对于任何在 20 世纪 50 年代或 60 年代（或者 20 世纪 70 年代或 80 年代）从事过计算的人来说，我们在硬件方面取得的 进步都是惊人的。 但如果你确实追踪摩尔定律并真正分析增量加倍的工作原理，那么这一切都是有道理的。 如果您还记得那个关于聪明人（在某些版本中，指的是国际象棋的发明者）的故事，他要求国王将一粒米的数量翻倍 64 次，您就会明白这是如何发生的——从小而合理的指数级增长开始，最终达到人们最初认为是幻想的境界。 这都是些基础数学知识，但仍然像个魔术——你不断移动：1、2、4、8、16、32——最后得到一个比你想象中更大的数 字！除了维基百科，我还发现了一段描述这个魔术最初发明者的内容，非常有趣："（这个故事的）各个版本说法不一， 关于发明者是成为高级顾问还是被处决。" 这 一 理 念 也 已 应 用 于 我 们 新 的 人 工 智 能 淘 金 热 —— 事 实 上 ， 对 于 研 究 人 工 智 能 细 节 的 人 来 说 ， 雷 · 库 兹 韦 尔 （ Ray Kurzweil）谈到的"棋盘下半场"现象正是我想要阐述的核心——最初的数字看起来非常合理，直到你进入序列的一半左 右，真正 ...

Core Insights - The article discusses significant developments in the semiconductor industry, including production statistics, market trends, and strategic initiatives by major companies and governments [8][9][10][11][12][14][16]. Industry Developments - Major EDA companies have suspended services to Chinese semiconductor firms, prompting a response from the Chinese Ministry of Commerce regarding the impact of U.S. restrictions [10][11]. - China's Ministry of Industry and Information Technology reported a 6.8% year-on-year decline in mobile phone production for the first four months of the year, while integrated circuit production increased by 5.4% [9]. - TSMC plans to establish a chip design center in Munich, Germany, aimed at supporting high-performance chip designs for various applications [10][13]. - Renesas Electronics has abandoned its plans for SiC power chip production due to declining demand in the electric vehicle market [10][16]. Market Trends - TrendForce forecasts a slowdown in DRAM price increases by Q3 2025, with current NAND flash prices stabilizing after a recent rise [18]. - Japan's semiconductor equipment sales reached a record high in April, with a 14.9% year-on-year increase, indicating strong demand in the sector [11]. - China's semiconductor equipment spending is projected to reach $49.55 billion in 2024, a 35% increase from the previous year, solidifying its position as the largest market for semiconductor equipment globally [12]. Company-Specific Updates - NVIDIA reported a 69% year-on-year revenue increase for Q1 2026, but anticipates a significant revenue drop due to U.S. export restrictions on AI chips to China [14]. - AMD is developing a chip for Sony's next-generation PlayStation Portable, potentially utilizing Samsung's 2nm process technology [15]. - Marvell's Q1 revenue reached a record $1.895 billion, reflecting a 63% year-on-year growth driven by strong demand in data center operations [16]. Technological Innovations - Cerebras Systems launched the world's largest chip, the Cerebras WSE, which boasts a processing speed significantly faster than NVIDIA's offerings [19]. - AMD acquired the silicon photonics startup Enosemi to enhance its capabilities in high-performance interconnect innovations [16].