文 | Vista侃天下 近日，一起被称为"激光雷达芯片第一案"的诉讼，引发广泛关注：行业知名企业速腾聚创起诉其昔日合 作伙伴灵明光子，案由为"侵害技术秘密"与"侵害发明专利权"，深圳市中级人民法院已对两起诉讼正式 立案。在立案过去一周后，据激光雷达行业专家媒体"激光雷达青年"分析，这起纠纷的核心矛盾已有初 步的轮廓。 从"携手共进"到"对簿公堂" 双方的"蜜月期"曾是行业佳话。据公开信息，在灵明光子初创阶段，速腾聚创曾给予其多方面的支持。 大约在2021年，速腾聚创邀请灵明光子携手攻坚一项当时全球还没有大公司突破的核心技术——用于激 光雷达的高性能感知芯片，专业名称叫SPAD-SoC芯片。速腾聚创负责定义和开发芯片的整体架构，而 灵明光子作为"单光子专家"专注于打磨芯片的"视网膜"，即SPAD像素结构，提升其捕捉激光回波的灵 敏度。2023年初，因试产芯片未能达到预期性能，双方合作终止，灵明光子的技术路线却出现了令人瞩 目的急转弯。在前不久的起诉中，速腾聚创指控灵明光子涉嫌在合作中接触其核心技术信息后存在不当 使用及向第三方提供的行为。 面对诉讼指控，灵明光子通过官方公众号发布长文，以2019至2023年的 ...

What a crazy difference a week makes. 7 days ago, Marvel Technology, the semiconductor and networking equipment maker, you know, I like it, reported its latest quarter. And after an initial sell off, the stock soared in after hours trading as the forecast growth was huge and the company made a perfect acquisition.Then reports emerged saying that they lost some chip business with Amazon Web Services might be moving in more business from Microsoft. I find this confusing. The stock plunged 7% yesterday and san ...

Applied Materials, Inc. (NASDAQ:AMAT) is one of the AI Stocks on the Market’s Radar. On December 4, TD Cowen raised its price target on the stock to $315.00 from $260.00 while maintaining a “Buy” rating. Firm analysts have named this chip manufacturing equipment firm their “Top 2026 Idea” driven by structural growth in DRAM and Foundry segments. AMAT is poised to experience tailwinds from the demand for dynamic random access memory (DRAM) and the leading-edge foundry industry. Both of these segments are ...

Group 1 - The company is actively pursuing mergers and acquisitions (M&A) as a strategy to enhance its talent pool and infrastructure, particularly in the image and audio modalities [1][2] - The proprietary inference engine developed by the company can run image and video models 3 to 4 times faster by optimizing NVIDIA chips for these workloads [3][4] - The company prefers using NVIDIA's mature software stack over custom silicon solutions due to the need for immediate deployment of models, which is crucial for maintaining a competitive edge [6][7] Group 2 - The company is transitioning from the Hopper architecture to the Blackwell architecture, aiming for better performance metrics such as flops per watt or per dollar [8][9] - The economic rationale for this transition is that many players in the industry are expected to adopt Blackwell due to its superior price performance [9]

Sam has close to three decades of strategic business management experience, most recently serving as Qnity's Chief Strategy & Commercial Officer responsible for overseeing corporate strategy, commercial excellence and the company's key customer relationships. Prior to the launch of Qnity, Sam spent more than 25 years at DuPont where he held a range of significant leadership positions. Most notably, Sam served as vice president and general manager for DuPont's Industrial Solutions business in the Electronics ...

Core Viewpoint - The introduction of Google's Gemini 3, trained on its own TPUs, poses a challenge to Oklo's business model, which relies on the assumption of increasing energy demand from AI data centers [4][5]. Group 1: Stock Performance - Oklo's stock experienced a significant decline, dropping as much as 35.4% from October 31, ultimately finishing November down 31.2% [2]. - In contrast, the S&P 500 saw a slight increase of 0.1% during the same period, while the Nasdaq Composite fell by 1.5% [2]. Group 2: Company Overview - Oklo is focused on developing small modular reactors (SMRs), which are expected to meet the energy demands of future AI data centers [3]. - The company's market capitalization stands at $16 billion, with a current stock price of $2.09 [3]. Group 3: Market Implications - Google's Gemini 3's training on TPUs, which are more energy-efficient than traditional GPUs, could lead to reduced energy consumption for AI, thereby diminishing the projected demand for Oklo's SMRs [4][5]. - If other companies, like Meta, follow Google's lead in adopting TPUs, the overall energy demand from AI could be significantly lower than anticipated [5]. Group 4: Valuation Concerns - Oklo's stock is considered overpriced, driven by speculative beliefs about future energy demand from AI, raising questions about the sustainability of its current valuation [7]. - Despite the potential of SMRs, the uncertainties surrounding their market adoption make Oklo's current valuation difficult to justify [8].

"明年的成本预估看得人有点'惊悚'。" 近期，小米通讯技术有限公司产品行销总监马志宇的一句感叹，道出了电子消费产业的被迫涨 价，在深圳华强北，存储现货"一天一价"已成常态，焦虑情绪正沿着产业链迅速传导。 这不是一次简单的年底旺季波动，而是一场由AI热潮引发的"存储超级周期"。当上游产能被AI 算力虹吸，下游PC与手机厂商正面临一场严峻的成本大考。 涨价已成定局，但如何涨，则成了各家厂商博弈的艺术。 终端涨价的"明线"与"暗线" 对于消费者而言，电子产品价格的变化往往不会直白地反映在标签上，而是 更微妙地体现在 优惠力度、规格组合乃至发布节奏的调整中。 作为对存储成本最敏感的品类， PC行业最先感受到寒意。 多家海外渠道商透露，受内存（DRAM）和固态硬盘（SSD）成本飙升影响，部分笔记本和商 用PC在今年底至明年初将进入新一轮价格调整周期。 市场机构预估涨幅大致在10%—20%区 间，其中受冲击最明显的是标配16GB及以上大内存的主流轻薄本与高配办公本。 与以往由手机、PC销量驱动的传统周期不同， 这一轮涨价完全是由AI驱动的结构性紧缺引 发。 随着大模型训练、推理和云算力业务的持续扩容，数据中心对高性能存储 ...

今日， 中科曙光 公告称，公司于2025年12月9日召开董事会，审议通过终止 海光信息 吸收合并中科曙 光并募集配套资金的重大资产重组事项。 OM SSO = FHITS ■ 1-1-1 Q ... < 是说芯语 闸述泛集成电路行业的技术走势、热点 交流、市场应用、行业分析、产业... × 64星原創药容 2位朋友关注 进入公众号 不再关注 昨天 09:00 t A 2位朋友读过 秒劈众号 · 是j 墙 reast in the first 主要原因是交易规模大、涉及相关方多，导致方案论证历时较长，且目前市场环境较筹划之初发生较大 变化，实施条件尚不成熟。 公司与交易各相关方协商后决定终止该事项。此次交易终止不会对公司生产经营和财务状况造成重大不 利影响。 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 加入"中国IC独角兽联盟"，请点击进入 是说芯语原创，欢迎关注分享 泛集成电路行业最新动态 星标 是说芯语 不错过任何一条消息 ▶ ...

12月9日晚，海光信息与中科曙光相继宣布，公司于2025年12月9日召开董事会，审议通过了《关于公司终止重大资产重组的议案》，同意终止海光信息通 过向中科曙光全体A股换股股东发行A股股票的方式换股吸收合并中科曙光并募集配套资金，并授权公司管理层办理本次终止的相关事宜。 两家公司均表示，本次终止主要原因是交易规模大、涉及相关方多，导致方案论证历时较长，且目前市场环境较筹划之初发生较大变化，实施条件尚不成 熟。公司与交易各相关方协商后决定终止该事项。此次交易终止不会对公司生产经营和财务状况造成重大不利影响。 海光信息还表示，与中科曙光的产业协同与合作不受影响。公司承诺至少1个月内不再筹划重大资产重组事项。 海光信息与中科曙光表示，将于2025年12月10日15:00—16:00召开终止重大资产重组投资者说明会，会议将以网络互动形式进行，旨在与投资者交流并解 答相关问题。 此前6月9日晚间，海光信息与中科曙光正式公布了《重组预案》。据当时公告，海光信息拟购买资产的交易金额为1159.67亿元。21世纪经济报道记者当 时从业内获悉，在资本市场，芯片设计企业与整机制造企业的估值逻辑存在显著差异。海光信息作为芯片公司，享 ...

"明年的成本预估看得人有点'惊悚'。" 近期，小米通讯技术有限公司产品行销总监马志宇的一句感叹，道出了电子消费产业的被迫涨价，在深 圳华强北，存储现货"一天一价"已成常态，焦虑情绪正沿着产业链迅速传导。 这不是一次简单的年底旺季波动，而是一场由AI热潮引发的"存储超级周期"。当上游产能被AI算力虹 吸，下游PC与手机厂商正面临一场严峻的成本大考。 而在竞争更为惨烈的智能手机市场，涨价则呈现出更隐性的姿态。 "直接抬高发售价会挑战消费者的心理底线，厂商更多会采取'暗涨'策略。"一位资深手机渠道商透露。 近期，多款热销机型在保持官方售价不变的情况下，悄然收缩了上市初期的优惠折扣，或通过减少赠品 等方式来对冲BOM（物料清单）成本的上涨。 这种"体感涨价"的背后，是存储现货价格的暴力跳升。行业监测数据显示，自2024年下半年以来， DDR4、DDR5等主流存储芯片的现货价格普遍录得50%甚至翻倍的涨幅；高端NAND Flash的涨势同样 凌厉。华强北一位芯片分销商直言："现在是几天一个价，不敢压库存，也不敢轻易接长单。" 而这一轮价格暴涨的核心原因，在于AI数据中心、服务器需求的挤占，导致全球DRAM价格明显上 涨 ...