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消费级芯片上车到底靠不靠谱?
3 6 Ke· 2025-07-11 11:46
[ 哪些车在使用"消费级芯片"? ] 小米YU7上市后的第一个舆论场出现在对于"车规级"的讨论,YU7的座舱芯片用了消费级的高通8gen3,相比之下无关痛痒的纸巾盒却是车规级,被网友 疯狂调侃"人走盒在"。 实际上,小米YU7并不是第一个使用非车规级芯片的车型,特斯拉早在近十年前就开始了尝试,但也曾因芯片过热失效而大范围召回。 YU7的爆卖,又一次把这个话题推到了风口浪尖上——由消费级芯片控制座舱的智能汽车,到底能不能买? 省流版:拉到结尾直接看结论。 NO.1 车规级实际上是一种全生命周期的质量管理理念,从产品设计、测试、量产,到变更管理,这是一个系统性工程。 常见的芯片等级一般是按照使用温度、辐射、抗干扰等因素,标准从宽泛到严格分为5类,即消费级、工业级、车规级、军工级、航天级。 在汽车产业,同济大学汽车学院教授朱西产对汽车产经表示,一辆汽车约1000多张芯片,芯片所在的部件功能不同,对于影响人身财产的功能安全的部 件,所用芯片肯定要做AEC-Q100和ISO26262功能安全认证,这就是我们说的"车规级芯片"。 但对于不涉及功能安全的部件,所用的芯片只需要AEC-Q100耐环境能力测试和寿命测试就够了。 ...
QCOM Betting Big on AI PC: Will it Deliver Sustainable Growth?
ZACKS· 2025-07-08 15:01
Group 1 - Qualcomm is diversifying its product suite to unlock new revenue opportunities and reduce vulnerability to the smartphone sector, focusing on advanced chipsets for AI PCs [1][8] - The Snapdragon X Elite and Snapdragon X Plus chips are gaining market traction, optimized for Copilot+PCs with advanced AI functionalities [2][4] - The AI PC market is projected to grow at a 42.8% compound annual growth rate from 2025 to 2034, benefiting Qualcomm's expanding chipset offerings [4] Group 2 - Qualcomm faces competition in the AI PC vertical from Intel and AMD, with Intel's Core Ultra 200V series and AMD's Ryzen AI Max processors gaining demand [5][6][8] - Qualcomm's shares have declined 23.9% over the past year, contrasting with the industry's growth of 14.8% [7] - The company's shares currently trade at a price/earnings ratio of 13.41, lower than the industry average of 33.07 [9]
MulticoreWare Deploys AMD Ryzen™ Embedded Processors for AI Retail Checkout Solution
AMD· 2025-07-02 17:48
MulticoreWare is a software solutions provider and an engineering services company. We were established in 2009 and for the last 15 years we have pioneered solutions around video and video processing. So the old system for doing retail checkout relies on a barcode.And you can imagine somebody, you know, not running the barcode correctly or the barcode was hidden, which can also lead to incorrect checkouts in our system where they just show the object being checked out in the camera and the system automatica ...
传AMD要做7Ghz主频的CPU
半导体行业观察· 2025-07-02 01:50
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 pcgamesn 。 据最新传闻,新款AMD Ryzen CPU 的主频可能达到甚至超过 7GHz,这代表着其较 Zen 4 和 Zen 5 架构有了巨大的飞跃。此前有传闻称,下一代 AMD 处理器的主频只有在"非常"保守的估计下才会超 过 6GHz。 据报道,英特尔正在研发一款新的52 核 CPU ,这给AMD带来了压力,迫使其推出重大产品。此前 已有传言称,AMD 将无法满足英特尔的高核心数量,Zen 6 架构最多只能支持 24 个核心,而Zen 7 架构则可能支持 32 个核心。然而,尽管 AMD 的下一代 CPU 核心数量似乎不如英特尔,但 AMD 似乎正在用更快的核心数量来弥补这一不足。 YouTube 技 术 泄 密 者 " 摩 尔 定 律 已 死 " ( MLID ) 此 前 声 称 曾 与 AMD 工 程 师 讨 论 过 AMD Zen 6 CPU,并声称当时关于6GHz 以上频率的传闻"非常保守"。此后,MLID 的主持人继续与 Alderon Games 的一位客座游戏开发者讨论 AMD 的 Zen 6 架构,并暗示 AM ...
Intel Gaining Momentum in AI PC Market: Will the Uptrend Persist?
ZACKS· 2025-06-24 14:25
Core Insights - Intel Corporation (INTC) is actively pursuing initiatives to strengthen its position in the AI sector through collaborations with original equipment manufacturers like HP to develop next-generation AI PCs [1][9] - The global AI market is projected to grow from $757.6 billion in 2025 to $3.68 trillion in 2034, with a compound annual growth rate of 19.2%, positioning Intel favorably to capitalize on this trend [5] Group 1: AI Initiatives and Collaborations - Intel is collaborating with HP to identify AI applications that provide significant benefits to end users, optimizing CPU, GPU, and NPU performance for real-world applications [2] - The partnership has led to the development of AI PCs like the EliteBook series, powered by Intel Core Ultra processors, enhancing enterprise functionality [9] Group 2: Performance Enhancements - Intel's AI-optimized software packages have resulted in significant performance improvements, with Microsoft Power BI running 45% faster and Adobe Lightroom running 32% faster compared to previous systems [3] - AI applications like Canvid and Writeup, previously exclusive to Apple users, are now available on Windows PCs powered by Intel AI chips, enhancing organizational efficiency [4] Group 3: Competitive Landscape - Intel faces strong competition from Qualcomm and AMD, with Qualcomm launching the Snapdragon X chip for mid-range AI desktops and laptops, and AMD's Ryzen AI 300 Series gaining industry adoption [6][7] - The competitive landscape is intensifying as OEMs like Dell, ASUS, and Samsung expand collaborations with Qualcomm to develop AI PCs [6] Group 4: Financial Performance and Valuation - Intel's stock has declined by 31% over the past year, contrasting with the industry's growth of 11.2% [8] - The company's shares currently trade at a price/book ratio of 0.87, significantly lower than the industry's 31.65 [10] - Earnings estimates for 2025 and 2026 have seen a decline of 39.58% and 29.36%, respectively, indicating a downward trend in financial forecasts [11]
HostColor Expands Its AMD Dedicated Server Offerings in LA and New York
GlobeNewswire News Room· 2025-06-14 15:28
Core Insights - HostColor.com has launched bare metal servers powered by AMD Ryzen and AMD EPYC processors in new data center locations [1][2] - The primary service location for these servers is in New York City at the DataBank data center, with additional locations in Los Angeles [2] Product Offerings - Available AMD Ryzen processors include Ryzen 9 5950X, 7950X, 9950X, and Threadripper Pro 7965WX [3] - AMD EPYC CPUs offered include models such as EPYC 7C13, 7443P, 7662, 9274F, 9275F, 9374F, 9474F, 9654, and 9754 [3] Customization and Services - Customers can customize server configurations with IPv4 and IPv6 address space and choose between metered data transfer or unmetered bandwidth options [4] - HostColor provides unlimited data transfer up to the physical capacity of internet connection ports, with no charges for inbound or outbound internet traffic [5][6] Competitive Advantage - HostColor's offerings are positioned as cost-effective alternatives to major hyperscale cloud providers, saving customers on various charges [6] - The servers are compatible with major cloud providers like AWS, Microsoft Azure, and Google Cloud, making them suitable for AI-driven applications and complex database management [7] Technical Support - HostColor offers Free Infrastructure Technical Support covering core functionalities of dedicated cloud hosting infrastructure [8] - The company also provides Semi-Managed Dedicated Servers, which include installation and configuration support for Linux environments [9][10] Company Background - HostColor.com has been a global provider of semi-managed edge, bare metal, and cloud infrastructure services since 2000, operating from over 100 data centers worldwide [11]
AMD发布3nm GPU,推理性能狂飙35倍
半导体行业观察· 2025-06-13 00:46
公众号记得加星标⭐️,第一时间看推送不会错过。 过去几年,AMD屡创新高。 从第一季度的财务数据看来,AMD季度营收74亿美元,同比增长36%。这已是公司连续第四个季度 营收加速。其中,数据中心和AI业务的蓬勃发展无疑是公司最强的底气来源。数据显示,AMD数据 中心部门一季度营收为营收37亿美元,同比增长57%,主要得益于AMD EPYC CPU和AMD Instinct GPU销量的增长。 与此同时,公司第一季度客户收入创纪录地达到23亿美元,同比增长68%,主要得益于市场对最 新"Zen 5"AMD Ryzen处理器的强劲需求以及更丰富的产品组合。 在今天于旧金山举办的"Advancing AI 2025"活动中,AMD董事会主席及首席执行官苏姿丰(Lisa Su)博士抛出了一个数据。如下图所示,在2018年的时候,AMD在服务器CPU的市场份额仅为2%, 但到了今年一季度,公司在这个市场的占比已经高达40%,这足以公司看到公司在这个市场的号召 力。 当然,作为本届大会的重头戏,Lisa Su博士重申了对AI业务的看好。 她表示,在去年同期,它曾预测到2028年,整个数据中心AI加速器的市场规模会高达50 ...
AMD发布3nm GPU,推理性能狂飙35倍
半导体行业观察· 2025-06-13 00:40
公众号记得加星标⭐️,第一时间看推送不会错过。 过去几年,AMD屡创新高。 从第一季度的财务数据看来,AMD季度营收74亿美元,同比增长36%。这已是公司连续第四个季度 营收加速。其中,数据中心和AI业务的蓬勃发展无疑是公司最强的底气来源。数据显示,AMD数据 中心部门一季度营收为营收37亿美元,同比增长57%,主要得益于AMD EPYC CPU和AMD Instinct GPU销量的增长。 与此同时,公司第一季度客户收入创纪录地达到23亿美元,同比增长68%,主要得益于市场对最 新"Zen 5"AMD Ryzen处理器的强劲需求以及更丰富的产品组合。 在今天于旧金山举办的"Advancing AI 2025"活动中,AMD董事会主席及首席执行官苏姿丰(Lisa Su)博士抛出了一个数据。如下图所示,在2018年的时候,AMD在服务器CPU的市场份额仅为2%, 但到了今年一季度,公司在这个市场的占比已经高达40%,这足以公司看到公司在这个市场的号召 力。 当然,作为本届大会的重头戏,Lisa Su博士重申了对AI业务的看好。 她表示,在去年同期,它曾预测到2028年,整个数据中心AI加速器的市场规模会高达50 ...
Microsoft Vs. Nintendo Handheld Gaming Console Includes Nvidia Vs.
Benzinga· 2025-06-09 22:03
Core Viewpoint - Microsoft is entering the handheld gaming console market with the launch of the ROG Xbox Ally and ROG Xbox Ally X, aiming to compete with Nintendo's recently released Switch 2 [1][2]. Group 1: Product Launch and Features - The ROG Xbox Ally handhelds will enable cross-device gameplay, allowing gamers to play "anytime, anywhere, on any device" [2]. - The ROG Xbox Ally X will feature the AMD Ryzen AI Z2 Extreme processor, while the standard ROG Xbox Ally will use the AMD Ryzen Z2 processor [4]. - The Nintendo Switch 2 utilizes a chip from NVIDIA, a leader in AI chips and GPUs, highlighting a key difference in hardware between the two consoles [4]. Group 2: Market Context and Competition - Nintendo has historically dominated the handheld market with successful consoles like the Game Boy, Nintendo DS, and Nintendo Switch [3]. - Microsoft aims to capture market share in both physical and handheld console segments, intensifying competition with Nintendo starting in 2025 [6]. - The new Microsoft handhelds are expected to launch in time for the holiday season in 2025, which is a peak shopping period for gaming consoles [5]. Group 3: Strategic Partnerships - Microsoft has partnered with Roblox to make its games playable natively on the new handhelds, marking a significant development for both companies [4]. Group 4: Financial Performance - Microsoft stock closed at $472.75, up 0.50%, and reached an all-time high of $473.43 during intraday trading, reflecting a 13% increase year-to-date in 2025 [6].
ASUS and AMD Jointly Unveil Full 2025 Expert P-series Lineup at AMD Press Conference
Prnewswire· 2025-05-21 13:00
Core Insights - ASUS and AMD have launched the ASUS Expert P-series Copilot+ PCs, emphasizing their leadership in the commercial AI PC market [1][2] - The new lineup is powered by AMD Ryzen™ AI 300 Series processors, designed to meet the increasing demands of AI workloads [2] Product Overview - The ASUS ExpertBook P3 Series includes 14-inch and 16-inch variants, featuring AMD Ryzen™ AI PRO 7 processors with a total system performance of up to 66 TOPS [3] - The ASUS ExpertCenter P600 Series is the first all-in-one Copilot+ PC, offering up to 50 TOPS of dedicated NPU power and designed for privacy and performance [5] - The ASUS ExpertCenter P700 Series includes mini tower and small-form factor options, also providing up to 50 NPU TOPS of AI computing power [6] Features and Security - All models in the ASUS Expert P-series come with ASUS AI ExpertMeet and ASUS ExpertGuardian for enhanced collaboration and business-grade security [7] - AI ExpertMeet offers AI-powered translation and meeting summaries, ensuring data privacy by keeping information on-device [8] - ExpertGuardian provides comprehensive protection across hardware, software, and firmware, with compliance to NIST SP 800-155 standards [9] Availability - The ASUS ExpertBook P3 and ExpertCenter P700 will be available for purchase in the United States in the second half of 2025, with further availability details to be announced [10]