金磊 发自 凹非寺 量子位 | 公众号 QbitAI 你的 QQ音乐 还是只能用来听歌吗？ 请注意，它现在已经有了另一种"打开方式"—— AI作歌 。 而且还是 免费 的那种！ 瞧，我们只需要先点击QQ音乐左上角的AI作歌按钮： 然后我们只需要把关于歌曲的灵感直接输入进去，选择"流行"的曲风，最后点击 "AI快速创作" 就好了。 AI会先生成完整的包括引子、主歌、副歌的歌词： 短短几分钟，一首 原创 的 《大东北》 就这么水灵灵地诞生了： 而且啊，QQ音乐的AI作曲功能，是 只有在AI PC上才能免费实现的 。 或许有小伙伴要问了，现在去别的AI作曲的网站或软件不都可以吗？ 非也非也，在 AI PC 上作曲的 " 玩法 " 是完全不一样的，因为它运行的是本地大模型，是 在本地做的推理 。 并且它已经解决了普通人想表达却不会作曲的痛点，只要你有想法，一句话、免费，就能立即把想法谱写成属于你自己的独特旋律，每个人 都可以成为创作者。 而且不只是做音乐，现在在AI PC上面搞创作，打开各式各类的应用，它们的"AI含量"简直不要太高。 即便是专业人士，也是可以用AI PC在几分钟内创作一首样曲，把寻找灵感和创作的门槛 ...

Core Insights - Intel's AI strategy is focusing on two main areas: ASIC and edge AI, aiming to regain competitiveness in the AI sector where it lags behind Nvidia and AMD [2][4] - The establishment of the Central Engineering Group (CEG) is intended to consolidate engineering talent and enhance the company's capabilities in ASIC and design services [4][5] Group 1: AI Strategy and Market Position - Intel has acknowledged its shortcomings in AI strategy, with former CEO Pat Gelsinger admitting that the company's approach has not been satisfactory [2] - The company is developing a power-optimized GPU for inference as part of its edge AI strategy, with products like Meteor Lake and Lunar Lake aimed at enhancing mobile SoC performance [2][3] - Intel's new ASIC department, led by Srini Iyengar, aims to provide customized chips for specific workloads, competing with established solutions like Google's TPU and Amazon's Trainium [3][4] Group 2: ASIC Business Development - The ASIC business is expected to play a crucial role in Intel's operations, with plans to offer a "one-stop" solution for customers seeking custom AI chips [4][6] - Intel's CEG will lead the development of ASIC and design services, expanding the application of its core x86 IP and leveraging its design advantages [5][6] - The company aims to differentiate itself by providing internal foundry services, which is a unique offering compared to competitors like Broadcom and Marvell [6][7] Group 3: Future Prospects and Challenges - If executed effectively, the custom chip business could become a significant revenue stream for Intel, positioning it as a system foundry responsible for every supply chain segment [7] - The competitive landscape in the AI market is intense, with companies like Broadcom continuously evolving, posing challenges for Intel to capitalize on this opportunity [7]

投资者提问： 董秘您好：请问贵公司有关注英特尔EMIB先进封装解决方案吗？如关注或参与其中了可以简要描述一 下竟争优势有那些？谢谢！ 董秘回答(盛美上海SH688082)： 尊敬的投资者您好，盛美上海密切关注全球先进封装技术的发展趋势，对包括英特尔EMIB在内的多种 先进封装解决方案保持着持续跟踪，公司全线封测设备（包括湿法设备、涂胶、显影设备及电镀铜设 备）亦可应用于大算力芯片2.5D封装工艺。公司将结合高端芯片封装的发展需求，积极加强与产业链上 下游客户的协同合作，不断提升设备在先进封装领域的适用性与市场竞争力，携手合作伙伴共同促进全 球半导体产业的蓬勃发展。感谢您的关注！ 查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 来源：问董秘 ...

证券研究报告 《爱建电子专题报告：iPhone 折叠屏有望带来 产业发展拐点》2025-12-15 《电子行业周报：字节跳动发布豆包手机助手》 2025-12-08 《"朱雀三号"首飞在即，推动卫星通信行业 发展》2025-12-01 行业研究 / 行业点评 2025 年 12 月 16 日 强于大市 投资要点： 一年内行业指数与沪深 300 指数对比走势： 资料来源：聚源数据，爱建证券研究所 相关研究 《电子行业周报：Google 发布第三代旗舰人工 智能模型 Gemini 3》2025-11-25 《人工智能月度跟踪：GTC25，NVIDIA 发布 Vera Rubin Superchip》2025-11-25 许亮 S0820525010002 0755-83562506 xuliang@ajzq.com 朱俊宇 S0820125040021 021-32229888-25520 zhujunyu@ajzq.com 行业及产业 电子 NVIDIA H200 芯片放松出口限制 ——电子行业周报（2025/12/08-12/12） 本周（2025/12/08-12/12）SW 电子行业指数（+2.63%）， ...

英特尔还任命安妮.希亚.韦克瑟(Annie Shea Weckesser)为首席营销与传播官。韦克瑟是思科公司的老 将，最近在芯片创业公司SambaNova Systems工作。陈立武通过其庞大的风投业务成为了SambaNova的 投资人。 此外，陈立武的幕僚长普什卡尔.拉纳德(Pushkar Ranade)被任命为临时首席技术官。英特尔前任首席技 术官萨钦.卡蒂(Sachin Katti)已于上月离职，加入了OpenAI。(作者/箫雨) 英特尔表示，现任总统副助理、国家经济委员会副主任罗宾.科尔韦尔(Robin Colwell)已被任命为政府事 务办公室负责人。该职位自布鲁斯.安德鲁斯(Bruce Andrews)去年11月美国大选后离职以来一直空缺。 安德鲁斯此前曾在奥巴马总统任内的商务部任职。 与此同时，英特尔周一还任命詹姆斯.周(James Chew)为英特尔政府技术部门副总裁，该部门负责管理公 司与美国政府的业务往来。此前负责该部门的英特尔资深高管克里斯托弗.乔治(Christopher George)已于 今年早些时候离职。詹姆斯.周曾在楷登电子工作，而该公司的前CEO正是英特尔CEO陈立武(Li ...

公众号记得加星标⭐️，第一时间看推送不会错过。 在英特尔看来，半导体创新始终是一项团队合作，最持久的突破源于从研发到量产的深度生态系统协 作。英特尔晶圆代工为其在这一进程中扮演的领导角色而感到自豪，并已确立了其在业界的地位，成 为唯一一家拥有本土领先逻辑芯片研发和制造能力的美国公司。 今天，英特尔分享两个不同项目的里程碑，这两个项目分别展示了公司推动行业研究和创新、降低先 进设备概念风险以及加快为客户创造价值的不同方式。 自信扩展：首台 TWINSCAN EXE:5200B 高数值孔径 EUV 安装 随着前沿工艺节点特征尺寸的不断缩小，高数值孔径（High NA）极紫外（EUV）光刻技术正迅速崛 起，成为人工智能时代极具吸引力的光刻技术。ASML 和 Intel Foundry 已证明，目前 最先进的光 刻扫描仪在技术上可行，能够提供更高的精度和生产效率，从而使高数值孔径 EUV 技术在未来的大 规模生产中占据优势。 今天，英特尔激动地宣布，英特尔和ASML已成功完成TWINSCAN EXE:5200B的"验收测试"。 这 款高数值孔径（High NA）极紫外光刻机在保持第一代EXE : 5000高分辨率的同 ...

Core Insights - Intel is reportedly in talks to acquire SambaNova Systems, an AI start-up previously valued at $5 billion, with a rumored acquisition price of $1.6 billion [1][9] Company Overview - SambaNova focuses on fast and efficient AI inference, developing custom AI chips known as Reconfigurable Dataflow Units (RDUs) [2] - The company offers a complete rack-scale solution called SambaRack, which integrates hardware, networking, and software, along with a cloud AI platform powered by its hardware [2] Previous Acquisition Context - Intel's last significant AI acquisition was Habana Labs in 2019 for approximately $2 billion, which focused on AI training processors [4] - Despite launching Gaudi 2 and Gaudi 3 under Intel, the chips failed to gain traction against Nvidia's GPUs due to an unfamiliar architecture and immature software ecosystem [5][6] Market Dynamics - Nvidia's CUDA platform has become the industry standard for accelerated computing, providing a competitive edge over Intel in the AI training market [7] - SambaNova's focus on AI inference solutions positions it in a more competitive market, where efficiency is crucial [10] Recent Developments - SambaNova has secured deals to power sovereign AI inference clouds in Australia, Europe, and the UK, and was selected by OVHcloud for its AI Endpoints solution [11] - The shift towards rack-scale AI solutions aligns with Intel's strategy after canceling Falcon Shores, indicating a potential acceleration in developing integrated systems [12] Strategic Implications - Acquiring SambaNova could help Intel gain ground in the AI infrastructure market, especially given its focus on AI inference and rack-scale solutions [13]

Intel on Monday appointed an economic adviser to U.S. President Trump as its head of government affairs, months after the U.S. government took a 10% stake in the U.S. chipmaker. ...

Joining us now for the Start Movers podcast, Lisa matera. All right. I have to start with Massachusetts based I robot. I. T. , the Roomba, came out in 2002. So it's been a while. But what happened is that earnings at the firm that they sold more than 40 million of these things, ¥40 million, more than 40 million. But the earnings declined because right after COVID, you had supply chain issues and then you had the cheaper alternatives coming out. I know people are techs. I mean, like $49.99%, I'd say, Oh, yea ...

Intel named Robin Colwell as senior vice president of government affairs, enlisting a Trump administration official to oversee the chipmaker’s relationship with policymakers and regulators https://t.co/OXsoNSt3D2 ...