如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文 编译自 hpcwired ，谢谢。 预计未来两年内，液冷数据中心的数量将从不到1%的市场份额增长到所有安装量的30%左右。如 此惊人增长背后的原因显而易见——处理器的功率每6个月就会快速增长，每个机架的功率也随之 增长。因此，数据中心温度不断升高，而空气冷却技术已走到了尽头。超大规模数据中心运营商不 再考虑是否应该使用液冷技术，而是想知道应该使用哪种技术，以及能够多快启动并运行。本文将 深入探讨当今可用的各种选项，以便您根据特定应用做出最佳决策。 如下图所示，液体冷却主要分为两类：浸入式和直接芯片式，每种冷却方式都有单相和双相两种方 案。人们通常将直接芯片式冷却称为"冷板冷却"，因为它使用的冷板直接放置在 CPU 或 GPU 的 顶部。而浸入式冷却则使用大型重型水箱代替标准机架，并在水箱内注入液体。服务器和设备直接 浸入液体中。 浸入式冷却概述：充满液体的容器 浸没式液体冷却有两种类型。单相浸没式冷却使用储罐中的油性液体吸收热量。加热后的液体上升 到储罐顶部，然后被泵送到热交换单元，该单元冷却液体并将其送回容纳硬件的储罐。 单相浸没式的优缺点如下： 两相浸 ...

Core Insights - Silvaco Group, Inc. announced that Excelliance MOS has adopted its DTCO flow, which includes Victory TCAD™ and UTMOST IV™, to enhance the development of next-generation Silicon Carbide (SiC) power devices [1][2] Company Overview - Silvaco is a leading provider of TCAD, EDA software, and SIP solutions that facilitate semiconductor design and digital twin modeling through AI software and innovation [5] - The company offers solutions applicable across various sectors, including power, memory, photonics, CMOS, and display technologies [4] Technology and Solutions - The DTCO platform from Silvaco streamlines research and development for SiC technology, providing realistic process and accurate device simulation [2] - Silvaco's tools, including Victory Process™ and Victory Device™, support SiC-specific phenomena, enabling precise modeling of next-generation devices [2][3] - The integration of Victory DoE allows for rapid exploration of process variations, while UTMOST IV automates electrical measurements and SPICE model extraction [3] Market Position - Silvaco's simulation solutions are technology-agnostic and designed to empower engineers to innovate with greater speed and accuracy [4] - The company has a global presence with offices in North America, Europe, Brazil, China, Japan, Korea, Singapore, and Taiwan, catering to various markets including automotive, high-performance computing, and 5G/6G mobile [5]

Summary of Key Points from Conference Call Records Industry and Company Involvement - **Industry**: Robotics, Electric Vehicles, OLED Technology - **Companies Mentioned**: - 卧龙电驱 (Wolong Electric Drive) - 清越科技 (Qingyue Technology) - 东芯股份 (Dongxin Co., Ltd.) - 爱乐达 (Aileda) - 国瓷材料 (Guoci Materials) - 合康新能 (Hekang New Energy) - 合众思壮 (Hezhong Shizhuang) - 柯力传感 (Keli Sensor) - 束智数媒 (Shuzhi Shumei) Core Insights and Arguments - **Wolong Electric Drive**: - Actively developing core components for humanoid robots, including high-performance joint modules, servo drivers, and frameless torque motors - Achieved a torque density breakthrough of 102.85 Nm/kg by utilizing third-generation high-performance permanent magnet materials, enhancing product performance and market competitiveness [5][6] - Collaborating with the China Civil Aviation Science and Technology Research Institute to establish a joint laboratory, contributing to the formulation of standards for electric power systems in aviation [5] - **Qingyue Technology**: - As of December 31, 2024, successfully shipped 0.71-inch silicon-based OLED products, applied in Transsion's AR Pocket Vision glasses - Established partnerships with clients in the XR field, receiving positive feedback for high brightness, wide color gamut, and wide field of view [5][6] - **Dongxin Co., Ltd.**: - Reported that its G100 chip product has completed initial wafer processing and is entering packaging testing and product validation stages as of the first quarter of 2025 [6] - **Aileda**: - Provides precision machining and special process treatment for aircraft components, specifically for the C919 aircraft, having passed the direct supplier audit by COMAC [6] - **Guoci Materials**: - Focused on both oxide and sulfide technology routes, having developed various oxide solid electrolyte products, including aluminum-based solid electrolytes synthesized from chromium oxide [6] - **Hekang New Energy**: - High-voltage frequency converters are applicable in nuclear industry fields, covering various systems including primary pumps and seawater desalination [6] - **Hezhong Shizhuang**: - Enhancing high-precision satellite positioning technology to improve environmental perception capabilities for humanoid robots [6] - **Keli Sensor**: - Strategic investment in Kepler Robotics, holding a 1.55% stake, aiming to strengthen cooperation in sensor technology innovation and supply chain collaboration [6] Other Important Insights - **Market Trends**: - The sentiment indicators from the interactive platform highlight shareholder capital returns, industrial robots, and artificial intelligence as top concerns, with LED and OLED also ranking high [1] - The interactive platform's hot word statistics indicate a growing interest in robotics and AI technologies, reflecting broader market trends [2][3] - **Stock Performance**: - Notable stock performance increases for Qingyue Technology (+1.49%) and Wolong Electric Drive (+6.86%) during the reporting period [7] This summary encapsulates the key points from the conference call records, focusing on the companies' developments, industry trends, and market performance.

Core Viewpoint - The Nanjing Xinde Technology packaging production line upgrade project is expected to generate an annual output value exceeding 1.8 billion yuan after full production, highlighting the growth of the semiconductor industry in the Jiangsu province [1][4]. Group 1: Project Overview - The Nanjing Xinde Technology packaging production line upgrade project is a major industrial project in Jiangsu province for 2025, focusing on enhancing high-end semiconductor packaging technology and expanding production capacity [1]. - The project, initiated in February last year, has a total investment of approximately 1.1 billion yuan and is expected to be fully operational by 2026 [1]. - The project is based on a 60-acre factory and aims to achieve an annual output value of over 1.8 billion yuan upon full production [1]. Group 2: Equipment and Technology - In the past two months, the company has added 28 new pieces of equipment, including fully automated AOI inspection equipment and surface mount machines [2]. - The project includes the construction of system-level and wafer-level packaging production lines, with plans to complete 80% of the system-level line and 90% of the wafer-level line's equipment procurement by September this year [2]. - The project has achieved over 80% completion in equipment procurement, with 50% of the equipment currently in the installation and debugging phase [2]. Group 3: Automation and Efficiency - The company is developing a highly integrated intelligent production line to reduce labor costs and improve production efficiency, achieving over 30% reduction in manual intervention through automated processes [3]. - The high-precision dicing machine supports ultra-thin wafer cutting and is equipped with an AI vision detection system for real-time path correction [3]. - The SMT equipment can achieve a placement speed of 48,000 points per hour, improving efficiency by 15% compared to traditional equipment [3]. Group 4: Market Position and Future Prospects - Nanjing Xinde Technology, established in September 2020, specializes in semiconductor integrated circuit packaging and testing, with a focus on high-end packaging products [3]. - The company has successfully launched advanced packaging technology platforms and is one of the few independent packaging and testing enterprises in China capable of chiplet packaging technology [3]. - The project aims to focus on high-end chip packaging and testing in various fields, including 5G, AI, and high-performance computing [4].

Investor Deck I May 2025 1 © 2025 Adeia | All rights reserved. Safe Harbor This presentation contains "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are based on information available to the Company as of the date hereof, as well as the Company's current expectations, assumptions, estimates and projections that ...

去年特斯拉上海工厂贡献了全球三分之一产量，通用汽车四成利润来自中国市场。 就这，某些人还整天喊脱钩？这不就跟网红店老板威胁顾客"再不来消费我就关店"一个套路嘛！ 来源：热心群众 ◆作者：姜涛，戎马视界工作室总编 当以关税战为矛，试图刺破中国经济发展的韧性时，其背后的逻辑无非是笃信-中国离不开市场、技术 和霸权-。 老铁们听听这话，像不像当年村里二大爷说"离了张屠户就得吃带毛猪"？可咱们高志凯主任一句话就怼 得漂亮："没，咱也过了五千年，大不了再过五千年没的日子！" 这话听着提气不？ 咱们老祖宗早就玩转地球村了！大禹治水那会儿还没密西西比河呢，郑和七下西洋的船队能装下整个欧 洲舰队。 你说技术封锁？火药指南针造纸印刷术，哪样不是被山寨的命？ 现在某些人总说"中国制造都是组装货"，你到义乌商贸城看看，小到圣诞树彩灯，大到盾构机龙门吊， 哪个不是咱们自己攒出来的硬核科技？ 咱们现在手里攥着三张王炸：14亿人的大市场，41个工业大类666个小类的全产业链，还有每年毕业的 1000万大学生。 这不就是现代版"手里有粮，心里不慌"？ 看看华为被芯片断供后怎么逆袭的？海思半导体直接上阵，鸿蒙系统用户突破8亿，任正非那句"除 ...

end GPU 我们前几天讲过华为的CloudMatrix 384，在该AI集群的核心，是384块Ascend 910C芯片，它们以"全 互连"（all-to-all）拓扑结构相互连接。这套系统内部简称CM384。 根据SemiAnalysis的分析，CloudMatrix 384的BF16的算力是GB200 NVL72的1.7倍，显存容量是 GB200的3.6倍，由于集成了384个910C，这也导致了功耗是GB200的3.9倍。虽然单个chip的性能不如 GB200，但CloudMatrix 384系统绝对是目前最强的AI服务器。 据Financial Times的报道，一套完整的CloudMatrix 384系统的售价约为800万美元，约合5800万人民 币，大约是英伟达GB200 NVL72价格的三倍。这清楚地表明了华为的战略目标：它并不是要提供一 种低成本的替代方案，而是要为中国市场建立一个独立、无需依赖出口的高性能平台。 已有十家中国大型客户采用了该系统，并将其集成进现有的数据中心基础设施中。尽管这些客户的 名称并未公开，但报道称他们都是华为长期合作伙伴——很可能包括国家资助的云服务商、电信集 团以 ...

Financial Performance - Q1'25 revenue was $968 million[8], slightly below the guidance of $97 million +/- $7 million[26] - Q1'25 non-GAAP gross margin was 442%[10], compared to 418% in Q4'24[10] and 460% in Q1'24[10] - Q1'25 adjusted EBITDA was -20%[12], similar to Q4'24[12] - Q1'25 non-GAAP EPS was -$002[26], an improvement from -$015 in Q4'24[26] Balance Sheet and Cash Flow - Cash and investments decreased from $262 million in Q4'24 to $201 million in Q1'25[27] - Total debt increased from $9 million in Q4'24 to $18 million in Q1'25[27] - Cash flow from operations was -$102 million in Q1'25[27] - Net cash per share decreased from $542 in Q4'24 to $393 in Q1'25[28] Q2'25 Outlook - Q2'25 revenue is forecasted to be $106 million +/- $7 million[30], an increase of approximately 10% compared to Q1'25[32] - Q2'25 gross margin is expected to be around 45%[30] - Q2'25 operating expenses are projected to be approximately $48 million[30], down from $486 million in Q1'25[30] - Q2'25 adjusted EBITDA is expected to be around 4%[30]

KLA Corporation (KLAC) reported third-quarter fiscal 2025 non-GAAP earnings of $8.41 per share, beating the Zacks Consensus Estimate by 4.34%. The figure soared 59.9% year over year.Revenues increased 29.8% year over year to $3.06 billion, surpassing the Zacks Consensus Estimate by 1.92% and rising from the mid-point of the company’s guidance.KLA Corp’s earnings beat the Zacks Consensus Estimate in the trailing four quarters, the surprise being 6.35%, on average. (Find the latest EPS estimates and surprises ...

Core Viewpoint - Silvaco Group, Inc. has announced a strategic partnership with Kyung Hee University to advance display technology through AI-driven Digital Twin modeling and FTCO integration [1][2][4] Partnership Details - The collaboration is a four-year initiative that began on February 1, 2025, focusing on Micro-LED and OLED technologies [1][2] - Silvaco will fund Ph.D. students at KHU and work closely with Professor Jin Jang's team to provide high-quality measurement data [2] Technological Integration - The partnership aims to combine experimental data with Silvaco's simulation tools and FTCO solution to create a comprehensive Digital Twin for display technology [2][3] - Silvaco will utilize its Victory TCAD™ simulators along with SmartSpice™ and UTMOST IV™ EDA tools to run simulations and develop a complete FTCO flow [3] Goals and Expectations - The collaboration seeks to demonstrate how FTCO and AI-enabled Digital Twins can enhance the development and production of advanced display technologies [3] - The integration of physical experimentation with virtual modeling is expected to improve decision-making speed and accuracy in manufacturing environments [3][4] Industry Impact - This partnership is seen as a significant advancement in optimizing next-generation display technologies, aiming to unlock new efficiencies in process optimization and yield improvement [4] - Silvaco's expertise in semiconductor design and digital twin modeling positions it well to lead innovations in display manufacturing and related fields [5]