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明年芯片产能提升3倍?寒武纪,紧急辟谣!
Sou Hu Cai Jing· 2025-12-05 15:40
12月4日晚间,寒武纪发布严正声明称,公司关注到今日媒体及网络传播的关于公司产品、客户、供应及产能预测等相 关信息,均为误导市场的不实信息。 消息面上,当天早些时候,有外媒援引知情人士的话报道称, 寒武纪 计划明年将人工智能(AI)芯片产量提升逾三 倍,对标 华为 抢占市场份额,并填补因 英伟达 被迫退出而产生的市场空缺。 该报道还称, 寒武纪 计划在2026年交付50万个AI加速器,其中包括多达30万个其最先进的思元590和690晶片。据悉, 公司将主要通过 中芯国际 最新的7纳米"N+2"工艺生产晶片。 公开资料显示,中科寒武纪科技股份有限公司成立于2016年,,专注于人工智能芯片产品的研发与技术创新,致力于打 造人工智能领域的核心处理器芯片。2020年7月,公司在上交所科创板上市, 随着人工智能算力需求持续增长, 寒武纪 的 营收 和 净利润 也出现了爆发式增长。今年第三季度, 寒武纪 实现 营收 为17.27亿元,连续三个季度 营收 规模超过10亿元,同比增长1332.52%; 净利润 为5.67亿元,连续四个季度实现盈利。 寒武纪提醒广大投资者,公司相关事项均以公开披露信息为准,请各位投资者提高信息 ...
早报 | 寒武纪深夜严正声明;碧桂园降债超900亿元;新东方回应员工发全员信控诉加班;乐视网回应负债238亿拟花1.8亿炒股
虎嗅APP· 2025-12-05 00:23
Core Insights - The article discusses various significant events and developments in the tech and investment sectors, highlighting key company announcements and market trends. Group 1: Company Announcements - Cambricon (寒武纪) issued a statement denying media reports about plans to triple AI chip production, emphasizing that all information should be based on official disclosures [2] - Google Cloud announced a partnership with Replit to enhance AI programming capabilities, following Replit's recent funding round that valued the company at $3 billion [3][4] - OpenAI introduced a "Confessions" mechanism for GPT-5 to improve AI transparency by allowing the model to report errors in its responses [5][6] - Meta Platforms is reportedly planning to cut its metaverse budget by up to 30%, reflecting a shift in strategic focus [7] - Country Garden (碧桂园) received court approval for a debt restructuring plan, reducing its debt by over 90 billion yuan, alleviating repayment pressure [11] Group 2: Market Trends - The new national standard for food delivery services in China limits delivery workers' working hours and mandates breaks to ensure rider safety [9][10] - The retail giant Zhongbai Group announced the closure of 30 underperforming stores, attributing the closures primarily to losses [16] - ByteDance denied rumors regarding management changes for its 3-1 employee structure, clarifying that no new policies have been implemented [12] - The launch of the new electric bicycle standard in China includes regulations on speed and safety features, aiming to enhance user safety [21] - The Chinese Ministry of Commerce emphasized the importance of foreign investment in China, despite recent reductions by Japanese companies [22]