人民财讯8月26日电，根据TrendForce集邦咨询最新研究，NVIDIA(英伟达)近日推出的Jetson Thor被视 为机器人的物理智慧核心，以Blackwell GPU、128GB记忆体堆叠出2070FP4TFLOPS AI算力，是前代 Jetson Orin的7.5倍。TrendForce集邦咨询表示，这不仅是单纯的数字跃升，还是帮助终端本体能即时处 理庞大感测数据与大型语言模型(LLM)，一定程度上让高阶人形机器人真正的看见、思考与行动。在 Agility Robotics(敏捷机器人)、Boston Dynamics(波士顿动力)、Amazon(亚马逊)等厂商陆续采用与建置 生态圈的趋势下，预估人形机器人芯片市场规模有望于2028年突破4800万美元。 ...

Nvidia开源的Dynamo项目，实现存储系统多级缓存算法，热数据在显存、温数据在主机内存、冷数据在 SSD 或远端对象存储，并通过一套 统一的索引 + 异步流水线实现自动迁移与透明访问，但是多级存储之间的数据迁移流程复杂，延迟开销难以压缩。 微软推出的LMCahce存储系统，高度兼容vLLM等推理框架，但是对分布式存储支持较低，空间上限低。 阿里巴巴提出一种将KV Cache空间扩展到Tair数据库的远端存储方案，存储空间易扩展，但是读写性能难以满足LLM推理业务的低延迟需 求。 CXL（Compute Express Link） 作为一种新兴的高速互联技术，以其高带宽、低延迟和硬件级缓存一致性的特性，为破解内存瓶颈带来了 新的希望，可以解决AI和高性能计算中遇到的内存瓶颈问题。 业界关于CXL存储加速LLM推理的研究仍然较少，探索如何利用CXL等新型介质扩展KV Cache空间，进而将成熟的软件栈迁移到CXL硬件场 景，是一项非常有意义的工作。 当大语言模型（LLM）走向千行百业，推理效率与显存成本的矛盾日益尖锐。 KV Cache （Key-Value Cache）作为提升生成速度的核心技术，却像一个 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of technology stocks, particularly in the AI chip sector, with the STAR 50 Index rising significantly in August, driven by domestic chip stocks like Cambricon and Haiguang Information [1][2] - The AI computing hardware supply chain, including chips, PCBs, and liquid cooling, is identified as the main driving force behind the recent technology stock rally, with notable gains in the computer, electronics, and communication sectors [1] - The semiconductor sector has seen a substantial increase in trading volume, accounting for 10% of total A-share transactions, indicating a potentially overheated market that may require consolidation [1][3] Group 2 - The AI chip sector has emerged as the main theme in the technology stock market, with the STAR Chip Index rising over 30% in August, and leading stocks like Cambricon and Haiguang Information reaching new highs [2] - Liquid cooling and power supply equipment for AI servers have also experienced significant gains, with the Wind liquid cooling server index up 29% in August, and several related stocks seeing over 100% increases [2] - The rise of domestic chip concepts is attributed to a combination of technological breakthroughs, policy benefits, and expectations for domestic substitution, while some robotics stocks have lagged due to concept speculation and performance verification issues [2] Group 3 - Technology stocks are currently at historically high valuation levels, with the STAR 50 Index's dynamic price-to-earnings ratio reaching 180.78, the highest since August 2020 [3] - There has been a noticeable outflow of funds from the STAR 50 ETF, with a reduction of 175.65 billion units in August, indicating a shift in investor sentiment [3] - Funds have been moving from growth sectors like electronics and computing to undervalued sectors such as finance and chemicals, with significant net inflows into non-bank financial ETFs and basic chemical ETFs [3] Group 4 - Short-term adjustments in technology stocks are deemed inevitable after continuous increases, particularly in AI and chip sectors, suggesting a potential for profit-taking [4] - The domestic computing chip market is currently seen as more speculative, with future focus needed on production capacity and procurement ratios from major internet companies [4] - There are opportunities in lower-priced segments such as semiconductor equipment, materials, and AI applications, which have not experienced significant price increases [4]

8月24日晚间，宁波隔空智能科技有限公司发布讣告，董事长林水洋博士于2025年8月20日因病不幸逝 世。 林水洋作为隔空科技开创者，为其创立与壮大鞠躬尽瘁，带领团队在全球智能传感芯片领域崭露头角， 奠定了坚实发展基础，公司及同仁对其离世沉痛哀悼，向其家人深切慰问。追悼会定于8月27日上午11 点，在上海浦东殡仪馆凌霄厅举行 。 资料显示：隔空科技2017年成立，专注高性能无线射频、微波毫米波、雷达传感器等技术研发，提供芯 片、模组、软件算法一站式方案。其5.8GHz、24GHz等多系列雷达芯片及车载毫米波雷达芯片等产 品，广泛应用于智能物联网、智慧照明、汽车ADAS等领域。公司已获富浙基金、TCL创投等知名机构 投资，在多地设有研发及销售中心。 ...

Core Viewpoint - The article discusses the challenges and complexities of chip design and manufacturing, emphasizing that it is a long and intricate process that differs significantly from the fast-paced nature of the OTT (Over-The-Top) industry [4][5][6]. Group 1: Industry Characteristics - Chip design is portrayed as a manufacturing industry disguised as high-tech, where the final product is a physical entity requiring extensive production resources [5][6]. - The manufacturing chain for chips is lengthy and complex, involving various operational tasks such as ordering, inventory management, and quality inspection [7]. - The unique nature of the chip design industry means that it has not established efficient abstraction and division of labor, making it distinct from the digital products of the OTT sector [6][7]. Group 2: Time and Investment - The time required to design and manufacture a chip is significant, with estimates of 8-10 months from design completion to physical chip availability, and over 36 months for a chip to be publicly released and delivered to customers [10][12]. - The investment required for developing a decent AI chip starts at 2 billion RMB, with production costs per chip being comparable to high-end GPUs, making profitability a challenge [11][12]. - The article highlights that the ROI calculations often overlook the complexities and timeframes involved in chip manufacturing, leading to misconceptions about the feasibility of OTT companies entering this space [8][10]. Group 3: Efficiency and Adaptability - For OTT companies to succeed in chip manufacturing, they must focus on improving efficiency and adapting to the slower, more complex manufacturing processes [12]. - The article suggests that traditional manufacturing processes may need to be re-evaluated in the context of rapid technological changes, where speed and adaptability could be more valuable than reliability [12]. - The potential for innovation in chip design lies in the ability to streamline processes and reduce the time from design to production, which is critical in a fast-evolving tech landscape [11][12].

智通财经获悉，据港交所8月25日披露，深圳云天励飞技术股份有限公司(简称：云天励飞(688343.SH)) 向港交所更新招股书，华泰国际、中信证券、招银国际为联席保荐人。 招股书显示，云天励飞是中国领先的人工智能(AI)公司，长期专注于AI推理芯片的研发设计及商业化。 公司将对AI算法及实际应用场景的深度理解融入到使用AI推理计算的强大且高性价比的应用，推出面 向企业级、消费级、行业级三大类应用场景的行业领先的NPU驱动AI推理芯片相关产品及服务，成功 打造从AI推理基础设施构建到产品设计、开发及商业化落地的完整闭环，实现AI多元场景快速迁移。 根据灼识谘询报告，以2024年中国市场相关收入统计，公司是排名前三的行业领先全场景AI推理芯片 相关产品及服务提供商。根据相同资料来源，以2024年中国市场相关收入统计，公司亦在NPU驱动的 AI推理芯片相关产品及服务提供商中排名中国前二。 云天励飞的IFIC底座具有算法芯片化能力。通过对应用场景及算法研发的深度理解，公司使用协同设计 的指令集、芯片架构及工具链打造出优化芯片，更高效地实现多场景应用。我们凭此能力开发出(1)公 司的NPU产品Nova；(2)AI推理芯 ...

（文章来源：每日经济新闻） 每经AI快讯，华为将于8月27日发布新品AI SSD，目标直指AI存储器市场。以技术创新提升AI业务体 验，攻克效率与成本难关，推动智能经济从"概念"走向"落地"，从"单点突破"迈向"全面涌现"。 ...

Group 1 - Semtech reported revenue of $257.6 million for the quarter ended July 2025, reflecting a year-over-year increase of 19.6% [1] - The earnings per share (EPS) for the quarter was $0.41, significantly up from $0.11 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $256.04 million by 0.61%, while the EPS also surpassed the consensus estimate of $0.40 by 2.5% [1] Group 2 - Key metrics indicate that Semtech's stock has returned -3.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.7% [3] - Semtech currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Group 3 - Net Sales for the IoT Systems and Connectivity segment were reported at $88.8 million, slightly below the average estimate of $90.42 million [4] - The Signal Integrity segment achieved net sales of $76.8 million, which is a 29.2% increase compared to the year-ago quarter, but also fell short of the average estimate of $77.92 million [4] - The Analog Mixed Signal and Wireless segment reported net sales of $92 million, exceeding the two-analyst average estimate of $87.68 million [4]

JUST IN: 🇫🇷 Semiconductor firm Sequans to raise $200 MILLION to buy Bitcoin for its treasury. 🚀 https://t.co/Nq6v2IWoLi ...

Let's stay on the semiconductor theme because there's a company that Dan just referenced, guy, you might have heard about. It's called Invidia. Sure.They're pretty big. Their earnings are out on Wednesday. I suspect, by the way, we're going to get a huge reaction on this show on Wednesday.Just want to throw deep tease is what we'd say to that. Shares just off an all-time high on Nvidia. You've also got Snowflake and Crowd Strike reporting on Wednesday after the close bon.But I mean the every the market's at ...