同时，硅桥接技术可在嵌入有机中介层或基板中的芯片或芯片组之间实现高密度互连。硅是目前互连 密度最高的材料，因此，硅桥接技术的设计理念在于使其体积小、成本低，这与硅中介层形成鲜明对 比。然而，组装良率问题延缓了硅桥接技术最终所承诺的成本优势的实现。 公众号记得加星标⭐️，第一时间看推送不会错过。 中介层和桥接器是先进封装中连接多个芯片和芯片组的两个关键元件，它们的构造和组装方式正在发 生根本性的变化。 中介层正变得越来越厚、越来越复杂，而桥接技术则被用来降低组装成本。这两种努力都面临着新的 挑战。 中介层实际上是一个平台，可以在其上组装多个组件，类似于微型PCB。目前主要材料是硅，即使采 用较早的工艺节点制造，其尺寸也使其价格昂贵。它们通常用于处理高密度互连，同时将I/O、电源 和接地信号传递到下方的封装基板。 图1 ：中介层与桥接层。中介层是大型硅平台，而桥接层是嵌入有机中介层或衬底中的小型硅片 中介层越来越多 人工智能正在推动中介层的复杂性。"我们现在看到更厚的中介层，金属层也更多，以适应人工智能 和高性能计算芯片所需的高密度布线和高电流路径，" YieldWerx首席执行官 Aftkhar Aslam 表 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 美国深科技初创公司Enlightra今日宣布，该公司已筹集 1500 万美元资金，用于解决人工智能基础设 施中最大的瓶颈：快速、节能的数据传输。Enlightra 致力于为下一代数据传输构建芯片级多波长激 光器。 着人工智能集群和数据中心的扩展，Enlightra 的激光技术以紧凑型超高带宽光链路取代了铜线，在 大幅降低功耗的同时，显著提高了数据传输速度。据麦肯锡预测，到 2030 年，这种节能互连技术的 市场规模预计将达到 240 亿美元。 这笔资金使Enlightra得以开发并展示其多色激光技术，该技术能够比铜缆更快、更高效地连接人工 智 能 集 群 中 的 计 算 芯 片 （ GPU 、 TPU ） 。 该 公 司 的 投 资 者 包 括 Y Combinator 、 Runa Capital 、 Pegasus Tech Ventures、Protocol Labs、Halo Labs、Asymmetry Ventures和TRAC VC等。 Enlightra联合创始人兼联合首席执行官Maxim Karpov表示："全球人工智能基础设施正面临铜缆的 极 ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greifeld taking you through to that closing bell. It's a global simulcast.Carol Massar and Tim Stenovec joining us from the radio room. Welcome to our audiences across all of our Bloomberg platforms. That includes our partnership with YouTube.24 hours ago, Carol, we started off this simulcast talking about the big sell off in markets today. We start off talking about a pretty sizable rally. Yeah, thank you.M ...

Now, as I mentioned, markets staging a comeback today thanks to cooler inflation data. NASDAQ's the big standout, pushed higher by AI, MAG7, and of course, Micron. Is this a sign we're going to see a rotation back into these names or have investors moved on.Joining me now are Keith Learner from Truest Wealth and Warren Pives from 314 Research. Guys, welcome. Warren, how good was this inflation report versus what some of the fears were out there.Disinflation perhaps. Yeah, thanks for having me, John. I I thi ...

Economic Data - The Dow Jones Industrial Average closed at 47951.85, up 65.88 points (0.14%) on December 18th, 2025, driven by a favorable November inflation report [1] - The Consumer Price Index (CPI) rose 2.7% year-over-year, below the expected 3.1%, while the core CPI increased 2.6%, lower than the 3.0% consensus [1] - The cooler inflation data has increased investor confidence in potential continued interest rate cuts by the Federal Reserve in 2026 [1] Company Performance - Micron Technology reported strong earnings, boosting the technology sector, particularly AI-related stocks, and halting recent declines in AI equities [2] - Amazon (AMZN) led the Dow's gains with a 2.74% increase, followed by Nvidia (NVDA) at 2.31%, and Microsoft (MSFT) at 2.28% [3] - Other notable gainers included Cisco Systems (CSCO) up 2.00% and Boeing (BA) increasing by 1.42% [3] - Conversely, Chevron (CVX) fell 1.28%, Procter & Gamble (PG) was down 1.20%, and UnitedHealth Group (UNH) dropped 0.93% [3]

On the hunt: The University of Louisiana System on Wednesday announced the formation of the presidential search committee for the University of Louisiana at Lafayette. The committee brings together representatives from across the UL Lafayette community and key stakeholders to guide a “clear and deliberate search process.” The committee’s first meeting is slated for Jan. 14. Longtime UL Lafayette President Joseph Savoie resigned in July after 17 years at the helm.Reclassified: President Donald Trump on Thurs ...

Stacy, did Micron sound the allcle back on the AI semiconductor train. >> I I mean, look, so um I won't comment on Micron as a stock. My colleague covers it.How however I I mean like we've seen memory prices going up, you know, a gazillion% every single day because supply is very tight and prices have gone and we saw that in their results. And why is supply tight. Big reason of it is because AI demand is off the charts.like you've got tons of demand for what's called high bandwidth memory. This is the type ...

We came across a bullish thesis on Kulicke and Soffa Industries, Inc. on X.com by @ContrarianCurse. In this article, we will summarize the bulls’ thesis on KLIC. Kulicke and Soffa Industries, Inc.'s share was trading at $46.77 as of December 16th. KLIC’s trailing and forward P/E were 456.89 and 34.13 respectively according to Yahoo Finance. Why POET’s AI-Focused Optical Strategy Earned a Fresh Boost From Northland in December allstars/Shutterstock.com Kulicke and Soffa Industries, Inc. designs, manufact ...

来源：环球时报 科技是全人类共同的财富，应当服务于全球人民的福祉。封锁策略封住的是与中国的合作，最终损害的 将是全球科技产业的整体福祉，其中自然包括西方自身的利益。世界经济论坛网站曾评论，中美合作是 全球科技进步的基石，超过30%的美国高影响力科研项目都有中国科学家的参与。当美国以"国家安 全"为名，无端打压华为等企业的芯片产品时，它破坏的正是这种推动人类进步的合作基石，预示着一 条技术分裂、市场割裂、创新减速的歧途。美国内部的诸多争议和摇摆，例如在英伟达H200芯片对华 出口政策上的分歧，恰恰证明了这种损人不利己的封锁策略难以持续。 路透社近日"爆料"了一个所谓的中国"曼哈顿计划"，称中国科学家建造出了华盛顿多年来一直试图阻止 的东西：一台极紫外（EUV）光刻机原型机。且不论通篇"知情人士透露"的报道是不是"烟雾弹"，其字 里行间对中国科技进步的焦虑显而易见。这种焦虑恰恰让世人看到，一种在西方时常出现的不健康心 态。 我们的目标从来不是在封闭环境中构建一个自给自足的"技术孤岛"，而是在实现关键技术自主可控的基 础上，更深度、更平等地融入并贡献于全球创新网络。我们相信，只有拆掉心中那堵名为"恐惧"与"霸 权" ...

Financial Performance - Q1 adjusted EPS 为 478，高于市场预期的 395 [1] - Q1 营收为 1364 亿美元，高于市场预期的 1295 亿美元 [1] - Q2 EPS 指导值为 822 至 862，市场预期为 471 [1] - Q2 营收预期为 183 亿至 191 亿美元，市场预期为 1438 亿美元 [1] - 毛利率预计在 67% 至 69% 之间，高于市场预期的 557% [2] Market Dynamics and Industry Trends - Micron 是美国最大的内存芯片制造商，其芯片应用于智能手机、PC、数据中心等产品，可以反映这些终端市场的健康状况 [3] - 高带宽内存（HBM）是 AI 软件训练所需的芯片，Micron 出售 HBM，具有更高的性能、更好的定价和利润率 [3] - Micron 的高带宽内存已全部售罄至 2026 年 [7] - 内存市场是一个寡头垄断市场，Micron 和两家韩国公司控制了约 90% 的份额，它们在增加产能方面表现理性 [6] - AI 基础设施建设预计至少持续一到两年，Micron 的盈利预期仍有上升空间，目标价可能达到 300 美元甚至更高 [6] Investment Opportunities and Risks - 尽管今年已上涨约 170%，但仍有约 85% 的分析师认为 Micron 值得购买 [2] - 长期来看，内存市场仍然是周期性的，AI 正在创造一个特别强劲且持久的上升周期，但仍需关注供需匹配情况 [31] - 投资者应关注内存芯片制造商是否过度建设产能，导致供过于求，从而导致价格下跌 [32][33] - 建议关注那些从支出中获益的公司，而不是那些支付资金的公司，Broadcom 优于 Oracle [14]