联发科2025年第二季度财报显示，报告期内公司营收1504亿元新台币，同比增长18.1%，环比下降 1.9%；营业利润293.79亿新台币，环比下滑2.2%，同比增长17.7%。公司表示，二季度期间，市场对边 缘AI芯片和高速连接技术的结构性需求持续升温。第三季度，随着天玑9500进入大规模生产，公司预 计旗舰业务收入将增长，而由于全球经济的不确定性，对主流业务的需求预计将放缓。 新京报贝壳财经讯(记者韦博雅)9月22日，联发科发布天玑9500旗舰5G智能体AI芯片，该芯片搭载全新 全大核CPU、GPU G1-Ultra、超能效NPU和Imagiq1190影像处理器，在端侧AI、专业影像、主机级游戏 体验以及网络通信均有升级。据介绍，首批采用该芯片的智能手机预计将于今年第四季度上市。 ...

Core Insights - SkyeChip has launched Malaysia's first self-developed edge AI chip, MARS1000, marking the country's entry into the AI chip race [1][2] - The MARS1000 chip is based on 7nm process technology and is designed for smart IoT applications, showcasing potential in various sectors such as smart agriculture, Industry 4.0, and smart cities [1][3] Industry Overview - The development of the MARS1000 chip is a result of Malaysia's strategic upgrade in the semiconductor industry, with the government planning to invest 25 billion MYR and attract at least 500 billion MYR in local and foreign investments [3][4] - Malaysia's semiconductor industry has evolved from traditional backend manufacturing to high-value segments, contributing 13% of global semiconductor packaging and testing capacity [5][6] Economic Impact - In 2023, Malaysia's semiconductor exports exceeded 120 billion USD, accounting for 62% of its electrical and electronic product exports and contributing to a quarter of the national GDP [5] - Malaysia holds a strategic position in the global semiconductor trade, producing about 20% of the chips for the United States [5][6] Investment and Development - The semiconductor industry in Malaysia has attracted significant foreign direct investment, with Penang alone drawing 13 billion USD in 2023, surpassing the total of the previous seven years [8] - The government has signed a 10-year, 250 million USD technology licensing agreement with Arm to support local chip design [8] Competitive Landscape - Despite the emergence of local companies like SkyeChip, the semiconductor industry in Malaysia is still dominated by international giants such as Intel and Infineon, which control core technologies and market shares [8][9] - The potential impact of the MARS1000 chip's launch on the market will depend on the reactions of major chip companies [10]