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中科曙光与海光信息宣布战略重组;TI、高通等呼吁免除半导体关税;DDR4价格涨幅大于DDR5…一周芯闻汇总(5.19-5.25)
芯世相· 2025-05-26 04:30
我是芯片超人花姐,入行20年,有50W+芯片行业粉丝。 有很多不方便公开发公众号的, 关于芯片买卖、关于资源链接等, 我会分享在朋友圈 。 扫码加我本人微信 一周大 事件 行业风向前瞻 商务部:支持国家级经开区集成电路、生物医药、高端装备制造等领域的外商投资项目优先纳入重大和重点外资项目清单 商务部印发《深化国家级经济技术开发区改革创新以高水平开放引领高质量发展工作方案》。支持国家级经开区集成电路、生物医药、高端装备制造 等领域的外商投资项目优先纳入重大和重点外资项目清单。地方人民政府加大对国家级经开区外资标志性项目的支持力度,推动尽快落地建设。鼓励 包括外资基金在内的各类资金投向国家级经开区新兴产业领域,培育孵化中小企业。指导国家级经开区落实好境外投资者以分配利润再投资递延纳税 等税收优惠政策。(财联社) 美国芯片四巨头呼吁特朗普政府免除半导体关税 特朗普政府有意征收半导体芯片关税,继台积电呼吁勿开征相关关税后,美国半导体四巨头 英特尔、高通、美光、德州仪器 也出具意见书同声呼吁 「免除半导体进口税负」,否则将冲击美国半导体产业能量。(集微网) 1、 美国芯片四巨头呼吁特朗普政府免除半导体关税 2、 中科曙 ...
新鲜早科技丨OpenAI官宣收购前苹果首席设计官团队;腾讯首次完整披露大模型战略;全球首个“世界机器人格斗大赛”本周日举行
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-22 02:11
Group 1: Major Corporate Developments - OpenAI announced the acquisition of AI startup io for approximately $6.5 billion, marking its largest deal to date, expected to close in summer 2025 pending regulatory approval [2] - Tencent unveiled its comprehensive large model strategy, showcasing upgraded products and emphasizing the transformation of every enterprise into an AI company [3] - Alibaba's entertainment division rebranded as Whale Entertainment Group, signaling a new strategic direction akin to the rebranding of Taobao to Tmall [3] Group 2: Industry Events and Innovations - The first "World Robot Combat Competition" will take place on May 25 in Hangzhou, featuring both performance and competitive events with humanoid robots [4] - Xiaomi's CEO expressed confidence in the upcoming launch of the YU7 SUV, despite intense competition in the market [4] - The AI Pro chip developed by the Technical University of Munich enables local instant computation without the need for cloud servers, enhancing network security and energy efficiency [10] Group 3: Financial and Market Updates - 130 domestic online games received approval in May 2025, with a total of 144 approvals, the highest in nearly two years, indicating a robust gaming market [6] - Baidu reported a 42% year-on-year growth in its intelligent cloud revenue for Q1 2025, despite a 6% decline in online marketing revenue [14] - Wisdom Technology launched a 1200V automotive-grade SiC MOSFET series, targeting various automotive applications, while Wolfspeed's stock plummeted 60% amid bankruptcy rumors [9]
5.21犀牛财经早报:多只北交所主题基金打出“限购牌” 叮咚买菜供应链规划总监获刑
Xi Niu Cai Jing· 2025-05-21 01:39
Group 1 - Multiple high-performing North Exchange theme funds have implemented purchase limits to maintain strategy effectiveness and protect investor interests [1] - Nearly 80% of North Exchange theme funds have seen net value growth exceeding 30% year-to-date, with many products ranking high in their categories [1] - Public quantitative index-enhanced funds have capitalized on market volatility, with nearly 80% outperforming their benchmarks [1][2] Group 2 - In the low interest rate environment, many macro-strategy private equity firms are favoring equity assets over bonds, particularly in Hong Kong's internet and dividend stocks [2] - The first quarter of 2025 saw significant differentiation in the Chinese electric vehicle sector, with XPeng leading in deliveries and revenue growth, while Li Auto and NIO faced challenges [2] - XPeng delivered 94,000 vehicles, projecting revenue between 15.19 billion to 15.7 billion yuan, a year-on-year increase of 132% to 139.8% [2] Group 3 - The successful completion of China's first closed-loop spinal cord nerve interface implantation surgery marks a significant breakthrough in the field, potentially benefiting 3.7 million spinal injury patients [3] - Several AI applications have been reported for illegally collecting and using personal information, highlighting regulatory concerns in the tech industry [3] Group 4 - The development of the AI Pro chip by the Technical University of Munich features a brain-like architecture for local computation, enhancing network security and energy efficiency [5] - Rongxin Zhiyuan has completed seed round financing to accelerate the integration of AI computing architecture with domestic chip technology [5] - Weiqi Intelligent has secured a new round of financing to advance large model technology and its application across various industries [5] Group 5 - Dingdong Maicai's supply chain planning director was sentenced to 18 months in prison for accepting bribes totaling 950,000 yuan, facilitating warehouse leasing contracts worth over 300 million yuan [6] - Country Garden received disciplinary action from the Shanghai Stock Exchange for failing to timely disclose its mid-year report for 2024, leading to public reprimands for its executives [7] Group 6 - Shenzhen Morning Light Dairy faced consumer backlash over its "供港壹号牛奶" branding, with claims that the product is not actually sold in Hong Kong [8][9] - Former Midea Group vice president Yin Bitong has joined Hisense Group as the president of the air conditioning division [9] - Demais has announced a suspension of trading as its controlling shareholder plans to change the company's control [9] Group 7 - U.S. stock indices closed lower, with the S&P 500 ending a six-day winning streak, influenced by declines in major tech stocks following Google's developer conference [10] - The Japanese bond market is underperforming, contributing to increased sensitivity to interest rate fluctuations [11] - The U.S. dollar weakened while Bitcoin surged past $3000, reaching a four-month high, driven by risk-averse sentiment [12]
AI pro芯片实现本地即时计算
news flash· 2025-05-20 22:14
智通财经5月21日电,据德国慕尼黑工业大学官网19日消息,该校团队研发出一款全新人工智能(AI) 芯片,这款名为AI Pro的芯片无需现有芯片所需的云端服务器或互联网即可运行,设计灵感源自人脑。 AI pro芯片创新的类脑神经形态架构使其能够在本地进行即时计算,从而确保了全面的网络安全。此 外,其能耗也非常低。 AI pro芯片实现本地即时计算 ...