在此次定制合作中，纳芯微创新性地将高压LDO、隔离采样放大器、隔离比较器集成在单颗隔离采样 芯片中，大大减少了外围器件数量，支持电驱系统实现高精度隔离电压采样、快速过欠压保护及小型化 设计。 此外，该方案中由纳芯微定制的逻辑ASC芯片集成有多个逻辑器件，并支持频率检测功能，可满足接口 相关逻辑的集中处理，从而简化了接口设计，在提高系统集成度，实现小型化的同时，降低了BOM成 本，助力实现电驱/主驱系统功能安全相关架构的优化。 纳芯微(02676)午后涨超5%，截至发稿，涨5%，报144.9港元，成交额4093.69万港元。 消息面上，据纳芯微官微消息，近日，纳芯微宣布与领先的智能电动汽车部件及解决方案提供商——联 合动力（301656）深度合作的两颗高集成度芯片——隔离采样及逻辑ASC集成芯片已在联合动力新一代 电驱平台正式量产。 ...

Core Viewpoint - NVIDIA and Intel have entered a partnership where NVIDIA will invest $5 billion in Intel at a price of $23.28 per share, focusing on developing custom data center and PC products to enhance applications in large-scale, enterprise, and consumer markets [2] Group 1: Partnership Benefits - The collaboration allows NVIDIA to expand its GPU dominance into the integrated graphics market, traditionally led by Intel and AMD, with Intel designing PC processors that incorporate NVIDIA GPU chips [4][5] - NVIDIA is paving the way for greater integration of its technology into Intel's Xeon platform for AI infrastructure and data center products, enhancing performance and market reach [4][5] - The integration of NVIDIA's NVLink technology into Intel's CPU designs enables NVIDIA to offer systems that combine its GPUs with Intel's Xeon processors, increasing its share in the PC graphics market [5][9] Group 2: Technical Advancements - NVIDIA's NVLink interconnect technology offers a bandwidth of 1.8 TB/s per GPU, significantly surpassing the PCIe 5.0 x16 slot bandwidth, allowing for a scalable architecture with up to 72 GPUs [8] - The collaboration marks a shift for Intel, which has historically relied on PCIe technology, as it agrees to adopt NVLink, enhancing its data center capabilities [9][10] Group 3: Market Implications - The partnership provides Intel with an opportunity to challenge AMD in the data center market, where AMD has gained significant market share in recent years [20][22] - NVIDIA's entry into the PC market through this partnership allows it to tap into a previously inaccessible segment, potentially reshaping competitive dynamics with AMD [22][23] Group 4: Future Considerations - There are speculations about NVIDIA's potential shift towards Intel for manufacturing, although both companies have not confirmed this, emphasizing that the focus is on product collaboration rather than manufacturing [14] - The partnership could impact NVIDIA's existing relationships with ARM and TSMC, raising questions about future collaborations and market strategies [12][13]