英国初创公司Olix Computing Ltd.开发集成光学组件的人工智能芯片，近日宣布获得2.2亿美元融资。 据Olix介绍，其芯片设计通过不使用HBM来解决这一挑战。该处理器仅使用SRAM存储数据，这是一种 速度显著更快的内存类型。 HBM内存单元由一个晶体管和一个微型电池（电容器）组成，而SRAM使用六个晶体管的更复杂设 计。SRAM性能优势的另一个因素是它通常直接集成到AI芯片中，而HBM内存作为独立模块实现，这 意味着SRAM更接近主芯片的晶体管，从而减少数据传输时间。 初创公司Cerebras Systems Inc.在设计其晶圆级AI加速器时也优先考虑了SRAM。该芯片包含44GB的 SRAM，使许多AI模型无需使用HBM即可运行。Olix声称其光子技术在交互性和延迟方面优于"纯硅 SRAM架构"。 Olix的芯片被称为OLIX光学张量处理单元，简称OTPU。张量是AI模型用来保存信息的数学对象，许多 AI芯片都包含专门优化来处理此类对象的电路。 据《金融时报》报道，本轮投资由比利时风险投资公司Hummingbird Ventures领投，使这家英国公司的 估值超过10亿美元。此前，Olix还 ...

Market Dynamics - China and the U.S. have reached a consensus on resolving the TikTok issue, along with agreements on fentanyl cooperation and expanding agricultural trade [1] - The China Securities Regulatory Commission has approved the IPO registration of Moer Technology [12][13] Company Performance - Apple reported Q4 revenue of $102.47 billion, a 7.9% year-over-year increase, with net profit of $27.47 billion and earnings per share of $1.85, up 90.72% [4] - Amazon's Q3 net sales reached $180.17 billion, exceeding expectations, with net profit of $21.19 billion and earnings per share of $1.95, also above forecasts [5] - BYD's Q3 revenue was 194.99 billion yuan, down 3.05% year-over-year, with net profit declining by 32.60% [7] - Luxshare Precision reported Q3 revenue of 96.41 billion yuan, a 31.03% increase, with net profit up 32.49% [8] - Bawen Storage's Q3 revenue was 2.663 billion yuan, a 68.06% increase, but net profit decreased by 86.67% [9] - Lanke Technology's Q3 revenue was 1.424 billion yuan, a 57.22% increase, with net profit up 22.94% [9] - JinkoSolar reported a Q3 revenue of 16.155 billion yuan, down 34.11%, with a net loss of 10.12 billion yuan [9] - Upwind New Materials reported Q3 revenue of 496 million yuan, a 23.73% increase, with net profit up 49.66% [10] - Trina Solar reported a net loss of 4.2 billion yuan for the first three quarters [11] - Yuanjie Technology turned a profit with a Q3 revenue of 178 million yuan, a 207.31% increase [11] - Youyan Silicon has entered the supply chain of storage clients, with Yangtze Memory currently in the certification stage [12]