The major U.S. index futures are currently pointing to a higher open on Friday, with stocks likely to move to the upside after closing mixed for two consecutive sessions.Stocks may benefit from a positive reaction to the release of the Labor Department's closely watched report on employment in the month of December.With the report showing employment increased by less than expected in December, the data may generate optimism about the outlook for interest rates.The Labor Department said non-farm payroll emp ...

证券日报网1月9日讯 ，艾为电子在接受调研者提问时表示，公司高度重视AR/AI眼镜作为下一代人机交 互中心的发展潜力，并积极进行战略布局。在技术与产品层面，公司依托在高性能音频解决方案、完整 的Haptic触觉反馈解决方案、高性能数模混合芯片、电源管理及信号链等领域的长期积累，已构建起能 够全方位支持不同形态AR/AI设备的产品矩阵。其中，音频与触觉反馈方案致力于提升设备的沉浸式交 互体验，而数模混合芯片、电源管理等核心元器件则为设备实现轻量化、长续航和稳定运行提供了关键 支撑。市场拓展方面，公司也取得积极进展。2025年以来，多家厂商新发布的AR/AI设备均采用了公司 的芯片解决方案。随着市场认可度的持续提升，公司芯片产品在单台AI眼镜中的搭载种类和数量也呈 现稳步增长趋势。 （编辑 袁冠琳） ...

证券日报网1月9日讯 ，康希通信在接受调研者提问时表示，据行业公开信息，Wi-Fi8技术标准预计于 2027年底确立、2028年正式发布，近期行业内已开始讨论Wi-Fi8的初步愿景，为未来万物智联进一步奠 定基础。从目前的认知来看，Wi-Fi8相比Wi-Fi7的核心提升不完全在峰值速率，而聚焦于高密度/长距离 场景下的可靠性、覆盖与并发效率。根据以往惯例推演，业界通常会在2028年协议标准正式批准之前就 采取行动，草案规范和早期Wi-Fi8芯片和原型机已处于陆续研发和推出阶段。近日，部分头部SoC厂商 纷纷在2026年1月举行的国际消费电子展（CES）上发布初期版本的Wi-Fi8相关芯片和设备，为未来 2028年协议的最终落地提前布局和准备。如联发科推出Wi-Fi8芯片平台，可广泛应用于网关、终端设备 等场景并赋能AI应用，为各类产品带来高可靠性的连接能力；博通则发布Wi-Fi8接入点芯片，不仅可支 撑工业环境中机器人、传感器的可靠连接，也能为消费级Mesh网络提供更流畅的漫游体验。公司已前 瞻性布局Wi-Fi8，于2025年正式启动Wi-Fi8FEM预研工作；计划2026年推出支持相关协议的样品，同步 配合 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 另 外 ， 虽 然 英 伟 达 确 实 正 往 更 多 光 学 互 连 方 案 靠 拢 ， 将 硅 光 子 共 同 封 装 光 学 (CPO) 供 应 伙 伴 Coherent的技术应用在数据中心，但Credo也在积极开发自己的光学与光子(photonic)解决方案。 基于上述原因，Cook推荐投资人可在Credo股价落至140美元以下时，逢低开始买进。 （来源 ： moneydj ） 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 英伟达(Nvidia Corp.)执行长黄仁勋(Jensen Huang)在消费电子展(CES)的主题演说，一度冲击数 据中心高速连接解决方案供应商Credo Technology 重挫，但市场人士认为，股价 ...

Group 1 - TSMC reported a quarterly revenue of approximately NT$1.05 trillion (around $33.1 billion), exceeding market expectations of NT$1.02 trillion, driven by strong demand for data center chips [1] - The optimism surrounding AI spending is reinforced by TSMC's performance, as global AI expenditure is expected to remain robust through 2026 [1] - TSMC benefits from its core position in manufacturing advanced AI accelerator chips, capitalizing on the AI wave initiated by ChatGPT [1] Group 2 - Concerns exist regarding the cyclical nature of data center investments, with capital flowing between OpenAI and a few major tech companies, causing unease on Wall Street [2] - TSMC plans to allocate $40 billion to $42 billion for capital expenditures for its expansion and upgrades in 2025 [2] - Analysts, including those from JPMorgan, are raising TSMC's target price due to expectations of strong revenue growth and improved profitability [2]

编辑 | 杜伟、泽南 几天前，DeepSeek 毫无预兆地更新了 R1 论文，将原有的 22 页增加到了现在的 86 页。 新版本充实了更多细节内容，包括首次公开训练全路径，即从冷启动、训练导向 RL、拒绝采样与再微调到全场景对齐 RL 的四阶段 pipeline，以及「Aha Moment」的数据化验证等等。 | Subjects: | Computation and Language (cs.CL); Artificial Intelligence (cs.Al); Machine Learning (cs.LG | | --- | --- | | Cite as: | arXiv:2501.12948 [cs.CL] | | | (or arXiv:2501.12948v2 [cs.CL] for this version) | | | https://doi.org/10.48550/arXiv.2501.12948 0 | | | Journal reference: Nature volume 645, pages 633-638 (2025) | | Related DOJ: | https:/ ...

业界分析指出，N2 预计从今年下半年开始为台积电贡献营收；由于需求旺盛、定价高昂，2nm 有望超 越此前的 5nm 和 3nm 成为"最旺的一代制程"。 2025 年 12 月合并营收约为 3350.03 亿元新台币（IT之家注：现汇率约合 743.71 亿元人民币）， 较上月减少了 2.5%，较去年同期增加了 20.4%。 2025 年 1 至 12 月累计营收约为 38090.54 亿元新台币（现汇率约合 8456.1 亿元人民币），较去年 同期增加了 31.6%。 IT之家 1 月 9 日消息，台积电今日发布 2025 年 12 月营收报告： 近期有报道称台积电 2nm（N2）先进制程工艺量产初期的产能约为每月 3.5 万片晶圆，到今年底有望升 至 14 万片 / 月，高于此前市场预估的 10 万片 / 月。 摩根大通（JPM）报告指出，台积电 2nm 工艺流片数量达到 3nm 同期的 1.5 倍，并有望凭借 2nm 工艺 拿下全球 AI 加速器市场超过 95% 的份额。 ...

Summary of MetaX Conference Call Company Overview - **Company Name**: MetaX (688802.SS) - **Industry**: Semiconductor, specifically focusing on AI chips and GPU technology - **Profile**: A leading local GPU fabless supplier specializing in high-performance GPU R&D, offering diversified GPUs and GPU servers tailored for AI use cases and cloud infrastructure in China [3][17] Key Points Discussed 1. AI Computing Cluster and Product Migration - Management emphasized their commitment to product migration and expanding AI computing clusters, with most clusters currently exceeding 1,000 AI chips and gradually increasing towards 10,000 AI chips [4] - The next generation of AI chips is targeted for mass production in Q1 2026, featuring enhancements in both computing power and memory compared to current models [4] 2. Market Outlook - Management maintains a positive outlook on AI demand in China, anticipating industry growth to reach triple digits by 2026 [5] - The company aims to achieve a growth rate that exceeds the market average through market share expansion across various end markets, including education, financial industries, hospitals, energy, telecommunications, and internet companies [5][8] 3. New Product Launch: C600 Platform - The recently launched C600 platform features in-house IP architecture capable of supporting SuperPod clusters, with plans for different versions catering to pure inferencing or a combination of training and inferencing [9] - Expected shipments of the C600 platform are projected to ramp up in 2026, with specifications including 144GB bandwidth memory and MetaXLink for SuperPod supporting up to 256 cards [9] 4. Demand for AI Chips - Management's positive view on the rising demand for computing power for AI training and inferencing aligns with expectations for local suppliers of AI chips to benefit from the Gen-AI trend and localization efforts [2] 5. Long Verification Process for China Cloud - The verification process for cloud services can take up to 12 months due to varying testing requirements and customized AI server needs for each cloud service provider (CSP) [8] Additional Insights - The company is focused on avoiding customer concentration by targeting a diverse range of end markets [5][8] - Future product developments are planned, with another new generation expected to enter mass production in 2027, further enhancing computing power [4] This summary encapsulates the key discussions and insights from the MetaX conference call, highlighting the company's strategic focus on AI technology and market growth potential in China.

Samsung Electronics | Asia Pacific 4Q25 Prelim In-Line, Super Cycle Underway | What's Changed | | | | --- | --- | --- | | Samsung Electronics (005930.KS) | From | To | | Price Target | W144,000 | W170,000 | | Samsung Electronics (005935.KS) | | | | Price Target | W125,280 | W147,900 | Samsung is in the midst of a sharp profit recovery cycle. We raise our 2026–27 EPS estimates and price target, supported by 6.2x 2026e P/E and a potential re-rating toward 2.0x P/B. Advanced DRAM nodes, HBM strength, and new p ...

2025年，资本市场投融资综合改革纵深推进，A股融资金额回升，港股IPO规模重返全球第一，券商投行业务重新加 速。Wind数据显示，全年A股融资规模达1.08万亿元，较上一年增长2.7倍，其中四家国有银行获注资成为关键支撑； 据德勤中国的预测，全年港股IPO募资总额预计高达约2863亿港元，同比增超2倍。 股权融资市场回暖下投行竞争加剧。2025年，重组后的国泰海通证券冲击着长期统领投行市场的"三中一华"（中信证 券、中金公司、中信建投、华泰证券）承销规模排名；而中游机构加速突围导致排位大洗牌，申万宏源全年A股承销 金额跃升30名跻身前十，但据中国证券业协会披露，2025该公司投行业务质量评价从A类连降两级至C类。投行业务 质量评价与合规监管的强化，让各投行竞争从规模比拼转向高质量发展的深度较量。 A股融资回升，港股IPO规模再登顶全球 2025年，证监会深化投融资综合改革的系列举措落地见效，A股资本市场包容性与适应性显著提升，股权融资市场呈 现"量质齐升"态势。Wind数据显示，全年A股融资总额达1.08万亿元，较2024年增长2.7倍。 2025年A股新上市企业集中体现出"硬科技"属性。其中，半导体行业（ ...