英伟达将与日本理研将共同开发AI用图形处理器（GPU）。这是海外企业首次参与日本核心超级计算 机的开发。将凝聚日美的最先进技术，力争实现性能达到全球最高水平的超级计算机…… 在22日的记者会上，理化学研究所计算科学研究中心主任松冈聪表示："将与富士通、英伟达共同设计 AI时代的全球最高水平CPU和GPU，希望通过开发富岳NEXT，在全球确立日本作为AI先进国家的稳固 地位"。 英伟达副总裁伊恩・巴克（右）在"富岳NEXT"开发体制启动纪念仪式上发言（8月22日上午，东京都中央区） 富岳的CPU内部具备提升AI性能的功能，但并未配备GPU。GPU适合进行AI计算，以美国为中心，计 算能力强大的最先进超级计算机都利用GPU提升了AI性能。富岳NEXT也将通过配备英伟达的GPU来提 高计算能力。 英伟达副总裁伊恩·巴克（Ian Buck）表示："我们将通过使用英伟达的技术来解决社会问题，让科学家 能够扩大可能性的界限。希望为实现新的科学突破贡献一份力量"。 在面向AI的计算能力方面，目标是实现设计上的性能（峰值性能）达到每秒可进行10垓（1垓为10的20 次方）次运算的"Zetta级"。在高级模拟计算方面，也会将能 ...

Market Performance - The main board led the gains with notable increases in stocks such as Zhong An Ke (+10.16%), Da Heng Technology (+10.04%), and Bei Wei Technology (+10.04%) [1] - The ChiNext board saw significant growth with Dongfang Guoxin (+20.02%) and Jiayuan Technology (+19.99%) leading the charge [1] - The Sci-Tech Innovation board was also strong, highlighted by achievements from Dahong Technology (+20.00%) and Hongwei Technology (+19.98%) [1] - Active sub-industries included SW Robotics (+6.23%) and SW Brand Consumer Electronics (+2.59%) [1] Domestic News - A collaboration between Dubridge Kangbo and Hangzhou Yixian Technology is set to launch a children's AI glasses product with features like posture correction and blue light filtering [1] - Ruian New Materials indicated that the verification cycle for photoresist materials is lengthy due to strict requirements on metal ion content and impurities [1] - GlobalFoundries announced a partnership with a local wafer foundry in China to enhance supply reliability for its customers in the region [1] - Global Crystal reported a consolidated revenue of NT$160.1 billion for Q2, marking a 2.7% quarter-on-quarter increase and a record for the same period [1] Company Announcements - Liyuan Information reported a total operating income of CNY 4.034 billion for H1 2025, a year-on-year increase of 17.46%, with a net profit of CNY 96 million, up 65.79% [3] - Pengding Holdings announced a revenue of CNY 3.0024 billion for July 2025, reflecting a 12.28% year-on-year growth [3] - Nanji Guang received a patent for a flexible ultra-thin Mini-LED backlight source, which will be gradually applied in related businesses [3] - Siwei Liekong reported a total operating income of CNY 689 million for H1 2025, a year-on-year increase of 23.35%, with a net profit of CNY 304 million, up 59.76% [3] Overseas News - Texas Instruments initiated a significant price increase affecting over 60,000 part numbers, marking a nearly 20-fold increase from 3,300 part numbers in June [1] - AMD's Q2 revenue reached $7.69 billion, a 32% year-on-year increase, with its data center segment generating $3.2 billion, up 14% [1] - JDI announced the closure of its Mobara factory and the sale of LCD and OLED production equipment, shifting focus to automotive panels and sensors [1] - Apple's brain-controlled device, developed by Synchron, was showcased, allowing a patient to control an iPad using thoughts [1]

Core Viewpoint - The article discusses the challenges and strategic shifts faced by Intel under the leadership of newly appointed CEO Lip-Bu Tan, emphasizing the need for the company to regain its competitive edge in the semiconductor industry, particularly in the foundry business [1][2]. Group 1: Leadership and Background - Lip-Bu Tan, appointed as Intel's CEO, has a strong background in the semiconductor industry, having previously worked at Cadence Design Systems and as a venture capitalist [1][3]. - Tan's extensive network in the semiconductor sector is highlighted, with CFO David Zinsner noting his unique Rolodex and recent meetings with 22 potential clients and partners [1][2]. Group 2: Strategic Challenges - Intel has seen a 70% decline in market value since early 2020, and since Tan's appointment, the company's market value has remained stable [1]. - The company is transitioning from being a chip manufacturer to focusing on foundry services, especially in light of U.S. investments in critical technology [2]. - Under former CEO Pat Gelsinger, Intel invested $90 billion from 2021 to 2024 to build its foundry business, but investor confidence in the returns from this investment has waned [2]. Group 3: Market Competition - Intel's traditional dominance in CPU manufacturing is being challenged by NVIDIA's AI chips and AMD's significant market share in CPUs and server chips [2]. - The company aims to compete with leading foundries like TSMC by improving its manufacturing processes and technology offerings [6]. Group 4: Operational Changes - Tan is focused on improving internal company culture and reducing bureaucracy, emphasizing the need for a more streamlined organization [10][11]. - The company plans to lay off 15,000 employees and is exploring portfolio cuts to enhance operational efficiency [10]. Group 5: Customer Engagement and Trust - A key strategy for Tan is to secure major foundry clients, which would signal to the market that Intel's investments are translating into revenue [5]. - Tan has emphasized the importance of understanding customer needs and building trust within the industry, marking a significant shift from Intel's previous focus on proprietary chip sales [7][8].

Rick Cui / 客户服务总监 电话: +86 13801127537 邮箱:rick@counterpointresearch.com 媒体采访 Haylee Xu / 市场专员 电话: +86 15959754429 邮箱:haylee.xu@counterpointresearch.com 对于 GenAI 的解决方案而言，诸如带宽和容量之类的优势固然重要，但功耗、占用面积和价格等成 本因素也需要加以考量。由于存储器是一种依赖于中央处理器（CPU）的被动组件，其配置会根据 处理器而做出改变。在这方面， ARM 近期的战略调整以及基于 MoE 的大语言模型（LLM）可能出 现的变化，都可能会导致未来架构和解决方案发生改变。 数据来源：Source: Counterpoint Research 点击阅读原文下载完整版 PDF 报告 业务咨询 ...