天天财经-提供金融入门知识-投资理财技巧-科技

半年连融四轮！上海新创比特无限在全球物理3D竞赛ECCV夺冠　自研模型得分高出GPT-5.5近四倍
2026-09-09 网络阅读（17）
在周二(8日)的瑞典马尔默ECCV 2026研讨会上，来自上海的比特无限联合武汉大学团队，凭借自研Arko系列模型，以96.39分击败其余27支全球队伍，拿下ECCV 2026 CAD Challenge全球第一，这一成绩是组委会以GPT-5.5最高强度推理模式设置的基准线(19.32分)的近5倍。ECCV是计算机视觉三大顶级盛会之一，每两年举行一次。 CAD Challenge由史丹佛大学、加州大学伯克利分校、普罗米修斯公司等顶尖机构联合组织，专为验证「AI能否生成可制造的工业级CAD模型」而
伟创力44亿美元收购EPC Power 深化AI资料中心与800V电力布局
2026-09-09 网络阅读（15）
电子制造服务大厂伟创力(Flex)近日宣布，将以44亿美元收购电力转换解决方案商 EPC Power。
AI资料中心改写GaN版图英诺赛科称王、英飞凌冲上第二
2026-09-09 网络阅读（15）
市场研究机构Yole Group发布年度报告《Power GaN 2026》指出，2025年全球功率氮化镓（GaN）市场竞争版图明显洗牌。中国GaN大厂英诺赛科（Innoscience）以31%市占率稳居全球第一，英飞凌（Infineon）则从前一年的第五名跃升至第二，市占率增至16%，反映GaN应用正由消费性快充加速转向AI资料中心、汽车及再生能源等高价值市场。根据Yole报告，英诺赛科2025年以31%市占率位居功率GaN市场首位，较2024年的30%再增加1个百分点，并持续将业务版图延
就叫iPhone Duo！古尔曼：苹果首款折叠手机售价2000美元起跳容量最高2TB
2026-09-09 网络阅读（19）
《彭博资讯》记者古尔曼(Mark Gurman)今(9)日午间在X上发文表示，苹果首款折叠萤幕手机名字敲定为iPhone Duo，并设定2000美元(约6万)的起售价，包含了额外记忆体成本。古尔曼指出，iPhone Duo 储存容量最高将达到2TB，价格约3000美元(约9万台币)，将于10月上市，支援Apple Pencil，并提供深蓝色 + 白色两种颜色。古尔曼还爆料，Apple Watch Series 12 和 Ultra 4 将具备注重隐私的 AI 功能，用于分析使用者日常，提供当
加速AI赛道布局！SK海力士未来论坛提出「全堆叠AI记忆体」战略：从容量速度转向系统设计力
2026-09-09 网络阅读（23）
记忆体竞争的基准，正从容量与速度转向系统设计能力，南韩SK海力士周二(8日)在利川园区举行「2026 SK海力士未来论坛」上提出「全堆叠AI记忆体」战略，社长郭鲁正强调需将视角由内向外转换，站在客户与合作伙伴角度审视事物，在AI生态变革中发掘新可能性。他指出，记忆体市场已从比拼速度的「直路」驶入瞬息万变的「弯道」，把握外部环境变化与灵活适应能力同样重要。 SK海力士试图摆脱单纯内存供应商的角色，转型为理解并共同设计AI系统的企业。这项战略的核心是组合与协作。副总裁Lim Eui-cheol阐述了
否认结盟SK海力士！铠侠执行长喊话：记忆体价格「涨够高了」
2026-09-09 网络阅读（21）
铠侠执行长太田裕雄周三(9日)反驳了与SK海力士建立更深层关系的说法，并承诺控制记忆体价格飙升，以免损害AI长期需求。全球记忆体厂商纷纷斥巨资扩产以满足AI订单，需求增长已推动晶片价格出现两位数甚至三位数涨幅。SK集团会长崔泰源此前曾表示，制造合作也许有助于降低巨额资金投入的风险。太田裕雄表示，与SK海力士建立更紧密联系常被提及，但将遇到反垄断障碍，对铠侠与闪迪的合资生产业务亦难以协调，铠侠需另寻方法抑制价格飙升。他还说：「价格已经涨得够高了。」 SK董事长崔泰源本月初受访时称，铠侠与SK
三星4奈米逾半产能押注HBM4基础裸片月产1.5万片全力冲刺
2026-09-09 网络阅读（19）
外媒最新报导指出，受全球AI算力驱动、HBM需求持续远超供给影响，三星电子已将旗下4奈米制程超过50%产能分配给HBM相关记忆体晶片的核心基础裸片生产，这部分产能目前已处于满载运转状态，全力支撑HBM4产品的产能爬坡。《Wccftech》与《ZDNet Korea》援引三星电子内外部消息人士报导，不同于采用客制化记忆体工艺制造的HBM DRAM堆叠模组，HBM底部的基础裸片采用的是逻辑晶片制造工艺，承担与上层DRAM堆叠互联、集成记忆体控制器与物理层介面的核心功能，直接决定HBM整体资料传输效
记忆体涨价挤压手机产业！瑞穗：三星韧性优于同业
2026-09-09 网络阅读（16）
瑞穗证券报告指出，记忆体涨价正挤压全球手机市场，三星电子表现有望优于绝大多数手机厂商；与此同时，其半导体业务则从同一供应短缺局面中持续受益，形成罕见的「一体两面」。该券商预测，2026年全球智慧手机出货量11.5亿部，同比下滑9%；三星则持平于2.4亿部。瑞穗表示，三星与苹果在取得记忆体货源上相对有利，且产品结构更偏向旗舰机型，因此拥有更大空间自行消化成本上涨，或是透过涨价将成本转嫁给消费者。 Counterpoint数据显示，受DRAM、NAND短缺加剧影响，今年Q2全球智慧手机出货量年减
美光股价重返1000美元！9月底财报成关键、市场估EPS暴增近11倍
2026-09-09 网络阅读（17）
美光股价上周五大涨6.1%重返1000美元大关，过去一年累涨近700%；市场聚焦9月30日财报，预估EPS升至30.89美元、营收达504.1亿美元。
Meta AI再进化！Muse正式上线可跨App替用户办事寄信、购物付款、卖车、订机票
2026-09-09 网络阅读（23）
Meta推出AI代理Muse，能跨越电子邮件、行事历、支付及购物等App，自主替使用者执行任务。不过，内部测试仍传出断线及敏感资料遭未授权存取等问题，AI代理的安全性成为市场关注焦点。

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"description": "在周二(8日)的瑞典马尔默ECCV 2026研讨会上，来自上海的比特无限联合武汉大学团队，凭借自研Arko系列模型，以96.39分击败其余27支全球队伍，拿下ECCV 2026 CAD Challenge全球第一，这一成绩是组委会以GPT-5.5最高强度推理模式设置的基准线(19.32分)的近5倍。ECCV是计算机视觉三大顶级盛会之一，每两年举行一次。 CAD Challenge由史丹佛大学、加州大学伯克利分校、普罗米修斯公司等顶尖机构联合组织，专为验证「AI能否生成可制造的工业级CAD模型」而", "createdAt": "2026-09-09T08:10:04.000Z", "author": "网络", "pv": 17, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 14933, "title": "伟创力44亿美元收购EPC Power 深化AI资料中心与800V电力布局", "shortTitle": "伟创力44亿美元收购EPC Power 深化AI资料中心与8", "img": "https://cimg.cnyes.cool/prod/news/6601493/l/3ded4e8c1b7cacbbd79a7025ca61b480.jpg", "description": "电子制造服务大厂伟创力(Flex)近日宣布，将以44亿美元收购电力转换解决方案商 EPC Power。", "createdAt": "2026-09-09T08:10:03.000Z", "author": "网络", "pv": 15, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 14919, "title": "AI资料中心改写GaN版图英诺赛科称王、英飞凌冲上第二", "shortTitle": "AI资料中心改写GaN版图英诺赛科称王、英飞凌冲上第二", "img": "https://cimg.cnyes.cool/prod/news/6601491/l/080eb3c5f5c3e0e19e7c185152acd03f.jpg", 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