2 1 Shi Ji Jing Ji Bao Dao·2026-01-07 13:22Group 1: Industry Overview - The CES 2026 showcased over 4,000 companies, focusing on AI and its integration into various products, including PCs, home appliances, and foundational chips [1] - The combined market capitalization of the four major semiconductor companies—NVIDIA, AMD, Qualcomm, and Intel—reaches nearly $5.3 trillion, indicating significant investor interest in AI technologies [1] - Concerns about the over-exuberance of the AI market persist, with 2026 expected to be a year for evaluating genuine value creation rather than mere speculation [1] Group 2: NVIDIA Developments - NVIDIA unexpectedly launched its next-generation AI chip platform "Rubin," which significantly enhances training and inference performance by 3.5 times and 5 times, respectively, compared to its predecessor [2] - The company reported over $500 billion in orders for its Blackwell and Rubin architectures for 2025-2026, reflecting strong demand for computing power in data centers [2] - NVIDIA introduced the open-source autonomous driving model "Alpamayo," which features 10 billion parameters and aims to streamline the processing from sensor input to driving commands [3] Group 3: AMD Initiatives - AMD adopted an aggressive "stacking" strategy, showcasing the Helios AI rack, which integrates 72 MI455X accelerator chips and 31TB of HBM4 memory, claiming it to be the best AI rack globally [5][6] - The new generation of chips is expected to deliver up to a 10-fold performance improvement under various workloads, aided by a hybrid 2nm and 3nm manufacturing process [6] - AMD signed a significant infrastructure procurement agreement with OpenAI, valued at 6 gigawatts, marking a substantial entry into the core supply chain of leading AI model developers [6] Group 4: Qualcomm and Intel Strategies - Qualcomm is diversifying its strategy to reduce reliance on the smartphone market, launching the Snapdragon X2 Plus chip aimed at the mid-range laptop market, with a focus on energy efficiency and 5G connectivity [8] - Intel introduced the "Panther Lake" third-generation Core Ultra processor, its first chip manufactured using the 18A process, which is crucial for regaining manufacturing leadership [9] - The third-generation Core Ultra processors are set to be released in the second quarter of 2026, targeting industrial, medical, and smart city applications [10]