芯片Tom's Hardware
SpaceX 与 Tesla 披露 Terafab 初期规划：拟投 168 亿美元建设垂直整合芯片园区
SpaceX 和 Tesla 披露 Terafab 项目初期计划，首阶段预计投入 168 亿美元，地点位于得州 Grimes County。该项目被描述为面向 AI 推理处理器的垂直整合制造园区，但具体产能、时间表和工艺细节仍有限。
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芯片Tom's Hardware
三星展示 zHBM、zNAND-O 与 BV-NAND，押注晶圆键合支撑 AI 数据中心存储
三星在 FMS 2026 展示了 zHBM、zNAND-O 和 BV-NAND 三类面向 AI 与通用应用的下一代存储技术。三者共同依赖晶圆键合，目标是提升带宽、降低延迟并改善能效。
芯片Tom's Hardware
AWS 据称要求工程师减少 EC2 CPU 浪费，代理式 AI 推高数据中心 CPU 需求
报道称，AWS 在 5 月要求内部工程师减少 EC2 实例中的 CPU 浪费，以保障客户需求。代理式 AI 工作负载带来更多工具调用和调度任务，使数据中心 CPU 需求快速上升。
芯片Tom's Hardware
Anthropic 组建芯片团队，计划为 Claude 推理负载共设定制 ASIC
Anthropic 正在建立内部芯片开发团队，计划与合作伙伴共设定制 ASIC，用于 AI 推理工作负载。报道称三星可能是制造合作方，但条目未给出明确芯片规格、流片时间或量产计划。
芯片NVIDIA Blog
NVIDIA 推出 Spectrum-6 交换系统，瞄准超大规模 AI 工厂网络瓶颈
NVIDIA 表示，Spectrum-6 以 102.4 Tbps 以太网交换能力进入超大规模 AI 工厂，并作为 Vera Rubin 平台的一部分部署。CoreWeave、Microsoft、Nebius、SpaceXAI 和 Tesla 被列为首批采用方之一。
芯片NVIDIA Blog
NVIDIA 将 Vera CPU 用于自家芯片设计流程，称部分 EDA 工作负载提速最高 1.5 倍
NVIDIA 正与 Cadence 和 Synopsys 合作，将关键 EDA 应用优化到 Vera CPU，并在下一代 CPU、GPU 设计流程中部署。NVIDIA 称，早期测试中 Cadence Jasper 和 Synopsys VCS 在选定生产级工作负载上最高提升 1.5 倍。
芯片NVIDIA Blog
NVIDIA 与韩国伙伴推进 AI 工厂和研究合作，NAVER 项目扩至 200 兆瓦规模
NVIDIA 与韩国企业和高校在 AI Summit 期间宣布多项合作，涵盖联合实验室、AI 工厂和物理 AI 平台。NAVER、Brookfield 与 NVIDIA 将把 NAVER 的 AI 工厂扩展至 200 兆瓦、约 10 万颗 GPU 的规模。
芯片Tom's Hardware
报道称苹果约 10 亿美元 iPhone 18 Pro 芯片晶圆等待封装，DRAM 短缺成压力点
报道称，苹果约 10 亿美元处理器晶圆因 DRAM 短缺等待封装，涉及 iPhone 18 系列中的 A20 Pro 和 C2 芯片。报道同时称，苹果及组装方仍有信心满足首批需求，但后续出货可能承压。
芯片NVIDIA Blog
As AI Increases Demands on Memory, Storage Steps Up
Surging AI demands are driving the need for massive datasets and context windows that burst past the confines of system memory. But rising needs aren’t met by simply adding more storage capacity. What’s needed is useful, grounded insights from AI factories and...
芯片NVIDIA Blog
NVIDIA Vera Rubin Driving Performance Per Watt, Lowest Token Cost for Partners Worldwide
NVIDIA Vera Rubin is here, and it’s going gigascale. Vera Rubin NVL72 production is ramping up with racks running at partners CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Nebius. Spanning 350+ factory sites in 30 countries, Vera Ru...
芯片Google News 半导体
半导体领域用的激光器——从光刻到封装，芯片制造为什么离不开激光？ - 电子工程专辑
半导体领域用的激光器——从光刻到封装，芯片制造为什么离不开激光？ 电子工程专辑
芯片Bing News Chips
TSMC reportedly expands outsourcing of key CoWoS front-end step to OSATs amid rising NVIDIA ...
Demand has surged as both global AI chip developers led by NVIDIA and AI data center operators, increasingly develop and deploy their own custom AI chips.
芯片Bing News Chips
Weekly news roundup: Intel revives DDR4, Samsung challenges TSMC at 2nm, Qualcomm raises ...
Intel is reviving DDR4-compatible CPUs, with limited shipments starting in June and volume deliveries expected in September, to offset high DDR5 prices and support China's Singles' Day and Double 12 ...
芯片Tom's Hardware
MSI's magnificent 32-inch 4K OLED gaming monitor returns to its lowest-ever price of $599 — save $130 on the MAG 321UPXB, the perfect 240Hz upgrade
If you don't have the cash reserves to fund a new GPU, RAM, or SSD, then consider upgrading the visuals on your PC with a new monitor. Upgrading the size or the panel from IPS/VA to OLED can give your games a vivid visual boost. At Best Buy, you can currently ...
芯片Tom's Hardware
Pre-modded 22GB RTX 2080 Ti cards surface on eBay for $500 as VRAM-hungry local AI fans chase down every spare FLOP — Hong Kong-based seller offers AI-friendly memory mod for a reasonable price
The AI boom means that no matrix math FLOPS are disposable, and that means older Nvidia GPUs with Tensor Cores are getting a new lease on life. Services are popping up that will outfit your RTX 2080 Ti with 22GB of VRAM , doubling its original memory pool and ...
芯片Semiconductor Engineering
When USB Reaches The Root Of Trust
Security researchers at Paradigm Shift have disclosed usbliter8, a BootROM exploit affecting Apple devices built around the A12, A13, S4, and S5 system-on-chips. The research demonstrates how a vulnerability originating in a third-party USB controller can be c...
芯片Google News 半导体
SK海力士批准大规模扩产，拟在龙仁和清州新建晶圆厂
候选 RSS 显示，SK海力士批准54万亿韩元芯片扩产计划，拟在韩国龙仁和清州新建两座晶圆厂。同批候选中另一条标题称，该项目约合380亿美元，产能将按客户需求逐步扩大。
芯片ServeTheHome
AMD Helios机架级架构曝光：72颗Instinct MI455X组成单一系统
ServeTheHome 报道称，AMD 在 Advancing AI 2026 上介绍了 Helios 机架级系统架构。该系统将72颗 Instinct MI455X 加速器扩展为一个整体系统，体现AMD在AI数据中心硬件上的机架级布局。
芯片Tom's Hardware
弗吉尼亚要求数据中心承担专用上游电力设施成本
弗吉尼亚州监管机构要求数据中心为其专用的上游输电基础设施买单。报道提到，该州拥有至少570个数据中心站点，电力价格上涨压力与AI数据中心需求有关。
芯片Google News 半导体
AMD据称收购Taalas，强化AI推理芯片布局
候选 RSS 标题显示，AMD宣布收购芯片初创公司Taalas，以强化AI推理布局。该条目未披露交易金额、完成条件或Taalas具体产品细节。
芯片NVIDIA Blog
NVIDIA加入NSF区域AI基础设施枢纽计划
NVIDIA宣布参与美国国家科学基金会的州级和区域AI基础设施枢纽计划。该计划将面向高校和研究机构扩大AI计算、数据、软件和专业支持的可及性。
芯片NVIDIA Blog
Open Secure AI Alliance提出SAFE指南草案，面向智能体AI安全事件共享
Linux Foundation发布Shared AI Findings Exchange（SAFE）征求意见稿，旨在推动智能体AI网络安全事件和险情的共享。参与方包括NVIDIA、Cisco、CrowdStrike、Hugging Face和Red Hat等Open Secure AI Alliance成员。
芯片Semiconductor Engineering
PCIe分叉场景下的IDE安全：共享架构试图降低资源复杂度
Semiconductor Engineering 文章讨论PCIe分叉带来的安全实现挑战。随着一个宽接口被拆成多个独立链路，每条链路都需要IDE保护，传统逐端口配置可能增加加密引擎和管理逻辑开销。
芯片Semiconductor Engineering
研究人员用飞秒激光实现掺杂半导体光学性质超快切换
Imperial College London和University of Exeter研究人员发表论文，研究强飞秒激光脉冲下掺杂半导体光学性质的超快切换。实验对象为氧化铟锡薄膜，论文结合实验和理论解释了不同响应区间及高强度下的饱和现象。
芯片NVIDIA Blog
Into the Omniverse: How Open World Models Push the Frontier of Physical AI
Editor’s note: This post is part of Into the Omniverse , a series focused on how developers, 3D practitioners and enterprises can transform their workflows using the latest advancements in OpenUSD and NVIDIA Omniverse . In July, NVIDIA joined more than 200 com...
芯片Semiconductor Engineering
Separating The Chaff From The Wheat: Focusing On Only The RDC Violations You Care About
Modern system-on-chips (SoCs) are no longer built around a single clock and a single reset. Today’s designs integrate hundreds of IP blocks, multiple power domains, software-controlled reset sequences, and sophisticated power-management techniques. While...
芯片Semiconductor Engineering
AI: Friend And Foe For Chip Security
Key Takeaways: AI has pushed security to the forefront, helping attackers find vulnerabilities in chips and the chip industry to defend against them. Security needs to extend throughout a chip’s lifetime, but it’s not clear how AI will age with a c...
芯片NVIDIA Blog
NVIDIA and Partners Build in America, for America
这条新闻来自可信 RSS 来源，当前源只提供了有限摘要。站内页会基于标题、来源和已采集摘要整理核心信息。
芯片ServeTheHome
Lenovo ThinkPad X1 Carbon Gen 14 Review
The Lenovo ThinkPad X1 Carbon Gen 14 takes the long-running business notebook line into a new Intel Core Ultra generation. Our model 21V7006EUS pairs an Intel Core Ultra 7 355 with 32GB-class memory and integrated Intel graphics in a system The post Lenovo Thi...
芯片NVIDIA Blog
NVIDIA Alpamayo 2 Super, the Frontier Open Model for Robotaxis and Autonomous Vehicles, Now Available for Commercial Use
For robotaxis and other autonomous vehicles (AVs), the hardest problems aren’t the everyday scenarios. They’re the rare, complex situations that are difficult to anticipate and train for. Handling these long‑tail events takes more than just object detection an...
芯片ServeTheHome
ASUS Showcases NUC 16 Family Powered By Panther Lake
ASUS was showing off the new NUC 16 family of mini-PCs for this year's Computex trade show. Powered by Intel's Panther Lake and Wildcat Lake SoCs, these mini-PCs pack a full system into a 0.7L chassis The post ASUS Showcases NUC 16 Family Powered By Panther La...
芯片NVIDIA Blog
Best in Class: Stream PC Games and Study on the Same Laptop With GeForce NOW
Back to school means balancing assignments, deadlines and downtime. GeForce NOW makes it easy to have it all. With cloud gaming, everyday laptops used for class can also become GeForce RTX-powered gaming setups. When it’s time to switch from studying to gaming...
芯片Google News 半导体
马斯克得州芯片工厂再曝新细节：SpaceX将自建能源系统保障生产 - 财联社
马斯克得州芯片工厂再曝新细节：SpaceX将自建能源系统保障生产 财联社
芯片Google News 半导体
地球最大芯片厂来了！ - 电子工程专辑
地球最大芯片厂来了！ 电子工程专辑
芯片Google News Chips
History Says This Is What Will Happen to Nvidia Stock After Aug. 26 - The Motley Fool
History Says This Is What Will Happen to Nvidia Stock After Aug. 26 The Motley Fool
芯片Google News 半导体
加速进入电信运营商市场，寻找中国基站厂商合作？英伟达否认 - 川观新闻
加速进入电信运营商市场，寻找中国基站厂商合作？英伟达否认 川观新闻
芯片Google News 半导体
英伟达Vera Rubin NVL72加速量产 覆盖30国350工厂节点 - 观点网
英伟达Vera Rubin NVL72加速量产 覆盖30国350工厂节点 观点网
芯片Bing News Chips
Forget Taiwan Semiconductor: 2 AI semiconductor equipment stocks to buy and hold instead
These supporting stocks often get ignored in favor of higher-profile names.
芯片Google News 半导体
WSTS和SIA预测2026年全球半导体市场规模突破1.5万亿美元 - 电子工程专辑
WSTS和SIA预测2026年全球半导体市场规模突破1.5万亿美元 电子工程专辑
芯片Google News Chips
SK Hynix to invest $38 billion building new memory chip plants as demand soars - CNBC
SK Hynix to invest $38 billion building new memory chip plants as demand soars CNBC
芯片ServeTheHome
A 10M IOPS Kioxia GP1 SSD Shown Running at FMS 2026
At FMS 2026, we saw the Kioxia GP1 PCIe Gen6 NVMe SSD running live in the company's booth at just over 10M IOPS The post A 10M IOPS Kioxia GP1 SSD Shown Running at FMS 2026 appeared first on ServeTheHome .
芯片Tom's Hardware
Claude Opus 5 mistakenly deletes dev’s entire profile directory during routine backup, responds with 'Sorry, typo' — AI tool mistakes user's home directory as temporary backup, proceeds to wipe everything to undo the error
A developer posted on the r/ClaudeCode subreddit a major error that their AI tool executed, which resulted in the deletion of their entire drive. According to u/Ecstatic-Big5126 , they instructed Opus 5 to back up their system. While the AI proceeded with the ...
芯片ServeTheHome
Gigantic DapuStor R6060 512TB E2 NVMe SSD Shown at FMS 2026
At FMS 2026, we saw the gigantic DapuStor R6060, an E2 form factor NVMe SSD that packs 512TB of capacity per drive The post Gigantic DapuStor R6060 512TB E2 NVMe SSD Shown at FMS 2026 appeared first on ServeTheHome .
芯片NVIDIA Blog
Industry Leaders Unite in Open Secure AI Alliance for AI Safety and Security
Open source software is a critical pillar of the global economy. It underpins cloud computing, financial services, manufacturing, telecommunications, government and internet services by making technology accessible and observable to communities of experts. Cyb...
芯片NVIDIA Blog
GeForce NOW Sets Sail With ‘Path of Exile: Curse of the Allflame’ Joining the Cloud
Lock in and load up the cloud. GFN Thursday brings fresh updates and new adventures, all ready to play without waiting for downloads. Set sail in Path of Exile: Curse of the Allflame and charge in Battlefield 6 Season 4 both launching major content for members...
AIOpenAI Blog
Building abundant intelligence
A full-stack approach to making advanced AI more capable, more affordable, and more widely useful.
AIOpenAI Blog
How GPT-5.6 fuses frontier intelligence with frontier efficiency
GPT-5.6 improves AI efficiency across models, inference, and agentic workflows, helping deliver more useful intelligence per dollar.
AIOpenAI Blog
Responding to the next frontier of critical cyber capabilities
OpenAI is sharing preliminary cybersecurity evaluations for Astra and the steps we’re taking to strengthen safeguards and security controls.