普遍下跌后，全球市场于周二（12月2日）呈现出一种复杂的"谨慎反弹"格局。主要美国指数虽多数收涨，暂 时缓解了市场的紧张情绪，但波动性并未远离，投资者在国债收益率高企与关键政策事件来临前的审慎心态，为这场反弹的成色打上了问号。市场正试图在 乐观的风险偏好与对潜在风险的警惕之间寻找新的平衡点。 | 12:30am | D | AUD | 1 | GDP q/q | | --- | --- | --- | --- | --- | | 7:30am | D | CHF | 1 | CPI m/m | | 10:00am | D | EUR | U | PPI m/m | | 1:15pm | ) | USD | I | ADP Non-Farm Employment Change | | | )) | EUR | U | ECB President Lagarde Speaks | | 3:00pm | )) | USD | I | ISM Services PMI | | 3:30pm | )) | EUR | I | ECB President Lagarde S ...

The Tragic Algebra of Stock-Based Compensation substack.com/@michaeljburry/p-179682949 Substack First, the algebra. 首先，是代数。 I watch a lot of Big Bang Theory. If that does not look like a Nobel Prize, Alex Karp is not a doctor. 我看了很多《生活大爆炸》。如果那不像诺贝尔奖，亚历克斯·卡普不是医生。 But no, I do not claim such a prize. 但不，我并不声称获得了这样的奖项。 This derivation belongs to my right-hand man at Scion the last four years. Phil Clifton is his name, and he is quite literally a rocket scientist. 这个推导属于我在 Scion 过去四年的得力助手。菲尔·克利夫顿是他的名字，字面意思就是火箭 ...

爱立信方面的代表拒绝就此置评。 自今年夏季以来，英特尔受益于大量资金注入。在特朗普政府促成的一项非常规交易中，美国政府于8 月收购了这家芯片制造商10%的股份。此外，英特尔获得了软银集团(SFTBY.US)20亿美元的投资，以 及英伟达(NVDA.US)50亿美元的额外注资。在此背景下，英特尔股价今年已累计上涨逾一倍。 智通财经APP获悉，英特尔(INTC.US)表示，公司经评估后决定不再分拆或出售其网络部门的股份。该 公司认为，网络部门作为内部业务单元运营更有可能实现成功发展。 "经过对网络部门NEX战略选项的全面评估——包括潜在的独立运营路径——我们确定，将该业务保留 在英特尔体系内最有利于其发展，"该公司周三在电子邮件声明中表示，"将NEX纳入内部运营有助于实 现芯片、软件与系统的深度整合，进而强化我们在人工智能、数据中心及边缘计算领域的客户解决方案 能力。" 公司发言人补充道，作为此次战略调整的一部分，英特尔已终止与爱立信(ERIC.US)的相关谈判，双方 此前曾探讨爱立信收购NEX部分股权的可能性。英特尔今年早些时候曾披露，计划对网络部门进行分 拆，并正在寻找战略投资者。 这一计划调整反映了英特尔首 ...

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Stock Selection Criteria - The investor screens for stocks that have undergone recent sell-offs, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off, adding a layer of due diligence to the investment process [1] Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts, employing multicolor lines for clarity [1] - Trend lines are occasionally drawn in multicolor patterns to assist in visualizing price movements and potential future trends [1]

Group 1 - The article does not provide any specific content related to a company or industry [1]

不久前，我们三易生活通过《18A制程首秀、新架构井喷：2025 Intel Tech Tour解析》这篇内容，为大家提 前解析了英特尔即将发布的Panther Lake处理器家族，并在《英特尔新款处理器抢先首测：非满血，但IPC 真不低》中"实测"了刚刚曝光的工程测定版平台。 同时我们还在相关内容中提及英特尔拿Arrow Lake-H推出"AI一体机"的企划，并披露了他们下一代高性能 桌面平台"Nova Lake"将要搭载的"NPU6"部分性能参数。 事实上，在如今的整个PC行业里，英特尔可能是具有最全面AI算力产品线的企业，甚至没有之一。他们同 时推进着四到五代的CPU架构、四种不同代次的NPU设计，同时还有FPGA和GPU产品线。更为重要的 是，不同于竞争对手称得上是"破碎"AI开发体系，英特尔还拥有One API，这就使得他们的软件堆栈能够 实现上述全部这些硬件的异构协同，并最大化地发挥不同设备的AI性能潜力，同时确保它们的软件兼容 性。 正因如此，当竞争对手们连PC上的AI功能都还没能完全做好的时候，英特尔就已经有余力在拓展到其他设 备了。就在最近，我们三易生活参加了英特尔举行的一场活动，此次活动的主 ...

Core Viewpoint - Intel has decided to retain its Networking and Communication (NEX) division after evaluating strategic options, believing it will better support the company's growth in AI, data centers, and edge computing [1]. Financial Situation - Intel previously considered selling multiple assets to improve its financial condition but received significant investments: $8.9 billion from the U.S. government for a 10% stake, $2 billion from SoftBank, and $5 billion from NVIDIA [1]. - The CFO, Dave Zinsner, stated that these investments have significantly improved the company's cash position [1]. Strategic Decision - The decision to keep the NEX division aligns with Intel's strategy to integrate chips, software, and systems more closely [1]. - Earlier this year, Intel explored the possibility of divesting NEX as part of CEO Lip-Bu Tan's plan to cut non-core businesses [1]. Market Reaction - Following the announcement, Intel's stock price increased by less than 1% to $43.76, with a slight decline of 0.3% in after-hours trading [1].

Summary of Intel Conference Call Company Overview - **Company**: Intel Corporation (NasdaqGS: INTC) - **Date**: December 03, 2025 - **Speaker**: John Pitzer, Intel Key Points Industry and Market Dynamics - **PC Market**: The PC market has shown robust demand throughout the year, with concerns about tariffs dissipating as the year progressed. There is a belief in sustainability in the PC market moving forward [5][6] - **Server Market**: The server market saw a significant shift in Q3, with increased demand from customers seeking long-term supply agreements. This has led to a situation where Intel is currently undersupplying both client and data center demands [6][10] Supply Chain and Shortages - **Supply Shortages**: Intel is experiencing shortages primarily in the 7-10nm nodes, with the peak of these shortages expected in Q1 2026. The company is short on supply across various product lines [7][12] - **Long-term Agreements**: Multiple cloud service providers (CSPs) are seeking long-term supply agreements due to increased demand driven by AI infrastructure needs [9][10] Product Development and Technology - **18A Node Progress**: Intel has made progress on the 18A node, with the first SKU of Panther Lake released by year-end. Yields are improving predictably, although still not at desired levels [14][15] - **14A Node Development**: The 14A node is progressing well, with better engagement with external customers compared to previous nodes. The timeline for customer decisions on 14A designs is expected to open in the second half of 2026 [22][25] Advanced Packaging and ASICs - **Advanced Packaging**: Intel is seeing increased engagement in advanced packaging technologies, with expectations for revenue growth in this area starting in the latter half of 2026 [27][29] - **ASIC Business**: The ASIC business is growing, particularly in networking, driven by AI demand. There is optimism about expanding this segment under new leadership [42][44] Competitive Landscape - **PC Market Share**: Intel is de-emphasizing the low end of the PC market to optimize for revenue and profit share, which may lead to a loss in unit share but aims for stabilization in overall market share [31][36] - **Data Center Roadmap**: Changes in the data center roadmap include the removal of certain low-end SKUs to focus on competitive products, with Coral Rapids expected to be a significant opportunity [33][34] Financial Outlook - **CapEx Guidance**: Intel is balancing the need for capital expenditures with current supply shortages. The guidance for gross CapEx is around $18 billion for the year, with potential adjustments based on market conditions [59][60] - **Gross Margin Dynamics**: The company expects a 40%-60% drop-through rate for gross margins, with various factors influencing this outlook, including the performance of Lunar Lake and memory pricing [61][62] Government Involvement - **U.S. Government Stake**: The involvement of the U.S. government as an equity holder has not significantly changed Intel's operations but has aligned incentive structures and strengthened partnerships [64] Additional Insights - **Cultural Changes**: Under new leadership, Intel has made significant changes to its organizational structure, flattening management layers and fostering a more customer-centric culture [45][46] - **AI Integration**: AI is influencing various aspects of Intel's business, from product development to advanced packaging, indicating a strategic focus on this growing market [41][42]