公众号记得加星标⭐️，第一时间看推送不会错过。 台积电正积极研发先进封装技术"晶圆系统（SoW：system over wafer）"，将超大规模、超高速系 统集成在直径300毫米的大尺寸硅晶圆或相同直径的圆盘状载体（支撑体）上。SoW通过将多个硅片 或微型模块以二维矩阵排列，兼具超大规模、超高速的运算能力、高速、高密度的数据传输，以及降 低功耗。 InFO_oS 的优势在于尺寸扩展相对容易，并且通过为封装基板选择 InFO 的 RDL，可以制作超多层 布线板。2018 年开始量产尺寸为光罩尺寸 1.5 倍的 InFO_oS。 InFO_SoW是InFO技术在大型晶圆尺寸封装中的应用 InFO_SoW 是将 InFO_oS 的基板尺寸（RDL 尺寸）扩展至直径 300 毫米的硅晶圆尺寸。InFO 的精 细高密度再分布层 (RDL) 扩展至晶圆尺寸，并将众多硅芯片面朝下（硅芯片的电路面朝向 RDL）放 置在 RDL 上。将电源模块和包含输入/输出 IC 的连接器安装在放置硅芯片的 RDL 背面，即可形成 系统模块。 将"InFO"技术应用于低成本、高性能大封装 SoW技术的起源，在于台积电针对移动处理器所研发的 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 人工智能（AI）模型呈指数级增长，目前已达到万亿参数，这揭示了传统单芯片图形处理单元 （GPU）架构在可扩展性、能源效率和计算吞吐量方面的显著局限性。晶圆级计算已成为一种 变 革 性 的 范 式 ， 它 将 多 个 小 芯 片 集 成 到 一 块 单 片 晶 圆 上 ， 以 提 供 前 所 未 有 的 性 能 和 效 率 。 Cerebras晶圆级引擎（WSE-3）拥有4万亿晶体管和90万个核心，特斯拉的Dojo每个训练芯片拥 有1.25万亿晶体管和8,850个核心，这些平台都体现了晶圆级AI加速器满足大规模AI工作负载需 求的潜力。 本综述对晶圆级AI加速器和单芯片GPU进行了全面的比较分析，重点关注它们在高性能AI应用中的 相 对 性 能 、 能 源 效 率 和 成 本 效 益 。 同 时 ， 也 探 讨 了 台 积 电 （ TSMC ） 的 晶 圆 上 芯 片 封 装 技 术 （CoWoS）等新兴技术，该技术有望将计算密度提高多达40倍。 此外，本研究还讨论了关键挑战，包括容错、软件优化和经济可行性，深入探讨了这两种硬件范式之 间的权衡和协同作用。此外，还 ...

Group 1 - The core idea of the news is the launch of JD.com's Summer Cool Season, featuring a variety of products from well-known brands to help consumers cope with high temperatures during July [1][3][10] - JD.com is collaborating with brands like Lancôme, Anessa, Adidas, and others to offer a wide range of summer essentials including beauty products, clothing, and accessories [1][3] - Promotions include discounts such as "every 300 spent gets 30 off," flash sales starting from 7 yuan, and clearance sales up to 70% off [1][3] Group 2 - The Summer Cool Season will last throughout July, with daily limited-time offers on popular items like Adidas running shoes and seasonal clothing [3] - Featured products include cooling clothing, such as Berghaus sun-protective jackets and Ubras bras with cooling technology, aimed at providing comfort in hot weather [5][7] - The event also highlights travel essentials like large-capacity luggage and stylish accessories, catering to summer vacation needs [8][9]

Group 1: Industry Overview - The computational power required for large AI models has increased by 1000 times in just two years, significantly outpacing hardware iteration speeds [1] - Current AI training hardware is divided into two main camps: dedicated accelerators using wafer-level integration technology and traditional GPU clusters [1][2] Group 2: Wafer-Level Chips - Wafer-level chips are seen as a breakthrough, allowing for the integration of multiple dies on a single wafer, which enhances bandwidth and reduces latency [3][4] - The size of a single die chip is approximately 858 mm², and the maximum size is constrained by the exposure window [2][3] Group 3: Key Players - Cerebras has developed the WSE-3 wafer-level chip, which utilizes TSMC's 5nm process, featuring 4 trillion transistors and 900,000 AI cores [5][6] - Tesla's Dojo chip employs a different approach, integrating 25 proprietary D1 chips on a wafer, achieving 9 Petaflops of computing power [10][11] Group 4: Performance Comparison - WSE-3 can train models 10 times larger than GPT-4 and Gemini, with a peak performance of 125 PFLOPS [8][14] - In comparison, the WSE-3 has 880 times the on-chip memory capacity and 7000 times the memory bandwidth of the NVIDIA H100 [8][13] Group 5: Cost and Scalability - The cost of Tesla's Dojo system is estimated between $300 million to $500 million, while Cerebras WSE systems range from $2 million to $3 million [18][19] - NVIDIA GPUs, while cheaper initially, face long-term operational cost issues due to high energy consumption and performance bottlenecks [18][19] Group 6: Future Outlook - The wafer-level chip architecture is considered the highest integration density for computing nodes, indicating significant potential for future developments in AI training hardware [20]

Core Insights - JD.com is launching a final promotional push for its 618 shopping festival, offering significant discounts across various categories including fashion and beauty products [1][11] - The promotion features well-known brands such as Hélène, Adidas, and Coach, with discounts reaching up to 70% on select items [1][10] Fashion and Beauty Promotions - JD.com is offering a variety of fashion items with discounts, including men's cotton T-shirts and women's elegant dresses, with prices as low as 299 yuan after discounts [3] - Beauty products are also heavily discounted, with offers such as 1,270 yuan for Clarins Double Serum and additional gifts with purchases [5] Sports and Outdoor Equipment - The promotion includes sportswear and outdoor gear, with items like upgraded outdoor shoes priced at 438.12 yuan and running machines available for 2,449 yuan after discounts [6] - Cycling enthusiasts can find entry-level road bikes priced as low as 1,289.9 yuan [6] Jewelry and Luxury Goods - Discounts on jewelry and luxury items are notable, with gold jewelry available at 30% off and luxury bags priced at approximately 1,688 yuan [10] - The promotion also includes luxury watches with financing options and significant savings on travel accessories [10] Overall Promotion Strategy - JD.com is implementing a comprehensive promotional strategy with over 12 types of subsidies, including daily subsidies of up to 6,180 yuan per person [11] - The campaign emphasizes urgency, encouraging consumers to take advantage of the last hours of the sale before it ends [11]

Activist investor Barington Capital Group joins a growing chorus of dissatisfied Victoria's Secret VSCO shareholders.What Happened: The firm now holds more than 1% of the lingerie retailer's stock and plans to increase its position.Its campaign follows a sharp stock decline—more than 50% year-to-date. Victoria's Secret's market value slashed to about $1.5 billion. That's a steep drop from the $6.5 billion valuation it commanded after its 2021 split from Bath & Body Works Inc. BBWI.Also Read: Victoria’s Secr ...

First quarter sales and operating income exceed expectations Reaffirms full year 2025 sales guidance REYNOLDSBURG, Ohio, June 11, 2025 (GLOBE NEWSWIRE) -- Victoria’s Secret & Co. (“VS&Co” or the “Company”) (NYSE: VSCO) today reported financial results for the first quarter ended May 3, 2025. “I am proud of the team and their commitment to adapting and remaining flexible in this challenging and fast-changing environment. We focused on proactively managing the business ensuring we are remaining nimble and pro ...

Core Viewpoint - Victoria's Secret & Co. is set to release its first quarter 2025 financial results on June 11, 2025, following a delay due to a security incident involving its IT systems [1] Group 1: Earnings Release Information - The earnings release will occur before market open on June 11, 2025, with a live webcast scheduled for 8:30 a.m. ET [1][2] - Financial information will be available on the company's investor relations website approximately one hour prior to the webcast [1] Group 2: Company Overview - Victoria's Secret & Co. is a specialty retailer offering a range of products including bras, lingerie, apparel, and fragrances, with a commitment to empowering over 30,000 associates across approximately 1,380 retail stores in nearly 70 countries [3]

我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 一周大事件 1. 海外三大 EDA 厂商暂停对华服务，商务部新闻发言人回应 2. 工信部： 1-4 月手机产量同比下降 6.8% 集成电路产量同比增长 5.4% 3. 台积电将在德国慕尼黑设立欧洲芯片设计中心 4. 消息称瑞萨电子放弃 Si C 功率芯片生产计划 5. TrendForce：预计2025年第三季度DRAM整体价格涨幅减缓 行业风向前瞻 工信部：鼓励芯片、服务器、网络和软件等各领域主体推广远程直接内存访问等新型高性能传输协 议技术 工业和信息化部印发《算力互联互通行动计划》。其中提出，加速节点内互联。发挥服务器龙头企 业牵引作用，联合产业链上下游共同开展新型高速互联总线协议设计开发应用。鼓励芯片、服务 器、网络和软件等各领域主体推广远程直接内存访问等新型高性能传输协议技术，提升传输层多协 议兼容适配能力。（财联社） 广东：加快华润微、方正微、粤芯、增芯等重大项目建设和产能爬坡 广东省政务服务和数据管理局近日印发《数字广东建设 2025 年 ...

天猫618第一波抢先购已经结束，5月28日晚8点第二波正式现货开卖。 官方披露的战报显示，抢先购期间天猫服饰行业增长强劲。 5月16日至5月26日，优衣库、UR、蕉下等多个品牌成交破亿，近345个品牌成交破千万，近3090个品牌 成交破百万。此外，约有1088个品牌成交同比超过500%。 具体到服饰销售榜来看，优衣库、UR、蕉下拿下总榜TOP3；男装、女装、男女鞋、内衣、手表眼镜、 箱包服饰等细分行业，也涌现出了crocs、ubras、bolon暴龙、coach蔻驰等品牌冲上类目第一。 | 4 | crocs官方旗舰店 | | --- | --- | | 5 | bananain蕉内旗舰店 | | 6 | 百丽官方旗舰店 | | 7 | zara官方旗舰店 | | (8) | ubras官方旗舰店 | | 9 | victoriassecret官方旗舰店 | | 10 | moco官方旗舰店 | | 11 | 无印良品muji官方旗舰店 | | 12 | coach蔻驰官方旗舰店 | | 13 | cos官方旗舰店 | | 14 | edition官方旗舰店 | | 15 | 朗姿官方旗舰店 | | 16 | ...