模型性能升级 - 新模型GLM-4-6在真实编程、长上下文处理、推理能力、信息搜索、写作能力与智能体应用等多个方面能力提升[1] - 模型代码能力对齐Claude Sonnet 4，上下文窗口从128K提升至200K以适应更长的代码和智能体任务[4] - 模型提升推理能力并支持在推理过程中调用工具，搜索方面增强工具调用和搜索智能体[4] 芯片适配与量化技术 - GLM-4-6在寒武纪国产芯片上实现FP8+Int4混合量化部署，为行业首次在国产芯片上投产的FP8+Int4模型芯片一体解决方案[4] - FP8+Int4混合模式根据大模型模块功能差异针对性分配量化格式，Int4用于压缩占总内存60%-80%的核心参数使权重体积压缩为FP16的1/4，FP8用于数值敏感模块以降低精度损失[4][5] - 摩尔线程基于vLLM推理框架完成对GLM-4-6的适配，其新一代GPU可在原生FP8精度下稳定运行模型[5] 行业生态影响 - 寒武纪与摩尔线程完成对GLM-4-6的适配标志着国产GPU已具备与前沿大模型协同迭代的能力，加速构建自主可控的AI技术生态[6] - GLM-4-6搭配国产芯片的组合将率先通过智谱MaaS平台面向企业与公众提供服务[6]

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the Top AI Stocks in the Spotlight on Wall Street. On September 25, Needham analyst N. Quinn Bolton raised the price target on the stock to $95.00 (from $80.00) while maintaining a Buy rating. The rating affirmation follows CEO Matt Murphy’s comments made at a competitor’s fireside chat regarding the company’s custom silicon business. According to the firm, Murphy has made efforts to ease investor concerns by revealing there should be no revenue gap next ye ...

Intel Corporation (NASDAQ:INTC) is one of the Top AI Stocks in the Spotlight on Wall Street. On September 26, Lynx Equity shared an analysis on Intel Corporation, stating that it expects “the stock to drift upwards powered by headlines to perhaps the $40-range.” Discussing the recent media reports regarding Intel’s CEO approaching Apple and TSMC, the firm expressed its skepticism and stated that there is “little reason for Apple to agree to invest in Intel, from a strategic sense. Even less so for TSM.” H ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Top AI Stocks in the Spotlight on Wall Street. On September 24, the company announced that it is it is expanding its global collaboration with Cohere, a security-first enterprise AI Company. The expanded collaboration will enable Cohere customers to run the company’s AI models on AMD Instinct GPU-powered infrastructure. Cohere customers will have access to Command A, Command A Vision, Command A Translate and North. AMD will also integrate Cohere’s No ...

Wolfspeed stock is jumping this week as the chipmaker emerges from bankruptcy. Some data shows the stock up as much as 2,500% in two days, but the reality is more complicated. Here's what's going on with the latest meme-like rally. The move: Wolfspeed stock rose as much as 46% on Tuesday, hitting a high of $32.26 early in the session. The gains extended its rally to as much as 79% in the last two days. Why: On Monday, Wolfspeed announced that it had successfully exited Chapter 11 bankruptcy protecti ...

JOINT3 is a co-creation evaluation platform established by Japan-based Resonac Corporation with the aim of accelerating the development of tools optimized for panel-level organic interposers, the thin layers made from organic materials that connect different parts of an electronic device, helping to manage electrical signals and power between components. Continue Reading Accessibility StatementSkip Navigation ST. PAUL, Minn., Sept. 30, 2025 /PRNewswire/ -- 3M has joined the next-generation semiconductor pa ...

每经AI快讯，据港交所9月30日披露，珠海宝丰堂半导体股份有限公司(简称：宝丰堂)向港交所主板提 交上市申请，招商证券国际为其独家保荐人。 ...

Tech giants like NVIDIA Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are thriving amid what market strategist Larry McDonald calls a "middle-class rip-off," as electricity costs tied to AI data centers soar.NVDA stock just reached an all-time high. See all the details here. McDonald warned about the prosperity of AI being unevenly distributed in a social media post. Read Next: President Trump Lights Up Cannabis Stocks With Pro-CBD Truth Social Post "ALERT – Nvidi ...

Taiwan will not agree to a deal with the United States for half of all semiconductor production to take place in the country, the island's top tariff negotiator said on Wednesday after returning home. ...

美国贸易政策框架 - 当前存在两种关税计划：互惠关税根据各国对美贸易顺差规模设定不同税率，例如部分国家为10%，中国最高[8]；部门关税针对对经济和国家安全至关重要的制造业领域，如钢铁、铝、汽车、制药和未来的半导体[9][10] - 两种关税不会叠加，若某商品同时适用两种关税，则仅按部门关税执行，例如近期签署的基于国家安全的木材关税[12][13] - 贸易政策被视为国内政策，核心目标是增加美国就业和回流制造业，尽管涉及他国也带有外交属性[14][15] 针对特定行业的关税措施 - 计划对制药征收100%关税，对厨柜征收50%，对重型卡车征收25%，对软体家具征收30%，具体生效时间待定[7] - 部门关税重点覆盖钢铁、铝、汽车、制药及未来半导体等行业，旨在保障关键供应链安全并推动制造业回流[10] - 部分国家如加拿大对好莱坞电影设限，要求美国电影公司将其30%收入投入当地电影制作，变相构成收入转移[2][4] 对华贸易关系 - 美国对华平均关税约为55%，远高于中国对美关税，今年对华贸易逆差已缩减30%[17][18] - 政策目标并非脱钩，而是寻求稳定、平衡的非敏感商品贸易，避免经济胁迫和意外干扰[18] - 近期在马德里与中方就TikTok交易进行谈判，已获得中方高层明确批准意向，美方对达成协议信心较强[16][19][20] 关税实施进展与影响 - 新关税措施尚未全面生效，需先完成调查评估，总统态度积极但未给出硬性时间表[5][6][7] - 年度关税收入约3000亿美元，但目前未观察到商品价格因关税明显上涨，部分领域甚至出现下降[21] - 与东南亚国家如马来西亚正推进市场开放协议，预计总统10月底亚洲之行期间签署部分协议[22][23] 法律与政策工具 - 若AIPA诉讼未获最高法院支持，将转向更耗时的232条款（国家安全）和301条款（不公平贸易）作为替代工具[24][25] - 当前232条款关税未受最高法院诉讼挑战，301条款对华关税已获联邦巡回法院支持，法律基础稳固[26]