公众号记得加星标⭐️，第一时间看推送不会错过。 美光也对 HBM4 表现出了信心。这三家内存公司已经向英伟达等主要客户提供了 HBM4 样品。然 而，三家公司的生产计划各不相同：SK 海力士和三星电子计划在今年下半年推出 HBM4，而美光的 目标是明年。 Sadhana CBO 表示："我们的 HBM4 将与 HBM3E 采用相同的 1β 节点生产，这是一个非常成熟且 性能卓越的节点。"他补充道："相比之下，我们的一个竞争对手正试图在 1c 节点上生产 HBM4，这 将需要额外的工作来验证新技术。"1β 工艺是美光公司对第五代 10 纳米 DRAM 的命名，而下一代 1c 是第六代 10 纳米 DRAM，据信三星电子将从 HBM4 开始应用。 对于下一代产品HBM4E（第七代），Sadhana CBO表示："一些客户正在寻找将GPU逻辑集成到 HBM4E的HBM基础芯片中的定制产品。"他指出，"这种定制开发将产生高昂的费用，因此我们将只 与少数供应商合作，这可能会改变市场格局。" 另一方面，尽管一些业内人士预计SK海力士将很快宣布售罄，但ZDNet指出，人们对其合同最终敲 定的进展感到担忧。报道称，在第二季度 ...

Core Viewpoint - Baidu is expanding its autonomous taxi service "Apollo Go" into overseas markets, leveraging its experience in China to target higher-priced markets in Asia, the Middle East, and Europe by 2026 [2][4]. Group 1: Business Expansion - Baidu's autonomous taxi service is currently operational in over 10 cities in China, including Wuhan and Beijing, with plans to enter Asian and Middle Eastern markets in the second half of 2025 and Europe in 2026 [2][4]. - The company has partnered with Uber to facilitate rides in Asia and the Middle East, and with Lyft to enter the European market, starting services in the UK and Germany in 2026 [5]. - Baidu aims to establish a strategic partnership with Autogo in the UAE, planning to deploy over 1,000 autonomous vehicles in Dubai by 2028 [7]. Group 2: Financial Performance - In Q2 2024, Baidu's autonomous driving business saw a 34% year-on-year increase in revenue, reaching 10 billion yuan, with operational rides increasing to 2.2 million, 2.5 times that of the same period in 2023 [4]. - The company anticipates that its operations in Wuhan will break even by 2024 and become profitable by 2025, as the local taxi fares are significantly lower than in major cities like Beijing and Shanghai [7]. Group 3: Market Dynamics - The autonomous taxi market in China is projected to reach $11.7 billion by 2030, indicating substantial growth potential [9]. - Baidu's sixth-generation autonomous vehicle "RT6" is priced at 200,000 yuan, which is less than half the cost of vehicles used by competitors like Waymo, enhancing its competitive edge [7][8]. Group 4: Challenges and Considerations - Baidu faces challenges in expanding overseas due to increasing concerns in Europe and the US regarding data privacy and security related to Chinese companies [9]. - Strategies to mitigate consumer resistance may include partnerships with local ride-hailing services and allowing local companies to own data [9].

Core Viewpoint - Intel has reached an agreement with the U.S. government for an investment of $8.9 billion, acquiring 9.9% of Intel's common stock at $20.47 per share, which is expected to provide a safety net for the company amid ongoing competitive challenges [2][3]. Investment Details - The U.S. government will purchase shares at a price lower than Intel's recent closing price of $24.80, but similar to the price from early August [3]. - The agreement includes a five-year warrant allowing the government to acquire an additional 5% of Intel's shares at $20 each, contingent upon Intel relinquishing majority control of its foundry business [3]. - Intel's board has approved the transaction without requiring shareholder approval [3]. Company Strategy and Performance - Intel's CEO, Pat Gelsinger, emphasized the importance of U.S.-based design and manufacturing of advanced silicon technology and computing products [2]. - The company recently reported revenue exceeding expectations for Q2 2025 and is implementing a plan to reduce its workforce by approximately 15%, aiming for a total of around 75,000 employees by year-end [3]. - Key growth areas identified by Intel include disciplined foundry operations, revitalizing the x86 ecosystem, and optimizing its AI strategy [3]. Government Ownership and Influence - The U.S. government's ownership will be passive, without board representation or governance rights, but it will support board decisions requiring shareholder approval [4]. - This agreement alleviates pressure on Intel regarding funding from the CHIPS Act, which is contingent on meeting certain milestones [5]. Future Implications - The U.S. government may pursue similar equity transactions in the future, as indicated by President Trump, who expressed interest in more such deals [6]. - The government aims to secure direct benefits for taxpayers through equity stakes rather than merely providing subsidies [6].

"未来还可能出现类似的交易。" 艾夫斯对第一财经表示。 22日，美国芯片制造商英特尔公司宣布与美国政府达成协议，后者将向英特尔普通股投资89亿美元，以每股20.47美元的价格收购4.333亿股英特尔普通股， 相当于该公司9.9%的股份。 当地时间22日，英特尔股价上涨 5.5%。英特尔首席执行官陈立武也在社交媒体上表示，刚刚与美国总统特朗普会面，宣布了一项历史性协议。 "我对未来的工作充满期待，我们将确保未来最先进的硅技术和计算产品在美国本土设计和制造。"他称。 美国投行韦德布什证券（Wedbush Securities）董事总经理、资深分析师艾夫斯（Dan Ives）独家对第一财经记者表示，美国政府的入股"给英特尔带来了安全 网和一些良好的发展势头，但并没有改变英特尔在竞争中落后多年的现实。" 此次，美国政府同英特尔达成的该协议将减轻英特尔根据《芯片法案》获得拨款的压力，这些拨款的分配取决于公司是否达到某些建设里程碑。 不过，"这对英特尔来说，是在黑暗处境中，（迈出的）积极一小步。"艾夫斯补充道。 入股交易细节 当地时间周五，特朗普在社交媒体上表示："这对美国来说是一项伟大的交易，对英特尔来说也是如此。打造 ...

Group 1 - NVIDIA has requested suppliers including Hon Hai, Samsung, and Amkor to suspend production of the H20 chip ahead of its upcoming earnings report, raising concerns about demand for these products [1][2] - Hon Hai remains optimistic about the future of the AI server industry, noting that major cloud service providers are increasing capital expenditures for AI, indicating a structural and long-term growth trend [2] - Analysts have mixed views on NVIDIA's long-term prospects in the Chinese market, with some expecting short-term revenue but expressing concerns over policy uncertainties and potential government restrictions [3] Group 2 - Morgan Stanley's analyst is cautious about including revenue from China in NVIDIA's forecasts due to high policy uncertainty regarding chip sales [3] - BCA Research anticipates that while NVIDIA may see some revenue from China, geopolitical tensions could lead to stricter barriers from the U.S. government [3] - Piper Sandler is more optimistic, projecting that demand from China could contribute up to $6 billion in revenue for NVIDIA this quarter, potentially increasing to $16 billion by the end of 2026 [3]

岭南书香初体验：一场迟来的"文化之约" "这是我第一次参加南国书香节，但一走进来就被这里的氛围深深吸引。"汤恩平的语气中流露出由衷的 欣喜。在他看来，本次亲临南国书香节虽为首次探访，却与他熟悉的北京国际图书博览会、上海书展、 台北书展有着共通的文化温度——那种对知识的热情、对交流的渴望，是所有优质书展共有的特质。 这份"熟悉感"并非偶然。实际上，施普林格·自然与中国学术界的合作可以说源远流长。汤恩平介绍， 早在20世纪初，如今属于施普林格·自然一部分的麦克米伦公司，就在中国任命了首位销售代理。20世 纪70年代，施普林格受邀参加广交会，向这里的读者展示世界学术成果，也由此与中国内地建立起联 系。 "我们从一开始就坚信，图书交流不该是单向的。"汤恩平强调，施普林格不仅向中国学者提供西方研究 成果，更渴望从中国学者身上学习并传播他们的成果——这种"双向传播"的理念，成为百年合作的底 色。20世纪80年代至90年代，施普林格为越来越多的中国作者出版著作。到2000年初，他们在中国设立 代表处，自此不断强化业务，近二十年交流合作更为频繁密集。从早期的书籍和期刊内容引入到如今向 世界传播越来越多来自中国的优秀科学发现， ...

证券代码：603228 证券简称：景旺电子 公告编号:2025-094 债券代码：113669 债券简称：景 23 转债 深圳市景旺电子股份有限公司 关于珠海金湾基地扩产投资计划的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 投资标的名称：景旺电子珠海金湾基地扩产项目。 ? 投资金额：项目预计总投资人民币50.00亿元，具体将根据项目实际进展 分阶段投入，最终以项目建设实际投资开支为准。 ? 资金来源：自有资金或自筹资金。 ? 相关风险提示：项目实施过程中可能会面临宏观经济、行业政策、市场 波动等因素影响，可能存在达不到预期效益的风险。公司将密切关注行业动态， 与客户保持密切沟通，以市场为导向，深入洞察技术发展趋势，科学把握投资节 奏，积极强化运营管理和成本控制能力，以减少前述风险带来的影响。本次投资 项目的投资金额、建设周期等为预估数，实际建设过程中存在一定的不确定性， 并不代表公司对未来业绩的预测，亦不构成对股东的业绩承诺，敬请投资者注意 投资风险。 一、对外投资概述 （一）对外投资基本情况 深 ...

目前，该账号已发布四则内容。三则均是自拍照，配文写道"不要追我号、追踪本号者会有没有女朋友 的诅咒，勿追感谢"、"睡一觉醒来怎么那么多人追啊"、"这真是我的号"；另一则是一张人工智能 （AI）合成的肌肉猫图片，并配文"这我养的猫，就这样"。 此前岛内绿媒曾炒作"馆长无法在大陆开通社媒账号"。台湾"陆委会"发言人8月21日在记者会上说，馆 长过往的言论确实可能让他被大陆视为"特殊分子"，在大陆申请社交媒体账号受限。 0:00 台湾网红"馆长"（本名陈之汉）成功开设抖音账号并通过实名认证，截至8月22日下午15点左右，其粉 丝数已将近20万。 对此，"馆长"在直播中进行回应，称自己其实已经开通了账号，但是有意不讲，"就是要看民进党怎么 编"。其还在直播中表示，已经确定取消直播带货的想法，"虽然我知道会少赚非常多的钱，但是也会让 很多人尊重我。" 编辑: 周杰 责编: 刘佳 ...

Group 1 - The core viewpoint of the articles indicates that the Sci-Tech Innovation Board (科创板) is experiencing significant growth, driven by leading semiconductor stocks like Cambrian (寒武纪) and SMIC (中芯国际), with the Sci-Tech 50 Index approaching a doubling since its low in September 2024 [1][2] - The current performance of the Sci-Tech Board is compared to the ChiNext market from 2013 to 2015, suggesting that there is potential for further upward movement, although some analysts caution that this may lean more towards speculative trading rather than long-term investment [1][2] - Analysts highlight that the profitability turning point is a key signal for market trends, with the Sci-Tech Board's earnings expected to improve starting in the second half of 2024, similar to the historical context of the ChiNext's performance prior to its bull market [2] Group 2 - The Sci-Tech Board has seen a significant increase in new listings since its establishment in June 2019, reflecting the rise of the AI industry, akin to the internet boom that followed the ChiNext's launch in October 2009 [2] - There are concerns about potential market bubbles, with some analysts suggesting that while the index may continue to rise due to capital and sentiment, it is essential for investors to approach the market with caution and not blindly follow trends [2]

文｜三易生活 为了从用户身上"搞钱"，手机厂商的小花招可谓是越来越多。当地时间8月20日，一年一度的Made by Google 2025拉开帷幕，新旗舰Pixel 10系列也按惯例正式亮相，硬件与人工智能（AI）的技术融合成为 了此次谷歌年度硬件发布会的重头戏。 除了万众瞩目的AI功能外，还有一个有趣的细节值得关注。那就是谷歌方面宣称，Pixel 10系列机型 的"电池健康辅助"功能将强制启用，且用户无法手动关闭。据悉，这一功能会在手机充电循环达到200 次后，分阶段逐步降低电池的最大电压，直至1000次充电循环这一推荐电池更换的节点。 简而言之，"电池健康辅助"功能的效果就是减缓电池老化速度，可代价则是随着用户使用Pixel 10系列 机型的进程，手机的续航能力和快充能力都会同步下降。而谷歌方面所宣称的"充电约30分钟即可充至 55%"，并不会在该系列机型整个使用生命周期里起效。 那么问题就来了，"电池健康辅助"功能确实会让电池更耐用，却也会给用户的使用体验造成负反馈，可 谷歌为什么要这样做呢？ 如此一来，悄悄通过降低用户设备性能的方式来缓解电池寿命下降，也就变成了死路一条。而谷歌现在 的做法，就相当于是 ...