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国泰海通|数字经济:全球首款全频6G芯片发布
国泰海通证券研究·2025-09-07 14:33

Semiconductor Sector Dynamics - The world's first full-band 6G chip has been released [1] - OmniVision Technologies has launched the high-voltage isolation driver chip ORD110x [1] - AMD has officially released the Ryzen 5 9500F [1] Automotive Electronics Sector Dynamics - Hesai has secured a global exclusive lidar order from Motional [1] - Pony.ai has reached a strategic cooperation with Qatar National Transport Company [1] - Qualcomm and BMW Group have jointly launched a driver assistance system [1] AI Sector Dynamics - UBTECH has won the largest global contract for humanoid robots [1] - XianGong Intelligence has partnered with Stardust Intelligence to promote the large-scale application of humanoid robots in industrial and logistics scenarios [1] - The first large-scale reinforcement learning framework for embodied intelligence has been open-sourced [1] Metaverse Sector Dynamics - Oculens is set to unveil multiple new smart glasses [1] - Rivet has secured a $195 million contract with the U.S. Army to provide XR technology support for command systems [1] - VITRUE has raised a total of $100 million in two rounds of Series B financing [1]