华为将于8月27日发布新品AI SSD，目标直指AI存储器市场。 传统HBM存在容量限制，而华为或将通过技术创新提供大容量SSD。 ...

Core Insights - The article emphasizes the growing demand for computing power driven by generative AI, highlighting the challenges faced by traditional architectures and the potential of RISC-V combined with DSA as a key player in AI acceleration [1][4]. Group 1: Event Overview - The 2025 Andes RISC-V CON in Beijing will feature a roundtable forum discussing the advantages and challenges of RISC-V in AI computing acceleration, bringing together academic and industry experts [1]. - The event is scheduled for August 27, 2025, from 9:00 AM to 5:30 PM at the Lijing Huayuan Hotel in Beijing [8]. Group 2: Key Discussion Topics - The combination of RISC-V and DSA is explored for its ability to provide flexibility and scalability in AI computing, enabling customized acceleration solutions for various application scenarios [4]. - The forum will address multi-layer optimization from Graph to Kernel, discussing the roles of compiler ecosystems and RVV/RVM extensions in overcoming performance bottlenecks at both operator and system levels [4]. - Practical applications of RISC-V in low-power edge AI and high-performance data center AI will be analyzed, focusing on balancing power consumption, real-time performance, and overall efficiency [4]. Group 3: Featured Speakers and Demonstrations - Notable speakers include Andes CEO Lin Zhiming and technical experts who will discuss how RISC-V can accelerate application deployment in chip design, along with innovations in AI, embedded security, and next-generation automotive chips [8]. - Partner companies such as PUFsecurity, S2C, and Siemens will showcase the latest RISC-V products and live demonstrations [9]. - Andes will demonstrate the performance and application potential of its DeepSeek and Android running on the Andes Qilai Platform, which features a 64-bit AX45MP and NX27V vector processor [10].

8月25日，AI 芯片领域的明星上市公司寒武纪（688256.SH）股价再度延续近期强劲涨势。截至收盘， 寒武纪涨幅达11.4%，股价攀升至1384.93元/股，再创历史新高，股价直逼贵州茅台（600519）。总市 值更是高达5793.9亿元，超越一众传统蓝筹股。 股价逼近茅台，市值超众多传统蓝筹股 近一个月来，寒武纪股价犹如火箭般蹿升，成为A股市场最耀眼的明星之一。从7月的低点起步，寒武 纪股价一路上行，在8月12日更是强势涨停，涨幅达20%，吸引了大量投资者的目光。进入8月下旬，公 司股价涨势愈发凌厉，8月22日早盘一度大涨近14%，市值短暂超过中芯国际，跃居科创板首位。 8月25日开盘后，寒武纪再度发力，盘中最高触及1391元，市值突破5800亿元。从7月11日至今，短短一 个半月时间，公司股价涨超160%。拉长时间维度来看，自2023年至今，寒武纪股价从不足50元，已经 飙升至1384.93元/股，最大涨幅超27倍。 寒武纪股价的持续上涨，市值超过许多传统蓝筹股，无疑给市场带来了巨大的冲击，也让投资者对 AI 芯片行业的未来充满了遐想。 值得注意的是，寒武纪股价的飙升并非毫无根基，公司近年来在业绩表现 ...

Core Viewpoint - The company is actively expanding its product offerings in the robotics sector, focusing on intelligent servo controllers and magnetic encoders for emerging applications like embodied intelligent robots [1] Group 1 - The company's system-level packaging circuits, including intelligent servo controllers and magnetic encoders, can be applied in the robotics field [1] - The company has also developed products related to sensor backend signal conditioning circuits, which hold potential application value in robotic perception systems [1] - The company plans to continue aligning its development strategy with market demands to actively explore new technology fields [1]

Core Points - The actual controller and chairman of Ningbo Air Technology Co., Ltd., Dr. Lin Shuiyang, passed away on August 20, 2025, due to illness [1] - Lin Shuiyang was recognized as a pioneer and an excellent young entrepreneur who significantly contributed to the company's establishment and growth in the global intelligent sensor chip field [3] - A memorial service for Lin Shuiyang is scheduled for August 27, 2025, at the Shanghai Pudong Funeral Home [3] Company Overview - Ningbo Air Technology was founded in 2017 and specializes in the development of intelligent sensor chips, focusing on high-performance wireless RF technology, microwave millimeter-wave technology, radar sensor technology, low-power MCU technology, and SoC technology [6] - The company offers a range of products including radar chips across various frequency bands (5.8GHz, 10.525GHz, 24GHz, 60GHz, 77GHz) and dual-mode chips, which are widely used in fields such as smart IoT, smart lighting, smart home appliances, smart city management, and automotive ADAS [6] Investment and Partnerships - Since its establishment, the company has attracted investments from notable firms and institutions including TCL Venture Capital, Intel Capital, Xiaomi Industrial Investment, and others [8] - In January 2022, the company completed a C round financing exceeding 100 million yuan, with a valuation of 1.4 billion yuan at that time [8] - The company collaborates with major partners such as Huawei, Midea, Haier, Philips, and TCL [8] Company Status - As of August 25, 2025, the company's official website has been changed to black and white in mourning for the chairman's passing [10]

Core Viewpoint - The passing of Dr. Lin Shuiyang, the actual controller and chairman of Kegong Technology, is a significant loss for the company, which he founded and led to prominence in the global smart sensor chip industry [1][3]. Company Overview - Kegong Technology, established in 2017, specializes in the research and development of smart sensor chips, focusing on high-performance wireless RF technology, microwave millimeter-wave technology, radar sensor technology, low-power MCU technology, and SoC technology [6]. - The company offers a one-stop turn-key solution that includes high-cost-performance chips, modules, and software algorithms [6]. - Its product line includes radar chips operating at frequencies of 5.8GHz, 10.525GHz, 24GHz, 60GHz, and 77GHz, as well as BLE + radar dual-mode chips and automotive millimeter-wave radar chips, which are widely used in various fields such as smart IoT, smart lighting, smart home appliances, smart home, smart city management, and automotive ADAS [6]. Investment and Financials - Since its inception, Kegong Technology has attracted investments from notable firms and institutions, including Fuzhe Fund, Ningbo Tongshang Fund, TCL Venture Capital, and Intel Capital, among others [8]. - In January 2022, the company completed a C round of financing, raising over 100 million yuan, with a valuation of 1.4 billion yuan at that time [8]. - The company has established research and sales centers in cities including Shanghai, Ningbo, Guangzhou, Shenzhen, and Zhongshan [8]. Recent Developments - Following the announcement of Dr. Lin's passing, the company's website has been changed to black and white as a sign of mourning [10].

Rapidus, a Japanese semiconductor firm, wants to catch up with global pace-setters. Its success hinges on meeting three big challenges https://t.co/mcWqAikT9i ...

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 ...

Core Insights - The article emphasizes the growing demand for computing power driven by generative AI, highlighting the challenges faced by traditional architectures and the potential of RISC-V combined with DSA as a key player in AI acceleration [1][4]. Group 1: Event Overview - The 2025 Andes RISC-V CON in Beijing will feature a roundtable forum discussing the advantages and challenges of RISC-V in AI computing acceleration, bringing together academic and industry experts [1]. - The event is scheduled for August 27, 2025, from 9:00 AM to 5:30 PM at the Lijing Huayuan Hotel in Beijing [8]. Group 2: Key Discussion Topics - The combination of RISC-V and DSA is expected to provide flexibility and scalability for AI computing, enabling customized acceleration solutions for various application scenarios [4]. - The forum will explore multi-layer optimization from Graph to Kernel, discussing the role of compiler ecosystems and RVV/RVM extensions in overcoming performance bottlenecks [4]. - There will be an in-depth analysis of RISC-V applications in low-power edge AI and high-performance data center AI, focusing on balancing power consumption, real-time performance, and overall efficiency [4]. - The future of AI architecture evolution from CNN to Transformer to LLM will be discussed, particularly how RISC-V can maintain architectural flexibility to support next-generation AI chip designs [4]. Group 3: Event Highlights - Notable keynote speeches will be delivered by industry leaders, including Andes CEO Lin Zhiming, focusing on how RISC-V can accelerate application deployment in chip design and innovations in AI and embedded systems [8]. - Partner companies such as PUFsecurity, S2C, and Siemens will showcase the latest RISC-V products and live demonstrations [9]. - The event will feature a rich technical agenda and practical demonstrations, including the performance of DeepSeek and Android on the Andes Qilai Platform, which supports both Android and Linux systems [10].