直接把大模型装在芯片面上。。。 这样什么内存带宽限制之类都不存在了。。。 而且性能非常夸张： 在这块专用芯片上跑Llama 3.1，速度能达到17000 token/秒。。。 英伟达最强的H200大概230 token/秒。。。 英伟达超级大芯片B200也就2000 token/秒。。。 来源：贩财局 这个春节，有个叫Taalas的芯片新公司横空出世，它干了一件让英伟达震惊的事情： 这个差距不是一点半点，是直接降维打击。。 想体验可以到这里：chatjimmy.ai 我试了一下，感受到快、非常快、恐怖的快。。。不亚于第一次使用ChatGPT的震撼 按照现在发展速度，很快实现22,000 tokens/s，意味着AI的反应速度已经超过了人类神经的传导速度。 我总结它的优点： 每次升级都得换硬件。。。。 打个比方，传统GPU像是任天堂Switch游戏机，卡槽一插，想玩《塞尔达》玩《塞尔达》，想玩《马里 奥》玩《马里奥》，换游戏只需要换卡带。 Taalas相当于直接把《塞尔达》这部游戏烧死在主板上。想玩《马里奥》？没法下载，也没法插卡，只 能把整台机器扔掉，买一台出厂就烧好《马里奥》的新机器。 不管怎么样，Taal ...

消息面上，英诺赛科此前宣布，旗下氮化镓功率芯片已完成谷歌AI硬件平台的重要设计导入，并签订 合规供货协议，此举标志着英诺赛科正式跻身谷歌AI服务器与数据中心供应链。市场分析指出，英诺 赛科此时深度切入，意在抢占未来数据中心电源高压直流升级的战略制高点。 智通财经APP获悉，英诺赛科(02577)午前涨超7%，截至发稿，涨7.06%，报65.95港元，成交额1.39亿港 元。 值得关注的是，氮化镓在AI服务器电源中的应用渗透率有望快速提升。相关预测显示，该比例或将从 2025年的约15%，提升至2027年的40%以上，市场空间持续扩大。围绕头部客户，英诺赛科正联合电源 厂商及服务器ODM企业，推动氮化镓电源方案在数据中心场景中的规模化落地。 ...

近日，云天励飞在投资者互动平台表示，公司长期专注于AI推理芯片的研发设计及商业化，是全球第一批提出NPU驱动的AI推理芯片概念并商业化落地的 公司。公司已完成第四代NPU的研发，目前正在推进下一代高性能NPU的研发，将更适合AI推理应用。 公司Deep Edge10芯片系列可支持包括Transformer模型、BEV模型、CV大模型、LLM大模型等各类不同架构的主流模型，并在机器人、边缘网关、服务器等 领域实现商业化应用，为深空探测实验室的自主可控星载计算提供支撑。公司未来将持续利用IFMind大模型推理能力，将消费电子产品与AI耳机、AI手表 等可穿戴设备作为AI赋能产品。公司消费级场景将采取多维增长战略，包括推进"噜咔博士"品牌IP化，搭建全渠道营销体系并强化用户共创与品牌传播；以 大模型等核心技术赋能AI眼镜等消费电子产品，推出智能设备新品类，探索"硬件+订阅内容/服务"模式，同时深化技术迭代与成本优化构建竞争壁垒。此 外，公司还计划拓展海外市场，开发多语言版本产品及服务。 公司产品战略以自研芯片及算法赋能的全栈式解决方案为核心，满足端边云推理的需求。在终端，公司计划加强与智能设备制造商的合作，将公司的 ...

Company Overview - FormFactor is a global provider of semiconductor test and measurement technologies, offering devices such as probe cards, analytical probes, probe stations, metrology systems, thermal systems, and cryogenic systems [7] - Core clients include semiconductor companies, research facilities, and tech manufacturers [7] Financial Metrics - Current stock price is $94.56 with a market capitalization of $7.33 billion [3][4] - Revenue for the trailing twelve months (TTM) is $784.99 million [3] - The stock has experienced a 1-year price change of 151.62% [3] Recent Transactions - Seven different board directors, including Kevin J. Brewer, sold shares in February 2026, with Brewer selling 3,000 shares for approximately $289,000 [1][2] - This sale represented 27.01% of Brewer's direct holdings, reducing his shares from 11,105 to 8,105 [5] Market Performance - The stock is currently experiencing its highest gains in a single year since 2023, with significant activity from board directors [8] - The company is positioned for long-term growth due to the increasing reliance of semiconductor manufacturers and tech companies on its products [10]

Group 1 - The artificial intelligence memory market is experiencing significant changes, with Samsung planning to increase prices for its next-generation HBM4 chips by 20% to 30% [1][4] - Micron's stock has declined despite being in the same market, indicating competitive pressures and market dynamics at play [1][6] - Samsung's strategy aims to regain pricing power in the high-bandwidth memory sector, which is crucial for AI applications [4][7] Group 2 - The demand for HBM chips is driven by the rapid growth of generative AI models and the increasing need for faster memory bandwidth [5][6] - DRAM contract prices have surged over 170% in the past year, with some DDR5 memory modules increasing by approximately 500% since late 2024 [6] - Micron's financial performance is strong, with gross margins rising to 56% in the most recent quarter and projected to reach 68%, positioning the company favorably in the market [8]

Entegris, Inc. (NASDAQ:ENTG) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 11, 2026, Goldman Sachs raised its price target on Entegris, Inc. (NASDAQ:ENTG) to $95 from $75 and maintained a Sell rating after results and guidance came in above Street estimates. Goldman Sachs said the beat and outlook should support the stock in the near term, while noting Entegris remains focused on improving operational execution. Goldman Sachs added that it is looking for clearer signs of a sus ...

Group 1: Laffont's Investment Strategy - Billionaire Philippe Laffont, founder of Coatue Management, oversees $39 billion in 13F securities, primarily investing in technology stocks, with Taiwan Semiconductor Manufacturing as his largest holding at over 6.5% of his portfolio [1] - In the fourth quarter of the previous year, Laffont sold his entire position in CoreWeave, which had been a significant AI stock with triple-digit revenue growth [2][9] - Laffont's recent investment in Moderna, a biotech stock that has struggled but saw a nearly 50% increase in January, indicates a shift towards potential growth opportunities [3][12] Group 2: CoreWeave and Moderna - CoreWeave, which Laffont sold, had made up more than 2.2% of his portfolio and had seen an 80% increase since its IPO [8][9] - Moderna, which Laffont purchased 200,000 shares of, represents a very small position at 0.01% of his portfolio, but the company is focusing on long-term success through cost-cutting and expanding its vaccine offerings [10][11] - Moderna's stock has lost over 70% in the past three years, but its pipeline includes candidates in late-stage development, suggesting potential for recovery and growth in the future [10][14]

For more, let's bring in Avery Sheffield, Vantage Rock's co-founder and CIO. It's nice to see you. Thanks for being here.>> Great to be here. >> So, this good timing. You say you told our producers, "The ruling won't have much of an impact on the economy, but I will report back on any additional insights following the Trump press conference." All right.So, we have the Trump press conference. Let's get the insights. Now, now what.>> Well, I mean, he's determined to keep the tariffs at as high of a level as p ...

ED: WELCOME TO "BLOOMBERG TECH," IN THE LAST HOUR THE U.S. SUPREME COURT HAS STRUCK DOWN PRESIDENT TRUMP'S SWEEPING GLOBAL TARIFFS. BLOOMBERG IS REPORTING THAT THE PRESIDENT HAS A BACKUP PLAN AND HAS LABELED THE DECISION A DISGRACE. WE WILL GET TO MARKETS AND SUMMARIZE THE REACTION.EQUITIES SURGED, PARTICULARLY TECHNOLOGY STOCKS. THE NASDAQ 100 AND THE PHILADELPHIA SEMICONDUCTOR INDEX CONTINUE TO PUSH TO SESSION HIGHS. BONDS FELL, THE DOLLAR FELL, PARTICULARLY 10 YEAR YIELD UP TO BASIS POINTS AT 4.09%.30 YE ...

Core Viewpoint - The SPDR Semiconductor ETF (XSD) has gained 43.15% over the past year due to increased AI infrastructure spending, but its equal-weight structure creates challenges as legacy players like Intel lag behind [1] Group 1: ETF Performance - The XSD ETF is up 11.85% year-to-date and has seen significant gains driven by AI demand [1] - Micron Technology's revenue surged 57% year-over-year to $13.64 billion in Q1 FY26, highlighting the strong demand for high-bandwidth memory [1] - The equal-weight structure of XSD means that underperformers like Intel can drag down overall returns, despite strong performances from other stocks [1] Group 2: Macro Factors - The trajectory of AI infrastructure spending is crucial for the continued success of XSD, with NVIDIA reporting high demand for cloud GPUs [1] - Micron's gross margins for Cloud Memory reached 66%, indicating strong pricing power driven by AI demand [1] - Geopolitical risks, particularly concerning Taiwan's semiconductor production, could significantly impact the global supply chain if disrupted [1] Group 3: Micro Factors - XSD's quarterly rebalancing can create tension between sector leaders and laggards, affecting overall fund performance [1] - Intel's recent decline of nearly 6% contrasts with Micron's 2.59% increase, which could erode returns until the next rebalance [1] - The fund's equal-weight discipline requires selling outperformers to buy laggards, which may limit potential gains if AI momentum continues [1]