如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容来自 trendforce 。 随着内存巨头逐步减少 DDR4 的产量，DRAM 价格不断攀升，NAND 价格也势必随之上涨。据 《商业时报》报道，业内人士预测第三季度 NAND 价格将上涨，其中 512Gb 以下产品的涨幅最 大。 TrendForce指出，随着供应商将重点转向利润率更高的产品，整体流通供应趋紧。展望第三季 度，TrendForce预计NAND Flash平均合约价格将上涨5%至10%。 《商业时报》表示，价格飙升主要是由于美光和闪迪等主要制造商从 2024 年下半年开始减产。报 道还称，由于制造商大规模减产，预计 NAND 供应短缺将持续到 2025 年下半年，甚至可能延续 到 2026 年。 根据《商业时报 》此前报道，全球五大NAND闪存制造商已减产，推动内存价格上涨。该报道指 出，包括三星、SK海力士、美光、铠侠和西部数据在内的主要NAND制造商均已在2025年上半年 启动了10%至15%的减产计划。 512Gb，TLC/QLC价格保持坚挺 值得注意的是，此次涨价幅度最大的是容量低于 512Gb 的产品，因为这些低利润产品是优先 ...

上下文扩展至1万tokens，LLM集体"失智"！ 且"智商"不是均匀下降，而是在一些节点突然断崖式下跌。 比如 Claude Sonnet 4 ，就是在1000tokens后准确率一路下滑，从90%降到60%。 或者是下降后放缓再下降，比如 GPT-4.1 和 Gemini 2.5 Flash 。 最终，当上下文长度来到1万tokens，大家都只剩50%准确率。 这也就意味着，大模型在读同一本书第10页和第100页时的"智商"可能不一样。 并且不同大模型在"读这本书"时突然降智的页数也不同。 闻乐 发自 凹非寺 量子位 | 公众号 QbitAI GPT-4.1可能读到第10页就"失智"了，Claude兴许能坚持到第100页。 这是Chroma团队的最新研究结论，他们用 升级版"大海捞针"（NIAH） 测试了包括 GPT-4.1、Claude 4、Gemini 2.5和Qwen3 等在内的 18个 开源和闭源的主流大模型。 结果显示， 随着输入长度的增加，模型的性能越来越差 。 实验还首次系统性地揭示了 输入长度对模型性能并非均匀影响 ，不同模型性能可能在某一tokens长度上准确率发生骤降。 这项工作得到了 ...

7月16日，第三届中国国际供应链促进博览会(简称"链博会")在中国国际展览中心(顺义馆)拉开大幕。此 次绵阳以"绵阳智造链动世界"为主题亮相数字科技链展区。长虹携自主研发的FLASH放疗系统、AI TV、电源系统、高速连接器等科技产品亮相绵阳展区。(长虹发布) ...

Investment Rating - Industry Rating: Outperform the market (maintained rating) [7] Core Insights - The semiconductor industry is experiencing robust growth driven by AIoT, industrial control, and automotive electronics, with significant revenue increases reported by key players such as Rockchip (H1 revenue up 64% YoY, net profit up 185%-195% YoY), Espressif (net profit up 65%-78% YoY), and Tailing Micro (net profit up 267% YoY) [2][13][18] - The storage sector is witnessing a recovery with Demingli reporting H1 revenue of 3.8-4.2 billion yuan, reflecting a YoY increase of 75%-93%, and a narrowing of losses in Q2, indicating a potential turning point for profitability [2][20][28] - Price forecasts for Q3 indicate a significant increase in DRAM prices, with expectations of a 15%-20% rise, and NAND Flash prices expected to increase by 5%-10%, driven by strong demand from AI investments and enterprise-level storage needs [3][14][29][30] Summary by Sections 1. Performance Forecasts - The design sector is seeing comprehensive growth, with companies like Rockchip and Espressif benefiting from AI demand and domestic substitution [2][18] - The equipment and materials sector is also on a steady upward trend, with domestic equipment manufacturers like Changchuan Technology and Yitang Co. benefiting from domestic substitution and successful customer expansion [2][19] 2. Storage Price Outlook - Q3 price forecasts for DRAM show a comprehensive increase, with Consumer DDR4 expected to rise by 40%-45% and Server DDR4 by 28%-33% [3][30] - NAND Flash prices are also expected to rise, with enterprise SSDs projected to increase by 5%-10% and 3D NAND wafers by 8%-13% [3][14][30] 3. Recommended Stocks - Key stock recommendations in the storage sector include Jiangbolong, which is expected to benefit from price increases and domestic substitution, with a projected revenue growth of 200% YoY by Q1 2025 [4][15] - Other recommended companies span various segments, including design (e.g., Rockchip, Espressif), equipment (e.g., Changchuan Technology), and materials (e.g., Dinglong Technology) [6][16]

July 10, 2025 08:00 AM GMT China – Game | Asia Pacific Unlocking Potential: New Game Releases Propel Market Valuations We update our views on 37IE/G-bits/Perfect World to address their recent game performances and new release pipelines. We remain OW on 37IE and EW on G-bits and Perfect World. China's game industry has seen high-teens % revenue growth YTD, higher than 5M24 of 8%, suggesting improved demand from game users amid macro headwinds. Among our coverage companies, 37IE, G-bits and Perfect World have ...

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 blocksandfiles 。 数据中心面临一段时间的电力供应限制，这将影响其增长及其所提供的IT服务的增长。低功耗IT设备将有所帮助， 但人工智能所需的GPU耗电量远高于X86服务器。超大规模数据中心可以构建自己的数据中心发电机，但其余数据中 心则依赖于国家电网，而这些电网是发展缓慢的系统，这意味着企业和消费者IT服务的增长将面临限制，因为IT服 务需求将超过电力供应的增长。 数据中心市场持续增长。Dell'Oro Group 的研究显示，数据中心物理基础设施 (DCPI) 市场在 2025 年第一季度同比增长 17%。这标志着其连续第四个季度实现两位数增长，这得益于超大规模数据中心运营商和主机托管服务提供商的持续投 资，他们正在扩建数据中心容量，以满足人工智能 (AI) 工作负载的需求。研究指出，液冷技术的采用率激增（DLC 收入 翻了一番），高密度电源机架接近 600 千瓦，以及母线槽等配电系统的增长率超过 40%。 虽然所有地区都实现了增长，但北美地区以23%的同比增长率领跑其他地区。美国能源部的一份报告发现，2023年数据中 心消 ...

aave flash loans did $7.5b ytd while euro deposits beat every eu bank yield• world liberty deal: $350m• htx moved $219m through it• gho hit $302mtrad banks are just slower defi now ...

Topline“Superman” opened with an impressive $122 million at the domestic box office, Warner Bros. told multiple outlets Sunday, after landing the year’s second-largest opening day Friday, with the film on track to gross over $217 million internationally.James Gunn attends the "Superman" Fan Event in London's Leicester Square on July 2, 2025. (Photo by ... More Tristan Fewings/Getty Images for Warner Bros)Getty Images for Warner BrosKey FactsThe early numbers indicate “Superman” is on track through box offic ...

Group 1: Technology Sector Recovery - Technology stocks have rebounded significantly over the past three months, with the Nasdaq Composite index rising 21% during this period, although it is only up 7% year to date [2][3] - The recovery is attributed to a broad market rally, which has led to substantial increases in the stock prices of many technology companies [2] Group 2: Micron Technology - Micron Technology's stock surged 58% in the last three months, trading at an attractive valuation of 22 times trailing earnings and a forward earnings multiple of 10 [5][11] - The company's revenue for Q3 fiscal 2025 reached $9.3 billion, a 37% year-over-year increase, with adjusted earnings growing over three times to $1.91 per share [6] - Micron is well-positioned in the memory market, controlling 24% of the DRAM market and 12% of the NAND flash storage market, with the overall memory market projected to reach $302 billion by 2030 [8] Group 3: Nvidia - Nvidia's stock increased by 43% in three months, with analysts expecting a 53% revenue growth in the current fiscal year, approaching $200 billion [12][14] - Despite facing export restrictions to China, Nvidia's fiscal Q1 results exceeded expectations, and the company is gaining traction in the global AI chip market [13][15] - The sovereign AI market presents a significant revenue opportunity for Nvidia, with estimates suggesting it could unlock $50 billion annually, and potentially up to $1.5 trillion according to Oppenheimer [15][16]

采访 | 霍太稳 整理 | 宇琪 编辑 | Tina、蔡芳芳 在人工智能迈向"多模态智能体"新时代的过程中，视觉理解的超高维度、空间智能的建模难题， 以及将感知、认知与行动高效整合的挑战，仍如横亘在前的巨大鸿沟。如何让智能体真正实现"看 懂、想透、做好"？当前最具可行性的应用突破口是什么？ 在 6 月 27-28 日于北京举办的 AICon 全球人工智能开发与应用大会上，InfoQ 现场特别专访了 IDEA 研究院计算机视觉与机器人研究中心讲席科学家张磊。他在采访中剖析了从"半结构化"场景 切入的务实落地路径，分享了在工业界如何平衡前沿探索与产品落地的独到见解，并对年轻一代 如何在 AI 浪潮中筑牢根基、找准方向给出了恳切建议。 InfoQ：在实现智能体能够真正"看懂、想透、做好"的过程中，您认为哪些基础问题往往被忽视、 但实际上至关重要？ 部分精彩观点如下： AICon 全球人工智能开发与应用大会将于 8 月 22-23 日首次落地深圳！本次大会以 "探索 AI 应用 边界" 为主题，聚焦 Agent、多模态、AI 产品设计等热门方向，围绕企业如何通过大模型降低成 本、提升经营效率的实际应用案例，邀请来自头 ...