公众号记得加星标⭐️，第一时间看推送不会错过。 来 源： 内容 编译自tribune 。 一位芯片专家表示，借助开源技术，人工智能芯片的开发将变得更容易、更便宜，"只要硬件芯片真 正可编程，人们就可以发挥创造力来构建新的解决方案"。 曾在 AMD、苹果和特斯拉工作过的美国微处理器工程师 Jim Keller 告诉安纳多卢通讯社，"实际 上，人工智能处理器比人们想象的要简单。" 他在迪拜全球科技与人工智能展览会（GITEX Global）的间隙表示："人们希望你相信开发人工智能 处理器需要 1000 亿美元，但你不需要。"GITEX Global 是全球领先的科技与人工智能盛会之一。 凯勒表示，他的公司 Tenstorrent 开发了从 AI 处理器到通用处理器的开源技术，同时他们还将 AI 编译器开源，这意味着它是公开可用的。 他指出，开源芯片成本更低，结构更易于访问。 "目前的模型非常好，而且还在不断改进，"他说。"我每天都会读到一篇文章，说某些东西已经达到 了极限——我们还没有接近极限。对它的需求真的非常非常大；所以，我不知道，未来五年会非常有 趣。" 凯勒表示，一些国家对芯片行业的限制从长远来看不会奏效 ...

英伟达首席执行官黄仁勋高度赞扬台积电，称任何希望投资该公司的人都"非常聪明"。 黄仁勋周五在中国台湾地区访问期间，他此次来台的主要目的是感谢台积电在英伟达下一代AI芯片平 台Rubin方面的工作。他透露台积电正在为英伟达制造六款新产品，包括新的中央处理器和用于高级计 算特别是AI的通用处理器。 黄仁勋在访问中还透露了英伟达在中国台湾地区的扩张计划——"NVIDIA Constellation"项目——英伟 达最近宣布的台湾地区新办事处，用于安置当地员工。目前英伟达仍在与政府合作解决一些问题，以便 开始建设该项目。 "我们的供应链在这里非常繁忙，"黄仁勋表示。他指出英伟达正与中国台湾各地的芯片公司、系统供应 商和系统制造商合作，需要大量工程师与他们并肩工作。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 这一表态正值美国政府释放信号有意收购科技公司股权，特别是那些接受《芯片法案》资金的企业。据 见闻此前文章，特朗普政府正在考虑以股权换取《芯片法案》资金，涉及美 ...

Core Viewpoint - The article highlights the recent IPO progress of several semiconductor companies in China, indicating a growing trend in the semiconductor industry and potential investment opportunities. Group 1: IPO Progress of Semiconductor Companies - Multiple semiconductor companies, including equipment manufacturers and material suppliers, have announced their IPO advancements, such as Zhongke Instrument, Chengdu Super Pure, and Xinshi Technology [1] - Zhongke Instrument has completed its IPO counseling report and plans to list on the Beijing Stock Exchange after previously attempting to list on the Shanghai Stock Exchange [2] - Chengdu Super Pure has initiated its IPO counseling with Huatai United Securities, focusing on semiconductor etching devices and high-power laser devices [5][6] - Xinshi Technology's IPO application has been accepted by the Shanghai Stock Exchange, aiming to raise 785 million yuan for two major projects [8][12] Group 2: Company Profiles and Market Position - Zhongke Instrument specializes in dry vacuum pumps and vacuum instruments, essential for semiconductor manufacturing processes [3] - Chengdu Super Pure is recognized for its advanced surface treatment processes and high-purity materials, contributing to the semiconductor etching device market [5] - Xinshi Technology is a leading domestic manufacturer of semiconductor-grade perfluoroether rubber seals, breaking the monopoly of foreign companies in this sector [9][11] Group 3: Financial Performance and Projections - Xinshi Technology projects revenues of 130.47 million yuan and 207.55 million yuan for 2023 and 2024, respectively, with a net profit of 32.81 million yuan and 63.09 million yuan [12] - Zhongke Instrument's IPO journey reflects its strategic adjustments and readiness for the capital market, indicating strong governance and compliance [2] Group 4: Industry Trends and Competitive Landscape - The semiconductor industry in China is witnessing a shift towards domestic production capabilities, with companies like Xinshi Technology achieving significant market share and technological advancements [11][24] - The competitive landscape is evolving, with domestic firms increasingly challenging foreign dominance in critical components and technologies [11][19]