StackWarp漏洞照出的"分水岭"： 从技术追随到生态独立 2026年开年，德国CISPA亥姆霍兹信息安全中心披露的处理器漏洞"StackWarp"，如同一颗投入平静湖面的石子，在全球算力产业激起了 巨大涟漪。该漏洞波及AMD Zen全系处理器。目前官方已经给出了修复方案。不过，在硬件级修复之前，部分防护措施需要以关闭同步 多线程为代价，对系统算力和部署成本造成影响。这也引发了业内的热议：安全与性能，究竟该如何兼得？ 而国产处理器的安全能力也遭到了审视，尤其是获得x86永久授权和Zen架构的海光。但这场风波却意外成了照亮国产CPU自主化进程的 一束强光。据了解，海光信息(SH688041)的C86CPU已被验证对该漏洞实现"原生免疫"。在看似同源的X86技术河流中，以海光C86为代 表的国产CPU，早已悄然筑起独立的技术航道与坚固的安全堤坝。这背后，是中国芯片产业走过的一条从引进消化、到再创新、最终实 现技术路线分叉与生态独立的艰辛而清晰路径。海光所构建的不仅是一颗性能优异的CPU，更是一套从硅基物理层开始构筑的、深度融 入国家网络安全体系的内生安全架构。 StackWarp(CVE-2025-29943 ...

在算力成为基础设施的今天，海光C86架构的独立演进，为中 国的数字基础设施建设提供了一个安全、可控且高效的选择。 作者：冯科翰 封图：图片资料室 为了防个小偷，不得不把家里一半的房间门焊死，这种令人"智熄"的操作，最近却在使用AMD处 理器的云服务商身上上演了。 但在中国市场，海光C86处理器的用户不需要担心这个问题。 因为从最底层的架构设计上，海光全系处理器就对StackWarp漏洞天然免疫，用户无需升级固 件，无需禁用超线程，更不需要牺牲任何计算性能，服务器可以保持满负荷运转，业务连续性不受 影响。 在由StackWarp漏洞引发的危机背后，不难看出，海光C86架构虽然在应用层保持了对x86生态 的兼容，但在底层的安全逻辑和微架构实现上，已经与X86技术路线完成了解耦，走出了一条独立 演进的道路。 通过对底层代码的消化与重构，国产芯片厂商在同样的指令集生态下，早已经构建出了完全不同的 安全内核。 事情的起因是近期德国一家安全机构发现了一个名为StackWarp的芯片级漏洞，这个漏洞主要影 响AMD的Zen系列处理器，导致云计算最核心的"隔离能力"出现了缺口。 什么意思？对于云服务平台而言，作为平台，是无权 ...

为了防个小偷，不得不把家里一半的房间门焊死，这种令人"智熄"的操作，最近却在使用AMD处理器的云服务商身上上演了。 事情的起因是近期德国一家安全机构发现了一个名为StackWarp的芯片级漏洞，这个漏洞主要影响AMD的Zen系列处理器，导致云计算最核心的"隔离能 力"出现了缺口。 什么意思？对于云服务平台而言，作为平台，是无权也无法触碰用户的数据，这就像房东不该进租客的卧室。 如此严重的漏洞，必须马上拿个解决方案出来，AMD给的解决方案很直接，既然是同步多线程(SMT)引起的问题，那把同步多线程禁用不就完了。 这一堪称"甜菜"操作背后，直接导致了算力的缩水，同步多线程一旦禁用，处理器的并行处理能力会大幅下降。 对于云服务商而言，原本能支持100个虚拟服务实例的服务器，在执行防御措施后，支撑能力将直接减半，在算力需求激增的当下，这种折损背后的成本有 多高，不言而喻。 但在中国市场，海光C86处理器的用户不需要担心这个问题。 因为从最底层的架构设计上，海光全系处理器就对StackWarp漏洞天然免疫，用户无需升级固件，无需禁用超线程，更不需要牺牲任何计算性能，服务器可 以保持满负荷运转，业务连续性不受影响。 在由 ...

Core Viewpoint - The article highlights the emergence of the StackWarp vulnerability affecting multiple AMD ZEN architecture processors, emphasizing the ongoing security risks within the X86 ecosystem. It contrasts this with the immunity demonstrated by domestic CPU manufacturer Haiguang, which has been confirmed to be unaffected by this vulnerability [1][3]. Group 1: Vulnerability Overview - The StackWarp vulnerability, discovered by Germany's CISPA Helmholtz Center for Information Security, allows malicious VM hosts to manipulate the stack pointer of customer virtual machines, enabling remote code execution and privilege escalation within confidential virtual machines [3]. - AMD's SEV-SNP is identified as a critical entry point for this vulnerability, where attackers can alter the RSP register to control execution flow and data within the virtual machine [3][4]. - AMD has acknowledged the vulnerability and stated that low-risk patches have been available for EPYC products since July of the previous year [3]. Group 2: Haiguang's Immunity - Haiguang's CPU, which holds complete X86 licensing, has been noted for its natural immunity to the StackWarp vulnerability due to its proprietary CSV virtualization technology, which fundamentally differs from AMD's SEV-SNP [3][4]. - The article emphasizes that Haiguang's CSV3 technology has effectively closed the attack vectors that StackWarp exploits, showcasing the importance of domestic innovation in CPU security [4]. Group 3: Domestic Innovation and Security - The article discusses the significance of genuine innovation versus mere imitation in the context of domestic chip development, particularly for Haiguang's X86 localization efforts [6]. - Haiguang has independently completed multiple product iterations and established a sustainable C86 technology roadmap, which has led to enhanced performance and security features [6][7]. - The C86 architecture has been designed to inherently support security algorithms and has shown resilience against various vulnerabilities that affect other X86 chips, thereby validating the value of domestic technological self-reliance [7].

Core Viewpoint - The article discusses the launch of the new generation SPU IP "Shanhai" S30FP/S30P by Arm Technology (China) Co., Ltd, highlighting its five core advantages that establish it as a benchmark in the high-performance computing chip security sector. Group 1: Strong Anti-Physical Attack Capability - The "Shanhai" S30FP/S30P has a robust hardware/software anti-physical attack system designed to counter threats such as SPA, DPA, and fault injection, thereby reinforcing the security foundation of the chip [3][5]. - The product adheres to the Common Criteria Protection Profile PP-0117 and "National Secret Level 2" standards, ensuring effective resistance against various malicious intrusions [5]. - The anti-physical attack design includes specialized circuit designs and shielding techniques, achieving industry-leading capabilities that meet high-level information security certification requirements [5]. Group 2: Strong Functional Safety Certification - The "Shanhai" S30FP has achieved ASIL D certification, the highest level of functional safety, making it suitable for critical applications in smart vehicles, industrial control, and medical devices [6][8]. - The certification process involves rigorous assessments across hardware design, software development, and testing, ensuring high reliability even in extreme conditions [6]. - The product's flexible configuration allows it to adapt to different safety requirements, balancing functionality and cost for various applications [8]. Group 3: Wide Adaptability for Information Security - The "Shanhai" S30FP/S30P supports a comprehensive range of algorithms, including symmetric, asymmetric, and hash algorithms, enabling it to meet diverse information security needs across different scenarios [9][11]. - The product's configurable capabilities allow customers to tailor algorithm modules and security functions based on specific requirements, enhancing its applicability in various fields [12]. Group 4: Rich Isolation Levels - The "Shanhai" S30FP/S30P features a dedicated HSM subsystem and multiple isolation mechanisms to ensure the secure operation of multiple trusted applications (TAs) [13][14]. - This design prevents vulnerabilities in ordinary applications from affecting sensitive applications, thereby safeguarding key management and data integrity [13]. - The isolation mechanisms enhance system fault tolerance, ensuring stability even when individual TAs encounter issues [14]. Group 5: Strong Complementary Protection - The "Shanhai" S30FP/S30P supports Arm TrustZone and hardware virtualization technologies, creating a system-level security collaboration that enhances overall security capabilities [15][16]. - This integration allows for the secure execution of sensitive operations and the isolation of different application scenarios, particularly in data centers and cloud-native environments [15]. - The ecological collaboration with Arm architecture provides a unique competitive advantage, enabling seamless integration with other Arm products for comprehensive security solutions [17]. Conclusion - The five core advantages of the "Shanhai" S30FP/S30P collectively position it as a leading product in the high-performance computing chip security domain, with strong anti-physical attack capabilities, high-level functional safety certifications, broad adaptability, rich isolation levels, and robust ecological collaboration [17].

Core Viewpoint - The approval of Nvidia's H200 chips for sale to China may not lead to significant market changes due to potential roadblocks from the Chinese government despite the recent uptick in stock price [1][2]. Group 1: Approval and Market Reaction - The U.S. Commerce Department has approved the sale of Nvidia's H200 chips to China, which has led to a slight increase in Nvidia's stock price by approximately 2.5% [1][4]. - The market reaction may be premature as there are concerns regarding the security of these chips, similar to previous issues with the H20 chips that were blocked by China [2][3]. Group 2: Security Concerns and Market Dynamics - China has expressed security concerns about the H20 chips, which are considered less advanced than the newly approved H200 chips, leading to skepticism about their security [2][3]. - Some Chinese media outlets have suggested that the approval of H200 chips may be a strategy for Nvidia to offload excess inventory, describing it as a "sugarcoated bullet" [3]. - Despite the approval from the U.S., the Chinese government retains the authority to block the sale of H200 chips, indicating that market access remains uncertain [4].

Core Points - The Dutch government's takeover of Nexperia, a semiconductor manufacturer, has created a new "chip shortage" risk for European automakers due to national security concerns [2][4] - Nexperia is a leading supplier of automotive-grade power semiconductors, crucial for electric vehicles, and its supply chain disruption could lead to significant shortages in the automotive industry [4][5] - The decision to halt wafer supply to the Dongguan factory has caused panic buying among European automakers, leading to a surge in chip prices and inventory issues in local wafer factories [5][6] Industry Impact - Nexperia holds approximately 18% of the European power semiconductor market, and a supply disruption lasting over four weeks could result in a loss of over 200 million chips [4] - The political intervention by the Dutch government is seen as a move to enhance "technological sovereignty," but it risks destabilizing the automotive chip supply chain and increasing production costs [4][6] - The ongoing situation reflects a shift in global semiconductor competition from market dynamics to control over supply chains, with potential long-term implications for both Europe and China [6][8] Market Reactions - European automakers, including Volkswagen and Renault, have increased their market purchases of Nexperia's automotive chips, with some orders tripling, resulting in a nearly 20% price increase for related chips [5][6] - The global automotive chip market is projected to reach $85 billion by 2027, with Asian supply chains expected to account for over 60% of the market share [7] - The 2021 chip shortage highlighted the critical role of semiconductors in the automotive industry, with significant production losses, emphasizing the need for supply chain resilience [8][9] Geopolitical Context - The U.S. has been a significant influence behind the Dutch government's actions, expressing concerns over Chinese control of Nexperia and its potential access to advanced technologies [6][9] - China's response includes export controls on specific components, aiming to strengthen its supply chain resilience and counteract the Dutch intervention [8][10] - The situation underscores the need for Europe to reassess its approach to "technological sovereignty," advocating for collaboration rather than isolation [11]

Group 1 - The core issue revolves around NVIDIA's CEO Jensen Huang facing complex challenges after paying a 15% "protection fee" to the U.S. to prove chip safety, followed by a demand for an additional 15% deposit related to the H20 chip, which is crucial for AI applications [2] - The Chinese Cyberspace Administration's request for NVIDIA to suspend H20 chip production stems from safety concerns, emphasizing the need for detailed safety research before resuming production [2] - The temporary suspension of H20 chip production is not expected to significantly impact NVIDIA's revenue due to sufficient chip supply in the short term [2] Group 2 - The demand for an additional deposit reflects a strategic move by the U.S. to ensure the safety and reliability of chips, highlighting the competitive landscape in the global semiconductor industry [2] - Market reactions indicate a shift, with JD.com opting to use chips from Cambricon instead of NVIDIA, suggesting a potential loss of market share for NVIDIA [2] - The situation illustrates a broader trend of using U.S. regulatory practices to impose requirements on American companies, raising questions about the implications for NVIDIA and the semiconductor industry [2]

Core Viewpoint - The introduction of NVIDIA's Thor chip marks a significant advancement in AI computing power for humanoid robots, addressing the industry's demand for enhanced performance while raising concerns about security risks associated with chip technology [1][2][9]. Group 1: Technological Advancements - NVIDIA's Thor chip, launched on August 25, boasts a peak computing power of 2070 TFLOPS, which is 7.5 times more powerful than its predecessor, the Orin chip, and offers a 3.5 times improvement in energy efficiency [1][2]. - The chip integrates 2560 CUDA cores and 96 fifth-generation Tensor cores, enabling real-time processing of multi-modal sensor data with a latency of under 10 milliseconds, essential for the autonomous functions of robots like Walker S2 [2][6]. - Chinese companies such as Yushutech and Zhiyuan Robotics are adopting the Thor chip, leveraging its capabilities to close the technology gap with competitors like Boston Dynamics [8]. Group 2: Security Concerns - The H20 chip incident, which raised alarms about potential backdoor vulnerabilities, has cast a shadow over the release of the Thor chip, leading to public skepticism regarding its security [9][10]. - Despite NVIDIA's assurances that the Thor chip does not contain backdoors or monitoring software, concerns persist due to the closed nature of chip design, complicating external audits and national security assessments [9][10]. - The U.S. government's push for compliance measures, including potential backdoors in exported chips, adds to the apprehension surrounding the use of foreign technology in critical applications [10][11]. Group 3: Industry Implications - The dilemma faced by companies like UBTECH highlights the tension between adopting advanced technology for competitive advantage and the associated security risks, as seen with the H20 chip's impact on NVIDIA's revenue [11][12]. - The rapid development of domestic alternatives, such as CloudMatrix's 384 single-cluster computing power reaching 300 PFlops, indicates a growing push for self-sufficiency in the tech sector, although challenges in software ecosystem maturity remain [11]. - The ongoing competition between technological advancement and security measures will shape the future trajectory of China's robotics industry, necessitating a careful balance between innovation and safety [12].

NVIDIA's Strategy & China Market - NVIDIA CEO visited TSMC, expressing gratitude for their partnership [1] - NVIDIA clarifies that H20 chips do not have security backdoors, addressing concerns from China [1] - NVIDIA states that supplying H20 does not involve national security issues [1] - NVIDIA indicates that the decision to provide subsequent H20 products to Chinese AI data centers is not solely within NVIDIA's control [1] H20 Chip Production & Market Response - Reports indicate NVIDIA instructed suppliers like Samsung and Amkor to halt production related to H20 AI chips [1] - The halt in production reportedly followed China's urging domestic firms to avoid using H20 chips [1]