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英特尔(INTC.US)18A工艺制程芯片性能暴涨 获Melius上调评级至“买入”
智通财经网· 2026-01-08 00:46
酷睿 Ultra 系列 3 的计算能力高达 180 TOPS,能够处理 700 亿参数模型。考虑到云计算在性能、隐私、 安全、成本效益和数据控制方面的挑战,该系列芯片为本地化计算提供了强有力的支持。 Melius 分析师 Ben Reitzes 在一份投资者报告中写道:"我们非常欣赏陈立武,但更重要的是,像特朗普 总统、卢特尼克部长、黄仁勋,甚至苏姿丰这样的大人物,都更看重他作为商业伙伴的价值。" 英特尔本周也证实,正在研发一款专用于游戏的新处理器,以及一个包含硬件和软件的全新游戏平台。 英特尔首款Panther Lake产品线——酷睿Ultra系列3,将为超过200款PC架构提供动力。预购已于1月6日 开始,并将于1月27日在全球范围内上市。更多设计计划于 2026 年上半年陆续发布。搭载英特尔酷睿 Ultra系列3的尖端计算系统将于 2026 年第一季度开始供应。 智通财经APP获悉,英特尔(INTC.US)股价周三上涨6.5%,此前该公司昨日宣布已成功交付首批采用 18A 制程工艺的产品,具体而言,是名为Panther Lake的芯片——英特尔酷睿Ultra系列3。Melius Research以此将英 ...
Xilinx,四十岁了
半导体行业观察· 2025-06-03 01:26
Core Viewpoint - The article discusses the evolution and significance of Field Programmable Gate Arrays (FPGAs) developed by Xilinx, highlighting their impact on the semiconductor industry and their integration into various applications, especially in AI and edge computing [2][6]. Group 1: Historical Development - Xilinx introduced the first FPGA chip, XC2064, in June 1985, featuring 600 gates and a frequency of 70MHz, marking a significant advancement in semiconductor technology [2]. - The company was founded in 1984 by Ross Freeman, Bernard Vonderschmitt, and James Barnett, aiming to create programmable logic devices using transistor arrays instead of traditional methods [4]. - Xilinx pioneered a foundry-less model, collaborating with companies like UMC and IBM for chip manufacturing [4]. Group 2: Leadership and Growth - The leadership of Xilinx has seen several transitions, with notable CEOs including Willem Roelandts and Moshe Gavrielov, who emphasized the company's continuous innovation and market expansion [5][6]. - The acquisition by AMD in February 2022 positioned Xilinx within AMD's Adaptive and Embedded Computing Group, enhancing its capabilities in embedded x86 processors [6]. Group 3: Technological Advancements - FPGAs allow for real-time reconfiguration, enabling changes in device functionality even during operation, which is particularly beneficial for applications in AI and edge computing [6][8]. - The technology has found early adoption in the fintech sector, leveraging real-time processing capabilities [8]. - Xilinx's FPGAs are also gaining traction in the automotive industry, particularly in areas like embedded AI and advanced driver-assistance systems (ADAS) [8]. Group 4: Future Prospects - The company is advancing its technology with plans for 20nm components by 2040 and continuing production of older components, indicating a long-term commitment to supporting legacy devices [12]. - Xilinx is focusing on integrating advanced process technologies, including 6nm and 2nm nodes, to enhance its FPGA offerings [11][12].