如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ：内容来自 tom'shardware 。 本周，谷歌发布了搭载其 G5 应用处理器的 Pixel 10 智能手机。这款新智能手机性能更强劲，电 池容量更大，充电速度更快，支持磁吸式无线充电，并提供长达七年的软件支持。然而，此次发布 最引人注目的是，谷歌将处理器的代工厂从三星换成了台积电。由此看来，更值得关注的是，据称 谷歌比台积电的最初客户苹果更早地选择了台积电。 在性能方面，N3P 在相同功率水平下可提升约 5% 的速度，或者在保持相同时钟频率的情况下降 低 5% 到 10% 的能耗。这种平衡为设计人员提供了极大的灵活性，可以根据产品目标（或许这正 是 Google 的目标）追求更高性能或优化更长的电池寿命并降低发热量。由于驱动 Pixel 10 的 G5 现已量产，芯片设计人员可能已经取得了成功。 参考链接 https://www.tomshardware.com/tech-industry/semiconductors/google-switches-from-samsung-to-tsmc-pixel-10-and-g5-use-tsmcs-n3p- ...

This is the new Pixel 10, 10 Pro and 10 Pro XL. They feature our latest Android UI, Material 3 Expressive, bringing visual updates, smoother interactions, and more customization. Pixel 10 comes in new colors and has an even brighter display than Pixel 9, and for the first time, the base model has a 5X telephoto lens with fast autofocus and Super Res Zoom to get you 20 times closer to your subject.Our Pro phones come in two sizes and feature our best triple rear camera with a 50-megapixel wide sensor, 48-meg ...

[Music] So, these phones might look familiar. They look a lot like last year's phones. I'm talking about the Pixel 10, the Pixel 10 Pro, the 10 Pro XL, and the 10 Pro Fold.But there's actually a lot to talk about, even if you can't really see the difference from the outside. Some of the changes are like Gemini updates that are just floating around the UI and one of them is inside the phone. So, we definitely didn't see that.They might be look alikes from the outside, but hang tight cuz we have a lot to talk ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - Continuous focus on AI applications and stablecoin investment opportunities is emphasized [5][12] - The 2025 World Artificial Intelligence Conference (WAIC) has commenced, showcasing global AI innovations with over 800 participating companies and more than 3000 cutting-edge exhibits [5][12] - OpenAI is expected to release the GPT-5 series model in early August, which is anticipated to significantly enhance AI application development [6][13][32] - Hong Kong's stablecoin regulations will take effect on August 1, 2025, with initial licenses being limited and focused on practical business proposals [7][14] Market Review - During the week of July 21-25, 2025, the CSI 300 index rose by 1.69%, while the computer index increased by 1.71% [4][16] Investment Recommendations - Recommended companies in the AI application sector include Kingsoft Office, Dingjie Zhizhi, and others, with beneficiaries such as Hanbang Gaoke and Huitian Ruisheng [8][15] - AI computing sector recommendations include Haiguang Information and others, with beneficiaries like Cambricon and Jingjia Micro [8][15] - In the stablecoin sector, recommended companies include Hengsheng Electronics and Boyan Technology, with beneficiaries such as New Cap and New Morning Technology [8][15] - RWA sector recommendations include Langxin Group and Zhuoyi Information, with beneficiaries like Anheng Information [8][15] Company Dynamics - Rongzhi Rixin expects a half-year revenue of 250 million to 260 million yuan, a year-on-year increase of 30.06 million to 40.06 million yuan, with a net profit increase of 133.42 million to 143.42 million yuan [17] - Gaolun Electronics has signed a strategic cooperation agreement with Shanghai Guotou and Shanghai Xinhui [19] - Huitian Ruisheng anticipates a half-year revenue of 148.86 million to 164.53 million yuan, a year-on-year increase of approximately 61.06% to 78.01% [18]

Core Viewpoint - Samsung's 3nm process yield remains low at 50% after three years of production, leading major tech companies like Google to shift to TSMC for chip production, impacting Samsung's market position [2]. Group 1: Samsung's 3nm Process Challenges - Samsung's 3nm yield is reported to be at 50%, making it difficult to gain trust from large tech companies [2]. - Google is transitioning its Tensor G5 chip production to TSMC, securing a contract for the next 3 to 5 years, which includes future Pixel models [2]. - Other companies like Qualcomm and AMD are also relying on TSMC due to its over 90% yield rate, which attracts more orders [2]. Group 2: Financial Implications and Cost Control - Samsung's mobile application processor (AP) costs surged by 37% in Q1 2025, reaching 4.79 trillion KRW, primarily due to reliance on Qualcomm chips for the Galaxy S25 series [3]. - Utilizing its own chips could help Samsung manage rising expenses more effectively [3]. Group 3: Competitive Landscape - In the 5nm and 7nm segments, China's SMIC is making progress and securing key orders, increasing competitive pressure on Samsung [3].