全球领先的低功耗无线连接解决方案提供商 Nordic Semiconductor 正在将人工智能智能和功能引入 最小的电池供电型物联网设备。凭借业界领先的超低功耗边缘人工智能解决方案，Nordic 加速了集 成边缘人工智能智能的新一代设备的到来，将能源效率与开发者无与伦比的易用性完美结合。 nRF54LM20B – 全新超低功耗、大内存无线SoC，搭载Axon NPU 定制 Neuton 模型——业界领先的超小型边缘 AI 模型 Nordic Edge AI Lab – 开发工具，简化并加速边缘人工智能开发 "人工智能工厂负责训练智能，而 Nordic 负责部署智能——在设备端、在边缘端，在世界运转的地 方，" Nordic Semiconductor 首席执行官 Vegard Wollan 表示。"边缘人工智能已不再是可选项，而 是大规模实现安全、隐私和可持续性的唯一途径。Nordic 的边缘人工智能解决方案能够实现毫秒级 决策，无需往返云端的延迟，通过本地处理确保合规性，并为数十亿台联网设备带来显著提升的电池 续航能力。这是超低功耗边缘人工智能的新标准，而 Nordic 正在定义它。" 公众号记得加星标⭐ ...

在CES展会上，高通科技公司推出了下一代机器人综合架构，集成了硬件、软件和复合人工智能。高通 科技还发布了其最新的高性能机器人处理器，面向工业AMR和先进的全尺寸人形机器人——高通龙翼 ™IQ10系列。这是最新的机器人专用处理器，扩展了公司当前的机器人发展路线图，提供高性能、节 能的"机器人大脑"能力。利用高通科技在边缘人工智能、高性能低功耗系统方面的成熟经验，这一创新 将原型机转变为可部署的智能机器。 ...

在CES展会上，高通科技公司今日宣布了其扩展的物联网产品组合，其中包括全新的高通龙翼™Q系列 处理器。凭借新服务和开发者产品的补充，并在过去18个月内收购了Augentix、Arduino、Edge Impulse、FocusAI和 Foundries.io，高通科技现已具备满足从全球企业到独立本地开发者等更广泛物联网 客户的需求，愿景是成为所有工业和嵌入式领域核心边缘计算和人工智能技术的首选供应商。高通科技 公司汽车、工业及嵌入式物联网及机器人执行副总裁兼集团总经理Nakul Duggal表示："在高通科技， 我们不仅推出了新产品，还要推出一种全面的新方法，帮助几乎所有规模、几乎所有行业的组织，在追 求效率和新机遇的过程中，从人工智能和边缘计算中受益。"高通科技公司汽车、工业与嵌入式物联网 及机器人业务执行副总裁兼集团总经理Nakul Duggal表示。"我们扩展的工业与嵌入式物联网产品组 合，结合强大的开发者生态系统，使我们成为构建智能、互联业务解决方案的终极平台，具备可扩展性 的地位。" ...

公众号记得加星标⭐️，第一时间看推送不会错过。 2026年半导体行业的技术趋势 半导体制造将成为下一阶段数字化转型的核心。柔性超薄芯片技术将催生新型创新，从可穿戴设备和可听 设备等新兴产品形态，到在有限空间内实现更高的功能密度，以及更节能的碳排放制造模式。 这对企业的影响显而易见。企业可以加速创新，深化消费者互动，并将合规转化为竞争优势。那些将互联 技术融入其2026年战略的企业，将更有能力把握未来的数字化转型机遇。 参考链接 原文链接：https://www.eletimes.ai/predictions-and-trends-in-semicon-manufacturing-for-2026 （来源 ： 编译自eletimes ） ★ 美国商务部长：华为的芯片没那么先进 ★ "ASML新光刻机，太贵了！" ★ 悄然崛起的英伟达新对手 ★ 半导体设备巨头，工资暴涨40% ★ 外媒：美国将提议禁止中国制造的汽车软件和硬件 *免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该 观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。 END 今 ...

Core Viewpoint - Sidus Space (ticker: SIDU) experienced significant stock price volatility, peaking at $3.38, a 53% increase, before closing down 12.27% at $1.93, despite a weekly gain of approximately 66% [1][2]. Group 1: Contract Announcement - Sidus Space announced it has secured an indefinite delivery indefinite quantity (IDIQ) contract from the U.S. Missile Defense Agency (MDA) under the "Scalable Homeland Innovation Enterprises Layered Defense" (SHIELD) program, which has a total contract value of $151 billion [4]. - The SHIELD program is designed to enhance the U.S. missile defense capabilities, integrating with existing systems and aiming for full operational capability by 2028 [4]. Group 2: Strategic Importance - The SHIELD contract emphasizes building resilient multi-layered defenses against various threats, including aerial, missile, space, cyber, and hybrid threats, showcasing Sidus's ability to provide integrated solutions across multiple domains [5]. - MarketBeat highlighted that for a company with a market capitalization of less than $90 million, participation in such a large-scale defense project is a significant validation of its business model [5]. Group 3: Technological Edge - Sidus's key advantage in missile defense lies in its strong computational capabilities, essential for tracking hypersonic threats that require near-instantaneous data processing [6]. - The company utilizes its FeatherEdg platform, which employs artificial intelligence to process data in space, reducing delays associated with traditional satellite data transmission [6]. Group 4: Financial Considerations - Sidus recently issued over 19.23 million Class A shares, leading to a 27.95% drop in stock price, indicating potential financial strain [7]. - The company faces tight cash flow challenges due to rapid capital consumption and the need for funding to support the production of its LizzieSat-4 and LizzieSat-5 satellites, scheduled for production by the end of 2026 [6].

据交易所数据显示，12月17日，大猩猩科技(GRRR)开盘上涨2.39%，截至22:32，报13.28美元/股，成交 44.77万美元，总市值3.01亿美元。 本文源自：市场资讯 财务数据显示，截至2025年09月30日，大猩猩科技收入总额6580.33万美元，同比增长61.56%；归母净 利润-853.13万美元，同比减少38.27%。 作者：行情君 资料显示，大猩猩科技集团公司总部位于台湾台北,是全球领先的安全智能、网络智能、商业智能和物 联网技术公司。Gorilla开发了一系列解决方案,包括智能城市、智能零售、企业安全和智能媒体。此 外,Gorilla为政府机构、电信公司和具有网络监控和网络安全的私营企业提供了一个完整的安全融合平 台。 Gorilla强调提供领先的技术、专家服务和精确交付,并确保一流、智能和强大的边缘人工智能解决方案, 使客户能够提高运营性能和效率。随着核心技术的不断发展,Gorilla将向托管服务提供商、分销商、系 统集成商和硬件制造商提供边缘人工智能解决方案。 ...

本文源自：市场资讯 作者：行情君 据交易所数据显示，12月16日，大猩猩科技(GRRR)开盘上涨2.69%，截至22:34，报13.0美元/股，成交 77.16万美元，总市值2.95亿美元。 资料显示，大猩猩科技集团公司总部位于台湾台北,是全球领先的安全智能、网络智能、商业智能和物 联网技术公司。Gorilla开发了一系列解决方案,包括智能城市、智能零售、企业安全和智能媒体。此 外,Gorilla为政府机构、电信公司和具有网络监控和网络安全的私营企业提供了一个完整的安全融合平 台。 Gorilla强调提供领先的技术、专家服务和精确交付,并确保一流、智能和强大的边缘人工智能解决方案, 使客户能够提高运营性能和效率。随着核心技术的不断发展,Gorilla将向托管服务提供商、分销商、系 统集成商和硬件制造商提供边缘人工智能解决方案。 财务数据显示，截至2025年06月30日，大猩猩科技收入总额3932.58万美元，同比增长90.21%；归母净 利润-850.31万美元，同比减少627.62%。 大事提醒： 11月13日，大猩猩科技将披露2025财年三季报（数据来源于纳斯达克官网，预计披露日期为美国当地时 间，实际披 ...

Core Insights - Intel's AI strategy is focusing on two main areas: ASIC and edge AI, aiming to regain competitiveness in the AI sector where it lags behind Nvidia and AMD [2][4] - The establishment of the Central Engineering Group (CEG) is intended to consolidate engineering talent and enhance the company's capabilities in ASIC and design services [4][5] Group 1: AI Strategy and Market Position - Intel has acknowledged its shortcomings in AI strategy, with former CEO Pat Gelsinger admitting that the company's approach has not been satisfactory [2] - The company is developing a power-optimized GPU for inference as part of its edge AI strategy, with products like Meteor Lake and Lunar Lake aimed at enhancing mobile SoC performance [2][3] - Intel's new ASIC department, led by Srini Iyengar, aims to provide customized chips for specific workloads, competing with established solutions like Google's TPU and Amazon's Trainium [3][4] Group 2: ASIC Business Development - The ASIC business is expected to play a crucial role in Intel's operations, with plans to offer a "one-stop" solution for customers seeking custom AI chips [4][6] - Intel's CEG will lead the development of ASIC and design services, expanding the application of its core x86 IP and leveraging its design advantages [5][6] - The company aims to differentiate itself by providing internal foundry services, which is a unique offering compared to competitors like Broadcom and Marvell [6][7] Group 3: Future Prospects and Challenges - If executed effectively, the custom chip business could become a significant revenue stream for Intel, positioning it as a system foundry responsible for every supply chain segment [7] - The competitive landscape in the AI market is intense, with companies like Broadcom continuously evolving, posing challenges for Intel to capitalize on this opportunity [7]

Core Viewpoint - Intel's AI strategy is shifting focus towards ASIC and edge AI, aiming to regain competitiveness in the AI sector where it lags behind Nvidia and AMD [2][6]. Group 1: AI Strategy and Market Position - Intel has historically dominated general computing and server-level computing but has struggled in the AI domain, as acknowledged by former CEO Pat Gelsinger [2]. - The company is working on a power-optimized GPU for inference as part of its edge AI strategy, with products like Meteor Lake, Lunar Lake, and the upcoming Panther Lake series [2]. - Intel plans to expand its edge product line with Crescent Island, a processor focused on inference, featuring LPDDR5X memory [2]. Group 2: ASIC Business Development - Intel has established a dedicated ASIC department under Srini Iyengar, aiming to provide customized chips for specific workloads, similar to Google's TPU and Amazon's Trainium [3][5]. - The ASIC business is expected to play a crucial role in Intel's operations, potentially opening new revenue streams and addressing past missteps in the AI market [5][6]. - The company aims to offer a "one-stop" solution for customers seeking custom AI chips, leveraging its chip technology expertise and internal foundry services [6]. Group 3: Competitive Landscape and Future Prospects - Intel's ASIC business is positioned to compete with companies like Broadcom and Marvell, focusing on custom network ASIC chips for network-intensive workloads [4][6]. - The centralized engineering group (CEG) is expected to reduce costs by integrating design services with manufacturing and packaging [6]. - If executed effectively, the custom chip business could become a significant revenue source for Intel, enhancing its position in the AI supply chain [7].

近日，全球知名稳定币发行商Tether已确认参与意大利人工智能初创公司Generative Bionics的新一轮融 资，该轮融资总额达8100万美元，资金将用于 工业用途的人形机器人 的研发 ，这些机器人专门针对工厂 中的危险场景设计，能够承担制造业、物流业、医疗保健业及零售业中的搬运、重复性操作等任务，有效 降低人工风险并提升生产效率。 Tether于周一正式宣布了这一投资消息。此次投资不仅是Generative Bionics的重要资金注入，也延续了 Tether近期在人工智能与机器人领域的布局重心。 据悉，Generative Bionics成立于2024年，其技术根源可追溯至意大利理工学院——该学院的研究人员在 过去二十年中已成功研发出60多个类人机器人原型，为初创公司奠定了坚实的技术基础。 Venture Capital旗下的人工智能基金领投，除Tether外，AMD Ventures、Duferco、Eni Next以及 RoboIT等机构也共同参与了投资。值得注意的是，这并非Tether首次涉足机器人领域，此前该公司已传出 计划对德国机器人公司Neura进行潜在11.5亿美元投资的消息，一系列 ...