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Qualcomm CEO on its latest chips: 'We are going to bring AI everywhere '
CNBC Television· 2025-09-24 21:04
Qualcomm making news right now about its next generation mobile and PC chips. Joining us from the annual Snapdragon Summit in Hawaii in a first on CNBC interview is Qualcomm CEO Cristiano Aman. Cristiano, aloha.Uh Qualcomm supplies the chips for flagship smartphones that don't carry Apple's logo pretty much everywhere now. So tell tell us what's enabled here with Snapdragon 8 uh Elite Gen 5. How will it play with Agentic AI.Very good. Look, uh, great talking to you. I think we're missing you here.This has b ...
Qualcomm CEO on its latest chips: 'We are going to bring AI everywhere '
Youtube· 2025-09-24 21:04
Qualcomm making news right now about its next generation mobile and PC chips. Joining us from the annual Snapdragon Summit in Hawaii in a first on CNBC interview is Qualcomm CEO Cristiano Aman. Cristiano, aloha.Uh Qualcomm supplies the chips for flagship smartphones that don't carry Apple's logo pretty much everywhere now. So tell tell us what's enabled here with Snapdragon 8 uh Elite Gen 5. How will it play with Agentic AI.>> Very good. Look, uh, great talking to you. I think we're missing you here.This ha ...
【公告全知道】光刻机+第三代半导体+光模块+6G+华为海思!公司零部件应用于光刻机
财联社· 2025-09-24 15:12
Group 1 - The article highlights the importance of weekly announcements related to the stock market, including key events such as suspensions, investments, acquisitions, and performance reports, which help investors identify potential opportunities and risks [1] - Specific companies are mentioned for their involvement in advanced technologies: one company provides components for lithography machines, while another has launched its first KrF process front-end coating and developing equipment, with clients including Xinkailai [1] - A company is noted for delivering the first high-speed testing machine used in the semiconductor memory testing segment, which is applicable in storage chips, computing power, AR/VR, and robotics [1]
调研速递|中瓷电子接受光大证券等10家机构调研 透露多项业务进展要点
Xin Lang Cai Jing· 2025-09-24 10:15
调研基本信息投资者活动关系类别:特定对象调研时间:2025年9月24日(周三)地点:河北省石家庄 市鹿泉经济开发区昌盛大街21号参与单位名称:光大证券、中国银河证券、信达澳亚基金、长江证券、 兴业证券、东北证券、国信证券、浙商证券、中信证券、海通通信上市公司接待人员姓名:副总经理邹 勇明;副总经理、财务总监、董事会秘书董惠;证券部相关工作人员 9月24日,河北中瓷电子科技股份有限公司(证券代码:003031,证券简称:中瓷电子)接待了包括光 大证券、中国银河证券等在内的10家机构的特定对象调研。公司副总经理邹勇明、副总经理兼财务总监 及董事会秘书董惠等相关人员参与接待。以下为本次调研的详细情况: 调研精彩要点上半年净利润增长原因:2025年上半年净利润增长得益于高端产品放量,同时降本增效成 果显著,公司盈利能力大幅提升。行业发展机遇:AI算力需求增长推动数字经济发展,带动半导体、 通信等行业持续增长,光模块等电子元器件和半导体设备市场规模上升。在第三代半导体氮化镓通信基 站射频芯片与器件领域,公司将进一步提升市场占有率;碳化硅功率模块领域,上半年碳化硅芯片晶圆 工艺线由6英寸升级为8英寸,已通线,处于产品升级 ...
高通CEO安蒙:6G有望2028年大规模部署,智能体将取代手机成核心入口
Feng Huang Wang· 2025-09-24 03:06
安蒙在演讲中表示,6G不只是速度和带宽的提升,更将成为一个智能化的网络架构,在边缘设备与云 端之间实现实时协同,为AI原生应用提供底层支撑。 安蒙还表示,未来的智能体(AI Agent)将取代手机作为核心入口,广泛运行在耳机、眼镜、汽车等设 备上,而6G网络的感知与低时延特性,将是实现这一愿景的关键。 凤凰网科技讯(作者/于雷)9月24日,2025高通骁龙峰会举行,高通CEO安蒙在开幕演讲中透露,6G商 用设备有望在2028年大规模部署。 ...
高通CEO:AI将成为新的用户界面,将从以智能手机为中心转向以AI智能体为中心
Xin Lang Ke Ji· 2025-09-24 02:05
新浪科技讯 9月24日上午消息,高通公司举行2025骁龙峰会,高通公司总裁兼首席执行官克里斯蒂亚诺· 安蒙发表演讲。 责任编辑:江钰涵 他在演讲中展望了"AI Everywhere"愿景,他认为,人工智能将成为新的用户界面,未来将从智能手机 为中心转向以AI智能体为核心,未来的应用会准确预测用户的需求,让设备的形态不再停留在手机和 PC,而是拓展成为全面覆盖用户日常生活、工作的AI助手。 另外,安蒙还宣布,高通最早将会在2028年推出预商用的6G设备,将会出现智能体调制解调器。 ...
横店东磁:公司的软磁铁氧体等材料以及射频器件均可以应用于智慧城市、智慧交通所需的通信基站
Zheng Quan Ri Bao Zhi Sheng· 2025-09-23 10:40
Core Viewpoint - The company, Hengdian East Magnetic, highlighted the potential applications of its soft magnetic ferrite, metal magnetic powder cores, and RF devices in smart city and smart transportation communication bases, indicating a promising growth opportunity in line with the national strategy for 5G and 6G development [1] Group 1 - The company's materials can be utilized in communication bases required for smart cities and smart transportation [1] - The ongoing national strategic layout for 5G and 6G is expected to create broader development space for related industries [1]
机构:5G网络建设稳步推进
Zheng Quan Shi Bao· 2025-09-23 09:00
Group 1 - The Ministry of Industry and Information Technology reported that by the end of August, the total number of 5G base stations reached 4.646 million, an increase of 395,000 from the end of the previous year, accounting for 36.3% of the total mobile base stations, which is a 0.3 percentage point increase compared to the first seven months of the year [1] - Galaxy Securities believes that with 5G leading globally, the transformation of old and new driving forces will empower new productive forces, and the layout of AI is expected to exceed expectations. The steady progress of 5G network construction and the continuous expansion of gigabit user scale will improve the profitability and cash flow of operators, highlighting asset value advantages, leading to sustained growth in operators' performance, which may exceed expectations [1] - Huolong Securities pointed out that the government work report for 2025 mentioned the expansion of large-scale 5G applications and the cultivation of future industries such as biomanufacturing, quantum technology, embodied intelligence, and 6G. Additionally, the government is promoting the establishment of a "carrier-level" national venture capital guidance fund, which will drive 1 trillion yuan of capital to focus on cutting-edge fields such as artificial intelligence, quantum technology, and hydrogen energy storage, likely accelerating the development of the related communication industry chain [1]
831961大动作,今日复牌
Zhong Guo Ji Jin Bao· 2025-09-22 22:51
Core Viewpoint - Chuangyuan Xinke announced a major asset restructuring plan to acquire 100% equity of Weiyu Tiandao for an estimated valuation of no more than 900 million yuan, with the stock resuming trading on September 23, 2025 [1][2]. Group 1: Company Overview - Chuangyuan Xinke specializes in radio frequency communication testing instruments and overall testing solutions, focusing on wireless communication testing for 5G/6G, vehicle networking, and satellite internet [2]. - Weiyu Tiandao provides satellite navigation testing and related solutions, including satellite navigation simulators and signal collection systems [2]. Group 2: Shareholder Structure - The transaction involves related party transactions, with Chuangyuan Xinke's actual controller holding 34.64% of the shares, while the controllers of Weiyu Tiandao hold a combined 39.28% [3]. Group 3: Strategic Benefits - The acquisition aims to integrate communication and navigation testing businesses, offering comprehensive testing solutions covering ground, low-altitude, and satellite domains, thereby enhancing synergy between the two companies [4]. Group 4: Recent Developments - Chuangyuan Xinke has been active in the 6G and satellite sectors, signing strategic cooperation agreements to advance the development of 6G and satellite internet testing centers [5][6]. - The company is involved in multiple projects related to 6G technology, including the development of high-frequency channel simulators and AI integration in special scenarios [6].
831961大动作!明日复牌
Zhong Guo Ji Jin Bao· 2025-09-22 16:15
Group 1 - The core point of the news is that Chuangyuan Xinke announced a major asset restructuring plan to acquire 100% equity of Weiyu Tiandao for an estimated valuation of no more than 900 million yuan, with the stock resuming trading on September 23, 2025 [2] - The acquisition will allow Chuangyuan Xinke to integrate its communication testing business with Weiyu Tiandao's satellite navigation testing capabilities, creating a comprehensive testing solution covering "ground-low altitude-satellite" [3] - The actual controllers of Chuangyuan Xinke, Feng Yuejun and his spouse Ji Hongxia, hold a combined 34.64% of the company's shares, while they also control 39.28% of Weiyu Tiandao, indicating a related party transaction [2] Group 2 - Chuangyuan Xinke is actively engaging in the 6G and satellite sectors, having signed strategic cooperation agreements with various organizations to advance the development of "6G+AI" and "6G+satellite" technologies [5] - The company is collaborating with the China Academy of Sciences on projects related to 6G technology, including the development of high-frequency channel simulators and AI integration in monitoring applications [5] - As of September 15, 2025, Chuangyuan Xinke's stock was priced at 26.23 yuan per share, with a total market capitalization of 3.747 billion yuan [6]