If you're a fan of the Schwab U.S. Dividend Equity ETF (SCHD +0.32%), March tends to be an important month. That's when the fund completes its annual reconstitution and essentially becomes a whole new portfolio.Now, reconstitutions and rebalances aren't anything unusual. ETFs do them all the time. But they usually result in only minor changes to the portfolio.When you're a fund like the Vanguard High Dividend Yield ETF that simply targets stocks with above-average yields, that universe doesn't change much. ...

对于企业决策层而言，选择 IP 合作伙伴不仅涉及技术路线，更关乎成本结构与风险控制。 值得 关注的是，近期 Arm Flexible Access 方案 的 商务 模式与加入条件进行 了 调整，试图为芯片 设计团队提供一种更灵活的 研发投入 安排。 8.5 万美 元年 费包含哪些权益？ 除 可申请免费的企业 外，其余合作伙伴加入 Arm Flexible Access 方案仅需支付 8.5 万美元的 统一年费。 该方案包含无限次流片权益，可随企业发展需求灵活拓展。 Arm Flexible Access 方案成员可享受权益 包括： • IP 访问权 ：即时下载丰富的 Arm IP 产品组合及配套工具 。 此次升级后，产品组合新增了 Ethos-U85 NPU 、 Corstone-320 参考平台、 Cortex-M52 处理器 （ "星辰" STAR-MC2 ）， 等面向边缘 AI 的最新技术，为各类芯片项目提供更多选择。 | VERSION: 2026,02.01 | | | | | | --- | --- | --- | --- | --- | | Corstone Reference Systems ...

公众号记得加星标⭐️，第一时间看推送不会错过。 超大规模数据中心和云构建商，更不用说高性能计算中心了，都不喜欢网络成本占分布式计算系统成 本的 10% 以上，而当他们看到这个数字上升到 30% 时，他们就更不喜欢了。这其中既包括将 GPU 和 XPU 内存连接起来组成机架级（以及未来的行级）系统的纵向扩展网络，也包括使用几十年前为 高性能计算超级计算机开发的消息传递接口 (MPI) 协议的某种变体将成千上万个机架级（以及很快 的行级）系统连接成一个更松散耦合的系统所需的横向扩展网络。 如果要全面核算 AI 硬件的网络成本，公司还必须加强将应用程序连接到 AI 集群的前端网络，因为 与构成 AI 集群外环或分支（取决于您使用环形拓扑、网状拓扑还是胖树拓扑）的横向扩展网络相 比，这些网络通常速度非常慢。 目前，Eridu 对其计划的具体内容以及如何制造高基数 AI 交换系统仍然守口如瓶。当我们不断向创 始人提出我们需要一款具有无数个高速端口、超低延迟和超高带宽的以太网交换机时，他们只是点头 大笑。 当然，我们长期以来一直对此深恶痛绝，尤其是在我们发现用于互连 GPU 的 PCI-Express 交换机端 口数量不 ...

全国多地宣布下场「养龙虾」，苏州发布倡议「理性养虾」 3 月 11 日消息，近期，开源 AI 智能体项目 OpenClaw 凭借其轻量灵活、自托管、多云适配等特性迅速走红，「养虾」成为科技圈热议话题。全国多地也 迅速跟进，发布政策支持 OpenClaw 和 OPC（一人公司）发展。 3 月 6 日，安徽省合肥市高新区发布《合肥高新区打造人工智能 OPC 创业生态示范区行动计划（征求意见稿）》，推出 15 条硬核举措，称全方位护航 OpenClaw 等开源 AI 项目落地深耕，致力打造「AI+ 超级个体 / 一人公司（OPC）」新业态标杆，最高予以 1000 万元资金扶持。 3 月 7 日，广东深圳市龙岗区人工智能（机器人）署就《深圳市龙岗区支持 OpenClaw&OPC 发展的若干措施（征求意见稿）》公开征询意见。其中提 出，鼓励市场化、专业化平台载体推出「龙虾服务区」，免费提供 OpenClaw 部署服务，符合条件的给予一定补贴等。 今天（3 月 11 日），江苏苏州市人工智能行业协会联合相关企事业单位，向全市 OpenClaw 开发者、应用企业、创业者和相关机构发出倡议：呼吁行业媒 体、平台企业、培训机构 ...

Group 1 - Oracle reported better-than-expected quarterly results, indicating strong demand for AI, which led to a significant increase in its stock price [1] - The company's backlog grew by $29 billion sequentially, reinforcing its position in the AI market and boosting investor interest [1] - Oracle raised its fiscal year 2027 revenue guidance to $90 billion from $85 billion, reflecting broad demand for its AI infrastructure and cloud computing services [1] Group 2 - Despite Oracle's strong results, the broader market and most AI stocks struggled due to rising oil prices and geopolitical tensions, indicating a challenging environment for AI investments [1] - The PHLX Semiconductor Index rose by 0.6% following Oracle's earnings report, while shares of companies like Micron and Sandisk also saw gains, highlighting a positive impact on semiconductor stocks [1] - Concerns over sustained high oil prices and their potential impact on economic growth and inflation have created a cautious sentiment among investors, affecting market performance [1]

Core Insights - Qnity Electronics, Inc. has opened a new 385,000-square-foot manufacturing facility in Newark, Delaware, aimed at enhancing domestic semiconductor production to meet increasing demand driven by AI and high-performance computing [1] - The new facility is part of a multi-year investment strategy to expand advanced manufacturing capabilities, with projections indicating the semiconductor industry could reach $1 trillion in global revenue in the coming years [1] - The facility features a newly commissioned manufacturing line for chemical mechanical planarization (CMP) pads, which are essential for chip fabrication, particularly in advanced AI chip production [1] Company Developments - The opening ceremony was attended by Delaware Governor Matt Meyer, highlighting the importance of local manufacturing in powering next-generation technologies and creating job opportunities [1] - Qnity's CEO, Jon Kemp, emphasized that the expansion enhances operational agility and supports collaborative innovation through strategic investments [1] - The facility's production capabilities are expected to improve reliability and quality for CMP pads, which are critical in the increasingly complex AI chip fabrication process [1] Industry Context - The semiconductor industry is experiencing rapid growth due to advancements in AI, high-performance computing, and advanced connectivity, necessitating increased production capacity for semiconductor materials [1] - Qnity's investment in domestic manufacturing aligns with broader industry trends that forecast significant revenue growth in the semiconductor sector [1]

CAMBRIDGE, Mass. & HSINCHU, Taiwan--(BUSINESS WIRE)-- #AIinfrastructure--HyperLight Corporation ("HyperLight†), United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) ("UMC†), and Wavetek Microelectronics Corporation ("Wavetek†), a wholly owned subsidiary of UMC, today announced a strategic manufacturing partnership for high-volume foundry production of HyperLight's TFLN (thin-film lithium niobate) Chipletâ"¢ Platform on both 6-inch and 8-inch wafers. The collaboration marks a major inflection po ...

SNPS Stock: Synopsys Unveils New AI-Powered Products | Investor's Business DailyBREAKING: CPI Inflation Steady As Expected---Electronic design automation firm Synopsys (SNPS) on Wednesday unveiled engineering solutions to advance how companies design, verify and deliver next-generation AI chips and systems. But SNPS stock dipped.At the company's Converge conference in Santa Clara, Calif., Synopsys outlined its technology roadmap following its recent Ansys acquisition. The company is expanding its silicon- t ...

Sustain a lot of focus on the company has been in recent weeks and months about the relationship with Nvidia. Right. But the point of the next 48 hours especially set out what happens next for you.A big part of that is you do this big deal with ancestry and you have to tell the world, well, how are you going to use that. What's the technology roadmap from here. So outline it for us.First, thank you for the opportunity to explain the thesis behind the NSA's acquisition. The engineering complexity is compound ...

digital-centric verification flows for faster software bring-up. For safety-critical and high-reliability designs, new fault emulation capabilities enable scalable fault injection and analysis across RTL simulation, emulation, and prototyping."Verifying hardware for our highly anticipated rack-scale AMD Helios solution – marked by massive AI scale, complex subsystems, and robust software stacks – demands scalable and versatile verification platforms," said Alex Starr, Corporate Fellow, AMD. "The Synopsys so ...