台积电(TSM.US)美股盘前涨1.7%报265美元，开盘势创新高。消息上，据悉，英伟达已考虑率先导入台 积电最先进制程，即明年下半年量产的A16制程，预计将会用在未来Feynman架构上。该制程将采用背 面供电技术。这将是由AI应用第一次主导台积电最先进制程。此外，联发科首款采用台积电2纳米工艺 的系统级芯片(SoC)已完成流片，预计将于2026年底推出这款芯片。(格隆汇) | TSM 台积电 | | | | --- | --- | --- | | 261 380 ↑ +2.050 +0.79% | | 收盘价 09/15 16:00 美东 | | 265.000 + 4.436 +1.70% | | 盘前价 09/16 04:31 美东 | | 三 2 24 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 1 | | ● 快捷交易 | | 最高价 262.800 | 开盘价 260.000 | 成交量 814.77万 | | 最低价 258.750 | 昨收价 259.330 | 成交额 21.25亿 | ...

Core Viewpoint - The keynote speech by NVIDIA CEO Jensen Huang at GTC 2025 focused on the advancements in AI technology, the introduction of new hardware, and the future of robotics, highlighting the transition to the Agentic AI era and the significant computational demands that accompany it [1][3][5]. Group 1: AI Technology Evolution - Huang discussed the evolution of AI through three generations: Perception AI, Generative AI, and now Agentic AI, with the next phase being Physical AI, which pertains to robotics [3]. - The concept of AI scaling laws was introduced, emphasizing the increasing computational requirements for training and deploying AI models [5]. Group 2: Hardware Announcements - NVIDIA unveiled the Blackwell Ultra platform, designed specifically for AI inference, which boasts double the bandwidth and 1.5 times the memory speed of its predecessor [8]. - The upcoming AI chips, Vera Rubin and Rubin Ultra, were announced, with Rubin expected to deliver 3.3 times the performance of the current model and Rubin Ultra projected to achieve 14 times the performance [9]. - Huang highlighted the advancements in silicon photonics, which are expected to serve as the foundation for next-generation AI infrastructure [10]. Group 3: Robotics and Future Prospects - Huang stated that the robotics market could become the largest industry, introducing the GR00T N1, the first open-source humanoid robot model [11]. - Collaboration with Google and Disney on the Newton physics engine aims to enhance robotic learning and development [13]. - General Motors has partnered with NVIDIA to develop future autonomous vehicle fleets, leveraging simulation environments for design improvements [13].