Domestic News - Former SAP executive Deng Yongfu has joined SalesEase as president, bringing over 20 years of experience in enterprise management software, big data, and AI [2] - Alibaba Cloud has launched the AI Agent memory storage feature for its Tablestore, reducing overall storage costs by 30% [3] - Huawei's public sector business in China is expected to grow by 25% year-on-year in 2024, with the computing industry in the public sector growing by 80% [5] - Lenovo plans to establish a regional headquarters in Riyadh, Saudi Arabia, which is expected to create 15,000 direct and 45,000 indirect jobs [8] - Xiaohongshu's AIGC team has introduced a new algorithm for controllable face generation in images and videos [9] Financial Performance - Baidu reported Q2 revenue of 32.7 billion yuan, with core net profit increasing by 35% year-on-year, exceeding market expectations [15] - Kingsoft reported Q2 revenue of 2.307 billion yuan, a year-on-year decrease of 7% [16] - GDS Holdings announced Q2 net revenue of 2.9 billion yuan, a year-on-year increase of 12.4% [17] Technology Developments - Manus has achieved a revenue run rate of $90 million, indicating strong growth potential [14] - Baidu's AI-generated content now accounts for over 64% of search results, with digital human revenue reaching nearly 500 million yuan in Q2 [19] - ByteDance's Seed team has released the open-source large language model Seed-OSS-36B, featuring 36 billion parameters [20] Mergers and Acquisitions - Advent International has proposed to acquire Swiss chip manufacturer U-blox for approximately $1.3 billion [36] - Kunlun Wanwei plans to invest 200 million yuan in its AIGC subsidiary Skywork to enhance its capabilities [42] Industry Trends - Tianfeng Securities noted that AI applications are rapidly developing, forming a "four-tier" structure in the market [43] - The scale of China's electronic information manufacturing industry increased by 11.1% year-on-year in the first half of the year [44] - IDC predicts that the market for large model development platforms in China will reach 1.69 billion yuan in 2024 [49]

【环球网科技报道 记者 林迪】近日，在第21届CCF全国高性能计算学术大会期间，由阿里云与中国科学院计算技术研究所联合发起的"高通量以太网 （ETH+）联盟"集中展示了在AI算力网络互联领域的重大突破，发布了涵盖协议标准、核心芯片、系统架构在内的一系列国产化成果，标志着该联盟在构 建自主可控、高性能、可扩展的智算网络基础设施方面迈出了关键一步。 算力跃迁的 " 阿喀琉斯之踵 " ：网络互联瓶颈 随着AI大模型参数量的指数级增长，单一GPU已无法满足训练需求，须通过"Scale-Out"（横向扩展）和"Scale-Up"（纵向扩展）的方式，将成百上千个GPU 连接成一个超级计算集群。然而，这种并行计算模式带来了海量且密集的GPU间数据交换需求。相比传统通用计算，AI训练任务对网络带宽的要求通常高 出两个数量级。 更严峻的挑战在于，大模型训练中的数据同步具有明显的周期性。任何环节的性能短板——无论是网络链路拥塞还是设备故障——都可能成为整个集群 的"阿喀琉斯之踵"，导致算力无法线性扩展，严重影响训练任务的进度与稳定性。业界普遍认为，如何构建一个能长期维持高带宽、低延迟和稳定性能的互 联体系，是确保集群算力随规模近 ...

2025 Andes RISC-V CON 北京 RISC-V 生态圆桌论坛：AI计算加速，RISC-V的优势与挑战 生成式 AI 带来了前所未有的算力需求，从边缘设备到大模型训练， 传统架构正面临巨大挑战。 RISC-V + DSA 的组合 ，正在成为新一代 AI 加速的关键力量。 在 2025 Andes RISC-V CON 北京站， 我们 将 通过 圆桌论坛 【AI 计算加速：RISC-V 的优势与挑战】，汇聚学术与产业专家， 剖析 RISC-V 如何结合 DSA，为 AI 推理与训练带来高效、灵活的解决方案。 AI × RISC-V 前沿洞察，不容错过！ 扫描 二维码 ，即可提前 报名预约现场席位 讨论 亮点 一次掌握 RISC-V 与 DSA 的结合 — 开放指令集如何为 AI 计算带来灵活与可扩展性，并帮助构建面向不 同应用场景的定制化加速方案。 软硬件协同 —从 Graph 到 Kernel 的多层优化，探讨编译器生态与 RVV/RVM 扩展的角色，以 及如何突破算子级与系统级的性能瓶颈。 应用场景 — 深入分析 RISC-V 在低功耗边缘 AI 和高性能数据中心 AI 的应用实践，如何在功 ...

内容概况：物联网设备的广泛应用也推动了ASIC芯片市场的发展。从智能家居到工业自动化，各种物 联网设备都需要高性能、低功耗的芯片来支持其功能，ASIC芯片凭借其定制化优势成为理想选择。 2024年，中国ASIC芯片行业市场规模为478.9亿元，同比增长27.71%，标志着中国ASIC行业已形成从设 计到落地的完整闭环，未来需持续突破先进制程、构建自主生态，推动半导体产业向高端化、自主化迈 进。 相关上市企业：芯原股份（688521）、澜起科技（688008）、中芯国际（688981）、全志科技 （300458）、寒武纪（688256）、瑞芯微（603893） 相关企业：上海硅产业集团股份有限公司、彤程新材料集团股份有限公司、中船（邯郸）派瑞特种气体 股份有限公司、上海微电子装备（集团）股份有限公司、中微半导体设备（上海）股份有限公司、拓荆 科技股份有限公司、深圳市和科达精密清洗设备股份有限公司、北京华峰测控技术股份有限公司、北方 华创科技集团股份有限公司、华为技术有限公司、中兴通讯股份有限公司 关键词：ASIC芯片、ASIC芯片市场规模、ASIC芯片行业现状、ASIC芯片发展趋势 一、行业概述 ASIC芯片（ ...

0:00 机那么贵 芯片原来是这样制造的，难怪光刻 ...

苏州盛科通信股份有限公司 为贯彻落实关于开展科创板上市公司"提质增效重回报"专项行动的倡议，落实以投资 者为本的理念，推动苏州盛科通信股份有限公司（以下简称"盛科通信"或"公司"）持续优 化经营、规范治理和积极回报投资者，大力提高上市公司质量，助力信心提振、资本市场稳 定和经济高质量发展的精神要求，结合公司自身发展战略、经营情况和财务情况，公司制定 了盛科通信 2025 年度"提质增效重回报"行动方案，以进一步提升公司经营管理水平，强化 市场竞争力，提升资本市场参与者的信心，稳定股价，树立良好的资本市场形象。 效情况报告如下： 一、持续加大研发投入，坚持技术创新，引领公司高质量发展 盛科通信为国内领先的以太网交换芯片设计企业，以太网交换芯片是构建企业网络、运 营商网络、数据中心网络和工业网络的核心平台型芯片。经过十余年的技术积累，公司现已 形成丰富的以太网交换芯片产品序列，公司在国内具备先发优势和市场引领地位，产品覆盖 从接入层到核心层的以太网交换产品，为我国数字化网络建设提供了丰富的芯片解决方案。 公司面向国家数字化网络建设需求，以打造更快、更灵活、更安全、更智能的网络为目 标，坚持自主研发。基于规模化市场 ...

24 August 2025 | 1:30PM HKT VeriSilicon (688521.SS) Buy AI ASIC design and production services ramp up with strong order momentum; TP raised to Rmb193; Buy 688521.SS 12m Price Target: Rmb193.00 Price: Rmb149.82 Upside: 28.8% We are constructive on Verisilicon's AI ASIC turnkey solution and IP business ramp up, supported by growing client demand in China, and its private placement funding (Link) to accelerate new products development. Management highlights orders were up 33% YoY (or 23% QoQ) to Rmb3bn by end ...

Core Insights - Silicon photonics is recognized as a disruptive technology that combines the characteristics of integrated circuits with the advantages of photonic technology, such as high speed, low power consumption, and strong anti-interference capabilities [1][5] - The "Zhangjiang Cup Silicon Photonics Innovation and Entrepreneurship Competition" concluded with various projects showcasing advancements in silicon photonics [2][3] Group 1: Competition Overview - The competition featured 19 innovative silicon photonics projects from various enterprises, universities, and research institutions across the country [3] - Shanghai Lankun Microelectronics Technology Co., Ltd. won the first prize in the "Optical Interconnect + Optical Computing" track with its "Micro-ring Photonic Integrated Interconnect Chip" project [3] - In the "Optical Sensing + Open" track, Shanghai Jiao Tong University's project on an integrated optical coherence tomography system won the first prize [3] Group 2: Project Highlights - The winning project in the optical interconnect track focuses on utilizing CMOS technology to enhance bandwidth density and efficiency [4] - The project from the Chinese Academy of Sciences aims to address satellite communication needs through silicon photonics technology [5] - The competition highlighted various application directions for silicon photonics technology, indicating its industrialization potential [5] Group 3: Industry Development - Shanghai is actively promoting the development of the silicon photonics industry through project layout, platform construction, and ecosystem building [5] - The Shanghai Silicon Photonics Future Industry Cluster was officially launched in June, with eight companies signing agreements to establish operations [6] - The competition was organized by a silicon photonics innovation alliance, which includes over 70 leading technology enterprises, universities, and research institutions [6]

Group 1 - The China Securities Regulatory Commission (CSRC) has received applications from 10 fund companies for the first batch of the CSI Sci-Tech Innovation and Entrepreneurship Artificial Intelligence ETF [1] - The fund managers involved include Huatai-PB Fund, E Fund, Huaan Fund, ICBC Credit Suisse Fund, Guolian An Fund, Fortune Fund, Yongying Fund, Taikang Fund, Invesco Great Wall Fund, and China International Capital Corporation Fund [1] - The CSI Sci-Tech Innovation and Entrepreneurship Artificial Intelligence Index selects 50 listed companies from the Sci-Tech Innovation Board and the Growth Enterprise Market that provide foundational resources, technology, and application support for artificial intelligence [2][3] Group 2 - The selection method involves identifying securities that meet investment criteria related to artificial intelligence, including foundational resources, technology, and application fields [3] - The top 10 weighted stocks in the index include Xinyisheng, Zhongji Xuchuang, Cambrian, Lanke Technology, Kingsoft Office, Chipone Technology, Stone Technology, Kunlun Wanwei, Runze Technology, and Hengxuan Technology [4] - As of August 22, Cambrian's market capitalization reached 520.1 billion yuan, increasing by 86.7 billion yuan in a single day, making it the leading semiconductor company and the second stock to exceed 1,000 yuan in the market [4]

Group 1 - Navitas is positioned as a critical link in the supply chain following TSMC's exit from GaN manufacturing, connecting Taiwan's foundry capacity with Nvidia [1] - The company is at a pivotal moment in its evolution, indicating potential growth opportunities in the technology sector [1] Group 2 - The article reflects insights from a retired Wall Street PM with over two decades of experience in the technology landscape, emphasizing the importance of momentum in investment strategies [1]