摩尔线程公司成立以来的发展情况如何？ 摩尔线程公司成立于 2020 年，专注于 GPU 相关产品的研发与生产。公司致力 于为 AI、数字孪生和科学计算提供计算和加速平台。摩尔线程已经推出了四代 GPU 架构，形成了覆盖智算、高性能计算、图形渲染、虚拟化媒体和个人娱乐 及生产力工具的多元化产品矩阵。公司的主要产品布局包括服务器级、桌面级 和 SoC 级三大场景。 摩尔线程 20250706 摘要 摩尔线程产品线覆盖 AI 智算、图形加速和智能 SoC 三大领域，包括 AI 训练/推理卡、S3,000 系列显卡及 A140/E300 模组，分别应用于 AI 计 算中心、工业设计和 AI PC 边缘等场景。 公司自主研发 Musa 架构，对标英伟达 CUDA 及 AMD CDNA，构建软 硬件全功能 GPU 加速统一架构，兼容国际主流 GPU 生态，提供 AI 计算、 图形渲染及科学计算所需软件技术。 最新一代平湖系列芯片 FP32 算力达 32TFlops，接近英伟达 H100 一 半水平，并已攻克千卡至万卡 GPU 高效互联难题，具备大规模集群通信 高效算力调度能力。 公司 2024 年收入 4.38 亿元，同 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容来自半导体芯闻综合 。 台积电分红开奖，受惠去年营收、获利攀新高，员工奖金及分红同步水涨船高。其中，2024年总 计将发出1,405.9亿元，年增幅逾4成，以员工人数7万人计算，平均每人可领超过200万元新台币 （约合人民币50万），并分成去年四包季分红及一大包年分红领取。 随后，陆续有员工分享开奖消息，其中33职等、年资6年的员工表示将拿「1.8M」史上最大包，还 开 心 道 「 M 是 百 万 谢 谢 」 ， 换 算 将 可 以 拿 到 180 万 ；32 职 等 、 年 资 5 年 、 考 绩 S+ 的 员 工 也 有 「1.16M」，约116万元。 台积电当时12日董事会核准2024年员工业绩奖金与酬劳（分红）总计约新台币1,405亿9,256万 元，其中员工业绩奖金约新台币702亿9,628万元已于每季季后发放，而酬劳（分红）约新台币702 亿9,628万元将于今年七月发放。 现在，这一切也几乎都符合预期。 而董事长魏哲家也改善员工分红领取制度，将不再与在职状态直接挂钩，现行制度会依在职纪录进 行发放，也造就创新低的离职率。 7月百万分红入帐， ...

Core Viewpoint - TSMC's recent technology forum in Shanghai highlighted the company's advancements in semiconductor technology and its market outlook, particularly focusing on the growth of the semiconductor market driven by high-performance computing (HPC) and AI integration, despite limitations in advanced process offerings to Chinese clients [3][4][5]. Market Outlook - The global semiconductor market is projected to exceed $1 trillion by 2030, with HPC accounting for 45%, smartphones for 25%, automotive for 15%, and IoT for 10% [5][6]. Advanced Process Technology - TSMC's 3nm family continues to evolve, with N3P expected to enter mass production in Q4 2024, enhancing performance by 5% or reducing power consumption by 5-10% compared to N3E [6][9]. - N2P is anticipated to begin production in H2 2026, offering an 18% performance increase at the same power level and a 36% reduction in power at the same performance level [11][13]. - The A16 process, set for mass production in H2 2026, integrates three innovative technologies, promising an 8-10% performance boost or a 15-20% reduction in power consumption compared to N2P [14][19][22]. - The A14 process, based on second-generation GAA technology, is expected to start production in 2028, with significant improvements in speed and energy efficiency [20][22]. Advanced Packaging Technology - TSMC's 3DFabric® technology includes SoIC platforms for 3D silicon stacking, with N3-on-N4 stacking expected to enter mass production in 2025 [23][25]. - The SoW-X platform, set for 2027, aims to enhance computational capabilities significantly, integrating essential components for AI training [30]. Special Process Technologies - TSMC is advancing automotive technology with its latest logic technologies, which enhance performance by approximately 20% per generation while reducing power consumption by 30-40% [32]. - The company is also focusing on IoT applications, with developments in ultra-low leakage SRAM and logic circuits to extend battery life [38]. Manufacturing Excellence - TSMC anticipates a twelvefold increase in wafer shipments for AI-related products by 2025 compared to 2021 [44]. - The company plans to add nine new facilities by 2025 to expand capacity, including six wafer fabs in Taiwan and two overseas [45]. - TSMC is committed to sustainable manufacturing, aiming for net-zero emissions by 2050 and a 98% resource recovery rate by 2030 [46][48].

Core Viewpoint - The company, Kelun-Botai, is a leading player in the ADC (Antibody-Drug Conjugate) sector, with a robust technology platform and significant backing from multinational corporations (MNCs) [1] Group 1: Company Overview - Kelun-Botai was established in 2016 as an innovative R&D subsidiary of Kelun Pharmaceutical, focusing on three major technology platforms: ADC, macromolecules, and small molecules [1] - As of the 2024 annual report, Kelun-Botai has over 30 innovative assets and more than 10 drugs in clinical stages, indicating a well-structured pipeline [1] - The company is expected to enter a rapid growth phase in 2025, with promising commercial progress anticipated [1] Group 2: ADC Platform Development - The ADC platform focuses on both oncology and non-oncology development strategies, with research capabilities endorsed by MNCs [1] - SKB264, an optimized drug based on trastuzumab, has a comprehensive layout for breast cancer and non-small cell lung cancer (NSCLC), with multiple approvals and submissions expected between 2024 and 2025 [2] - A166 has reached critical endpoints in phase II trials for advanced HER2+ breast cancer and is expected to receive approval in 2025 [2] - The early ADC pipeline includes various targets such as CLDN18.2 and Nectin-4, with new products like SKB571 and SKB107 anticipated to follow [2] Group 3: Non-ADC Platform Development - The non-ADC platform is entering a harvest phase, covering oncology and autoimmune fields [2] - A167 (PD-L1) has received approvals for multiple indications, while A140 (a biosimilar of cetuximab) is also set for approval in early 2025 [2] - A400, a selective RET inhibitor for RET+ NSCLC, is expected to submit for market approval within the year [2] Group 4: Financial Projections - Revenue forecasts for the company from 2025 to 2027 are projected at 2.006 billion, 2.884 billion, and 4.696 billion yuan, reflecting year-on-year growth rates of 3.8%, 43.8%, and 62.8% respectively [3] - The current stock price corresponds to price-to-sales (PS) ratios of 34.7x, 24.2x, and 14.8x for the respective years [3] - The company is expected to reach a commercialization inflection point in 2025, with numerous catalysts from clinical data and business development expectations [3]

摩尔线程主要从事GPU及相关产品的研发、设计和销售。自2020年成立以来，公司以自主研发的全功能 GPU为核心，致力于为AI、数字孪生、科学计算等高性能计算领域提供计算加速平台。 公司已成功推出四代GPU架构，并形成了覆盖AI智算、高性能计算、图形渲染、计算虚拟化、智能媒 体和面向个人娱乐与生产力工具等应用领域的多元计算加速产品矩阵，产品线涵盖政务与企业级智能计 算、数据中心及消费级终端市场，能够满足政府、企业和个人消费者等在不同市场中的差异化需求。新 一代架 构相关产品处于研发阶段，同步推进高性能GPU芯片和智算集群前沿技术预研，以自主创新为 核心，持续推动计算产业向通用化与智能化方向发展。 6月30日，上交所正式受理摩尔线程智能科技（北京）股份有限公司（简称：摩尔线程）科创板IPO申 请。 桌面级图形加速产品主要应用于AI PC、游戏PC及办公PC等场景的GPU及相关产品，包括MTT S80/S70/S50/S30/S10/X300/X100 等系列显卡，以及基于前述显卡打造的工作站等。该类产品支持 Windows、麒麟KylinOS、统信UOS、openEuler 等多款国内外主流操作系统，以及Inte ...

这届消费者，正在用实际行动重新定义"上新"：从IP周边、限定玩偶、再到情绪饮料，越来越多爆火 新品，天然带着社交标签与情绪符号，只要够新、够特别，能发朋友圈，ta们就可能成为成交的直接 动因。 消费者关注的，是什么新？ 当下的上新潮，一方面研发节奏加快，技术革新快捷，价格虽然是核心竞争力，却也开始"泛滥"；另 一方面则是营销成本升高，而消费者的注意力却在快速流失。这样的趋势下，品牌依旧遵循传统上新 思路，只把上新当成SKU更替，大概率成为用户眼中的"又一款"，注定得不到回应。 品牌认知的上新表达，却未必是用户眼中的触动；而用户在意的表达，你可能一句都没讲出来。从用 户的角度看，他们要的"新"，不仅是多几个功能点，也不再是简单换装就能解决。真正想看到的 是，"这个商品是不是更懂我了"，能否出现在他们真正需要、想象过的生活片段里。 题图｜视觉中国 一只咧嘴笑的毛绒小怪兽Labubu频频冲上热搜，一块图案"吧唧"铁皮被抢断货。谷子、娃衣……你 可能看不出这些商品明确功能点，但它们实打实地在卖，甚至卖爆了。 比如近期爆火的富士X-Half，不再是参数让它出圈，而是它回潮了一种新审美——"复古胶片"与"生 活想象感"。 ...

Core Insights - The recent end of the national college entrance examination (Gaokao) has led to a surge in consumer spending on electronics, particularly mobile phones, computers, and tablets [1][3] - During the Tmall 618 shopping festival, major brands such as Apple, Huawei, Xiaomi, and others offered exclusive discounts targeting high school graduates and current university students [1][3] Group 1: Sales Performance - Sales of laptops increased by 200% year-on-year, while digital camera sales rose by 190% following the Gaokao [3] - Popular products among students included Lenovo's Legion series, ASUS's TUF Gaming A15, Honor's X14 laptop, and Huawei's nova 14 smartphone [3] Group 2: Promotional Strategies - Tmall's 618 event featured a simplified discount structure, offering a flat 15% off without the need for minimum purchase requirements, allowing customers to receive an 85% discount on single items [3] - Additional discounts included up to 20% in national subsidies, various category coupons, and exclusive student discounts, resulting in significant price reductions for 3C digital brands [3]

抢抓618大促核心爆发窗口期，各大家电品牌加速产品出新，以更加智能、潮流的新质家电供给助推消 费提档升级。618后半场，接入Deepseek的AI智能空调、无外机的嵌入式厨房空调、711升十字门大容量 冰箱、20套超大容量洗碗机、零黑边第四代液晶电视等行业旗舰单品，都将密集在苏宁门店、线上渠道 和直播间重磅上新。"这个618，我们要让最前沿的科技家电都将以更亲民的价格走进千家万户"，苏宁 易购门店负责人表示。 为618爆发期再添一把火，6月12日晚7点，苏宁易购联合央视财经、头部家电3C品牌开启618超级补贴 专场直播。届时，总台央视主持人陈蓓蓓、靳强携手品牌大咖走进全新升级的苏宁易购Max店，带领消 费者沉浸式云逛店、云体验，共同解锁最潮流的家电"黑科技"。同时直播间还将推出至高618代3618元 大额代金券、100代200、100代300元等品类通用代金券。直播优惠券叠加门店活动和家电国补后，综合 优惠力度不止5折。 618年中大促进入下半场，政策红利叠加大促旺销，家电3C市场热力十足。为了让年中换新"黄金档"惠 及更多消费者，即日起至6月18日，苏宁易购618立足家电3C主场，加力推动优惠补贴全面爆发， ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 6月5日消息，据报道， 台积电1.6nm制程价格可能高达4.5万美元，又涨了多达50％！ 后边是全新的台积电A14 1.4nm级，升级第二代GAAFET全环绕纳米片晶体管，以及新的标准单元架构 NanoFlex Pro，对比N2性能提升10-15％、功耗降低25-30％、晶体管密度提升23％，计划2028年上半年 量产，成本必然再次大幅上扬。 除了成本贵，芯片首次流片定案的成功率也越来越低，目前只有14％，比两年前跌了10个百分点。 据悉，代工厂的晶圆报价取决于多重因素，尤其是前期研发投入、产能规模等，不同客户的待遇也不一 样。 比如苹果，一直是台积电的座上宾，据信能拿到更低的价格，AMD、NVIDIA、Intel、高通等客户则要 看相应的产能(越大越低)，因此这里说的只是一个粗略数字。 从历史来看，晶圆越来越贵的趋势是显然的。2004年的90nm，那时候一块晶圆只需2000美元，随后一 路水涨船高，N7 7nm已经突破1万美元，N5 5nm高达1.6万美元，N3 3nm则接近或达到了2万美元。 台 ...

Group 1 - Huawei's Mate40 series (5G) smartphones now support 5G-A, while other products do not [1] - The Huawei nova14 ultra model also supports 5A speed, which enhances network stability and performance in congested areas [3] - 5G-A is an enhanced version of 5G technology, while 5A is a marketing term used by Huawei to denote advanced network capabilities [3] Group 2 - 5G-A, also known as 5.5G, is seen as a transitional phase towards 6G, improving bandwidth speed, latency, connection density, and positioning accuracy [4] - As of April this year, China has built over 4.395 million 5G base stations, with 5G applications integrated into 86 out of 97 categories of the national economy [4] - The higher-speed 5G-A network is expected to be piloted in various production and life scenarios, covering over 300 key cities nationwide by the end of the year [4]