克雷西 一水 发自 凹非寺 量子位 | 公众号 QbitAI DeepSeek V3.1发布后，一则官方留言让整个AI圈都轰动了： 新的架构、下一代国产芯片，总共短短不到20个字，却蕴含了巨大信息量。 国产芯片企业股价也跟风上涨，比如寒武纪今日早盘盘中大涨近14%，总市值跃居科创板头名。 半导体ETF，同样也是在半天的时间里大涨5.89%。 （不知道作为放出消息的DeepSeek背后公司幻方量化，有没有趁机炒一波【手动狗 头】） | Cambricon | 其武红 | + | | | | | | | | | | | 每日Ali "股票i | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | SH 688256 ■ Level1基础行情 ■ 上海交易所 ■ 沪港通标的股票 ■ 科创板 ■ 融资融券标的 | | | | | | | | | | 所属行业 × 半导体 +2.68% > | | | | | | | | | | | | | | | 1164.45元 +128. ...

Market Overview - The main board saw significant gains with notable stocks such as Jierong Technology (+10.03%), Dongxin Heping (+10.02%), and Hengbao Shares (+10.02) leading the charge [1] - The ChiNext board also performed well, with Chuangshi Technology (+20.02%) and Dineike (+16.03%) among the top gainers [1] - The Sci-Tech Innovation board had its leaders as Aiwei Electronics (+6.58%) and Fuliwang (+5.55%) [1] - Active sub-industries included SW Communication Terminals and Accessories (+1.29%) and SW Panels (+0.77%) [1] Domestic News - A breakthrough in 3D Glass IPD production was reported by Aibang Semiconductor Network, with over 10 million units delivered, marking the global first for stable output in this technology [1] - Huawei has filed a patent for a "quad-chiplet" packaging design, potentially for its next AI chip, Ascend 910D, which shares architectural similarities with NVIDIA's Rubin Ultra [1] - TSMC's Arizona factory has begun producing chips for major tech companies like Apple, NVIDIA, and AMD, utilizing N4 process technology [1] - Li Auto unveiled its new high-voltage SiC power module, LPM, which will debut with the i8 model next month and be used in all future electric vehicles [1] Company Announcements - BOE Technology Group announced plans to acquire a 30% stake in Xianyang Rainbow Optoelectronics Technology Co., Ltd., with a registered capital of 427.42 million yuan [3] - Lanshan Co. authorized its management to dispose of up to 800 million yuan of financial assets within 12 months, representing 30% of the company's total assets for 2024 [3] - Nanya Technology announced a cash dividend of 1 yuan per 10 shares for its 2024 annual equity distribution, with a record date of June 23, 2025 [3] - Lianchuang Optoelectronics declared a cash dividend of 0.054 yuan per share for its 2024 annual equity distribution, with variations based on shareholder type [3] International News - The U.S. Senate proposed a tax bill to temporarily increase investment credits for semiconductor manufacturers, raising the tax credit from 25% to 30% for factory investments [1] - Nordic Semiconductor announced the acquisition of Neuton.AI's intellectual property and core technology assets, enhancing its low-power wireless solutions for edge devices [1] - Sony is collaborating with Western Digital on HDDs using Heat-Assisted Magnetic Recording (HAMR) technology, with Western Digital becoming a key partner for laser diodes [1] - LG Display plans to invest approximately 6.656 billion yuan in building an OLED panel factory in Paju, South Korea, focusing on next-generation high-end OLED panels [1]

面对人形机器人这类全新的系统，全新的硬件，对芯片的需求也会完全不一样，架构也有很大的操作空间，而 且就人形机器人来说，意味着全新的生态可能性。 有专家指出，电脑生态我们可能永远都斗不过微软和英特尔，但是未来人形机器人生态可就不好说了。如果赌 对了方向，我们就能抓住人形机器人时代的先机，从系统，到芯片架构，到硬件设备再到生态，一步先，步步 先。 ▍ 竞争与挑战 人形机器人的 " 大脑 " 通常指的是其主控芯片或计算平台 ( 软件 / 人工智能模型）， " 小脑 " 主要进行机 器人的运动控制，一般都选用大算力芯片，目前英伟达的 Jetson 、英特尔 x86 芯片、全志科技、瑞芯微是 业内 主流选择。 英伟达不仅仅提供算力芯片。 NVIDIA 创始人兼首席执行官黄仁勋表示："物理 AI 和机器人技术将引领下一 场工业革命。从机器人的 AI 大脑到可供实践的模拟世界，再到用于训练基础模型的 AI 超 级 计 算 机 ， NVIDIA 为机器人技术发展的每个阶段提供构建模块。" 前不久， 英伟达还推出面向物理 AI 的云到机器人计算平台 NVIDIA Isaac GR00T N1.5 ，能够更好地适应 新的环境和工 ...

Core Viewpoint - The article discusses the ongoing U.S. export restrictions targeting Chinese semiconductor companies, particularly focusing on Changxin Memory Technologies, Yangtze Memory Technologies, and SMIC, highlighting the implications for China's semiconductor industry and the potential for innovation in response to these challenges [2][5]. Group 1: U.S. Export Restrictions - The U.S. Department of Commerce is considering adding Changxin Memory Technologies to the export restriction entity list, along with evaluating the potential listing of SMIC and Yangtze Memory Technologies [2]. - This move is seen as a continuation of the U.S. strategy to target key areas in the semiconductor industry, including DRAM, NAND flash, and advanced process foundries [2]. - The entity list requires companies to apply for licenses to purchase U.S. equipment, with an approval rate of less than 15% [2]. Group 2: Impact on Chinese Semiconductor Companies - Changxin Memory Technologies is the only domestic manufacturer capable of mass-producing 17nm DRAM, with plans to capture 10% of global capacity after its second-phase expansion [2]. - Yangtze Memory Technologies has achieved a market share of over 5% in NAND flash, utilizing its Xtacking® architecture for 232-layer 3D NAND production [2]. - SMIC's monthly production capacity for 14nm technology is 50,000 wafers, with 5nm technology development entering the verification stage [2]. Group 3: Technical Dependencies and Risks - If restrictions are implemented, Changxin Memory Technologies faces risks of supply disruption for KLA's T3500 series detection equipment, which is critical for its 12-inch wafer production [3]. - Yangtze Memory Technologies relies heavily on Applied Materials' PVD equipment for its 192-layer NAND flash development, with domestic alternatives showing a 12% performance gap [3]. - SMIC's 5nm technology development requires Synopsys' DFT tools, and being placed on the entity list could extend its verification cycle by 6-8 months [3]. Group 4: Global Industry Reactions - The U.S. has issued warnings against using American AI chips for training Chinese models, indicating severe consequences for violations [4]. - Global supply chain disruptions are evident, with SK Hynix halting technology transfers to Changxin Memory Technologies due to concerns over technology leakage [4]. - Equipment suppliers like Lam Research and KLA are lobbying the U.S. government to ease restrictions, as their revenue from China remains significant [4]. Group 5: Growth Amidst Challenges - Despite the sanctions, China's semiconductor exports have increased, with a total export value of 931.17 billion yuan from January to October 2024, marking a 21.4% year-on-year growth [4]. - The share of memory chips in exports has risen to 38%, indicating effective domestic substitution strategies [4]. - The article suggests that the U.S. restrictions may inadvertently drive innovation within China's semiconductor sector, as companies adapt to the challenges [5].

Group 1 - The recent high-level economic talks between China and the US in Geneva were described as candid, in-depth, and constructive, leading to important consensus and substantial progress [1] - The talks are seen as a necessary step to rebuild mutual trust, which has been eroded due to previous aggressive policies from the US, particularly under the Trump administration [1] - The current high tariff situation is deemed unsustainable, with expectations that tariffs will soon decrease significantly, potentially down to around 60% [3][5] Group 2 - There is a growing sentiment that decoupling between China and the US is an inevitable long-term trend, with China becoming less dependent on the US while the US struggles to achieve significant progress in decoupling [3] - The narrative in the West often portrays China as economically struggling, but this view is increasingly challenged by data showing China's resilience and growth potential [3][10] - Despite the ongoing trade tensions, China's trade surplus remains substantial, with April 2025 data showing a significant increase in surplus compared to previous years [30][31] Group 3 - The US's attempts to decouple from China are met with resistance, as many US companies still rely heavily on Chinese goods, indicating a complex interdependence [41][44] - China's manufacturing capabilities and market dynamics are evolving, with a shift towards self-sufficiency and reduced reliance on US markets, as evidenced by the growth in domestic demand and alternative markets [32][37] - The ongoing trade war has inadvertently strengthened China's position in global markets, as it adapts and innovates in response to external pressures [36][47]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自Source， 编译自hpcwired ，谢谢 。 随着地缘政治紧张局势重塑科技供应链，以及美国出口管制收紧，新的挑战和机遇随之而来，正在改变全球科技 格局。西方国家正寻求巩固现有联盟，并通过深化伙伴关系和加强韩国生产来保障供应链安全，而亚洲科技企业 则抓住时机，加速推进技术自力更生。 在此背景下，中国华为技术有限公司正准备测试其迄今为止最先进的人工智能处理器——昇腾910D。该公司的 目标是让这款强大的新型人工智能芯片成为美国半导体巨头英伟达部分高端产品的有力竞争者，这标志着该公司 正在更广泛地努力减少对外国技术的依赖。 华为的目标是让 Ascend 910D 与英伟达的 H100 芯片竞争，后者是高级人工智能系统中应用最广泛的 AI 芯 片。据报道，华为已与多家中国科技公司接洽，对 Ascend 910D 进行测试。如果该芯片的性能能够匹敌甚至超 越英伟达的 H100，那么华为有望成为高端 AI 处理器市场中韩国市场的关键竞争对手。 上周，华为加大了其910C AI芯片的中国客户出货量，标志着其在构建国产AI硬件生态系统方面的战略性加速。 910系列 ...