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  1. AI美股异动|NEBIUS提价消息提振云计算服务商板块,甲骨文涨超5%云计算服务商股普涨,慧与科技涨超9%,甲骨文、RiotPlatform涨超5%,亚马逊、Hut8、NEBIUS、IREN均涨超2%,谷歌、微软涨超1%。 消息面上,NEBIUS宣布将于10月1日起全面上调旗下GPU云服务定价,平均涨幅约20%,AI算力供需格局持续偏紧的市场判断进一步获得印证。此轮提价覆盖H100、H200、B200及B300多款芯片型号,是今年5月以来的第二轮涨价。
  2. SemiconductorsMicrosoftMicrosoft Discovery lowers barriers to chip designCompanies: MicrosoftThe post Microsoft Discovery lowers barriers to chip design appeared first on Source.
  3. AIMACOM Introduces 3.2T Chipset Solution for High Speed Optical ConnectivityMACOM's new front end 3.2 T chipset accelerates development of optical interconnects for AI, cloud data centers and high speed networking applications.
  4. Crypto从“单点尝试”到“AI原生” 联想发布《算力实战图鉴》新浪科技讯 9月16日晚间消息,联想正式发布《算力实战图鉴:攀算力之峰,见实战之效》。图鉴收录15个算力建设的实战案例,覆盖制造、医疗、教育、金融、互联网等行业,系统呈现联想如何以混合式AI能力陪伴客户从“单点尝试”走向“AI原生”。 联想认为,企业规模化使用AI后,Token正在从技术计量单位变成一笔需要算清楚的经济账。降低Token成本,不是简单选择一块更便宜的GPU,而是要做好从芯片、模型、软件到运营的系统工程,也就是“Token工厂”。词元需求的爆发式增长,对企业的算力规划、配置和运营提出了更高要求。算力基础设施是企业智能化转型的“数字底座”。 据介绍,面对多元异构的算力供给和日益复杂的AI应用场景,联想已形成覆盖通用计算、智能计算、科学计算的完整布局。在设备层面,联想服务器全产品线支持液冷,联想海神液冷技术散热效率可达98%,数据中心PUE可低至1.1;在平台层面,联想万全异构智算平台可根据客户对不同规模算力的需求匹配
  5. SemiconductorsShanghai Chengwei Semiconductor Equipment Expands Production Capacity for Chemical and Slurry Delivery SystemsShanghai Chengwei Semiconductor Equipment Expands Production Capacity for Chemical and Slurry Delivery Systems
  6. SemiconductorsSilicon Quantum ComputingSQC Appoints Semiconductor Veteran John Hollister as Chief Financial OfficerHollister brings 25+ years of financial leadership across the global semiconductor industry, including previous CFO roles at GlobalFoundries and Silicon Labs — Silicon Quantum Computing (SQC), a pioneer in quantum computing and atomic-precision...
  7. AutomotiveROHM Launches a MOSFET with Industry-Leading* Wide-SOA for Automotive Safety Functions and Protection CircuitsROHM Semiconductor today announced it has developed the RS4P063BPHZG, a 100V MOSFET optimized for automotive safety functions and protection circuits. The new product achieves industry-leading* Wide-SOA (Safe Operating Area) across a broad voltage range in the standard HPLF5060 (5060-size) package widely used in automotive applications. By incorporating a design that effectively suppresses secondary breakdown, it delivers approximately 5 times the SOA tolerance of standard equivalent-sized products under VDS=100V and PW=100μs. This contributes to greater reliability in automotive applications subject to momentary high-power loads, including airbag inflator ignition circuits and seatbelt pretensioner drive circuits.
  8. Finance小米投的上海CPU公司,启动IPO2026年9月,芯来智融半导体科技(上海)股份有限公司(下称“芯来科技”)在上海证监局办理上市辅导备案,正式启动北交所IPO进程,辅导机构为 招商证券 。 这家2018年成立于上海张江的RISC-V CPU公司,背后站着小米、 芯原股份 、君联资本、中电科基金等一长串产业资本和机构股东。但比起股东名单,更值得追问的是:一家上半年营收仅3687万元、净亏损5730万元的公司,凭什么能走到IPO门口? 答案可能就藏在另一个数字里——剔除股份支付影响后,其净亏损只有484.76万元。 一个“反常”的股东结构:没有控股股东,但控制权极其稳固 芯来科技的股权结构很有意思。公司没有控股股东,股权相当分散:创始人胡振波直接持股14.97%,员工持股平台芯来共创持股15.74%,芯来合创持股11.79%,小米长江基金持股6.12%,芯原股份持股2.99%。 表面上看,没有任何一方持股超过50%,也没有任何单一股东能对股东会决议产生决定性影响。但
  9. AIMediaTek Inc.MediaTek Dimensity 9600 Pro Sets New Standard for Flagship Smartphone ChipsAdvanced 2nm SoC delivers leap in performance and efficiency for agentic AI, gaming, imaging, and compute, including 61% drop in multi-core power consumption — MediaTek, the world's number one provider of mobile chipsets, today announced the launch of...
  10. SemiconductorsHUHUTECH International Group Inc.NOTICE TO DISREGARD — HUHUTECH International Group Inc.We are advised by HUHUTECH International Group Inc. that journalists and other readers should disregard the news release “HUHUTECH International Group Awarded Follow-On Contract from Anchor Customer to Support Continued Capacity Expansion in the Arizona Semiconductor Corridor” issued May 28, 2026 over GlobeNewswire.
  11. FinanceCircuits Integrated Secures Pre-Seed Funding from Evercurious to Accelerate CI-ONE CommercializationInvestment supports CIH’s transition from design services to semiconductor product company and advances roadmap for highly integrated RF solutions
  12. FinanceVPG Foil Resistors Partners with Source Technologi to Expand Footprint in India’s Aerospace & Defense, Telecom, and Semiconductor SectorsVPG Foil Resistors, a Vishay Precision Group, Inc. (NYSE:VPG) company, has announced a strategic partnership with Source Technologi to expand its presence across India. The collaboration focuses on delivering high-precision resistors to key growth industries, including Aerospace & Defense, Industrial Automation, Telecom Infrastructure, and Semiconductors.