When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

下一代低功耗DRAM(LPDDR6)正在以超出预期的速度进入市场。受服务器及AI领域对高性能、高效率 DRAM需求急剧上升的推动，这一新标准的商用化进程正在提速。 多家尖端半导体设计企业目前正在讨论同时采用LPDDR5X与LPDDR6 IP(设计资产)的方案。三星电子 和高通等移动应用处理器(AP)设计企业也计划从下一代产品开始支持LPDDR6。 这一转变的核心驱动力来自AI应用的爆发式增长。无论是搭载端侧AI的智能手机，还是需要持续处理 海量数据的AI数据中心，都对DRAM性能提出了更高要求。英伟达等全球科技巨头也在积极推进 LPDDR产品的采购。 据Zdnet援引业内人士透露，目前超过半数的高性能半导体设计企业正在考虑并行搭载LPDDR5X及 LPDDR6 IP，特别是在4纳米及以下先进制程芯片的设计中，需求出现得比预期更快。 性能提升1.5倍，商用化最快下半年 LPDDR6的性能规格较上一代产品实现显著跃升。这一代产品的带宽可达10.6Gbps至14.4Gbps，而上一 代LPDDR5X的带宽范围为8.5Gbps至最高10.7Gbps，性能提升约1.5倍。 尽管基础标准已经确立，但LPDDR6的全面商用 ...

Core Insights - The next-generation low-power DRAM (LPDDR6) is entering the market at an accelerated pace, driven by the surging demand for high-performance and efficient DRAM in the server and AI sectors [1][2] - Major semiconductor design companies are discussing the simultaneous adoption of LPDDR5X and LPDDR6 IP, with companies like Samsung and Qualcomm planning to support LPDDR6 in their next-generation products [1][4] - The explosive growth of AI applications is the primary driver for this transition, as both AI-enabled smartphones and data centers require enhanced DRAM performance [1][2] Performance and Commercialization - LPDDR6 offers a significant performance upgrade, with bandwidth reaching 10.6Gbps to 14.4Gbps, compared to LPDDR5X's range of 8.5Gbps to 10.7Gbps, representing an approximate 1.5 times improvement [3] - Although the basic standards for LPDDR6 have been established, full commercialization will take time, with supporting infrastructure like PHY, controllers, and interface IP not yet fully ready; commercialization is expected by the second half of this year [3] - Currently, LPDDR6 can achieve around 12.8Gbps performance, with expectations to reach 14.4Gbps by next year as companies push for IP development [3] Adoption in Advanced Process Chips - LPDDR is a DRAM standard that emphasizes energy efficiency compared to general DDR; the seventh generation LPDDR5X is already commercialized, while LPDDR6 was finalized last July [4] - Despite the incomplete supporting infrastructure, many AI and high-performance computing semiconductor design companies are advancing their plans to adopt LPDDR6, initially using LPDDR5X until LPDDR6 is mass-produced [4] - Over half of high-performance semiconductor design companies are considering parallel adoption of LPDDR5X and LPDDR6 IP, especially in designs for chips at 4nm and below, with demand growing faster than expected [4]

In this article, we will be taking a look at the 8 Most Promising Metaverse Stocks to Buy According to Hedge Funds.The global metaverse market, driven by AI, AR, blockchain, and VR, is becoming a central component of Web 3.0, blending virtual and physical experiences to create lifelike digital environments.It is reported that the global metaverse market was valued at $105.40 billion in 2024 and is expected to grow at a compound annual growth rate (CAGR) of 46.4% between 2025 and 2030, reaching $936.57 billi ...

1.【Anthropic发布新AI模型：操控计算机能力大幅提升】Anthropic PBC发布名为Claude Sonnet 4.6的人工智能（AI）新模型，可以执行需要多个步骤的计算机操作，例如填写网页表单，然后跨多 个浏览器标签页协调信息。Anthropic 在一篇博客文章中写道："在操作计算机方面，该模型当然仍 落后于最熟练的人类。但尽管如此，其进步速度依然惊人。"Anthropic表示，Sonnet 4.6在抵御提 示词注入攻击（Prompt Injection Attacks）等安全威胁方面表现更好，这类攻击是指通过恶意指令 操控AI模型。（新浪科技） 2.【印一大学被曝买中国机器狗冒充自研，校方承认：从宇树采购的】印度人工智能（AI）影响力峰 会于16日在新德里开幕，为期五天，该科技展会由印度电子和信息技术部主办，号称"有史以来规模 最大"。展会期间，加尔戈蒂亚斯大学团队展示的所谓自主研发的机器狗，被发现其实是买来的中国 企业现成产品。 当地时间2月18日，这所大学在社交平台X的官方账号发声明承认，展示的这台设备 确实是从中国企业宇树科技采购的。（环球时报） 3.【高通将向印度人工智能战略基金投资 ...

Qualcomm logo on a glowing microchip with neon circuit traces and blurred code/network graphics in the background. Key Points Qualcomm has fallen from early-January levels above $180 to around $140, erasing two years of gains and returning to 2020 levels. A wave of downgrades and reduced price targets suggests confidence is cracking across Wall Street. But with the stock’s RSI flashing extremely oversold conditions and support forming near $135, contrarians are beginning to circle. Interested in QUALC ...

Key Takeaways Sanmina outpaces Qualcomm with stronger estimates, gains and a cheaper valuation.SANM sees fiscal 2026 sales up 67.9% and EPS up 66.6%, with estimates rising 4.4% in 60 days.QCOM faces sales and EPS declines, stock down 18.6% year over year and trading at 3.44x sales.Qualcomm Technologies Inc. (QCOM) and Sanmina Corporation (SANM) are key players in the semiconductor and electronics supply chain. Qualcomm offers high-performance, low-power chip designs for mobile devices, PCs, XR (Extended Rea ...

It has been a tough few weeks for plenty of artificial intelligence (AI) stocks. And to be fair, some of them deserved their share price setbacks. Not all of them, though. In several cases, investors have thrown the proverbial baby out with the bathwater. Smart investors know that conditions like this ultimately spell opportunity. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » To th ...

春公子莫迪，这个人，全球可谓无人不知无人不晓。他总是以一副西装革履、眼神坚定的形象亮相，每次在国际场合上，他都毫不吝啬地大喊：印度要成为 超级强国，印度世纪已经到来。这些年他口中的豪言壮语如同一个接一个的火箭发射，响亮而雄心勃勃。但当人们转过头来看现实时，不禁要问，这些口号 的背后，到底藏着多少空话与空洞的愿望？ 首先，部长口中的稳健推进，究竟有多稳健？印度政府确实不遗余力地砸钱，设立了100亿美元的基金来扶持芯片产业。美光已经在莫迪的家乡——古吉拉 特邦建厂，塔塔集团也计划进行硅片制造，今年印度本土预计有三座芯片工厂会开始商业化生产。然而问题是，这些工厂到底做什么呢？无非是封装和测 试，这些都是半导体产业链中技术含量最低的环节。真正的核心部分——晶圆制造、先进制程，印度甚至连门都没摸到。瓦伊什瑙口中的28纳米芯片，全球 早已是老古董级别，台积电和三星都已经在奔向更小的2纳米、1.4纳米。而更讽刺的是，就在他发表讲话的同一天，高通宣布成功流片2纳米芯片，印度媒 体一片欢腾，网友们甚至欢呼印度芯片超越中国。但仔细一看，设计确实在印度完成，但制造呢？台积电在背后提供支持。这个场面就像请了顶级设计师做 了图纸，却靠 ...

Global chip major Qualcomm Incorporated plans to invest up to $150 million, or about ₹1,360 crore, to support India's rapidly expanding technology and AI startup ecosystem, the company said on Wednesday. The investments will be deployed through Qualcomm Ventures and will be made in startups across all stages, with a particular focus on AI for automotive, IoT, robotics, and mobile, the company said in a statement. "Qualcomm Incorporated... announced its intention to invest up to $150 million to support India ...