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2025年全球知名十大通讯电源品牌推荐
Zhong Guo Neng Yuan Wang· 2025-07-07 06:05
2025年通讯电源领域的十大品牌推荐,综合技术实力、市场应用及可靠性进行排序: 一、国际品牌 1、美国ARTESYN(雅特生) Artesyn Technologies是一家全球领先的电源公司,总部位于佛罗里达州Boca Raton,研发机构遍及北 美、欧洲及亚洲,销售网络遍及全球,是纳斯达克交易所上市的公司,代码为ATSN。公司专为服务 器、存储设备、无线和电信系统的基础结构应用,提供设计、制造,以及销售高端电源转换器和嵌入式 板卡,并提供解决方案,是该领域的全球领导者。产品广被泛应用于高端服务器、数据存储设备、路由 器、集线器、高速调制解调器、射频放大系统、基站控制器和收发器等产品中。美国ARTESYN(雅特 生科技)的通讯电源产品线涵盖多个系列,具备高可靠性、模块化设计及智能化控制等特点,适用于通 信、数据网络等领域主要产品及型号有:LCC系列(无风扇/传导散热设计)型号:LCC600系列: 600W单路输出,支持12V/28V/36V/48V等电压,具备PMBus协议控制和主动均流功能,适用于高温环 境(基板温度-40℃至+85℃)。LCC250系列:250W单路输出,提供12V/24V/48V,IP ...
麻省理工科技评论-2025 年 7-8 月刊
2025-07-04 03:04
ARE WE READY FOR AI AGENTS? Vol. 128 No. 4 • July/August 2025 America under surveillance A hydrogen economy in Africa Our electric future Display until September 2, 2025 Power POWER JA25-front_cover.indd 1 6/4/25 10:31 AM Navigate uncertainty. Fuel your strategy. Leave confident. For over 25 years, EmTech MIT has been the go-to business technology conference for executives looking to navigate the future, inspired by experts that only MIT can gather. For over 25 years, EmTech MIT has been the go-to business ...
摩根士丹利:人工智能供应链_半导体实地调研 -关键要点
摩根· 2025-07-04 01:35
June 30, 2025 09:00 PM GMT Global Technology AI Supply Chain: Semis Field Trip – Key Takeaways TSMC's 2026 CoWoS capacity is growing > 30% Y/Y, psoitive for both the Nvidia and AI ASIC supply chains. On the other hand, B30 GPU shipments to China will be a wild card for China's AI capex. Over the past week, our global semis team met with ~20 corporate and AI industry experts in the AI supply chain in Taiwan and Beijing. We also met investors there to get a sense of market sentiment. In general, investors are ...
US, China Ease Some Tech Restrictions
Bloomberg Technology· 2025-07-03 18:01
So what we're talking about is EDA. And as of last night, we're hearing from the key players, the key names in EDA space, that they're now free to do business in China. What do we need to know.Yeah, that's right. So this is a strange one. It was just in May when we found out from the companies that they were going to have these export restrictions on China.Their EDA software is necessary to be able to design semiconductors. It was also strange the way that it got announced it was the companies that actually ...
Chip stocks pop as U.S. eases China chip curbs
CNBC Television· 2025-07-03 16:22
Welcome back. The US lifting chip software curves on China. Our Christina parts has the details with cadence design Christina popping almost to the top of the S&P.Yeah. Yeah. One of the the big movers today and that's because the Trump administration is showing an abrupt reversal of a sixe chip design software export restriction uh to China and it really like you mentioned sent shares of Cadence and Synopsis both up.Cadence up five% Synopsis almost 5%. In exchange, chi China will likely smooth the permit pr ...
Patrick Moorhead: The U.S. lifting China restrictions is a positive sign for chip software designers
CNBC Television· 2025-07-03 15:13
Tech is boosting the S&P 500 and the Nasdaq. We're at new records. The Nasdaq is aiming for what would be its eighth positive session of the last nine.And this morning, uh, this is as the US lifts export controls on chip design software to China. Who are the companies at play here. Uh, Gen Cadence Design, Synopsis, Seaman's also getting a lift.Joining us now to discuss more insights founder and chief analyst Patrick Morehead. Patrick, obviously we can see it's good for some of these names. Uh is it a conclu ...
2025 Q2中国半导体市场分析
傅里叶的猫· 2025-07-03 13:03
Omdia是一家专注于半导体市场的咨询公司,他们在2025年的半导体市场季度简报中提供了详尽的市场 分析与预测。这包括但不限于全球及中国大陆半导体市场的增长趋势、不同应用类别的市场情况(如智 能手机、个人电脑、数据中心服务器、汽车等)、主要终端应用市场的表现、关税政策对中国半导体产 业的影响等。他们每次出的报告都是经过了大量的市场调研,所以报告的内容都非常硬核。 本篇文章的内容,在获得作者授权后,我们把Omdia的2025半导体市场季度简报中的 部分内容 分享给 大家,也推荐大家可以多关注及订阅Omdia,对 Omdia内容有兴趣的朋友,可以扫文章后面的微信。 半导体市场Overview 中国市场 | | 行业平均 | 行业平均 | 行业平均 | 统计范围内总营收 | | | --- | --- | --- | --- | --- | --- | | | 主利率 | 营业利润率 | 存货周转率 | (亿元人民币) | | | 2025Q1 | 32.68% | 9.25% | 0.53 | | 379.66 | | 2024Q1 | 34.11% | 9.23% | 0.51 | | 315.67 | | Y ...
Apple's China iPhone sales grows for the first time in two years
CNBC· 2025-07-03 11:54
Apple iPhone sales in China rose in the second quarter of the year for the first time in two years, Counterpoint Research said, as the tech giant looks to turnaround its business in one of its most critical markets.Sales of iPhones in China jumped 8% year-on-year in the three months to the end of June, according to Counterpoint Research. It's the first time Apple has recorded growth in China since the second quarter of 2023.Apple's performance was boosted by promotions in May as Chinese e-commerce firms dis ...
X @Bloomberg
Bloomberg· 2025-07-01 19:46
Huawei must face a criminal trial next year in New York after a federal judge refused a request by the Chinese wireless equipment maker to dismiss more than a dozen charges https://t.co/g3stFapBWp ...
宝藏对话!斯坦·德鲁肯米勒vs斯科特·贝森特,宏观分析方法、美国“政治熊市”、贸易战与比特币无所不谈……
聪明投资者· 2025-07-01 06:34
以下文章来源于IN咖 ,作者聪明投资者 IN咖 . 多视角关注优秀投资人和企业家 " 你要是能预测特朗普,那你本事可不小。 " 这是斯坦 · 德鲁肯米勒( Stan Druckenmiller )在 2019 年一场小型闭门交流中半开玩笑地说的一句话。 话音落地,台下笑声一片。 而坐在他身边对话主持人正是斯科特 · 贝森特( Scott Bessent ),六年后的今天,他是特朗普 2.0 政府 的财政部长,超级核心成员。 贝森特对德鲁肯米勒的认可是毫不掩饰的。 他在去年的一场访谈中就公开表示,"索罗斯做过最伟大的投资,就是发现了斯坦·德鲁肯米勒"。他还说, 多年来,两人保持着每周通话的习惯,彼此信任、互为镜鉴。 等贝森特出去转悠一圈回归索罗斯基金,则担任了 5 年首席投资官。 得说,两人之间的默契和交情,确实在这场对话中展露无遗。 这场谈话进行于 2019 年 6 月,也是研究斯坦·德鲁肯米勒不容错过的视频资料之一。 有意思的是,当时的话题跟当下十分相似,集中在时任总统第一任期的特朗普,他的关税政策,以及美联储 的措施等等。 一开场的问题就拉回到德鲁肯米勒最擅长的领域,即货币政策,毕竟按照他自己的说法, " ...