Core Insights - The report highlights the rapid growth and innovation within Chengdu's internet industry, with 3,725 internet-related companies achieving a total revenue of approximately 742.9 billion yuan in 2024 [2] Group 1: Financing and Investment - Chengdu's financing market is thriving, exemplified by the listing of Chengdu Great Wall Development Technology Co., Ltd., which raised 1.017 billion yuan, setting a record since the North Exchange's inception in 2021 [3] - In 2024, the internet sector in Chengdu saw 167 investment events, a 72% increase year-on-year, with 149 companies receiving funding, marking a 59% rise [4] - Notable companies like Guanyan Technology and Tuomi Shuangdu have secured multiple rounds of investment, totaling nearly several hundred million yuan [6] Group 2: Innovation and Development - Chengdu's internet companies are recognized for their strong innovation capabilities, with over 190 national and provincial innovation platforms and approximately 39,000 effective patents, covering 52.7% of enterprises [8] - The animation industry in Chengdu has shown remarkable growth, with the film "Nezha 2" achieving a box office of 15.9 billion yuan, showcasing the vitality of the local animation sector [9] - The gaming industry in Chengdu is robust, with over 300 core R&D companies and a workforce of about 50,000, making it the fourth largest in the country [10] Group 3: Application and Technology - Chengdu is advancing smart city initiatives with applications like autonomous vehicles and drones, enhancing urban competitiveness [11] - The artificial intelligence sector in Chengdu is developing comprehensive advantages in computing power, core software, and chip design, with companies like Kaola Youran leading in AI platforms [12] - The e-commerce sector is thriving, with significant growth in digital consumption, cross-border, and live-streaming e-commerce [14]

点 击 蓝 字 关 注 我 们 本文全文共 2384 字，阅读全文约 8 分钟 函告称，由全国汽车标准化技术委员会电子与电磁兼容分技术委员会组织起草的《汽车控制芯片通用 技术要求及试验方法》《汽车底盘系统控制芯片技术要求及试验方法》两项行业标准已形成征求意见稿。 现将标准征求意见稿和征求意见稿编制说明发出，请研究提出书面意见并填写征求意见反馈表，于截止日 期前将意见反馈至秘书处。征求意见截止日期：2025年8月4日。 关于公布第76批道路运输车辆达标车型的公告 | 交通运输部关于公布第76批道路运输车辆达标车型的公告 | | --- | 6月23日，交通运输部网站公布《关于公布第76批道路运输车辆达标车型的公告》。 关于公布第76批道路运输车辆达标车型的公告 关于公开征求《汽车控制芯片通用技术要求及试验方法》等2项行业标准意见的函 道路运输车辆达标车型表（第77批）公示 公告称，根据《中华人民共和国安全生产法》《中华人民共和国节约能源法》《中华人民共和国道路运 输条例》《道路运输车辆技术管理规定》《道路运输车辆燃料消耗量检测和监督管理办法》等有关规定及相关 技术要求，第76批道路运输车辆达标车型已通过技术审查 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 AMD 的成功始于其 Zen 架构。由于英特尔在推出 Sapphire Rapids 时遭遇重大延误和问题，AMD 的市场份额迅速从 2020 年的 10% 左右上升至 2021 年和 2022 年的 20%以上 。 IDC 和 Mercury Research 的专家表示，这一趋势将会加速。到 2025 年底，AMD 的收入市场份额 预计将升至 36%，英特尔的份额将进一步降至 55% 左右。基于 ARM 的服务器处理器虽然仍不到 10%，但也开始取得显著进展，逐步抢占市场份额。 展望未来，到2027年，AMD的市场份额可能达到40%，而英特尔预计将跌破象征性的50%门槛。 ARM处理器可能会继续稳步增长，市场份额可能达到10%至12%。分析师预测，到2028年，AMD和 英特尔可能会平起平坐——这将标志着该行业的一个重大转折点。 值得注意的是，这些变化主要反映的是营收，而非处理器的销量。AMD 在高端高端产品的销售方面 尤其成功，而英特尔凭借价格更亲民的服务器 CPU 仍然占据着销量主导地位。 这一趋势短期内似乎不太可能逆转。AMD 强大的产品路线图和持续的 ...

| 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 43819.27 | 432.43 | 1.00% | | | 纳斯达克 | 20273.46 | 105.55 | 0.52% | | | 标普500 | 6173.07 | 32.05 | 0.52% | | | 欧洲斯托克50 | 5325.64 | 81.61 | 1.56% | | | 英国富时100 | 8798.91 | 63.31 | 0.72% | | | 法国CAC40 | 7691.55 | 134.24 | 1.78% | | | 德国DAX | 24033.22 | 383.92 | 1.62% | | | 俄罗斯RTS | 1126.55 | -0.14 | -0.01% | | | 上证指数 | 3424.23 | -24.23 | -0.70% | | | 深证成指 | 10378.55 | 35.07 | 0.34% | | | 创业板指 = | | 212430. goguda da 920 m | 0.47% | | | ...

以下文章来源于半导体行业观察 ，作者杜芹DQ 半导体行业观察 . 半导体深度原创媒体，百万读者共同关注。搜索公众号：半导体芯闻、半导体产业洞察，阅读更多原创 内容 本文来自微信公众号： 半导体行业观察 （ID：icbank） ， 作者：杜芹DQ，原文标题：《这类芯 片，寒冬已过？》，题图来自：AI生成 去年摩根士丹利发布的《寒冬将至》报告曾为半导体行业浇下一盆冷水。然而，2025年上半年以 来，全球芯片市场正悄然释放出复苏信号。尤其是内存芯片领域，从通用DRAM到高带宽内存 （HBM） ， 市场价格回升、库存去化、订单恢复，似乎正在书写"春天将至"的新篇章。 信号一：韩国通用DRAM出口激 增 韩国作为全球DRAM产业的核心基地，其出口数据是观察行业周期的风向标。自今年2月起，韩国 DRAM出口额结束此前的同比下滑态势，连续四个月实现两位数增长：3月增长27.8%，4月增长 38%，5月增长36%，6月前20天增长25.5%。 （来源：Daeun Lee） 这些数据与"半导体寒冬"的主流叙事背道而驰。相反，它们表明，通用DRAM市场 （主要应用于PC 和基础服务器） 正快速形成供需紧张的格局。据韩国KED A ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自综合 。 两位知情人士透露，英特尔（Intel）首席战略官萨夫罗杜・叶博阿 - 阿芒克瓦（Safroadu Yeboah- Amankwah）即将离职。这是自今年 3 月陈立武（Lip-Bu Tan）执掌这家芯片制造商以来的最新人 事变动。 英特尔证实了这一离职消息，并表示："我们感谢萨夫对英特尔的贡献，祝愿他一切顺利。" 这两位匿名知情人士称，自 2020 年起担任英特尔首席战略官的叶博阿 - 阿芒克瓦将于 6 月 30 日离 职。他的职责包括监督英特尔的增长计划、战略合作伙伴关系及股权投资等。 叶博阿 - 阿芒克瓦的部分战略职能将由萨钦・卡蒂（Sachin Katti）接管 —— 英特尔近期已将其提 拔为首席技术与人工智能官。其中一位知情人士及另一位了解此事的消息人士表示，英特尔的风险投 资部门 "英特尔资本"（Intel Capital）将直接向陈立武汇报。 陈 立 武 是 一 位 资 深 投 资 人 ， 1987 年 在 旧 金 山 创 立 了 风 险 投 资 公 司 华 登 国 际 （ Walden International）。 陈立武 ...

Group 1 - The semiconductor industry is experiencing a shift in focus from photolithography to etching technology, as major companies like Intel, TSMC, and Samsung are delaying the adoption of High-NA EUV lithography machines [1][6][10] - High-NA EUV, initially seen as a revolutionary technology capable of producing chips at 1nm and below, is now viewed as an expensive option that may not be necessary for current manufacturing processes [3][6][10] - The cost of High-NA EUV machines, approximately €378 million each, is a significant factor in companies' decisions to postpone their use, as existing technologies can achieve similar results at a lower cost [6][10] Group 2 - The role of etching technology has become increasingly important in chip manufacturing, especially as the industry moves towards 3D structures like GAAFET, which require precise etching rather than just fine lithography [8][12] - Companies are now focusing on maximizing the use of space in three-dimensional chip designs, shifting the competitive landscape from lithography precision to etching capabilities [8][12] - The stock prices of etching equipment manufacturers like Lam Research and Tokyo Electron have surged, indicating a growing demand for etching technology as the industry evolves [8][9] Group 3 - ASML's dominance in the lithography market is under pressure as the demand for High-NA EUV machines declines, leading to concerns about the sustainability of its business model [9][10] - The company reported selling 418 lithography machines in 2024, with a significant portion of revenue coming from China, highlighting the ongoing demand for DUV lithography in mature processes [9][10] - Emerging technologies, such as EUV-FEL and atomic lithography, pose potential threats to ASML's market position, as they may offer superior capabilities and lower costs in the future [11][12] Group 4 - The semiconductor industry's evolution reflects a broader trend away from reliance on a single technology, with a more diversified approach emerging that includes etching, new materials, and innovative architectures [12][14] - The industry is moving towards a model where multiple technologies coexist, reducing the previous over-reliance on photolithography as the sole solution for chip manufacturing [12][14] - The future of the semiconductor industry is likely to be characterized by a variety of competing technologies, rather than a single dominant player, indicating a more competitive and innovative landscape [14]

Core Viewpoint - The CXL (Compute Express Link) market has not yet launched as expected, primarily due to the underperformance of key players like Samsung Electronics and Intel [1][3]. Group 1: Market Status - The CXL market is currently stagnant, with a notable lack of discussions surrounding it, attributed to the weak performance of market leaders Samsung and Intel [3]. - Intel's next-generation server CPU, "Diamond Rapids," which is crucial for CXL's market launch, may face delays due to internal restructuring and layoffs [3][4]. - Samsung is in a holding pattern, waiting for the market to open, as the development of CXL-compatible memory products cannot proceed without corresponding processors [4]. Group 2: Opportunities and Risks - The introduction of CXL may lead to a decline in overall sales of processors and memory, as it aims to utilize existing resources more efficiently, which could negatively impact companies reliant on these sales in the short term [6][7]. - However, CXL-compatible chips are high-value products that could improve the profit structure for both Samsung and Intel, aligning with the semiconductor industry's trend towards high-value offerings to avoid cyclical fluctuations and competition with low-cost manufacturers [7]. - The CXL market is expected to see significant growth by 2026, with hyperscale cloud service providers likely to dominate this market due to their need for improved resource utilization and cost savings [8][9].

Group 1: Cross-Border Payment Market - The global cross-border payment market is expanding, with multiple banks entering the trillion-yuan market following the launch of the Cross-Border Payment platform [2] - According to EIU, the global cross-border payment transaction volume is expected to reach $194.6 trillion in 2024, maintaining steady growth compared to 2023, and projected to grow at a CAGR of 6.4% to $320 trillion by 2032 [2] Group 2: Solid-State Battery Technology - EVTank predicts that global solid-state battery shipments will reach 614.1 GWh by 2030, with a market size exceeding 250 billion yuan [3] - The upgrade of battery technology is a core driver of expanding terminal demand, with solid-state batteries being identified as the next-generation battery technology due to their high energy density and safety [3] Group 3: Nvidia's Market Valuation - Loop Capital forecasts that Nvidia's market valuation could expand to $6 trillion, benefiting from a new wave of AI application growth, representing a 65% increase from its current valuation of $3.6 trillion [4] - The demand for computing power is spreading globally, with North American infrastructure companies frequently exceeding performance expectations [4] Group 4: AI in Education - The Tianli International-hosted AI model application results conference will showcase innovations in AI education technology, emphasizing its role in reshaping the educational ecosystem [5] - The "AI + Education" market is projected to reach 160 billion yuan by 2027 and nearly 180 billion yuan by 2030, driven by technological advancements and increased funding attention [5]

6月26日，在第十一届广州国际投资年会主题大会上，胡润百富董事长兼首席调研官胡润发布《2025全 球独角兽榜》，列出了全球成立于2000年之后、价值10亿美元以上的非上市公司。其中，广州有24家独 角兽，位列全球城市第11位，粤港澳大湾区有72家独角兽，增加了2家，占全国21%。 《2025全球独角兽榜》发布。 "广州目前有24家独角兽企业，数量虽与去年持平，但背后变化显著。"胡润介绍，今年，文远知行、小 马智行因成功上市而不再列入榜单，其中文远知行成为全球通用自动驾驶公司第一股，现价值160亿 元；小马智行成为全球无人驾驶出租车第一股，现价值340亿元。 与此同时，广州迎来了两家新晋独角兽企业——车规级碳化硅芯片制造企业芯粤能，以及集兴趣社交、 AI、电子竞技等业务于一体的创新型科技企业趣丸。 胡润表示，广州的独角兽企业数量相当于韩国和日本两国独角兽企业总数，洛杉矶多出近一倍。"独角 兽企业是世界级创业生态的标志。"胡润认为，一个国家的独角兽企业越多，代表它的创新能力越强， 创业生态越完善。广州有独角兽成功上市并成为行业标杆，同时也有新的独角兽产生，说明广州有扎实 的产业基础和丰富的创新生态，是非常适合独角 ...