我们讲过很多关于GPU vs ASIC的内容，前几天还发过这样一张图，国外大厂的研发进度规划。 下面的数据是HSBC统计的，我只列出了统计的部分数据，星球中我们把各大投行日常研报中的关键 数据都做了记录，有兴趣的朋友可以到星球中查看。 | Chip supplier | Chip type | Chip name | Design partner | Release date | Tech | Memory type | Capacity (GB) | | --- | --- | --- | --- | --- | --- | --- | --- | | NVIDIA (Global) | Al GPU | A100 | In - House | 2020 | node 7nm | HBM2e 8 High | 80 | | NVIDIA (Global) | AI GPU | H100 | In - House | 2022 | 4nm | HBM3 8 High | 80 | | NVIDIA (Global) | AI GPU | B100 | In - House | 2024 | 4nm | HBM ...

Company Overview - Walrus Pump Co., Ltd. is showcasing its advanced smart pump technology at the 2025 Computex Taipei, expanding its market presence in various sectors including data centers and EV charging [1] - The company operates two major production bases in Taiwan and is set to begin small-scale production at its new Global Plant in Kaohsiung, which will enhance production capacity and inventory management [3] Financial Performance - In Q1 2025, Walrus reported consolidated revenue of NT$429 million, a year-over-year increase of 17.84%, with a gross profit of NT$121 million, up 15.24% YoY, and a net profit after tax of NT$32 million, up 38.45% YoY [2] Product Innovation - At Computex Taipei, Walrus unveiled two new pump series: the TPMS Slim Motor Multistage Centrifugal Pump series and the CMP Glandless Variable-Speed Pump series, both designed to enhance cooling efficiency in data centers [4] - The TPMS series features intelligent control capabilities for energy efficiency, while the CMP series reduces leakage risks and maintenance costs, aligning with ESG goals [4] Research and Development - Walrus operates a dual-power Pump Dynamic Laboratory certified by TAF and TÜV, providing tailored validation and testing technologies for customer-specific needs [5] - The company is investing in the development of Brushless DC (BLDC) motors to strengthen its position in the high-end server cooling market [7] Digital Strategy - Walrus integrates IoT technology into its products for automation and smart monitoring, enhancing reliability and safety through remote control and predictive maintenance [6] - The company also offers AI-powered customer support to ensure timely responses to maintenance needs [6] Market Expansion - With the increasing global demand for server cooling, Walrus aims to become a key partner for domestic thermal module manufacturers and strengthen its overseas presence through brand-driven market expansion [7]

GenAI Is Disrupting Professional Services Forrester Report copy prepared exclusively for ###fullName### with ###organization###. Distribution and reproduction are prohibited. For more information, see the Terms Of Use Policy and Ways To Share Research. Forrester Report Copy Prepared Exclusively For Cathie Smith With Forrester. Distribution and reproduction are prohibited. TRENDS REPORT GenAI Is Disrupting Professional Services Leaders Should Anticipate And Benefit From Providers' Investments In GenAI-Powere ...

Revenue $7.10 billion, up 7 percent year over yearGAAP gross margin 49.1 percent and non-GAAP gross margin 49.2 percentGAAP operating margin 30.5 percent and non-GAAP operating margin 30.7 percentRecord GAAP EPS $2.63 and record non-GAAP EPS $2.39, up 28 percent and 14 percent year over year, respectivelyGenerated $1.57 billion in cash from operations and distributed $2.00 billion to shareholders including $1.67 billion in share repurchases and $325 million in dividends SANTA CLARA, Calif., May 15, 2025 (GL ...

HIVE Digital Technologies Accelerates Growth in Paraguay, Surpasses 7 EH/s, Achieves 10% Global Growth in Hashrate, and Reports April 2025 Production of 102 BitcoinMay 09, 2025 1:00 AM EDT | Source: HIVE Digital Technologies Ltd.This news release constitutes a "designated news release" for the purposes of the Company's prospectus supplement dated October 3, 2024 to its short form base shelf prospectus dated September 11, 2024.San Antonio, Texas--(Newsfile Corp. - May 9, 2025) - HIVE Digital Te ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688195 证券简称：腾景科技 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示 单位：元 币种：人民币 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 说明：报告期内受益于AI算力需求驱动高速光通信元器件市场增长态势，公司持续加强光通信领域业 务开拓和产品交付，推动光通信领域收入增长；半导体设备等新兴应用领域高端光学模组业务继续保持 增长；业务及产品结构优化，毛利率同比提升。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 (二) 非经常性损益项目和金额 第一季度财务报表是否经审计 √适用 □不适用 □是 √否 单位:元 币种:人民币 一、 主要财务数据 (一) 主要会计数据和财务指标 二、 股东信息 (一) 普通股股东总数和表决权恢复的优先股股东数量及前十名股东持股情况表 单位：股 盐城 ...

《科创板日报》29日讯，腾景科技(688195.SH)公告称，腾景科技发布2025年第一季度报告，公司实现 营业收入1.13亿元，同比增长20.60%；归属于上市公司股东的净利润为1303.40万元，同比增长 15.81%。公司在AI算力需求驱动的高速光通信元器件市场增长态势下，持续加强光通信领域业务开拓 和产品交付，推动光通信领域收入增长。 腾景科技：一季度净利润同比增长15.81% ...

Himax Technologies (HIMX) Q4 2024 Earnings Call February 13, 2025 08:00 AM ET Company Participants Eric Li - Chief IR and PR OfficerJordan Wu - Co-Founder, President and CEO Conference Call Participants Donnie Teng - Analyst Operator Ladies and gentlemen, welcome to the Himax Technologies Incorporation Fourth Quarter and Full Year twenty twenty four Earnings Conference Call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session and instructions will f ...