公众号记得加星标⭐️，第一时间看推送不会错过。 集邦科技今日（27 日）发布最新调研：自 2025 年起，半导体晶圆代工、后端封装测试成本持续 走高，叠加贵金属原材料价格不断上涨，进一步加重显示驱动芯片（DDIC）厂商的成本压力。目 前已有部分业内企业开始与面板客户沟通，评估上调产品报价。 集邦分析，从成本结构来看，晶圆代工占 DDIC 整体成本的六成至七成，后端封装测试代工成本 约占两成。近期原材料、能源与人力成本推动晶圆代工报价上涨；尤其 8 英寸产能长期未扩容， 又被电源管理芯片（PMIC）、分立功率器件等电源类产品挤占产能，供给持续紧张，导致 DDIC 主流高压制程的代工成本同步抬升。 在 12 英 寸 晶 圆 方 面 ， 近 期 台 系 代 工 厂 缩 减 高 压 制 程 产 能 ， 更 多 客 户 转 向 DDIC 核 心 代 工 厂 Nexchip投片，支撑其产能利用率维持高位，成熟制程报价也呈上行态势。集邦表示，8 英寸及部 分适配 DDIC 的 12 英寸成熟制程产能偏紧，推动晶圆代工成本全面上涨，DDIC 供应商难以自行 消化成本，涨价转嫁压力逐步显现。 *免责声明：本文由作者原创。文章内 ...

另有技术路线图 PPT 曝光，涵盖昇腾全系列 AI 处理器：昇腾 910C、950PR、950DT、960、 970，标注各型号发布时间、互联带宽、峰值算力等核心规格。 公众号记得加星标⭐️，第一时间看推送不会错过。 华为最新人工智能芯片昇腾 950PR，在算力性能上相较英伟达产品，暂时无法为国内超大规模云 厂商提供压倒性优势，但该芯片迎来一项重大升级：实现了 CUDA 生态兼容。 中国算力产业长期试图打破英伟达的市场垄断，此前研发重心多放在架构迭代与板载功能升级上， 但成效有限。相关消息显示，国内大型云厂商仍高度倾向采购英伟达硬件；核心原因不仅在于算力 差距，CUDA 软件生态壁垒同样关键。华为此前依靠原生 CANN 架构尝试突破 CUDA 壁垒，始 终未能完全落地。因此本次推出昇腾 950PR，目标直指直接替代英伟达，承接 AI 训练与推理业 务。 据三位知情人士透露，目前科技企业计划大规模落地昇腾 950PR；得益于芯片对英伟达 CUDA 软 件体系兼容性大幅提升、响应速度优化，企业落地意愿显著增强。 下文详解昇腾 950PR 的核心优势，首先聚焦本次发布的关键突破：CUDA 兼容能力。华为新一代 CA ...

来源：内容转自公众号【 张托肯用AI 】，作者： 张托肯，谢谢。 大家好，我是张托肯。 最近，我把 AI 跑通的模拟电路"小玩具"，比较器、采样电路、SAR ADC、LDO 等，扔进了 工业级 EDA 环境 。 当全链路真的在服务器里跑通，AI 开始自主调用 Spectre 仿真器、解析网表、甚至在 Virtuoso 里翻箱倒柜时—— 我感觉自己像是真的掌握了魔法。 新手需要学习和操练一星期的内容，熟练工程师要折腾一两个小时的工作，在 agent 驱动下，变成了几分钟的算力吞吐。 更震撼的是，AI 不再是一个盲目跑仿真的"计算器"，它更像个 极好用的实习生 。它能像人一样理解电路语义、响应指令，甚至能梳理复杂的历史设计，将其转化 为 可理解、可复用 的数字资产。 模拟设计，正从"古法手艺"跨越到"语义驱动"的新阶段。 1 AI 能理解比较器吗？ 本文不铺大摊子，先拿 StrongArm 比较器开刀。 比较器是模拟与混合信号芯片设计中的"麻雀"，结构经典、指标多维且相互牵制 （噪声、速度、功耗、回踢） ，非常适合用来展示设计师（含AI）处理复杂权衡 的能力。 首先找一个 标准的比较器测试台，用 spectre ...

Wall Street analysts commonly offer one-year price projections on stocks they cover. While any individual analyst's forecast for where a stock will be a year from now could be way off in either direction, looking at the average of all those price targets ought to give investors a good idea of where the market in the aggregate thinks the stock could be headed. It also demonstrates whether the community is generally bullish or bearish on a stock, which is why that price target data can be a great tool for tho ...

It was another miserable week. Four weeks since the war started and it's been pretty darn awful. Sadly for the bulls, the history of oil shocks is littered with bare markets.20% draw downs to say raise cash because it's almost never too late to sell something to protect yourself. Today was more of the same. Dow tumbing 7 or 93 points.S&P plunging 1.67% NASDAQ plummeting 2.15%. It's a tough, rough road. My trust is the highest cash position I can recall.But you know what. It is never enough when you have hor ...

The stock market, as measured by the S&P 500 index of 500 of America's biggest companies, is down 5.4% so far this year, as of March 24. When the S&P 500 is down, it means that more than a few companies' stocks are also down. And with dividend-paying stocks, a lower stock price means a boosted dividend yield. So, which dividend payer might you consider for your long-term portfolio, whether you have $10,000 or $100 or $100,000 to invest? Well, I suggest buying a bunch of solid dividend payers via a single ex ...

1、 当地时间3月27日，美国和以色列对伊朗发动的军事打击进入第28天， 美以对伊朗多处工业及核相关设施发 动空袭。 伊朗则以无人机和导弹还击，并警告报复美以关联的工业企业。 伊朗伊斯兰革命卫队发表声明称，霍 尔木兹海峡目前已经关闭， 任何试图通过该海峡的行为都将遭到严厉打击。 伊朗官员称考虑退出《不扩散核武 条约》；一名伊朗高级安全官员警告，若美国发动地面行动， 将遭对等反制。 2、 美国国防部官员称，五角大楼正在考虑向中东增派多达1万人的地面部队，以便在美国总统特朗普权衡与伊 朗和平谈判的同时， 为其提供更多军事选择。 以色列国防部长卡茨表示，将进一步升级对伊朗的打击行动，扩 大打击范围，覆盖更多目标和区域。也门胡塞武装表示，将毫不犹豫地履行其责任和义务，支持伊朗，对抗以 色列及其"美国帮凶"。 3、 美国总统特使威特科夫表示， 预计本周将与伊朗方面举行会谈。美国副总统万斯在本周早些时候一次电话 通话中"批评以色列总理内塔尼亚胡对本次美以伊冲突的预测过于乐观"，认为内塔尼亚胡"夸大了伊朗政权更迭 • 国务院常务会议要求扩大服务业市场准入和开放领域 • 商务部：对美国发起两项贸易壁垒调查 • 今年前两个月我 ...

CNBC's Jim Cramer outlined his game plan for the week ahead, warning that a relentless rise in oil tied to the Iran war is continuing to pressure stocks – and could signal more downside."Another miserable week. Four weeks since the war started and it's been pretty darn awful," Cramer said Friday on "Mad Money," adding that "the history of oil shocks is littered with bear markets, 20% drawdowns that say raise cash."Stocks finished lower Friday led by the Nasdaq down 2.15%, the Dow Jones Industrial Average dr ...

The explosive growth of artificial intelligence (AI) is fueling a supercycle in memory and storage chips. As the technology demands ever-larger datasets for training and inference, the need for high-capacity NAND flash storage has surged. That has created an unprecedented tailwind for Sandisk (SNDK +1.97%) as its solid-state drives (SSDs) form the backbone of AI data center infrastructure. How Sandisk benefits from AIAI workloads generate large volumes of data that need to be instantly accessible, exceeding ...

PresentationAnd talk to us about what's going on in storage chips and RAM storage specially DRAM storage. Which is going to be big performance in the last few months. So welcome Coby thanks every much for coming on the end.Welcome to another episode on the couch with myself Henry Jennings from Marcus Today. And in this episode, I'm really happy to be joined by Coby Hanoch from Weebit Nano. Happy and more than once because obviously times are tough in Israel. And Coby at the moment is as he said to me a refu ...