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- E&R Engineering Corp.E&R Engineering to Launch New Malaysia Plant: Expanding Global Packaging Materials Production and Localized ServicesE&R Engineering Corp., (TWSE: 8027) an international provider of semiconductor packaging equipment, announced today the upcoming grand opening of its new Malaysian subsidiary—E&R SEMICONDUCTOR (MALAYSIA) SDN. BHD.—at the Melaka Free Trade Zone on...
- E&R Engineering va inaugurer une nouvelle usine en Malaisie : développement de la production mondiale de matériaux d'emballage et services localisésKAOHSIUNG, 5 octobre 2026 -- E&R Engineering Corp., (TWSE : 8027), un fournisseur international d'équipements de conditionnement de semi-conducteurs, a annoncé aujourd'hui l'inauguration prochaine de sa nouvelle filiale malaisienne, E&R SEMICONDUCTOR (MALAYSIA) SDN. BHD.,...
- Central New Energy (01735.HK) Receives MSCI Provisional ESG Rating of BB Under Semiconductor & Semiconductor Equipment Industry ModelHong Kong, Oct 4, 2026 - Central New Energy Holding Group Limited (01735.HK) announced that MSCI Sustainability & Climate has assigned the Company a Provisional ESG Rating of BB, with a rating action date of September 23, 2026. According to the MSCI report, the Company was assessed under the Semiconductors & Semiconductor Equipment ESG Rating model (version 5.0.2), recording an industry-adjusted score of 4.14 and a weighted-average Key Issue score of 4.8 out of 10. Across the three pillars, the Company scored 4.8 for Environmental, 2.3 for Social, and 7.0 for Governance, with governance serving as a key pillar of support. The MSCI BB rating demonstrates that the Company possesses a mature ESG risk-management framework and robust resilience against long-term sustainability risks. Achieving this rating reinforces the Company's investability and enhances its standing among global institutional investors and ESG-focused funds, providing strong momentum for future capital market access, financing optimization, and long-term expansion. The Company said it will continue to enhance its ESG management, disclosure, and operational practices to support business development and sustainable value creation. The rating is provisional and does not constitute a credit rating, securities research report, or investment advice.
- Central New Energy (01735.HK) Receives MSCI Provisional ESG Rating of BB Under Semiconductor & Semiconductor Equipment Industry ModelHong Kong, Oct 4, 2026 - Central New Energy Holding Group Limited (01735.HK) announced that MSCI Sustainability & Climate has assigned the Company a Provisional ESG Rating of BB, with a rating action date of September 23, 2026. According to the MSCI report, the Company was assessed under the Semiconductors & Semiconductor Equipment ESG Rating model (version 5.0.2), recording an industry-adjusted score of 4.14 and a weighted-average Key Issue score of 4.8 out of 10. Across the three pillars, the Company scored 4.8 for Environmental, 2.3 for Social, and 7.0 for Governance, with governance serving as a key pillar of support. The MSCI BB rating demonstrates that the Company possesses a mature ESG risk-management framework and robust resilience against long-term sustainability risks. Achieving this rating reinforces the Company's investability and enhances its standing among global institutional investors and ESG-focused funds, providing strong momentum for future capital market access, financing optimization, and long-term expansion. The Company said it will continue to enhance its ESG management, disclosure, and operational practices to support business development and sustainable value creation. The rating is provisional and does not constitute a credit rating, securities research report, or investment advice.
- What Is a Token in AI? 51AIpower Explores How Individuals Can Participate in AI InfrastructureFrom writing with ChatGPT to creating videos and selling digital products, discussions about how to make money with AI often begin with using tools to deliver services. But what other participation options are worth understanding for people who do not code, want to avoid buying GPUs, or lack the time for ongoing freelance work? Starting with AI tokens, 51AIpower examines the electricity and computing behind AI applications and how individuals can participate in infrastructure through platform plans.
- 10月3日美股成交前20：英伟达股价周五创下四个多月来的首个纪录新高 特斯拉第三季度交付量超预期周五美股成交额第2名英伟达收涨1.34%，成交317.84亿美元。 英伟达宣布，DGX SPARK 64GB配置将于本月起通过主要合作伙伴推出。该设备可在本地运行最高1000亿参数的AI模型。DGX SPARK 64GB将于10月23日起通过主要合作伙伴发售，起售价为4999美元。 英伟达股价周五创下四个多月来的首个纪录新高，投资者继续重新买入这家人工智能芯片领域的龙头企业。 英伟达重新成为 摩根士丹利 的首选股。 第3名 美光 ，收跌2.05%，成交额294.64亿美元。 美光科技交出史上最佳季度业绩，在DRAM市场不断逼近排名第二的SK海力士。但盛宝银行认为美光财报并未消解市场对AI需求的担忧。 第5名 特斯拉 ，收涨4.65%，成交额204.73亿美元。 特斯拉第三季度交付量超预期：共交付486532辆，同比下滑2.1%，高于综合预期的463761辆；其中Model 3/Y交付478237辆，同比微降0.6%，预期为462
- Middle East, Africa, and Latin America GPU as a Service (GPUaaS) Market Size, Share, Trends, and Forecast, 2025-2031 | Sovereign AI and Cloud Growth Unlock $6.62 Billion by 2031Pay-per-use GPUaaS cuts upfront costs and speeds innovation, while subscription and IaaS models lead adoption amid sovereign AI and cloud expansion in the UAE and Brazil.
- SilvacoSilvaco CEO Dr. Walden “Wally” Rhines Inducted into the National Academy of EngineeringPrestigious honor recognizes co-invention of the blue-light-emitting diode and a lifetime of leadership in the semiconductor industry
- NVIDIAHow NVIDIA GPUs Help Accelerate OpenAI’s GPT-6 Astra UltrafastCompanies: NvidiaOpenAIGPT-6 Astra Ultrafast, running on NVIDIA Blackwell GPUs, is available now in the OpenAI API and to eligible ChatGPT Work and Codex users. Accelerated by inference optimizations through OpenAI’s models that tap into the capabilities of the NVIDIA Blackwell architecture, Ultrafast offers up to 8x faster token generation than the Astra Standard mode. For developers, […]
- 美光(MU.US)财报“炸裂”却股价震荡：存储超级周期远未见顶，市场为何不再激动?美东时间周四美股盘后，美光科技(MU.US)以一份几乎无可挑剔的财报为其2026财年画上了句号。 财报显示，该公司第四财季营收542.3亿美元，同比增长379%，环比增长31%，连续六个季度创下纪录;调整后每股收益33.42美元，同比增长超过十倍;毛利率攀升至87%，较上一季度提高2.1个百分点。放眼整个财年，美光总营收达到1331.9亿美元，是上一财年创纪录水平的3.5倍，其中数据中心收入同比翻了四倍，DRAM全年收入首次突破1000亿美元。 对下一财季的指引同样远超预期：营收指引中值615亿美元，高于华尔街预期的575.7亿美元;调整后每股收益指引中值38.15美元，高于华尔街预期的35.81美元。 然而，财报公布后，美光股价盘后一度涨约2%，随后迅速转跌，在多空之间反复拉锯，截至发稿，该股盘前交易价格维持在1060美元附近，跌幅约为0.5%。 一份几乎“满分”的财报，为何未能点燃市场的热情? 业绩强劲程度：不止于数字 美光
- 10月1日美股成交额前20：苹果涨超1% 大举进军智能家居市场 计划推出智能家居控制中枢产品周四美股成交额第3名英伟达收高0.51%，成交271.32亿美元。 英伟达表示，AI云服务商CoreWeave已将英伟达Vera Rubin NVL72投入生产，并向客户提供相关云服务，AI软件公司Cognition成为首个在Vera Rubin上运行生产工作负载的客户。Cognition早期测试显示，Vera Rubin NVL72在实际软件工程AI推理任务中的总Token吞吐量最高达到英伟达GB200 NVL72的4.8倍。此外，CoreWeave测试显示，搭载英伟达Vera CPU的AI代理沙箱启动速度提升超过3倍。 第5名 苹果 收高1.10%，成交164.37亿美元。 科技记者马克 · 古尔曼称，苹果计划于10月13日大举进军智能家居市场，届时将推出代号J490的旗下首款智能家居控制中枢（Home Hub）产品，以及2027款HomePod mini和新款Apple TV。 第6名Meta Platforms收跌1.8
- Infineon Technologies AGInfineon opens new backend manufacturing hub in Thailand adding resilient capacity for future growthNew backend manufacturing hub strengthens and further diversifies Infineon's global production network Strategic investment reinforces Thailand's growing semiconductor ecosystem and talent development, creating up to 1,000 highly skilled jobs Designed for phased expansion, Bangkok has the...