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为何都盯上了12nm
半导体行业观察· 2025-07-27 03:17
公众号记得加星标⭐️，第一时间看推送不会错过。 12纳米，一个早在十年前就已经量产的工艺节点，为何成为当下芯片产业的焦点。近半年里，从紫光展锐、龙芯、翱捷、 富瀚微、江原科技、创见、国芯科技、耀宇视芯等不少国内芯片厂商，到索尼、英特尔、联电等国际巨头，都不约而同地 盯上了12nm制程节点。 图源：台积电 这是一场由算力边缘化、成本敏感化、产业地缘化、封装系统化共同驱动的系统级重估。在高成本、低产能的先进制程面 前，12nm正在被重新定义为"黄金中节点"，其商业价值和战略意义，正迅速上升。 1 2 n m应用谱系迅速扩展 让我们首先来看一些近期国内的一些典型的采用12nm制程技术的产品： | 公司 | 应用场景 | 产品 | 是否AI/智能化 | 说明 | | --- | --- | --- | --- | --- | | 紫光展锐 | 穿戴终端 | W527平台 | V | 主打4G旗舰智能穿戴 | | 龙芯 | 服务器 | 3C6000 | > | 国产自主服务器CPU | | REDMI | 手机独显 | 独显芯片D2 | V | 游戏画面增强 | | 富瀚微 | 智能眼镜 | MC6350 | V | ...
X @Demis Hassabis
Demis Hassabis· 2025-07-26 23:10
RT Logan Kilpatrick (@OfficialLoganK)Imagen 4 Ultra is the best text to image model in the world 🖼️, and we are just getting started : )Available right now for scaled production use in the Gemini API and AI Studio! https://t.co/gmUeP1jfsL ...
倾力打造更具本土特色、全民参与、包容并蓄的动漫嘉年华 深圳动漫节 逛展乐趣多
Shen Zhen Shang Bao· 2025-07-26 22:31
【深圳商报讯】（记者梁瑛）跨越次元的热爱在盛夏鹏城汇聚如潮，为期三天的第十四届深圳动漫节7 月25日在福田会展中心1号馆开启，倾力打造更具本土特色、全民参与、包容并蓄的动漫嘉年华。 其中，今年首次亮相的SIG独立游戏展区与中国独立游戏联盟、大学生游戏开发联盟、GGAC数字艺术 平台、知名游戏公司等深入合作，联动深圳大学、南方科技大学、清华大学、哈工大、香港理工大学、 广州美院等独立游戏专业或社团，吸引了超过65款游戏作品参展。 星光熠熠的参展嘉宾阵容是本届盛会的一大焦点。动漫节持续深化跨界融合，积极联动娱乐影视、网络 文学及新媒体领域。今年年初，电影《哪吒之魔童闹海》风靡全国，其中敖丙的配音演员瀚墨就亲临深 圳动漫节现场，与水千丞、邹佳佳等60余位人气作家、艺人及行业大咖领衔亮相，引爆粉丝热情。 粤港澳大湾区最具影响力之一的Cosplay赛事——Cosplay·深圳吸引了来自深圳、上海、广州、香港、澳 门等地的超过300位参赛者，通过精彩的互动分享与作品展示，他们勾勒出"Z世代"动漫文化的蓬勃生 态。 据了解，在广东省刚刚发布的87条文化产业扶持政策中，动漫影视、网络游戏、电竞等领域的专项支持 尤为亮眼。深圳 ...
2025世界人工智能大会：昇腾、阿里云等科技产品荣获“镇馆之宝”奖项
Sou Hu Cai Jing· 2025-07-26 22:26
今日，备受瞩目的2025世界人工智能大会携手人工智能全球治理高级别会议盛大启幕，会上揭晓了备受期待的"镇馆之宝"及一 系列重量级奖项。 在本届大会的璀璨星光下，八大"镇馆之宝"荣耀揭榜，它们分别是：华为推出的昇腾384超节点，展现了强大的计算能力；阿里 云的百炼智能平台，以卓越的数据处理能力引人瞩目；金山办公的WPS灵犀，作为原生Office办公智能体，引领了办公智能化的 新潮流；蚂蚁科技的AI健康管家AQ，以其贴心的健康管理功能获得认可；科大讯飞的AI学习机，为教育领域带来了智能化革 新；OPPO的OPPO Fine N5，展现了智能设备的前沿设计；西门子的Industrial Copilot智能体系统，为工业智能化树立了新标杆； WAIC里·技能大舞台以其独特的互动体验，也成为了本次大会的一大亮点。 WAIC里·技能大舞台，作为本次大会的互动体验区，同样吸引了大量观众参与，人们在这里体验到了人工智能带来的无限乐 趣。 除"镇馆之宝"外，本次大会还颁发了多项重量级奖项。快手的可灵AI图生视频荣获创新技术奖，其将AI技术与视频创作相结 合，为内容创作领域带来了新的突破。阶跃星辰的下一代智能座舱，凭借搭载的多模 ...
Is Energy Transfer the Smartest Investment You Can Make Today?
The Motley Fool· 2025-07-26 22:14
Core Viewpoint - Energy Transfer presents a compelling investment opportunity due to its high distribution yield, strong financial profile, and attractive valuation [1][10]. Financial Profile - Energy Transfer's diversified midstream business generates substantial and stable cash flow, with approximately 90% of annual earnings backed by fee-based contracts [3]. - In the first quarter, the company produced $2.3 billion of distributable cash flow, distributing over $1.1 billion to investors while retaining the remainder for expansion [3]. - The conservative payout ratio has allowed the company to maintain a leverage ratio in the lower half of its target range of 4 to 4.5 times, positioning it in its strongest financial state in history [4]. Growth Potential - Energy Transfer is projected to grow its EBITDA by around 5% this year, driven by acquisitions, organic expansion projects, and favorable market conditions [5]. - The company is investing $5 billion into growth capital projects this year, including gas processing plants and a new natural gas pipeline, with expectations for earnings growth in 2026 to 2027 [6]. - Key growth catalysts include rising Permian production, increasing gas demand from sectors like AI data centers, and growing export demand for natural gas liquids [8]. Valuation and Returns - Energy Transfer trades at an enterprise value (EV)-to-EBITDA ratio of less than 9, significantly lower than the peer group average of around 12, enhancing its distribution yield [10]. - The company aims to deliver annual distribution increases of 3% to 5%, supported by visible earnings growth from upcoming projects and expansion opportunities [9]. Investment Appeal - Energy Transfer offers a high-yielding distribution and is in the best financial shape in its history, making it an attractive investment for those seeking a lucrative and growing passive income stream [11].
The Median Retirement Savings for American Households Is $87,000. Here Are 3 Incredible Stocks to Buy Now and Hold for Decades.
The Motley Fool· 2025-07-26 22:14
Core Insights - Americans are likely not saving enough for a comfortable retirement, with the median retirement savings at $87,000 as of 2022, indicating a significant portion of the population is underprepared [1][2] Group 1: Recursion Pharmaceuticals - Recursion Pharmaceuticals has developed an AI-powered platform that can virtually test drugs, significantly reducing the time and cost associated with traditional clinical trials, leveraging 36 petabytes of data [5][6] - The technology is already being utilized by major pharmaceutical companies like Roche and Sanofi, which enhances its credibility and market potential [6] - The company is currently unprofitable but is expected to reach a turning point in revenue and profitability, with the AI drug-development industry projected to grow at an annualized rate of nearly 32% through 2030 [8] Group 2: Shopify - Shopify enables businesses to create their own e-commerce platforms, facilitating $292.3 billion in sales in the previous year, a 24% increase year-over-year [11][14] - The global retail market is still largely untapped online, with only about 20% of spending occurring through e-commerce, indicating significant growth potential for Shopify [13][14] - Analysts predict Shopify will achieve approximately 20% top-line growth over the next three years, reflecting its strong market position [14] Group 3: Nio - Nio, a Chinese electric vehicle manufacturer, delivered 72,056 cars in Q2, marking a nearly 26% increase from the previous year, showcasing its production growth [16][20] - The electric vehicle market in China is thriving, with sales increasing by 25% to 1.1 million units last month, representing over half of the country's total automobile sales [17][19] - The International Energy Agency forecasts that EVs will account for 80% of China's car sales by 2030, supported by favorable policies, indicating a robust growth trajectory for Nio [19][20]
