市场那么大，国产射频为何要内卷？让我们一起来探究和反思国产射频行业，问题究竟出在哪里。仅从 我个人的思考总结，问题出在六方面： 一、同质化射频厂商过多 近几年，国产射频芯片技术突破有目共睹，尤其在 PA 、 Switch&LNA 领域进展迅速，致使国外厂商在 中国市场节节败退。但这些市场主要集中于手机、路由器和基站市场，一旦市场集中，射频芯片厂商又 太多，产品同质化必将导致过度竞争，价格内卷。 以下文章来源于钟林谈芯 ，作者钟林 钟林谈芯 . 芯片创业历程分享，产业深度分析 国产射频内卷在芯片行业是出了名的，整个行业几乎没有盈利企业。 但国外 射频芯片 企业基本上都是盈利，从 Pristine Market Insight 报告中可以看到， 2024 年在全球市场 份额中占据 80% 以上份额，而国内射频芯片企业没有一家超过 3% 的全球市场份额，国产射频芯片在 全球整体射频市场规模中没有超过 20% 份额。 二、严重高估国内市场规模 国内各行各业的人都喜欢夸大中国市场规模，市场放大从 2 倍到 10 倍不等。一个典型的案例，三星手 机离开中国市场，出货规模还是世界第一。所以，在中国市场做到第一就是世界第一， ...

This AI stock is one of the Street's faves. Should it be one of yours, too?We all have preferences. From our favorite movies to favorite places to eat to favorite places to visit, people love what they love. Wall Street is no different. Currently, analysts can't get enough of artificial intelligence (AI) stocks.But of all the AI stocks on the Street's radar, Arista Networks (ANET 0.37%) is one AI name that analysts absolutely love. Let's take a look at the basis for this affection for one of the leading net ...

作者 | 刀刀宁 编辑 | 大模型之心Tech 原文链接： https://zhuanlan.zhihu.com/p/1929499400977256981 点击下方 卡片 ，关注" 大模型之心Tech "公众号 戳我-> 领取大模型巨卷干货 >> 点击进入→ 大模型没那么大Tech技术交流群 本文只做学术分享，如有侵权，联系删文 ，自动驾驶课程学习与技术交流群事宜，也欢迎添加小助理微信AIDriver004做进一步咨 询 众所周不知， MoE 模型由于内存和计算开销较大，在部署时面临巨大挑战主要就是非常高的显存需求。 简单说就是，放不下。 但是，又不用都算。 前面我们的几篇笔记都是在解决这个问题，如 笔记：ktransformer/llama.cpp/vllm + int4 671B DeepSee...笔 记：聊聊 MoE 负载调度笔记：再聊 MoE 中的异构资源调度 等，大部分是通过 GPU CPU 协同工作来推动 MoE 模型在资源受限设备上的卸载部署方法。但是卸载方法的运算速度瓶颈就很受限于 CPU。所以还有另 一个思路就是 量化 ，本质上是压缩技术，以降低内存和计算需求。 MoE 模型在 4 位 ...

Arista Networks (ANET 0.37%) has been in red-hot form on the stock market of late, jumping an impressive 61% from the 52-week low it hit on April 7. This terrific rally in Arista stock can be attributed to the broader recovery in tech stocks in the past three-and-a-half months, which is evident from the 34% surge in the tech-laden Nasdaq Composite index.But is Arista's business growing at a good enough pace to justify this recent surge? More importantly, would it be a good idea to buy Arista Networks in ant ...

Investors are wondering just how big of a hit Nintendo's Switch 2 console will wind up being.Nintendo (NTDOY) stock is seeing a modest pullback in Friday's trading. The gaming giant's share price was down 1.9% as of 3:30 p.m. ET, and had been down as much as 2.8% earlier in the session. Even with some recent sell-offs, the stock is still up roughly 49% in 2025.Nintendo stock is moving lower today in conjunction with news that the company's Switch 2 console is no longer selling out at retail.  Nintendo stoc ...

Key Takeaways VRT expects Q2 revenues of $2.325B-$2.375B and EPS of $0.77-$0.85, with 19%-23% organic sales growth.VRT gains from AI-fueled demand, new NVIDIA-aligned solutions, and growth in the Americas and APAC regions.VRT's valuation looks stretched with a P/B of 18.71, tariff risks and fierce competition may weigh on growth.Vertiv (VRT) is set to report its second-quarter 2025 results on July 30.For the second quarter of 2025, revenues are expected to be between $2.325 billion and $2.375 billion. Organ ...

Key Takeaways NVTS launched a 12 kW PSU for hyperscale AI data centers, building on its high-efficiency power roadmap.NVTS' collaboration with NVIDIA targets 800V HVDC platforms for next-gen systems like NVIDIA Rubin Ultra.Navitas' 8.5 kW GaN/SiC PSU hits 98% efficiency and complies with OCP and ORv3 data center standards.Navitas Semiconductor (NVTS) is expanding its foothold in AI-powered data centers, a rapidly growing market. Per a MarketsandMarkets report, the global AI data center market is predicted t ...

J P M O R G A N Asia Pacific Equity Research 22 July 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China Power Equipment Would the >Rmb 1 trillion mega-hydropower project meaningfully lift China grid capex and increase tightness for HV power equipment ...

AKRON, Ohio, July 24, 2025 /PRNewswire/ -- A major upgrade is underway in East Akron that is set to make electric service more reliable and resilient for about 12,000 Ohio Edison customers, including Summa Akron City Hospital.American Transmission Systems, Inc. (ATSI), a FirstEnergy Corp. (NYSE: FE) subsidiary, is expanding and modernizing an East Akron substation to help reduce the number of outages and shorten the time it takes to restore power when issues do occur. FirstEnergy crews in Summit County, ...

CTS (CTS) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Speaker0Good morning or good afternoon all, and welcome to the CTS Corporation Second Quarter twenty twenty '5 Earnings Call. My name is Adam and I'll be your operator for today. I will now hand the floor to Kieran O'Sullivan, Chairman, President and CEO to begin. So, Kieran, please go ahead when you're ready.Speaker1Good morning and thank you for joining us today for our second quarter twenty twenty five results. We delivered another quarter of doub ...