Key Takeaways Microsoft tested microfluidics cooling, using tiny chip channels to remove heat at the silicon level.The technology improves efficiency, lowers energy costs and enables denser server designs.Microsoft faces intensifying AI chip competition from NVIDIA, Intel and Broadcom.Microsoft (MSFT) has unveiled a new cooling breakthrough that could give it an edge in the race for AI performance. The company successfully tested microfluidics technology, which uses tiny channels etched directly into a chip ...

Nvidia (NASDAQ: NVDA) has reached a new milestone in its ongoing meteoric rise, now valued at more than the combined worth of two of Silicon Valley’s biggest names, Amazon (NASDAQ: AMZN) and Meta Platforms (NASDAQ: META).As of press time, the chipmaker’s market capitalization had surged to about $4.56 trillion, while Amazon stood at $2.34 trillion and Meta at $1.82 trillion, giving the two together a total of $4.17 trillion.Nvidia’s lead of nearly $388 billion highlights how dominant the company has become ...

Key Takeaways On Semiconductor's AI data center revenues more than doubled year over year in Q2 2025. ON acquired Aura Semiconductor's Vcore tech and Qorvo's SiC JFET business to boost its portfolio. Collaborations with NVIDIA, Schaeffler, and BorgWarner strengthen ON's SiC and power solutions reach. On Semiconductor (ON) is benefiting from strategic acquisitions and rising AI data center demand. In the second quarter of 2025, AI data center revenues more than doubled year over year, as it uses silicon carb ...

Accessibility StatementSkip Navigation DALLAS, Oct. 1, 2025 /PRNewswire/ --Â Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its third quarter 2025 earnings conference call on Tuesday, Oct. 21, at 3:30 p.m. Central time. Haviv Ilan, president and chief executive officer, Rafael Lizardi, senior vice president and chief financial officer, and Mike Beckman, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience. You can ...

US MBA mortgage applications fell -12.7% in the week ended September 26, with the purchase mortgage sub-index down -1.0% and the refinancing sub-index down -20.6%. The average 30-year fixed rate mortgage rose +12 bp to 6.46% from 6.34% in the prior week.However, stock indexes recovered from their worst levels after the Sep ISM manufacturing index rose more than expected to a 7-month high. Also, a rally in pharmaceutical stocks for a second day gave a boost to the broader market and lifted the Dow Jones Indu ...

Key Takeaways Semtech unveiled LR2022 and LR2012 transceivers to broaden the LoRa Gen 4 family.LoRa Gen 4 enables up to 2.6 Mbps with strong power efficiency and extended range.All LoRa Gen 4 devices remain compatible with 450M existing LoRa units.Semtech Corporation (SMTC) recently announced two new additions to its LoRa Gen 4 family, the LR2022 dual-band and LR2012 sub-GHz transceivers. These products build on the success of the LR2021 introduced earlier this year and expand the company’s ability to serve ...

Marvell Technology TodayMRVLMarvell Technology$82.48 -1.59 (-1.89%) 52-Week Range$47.08▼$127.48Dividend Yield0.29%Price Target$91.67Add to WatchlistIn 2025, one of the more disappointing artificial intelligence (AI)-driven stocks in the market has been Marvell Technology NASDAQ: MRVL. Year-to-date, shares have provided a total return of around -25%. Meanwhile, rival semiconductor company Broadcom NASDAQ: AVGO has returned more than 44%. However, Marvell recently gave its share price a shot in the arm. On S ...

模型发布与技术更新 - 深度求索公司于9月29日晚间发布DeepSeek-V3.2-Exp模型，实验性地引入DeepSeek Sparse Attention稀疏注意力机制，显著降低计算资源消耗并提升推理效率[1] - 新模型发布后，公司官方App、网页端、小程序同步更新，并全面下调API价格，降幅在50%到75%不等[1] - 新版本在V3.1-Terminus基础上引入稀疏注意力机制，针对长文本的训练和推理效率进行探索性优化和验证，所采用机制疑似基于公司2025年2月发表论文中的原创机制[7] 国产芯片生态协同 - DeepSeek-V3.2-Exp发布几乎零时差引发华为、寒武纪、海光等国产芯片厂商“认领”，标志着国产AI软硬件生态协同初具雏形[1] - 寒武纪在新模型发布后4分钟率先宣布适配，开源大模型推理引擎vLLM-MLU源代码[1] - 华为昇腾基于vLLM/SGLang等推理框架完成适配部署，实现DeepSeek-V3.2-Exp的0day支持，并向开发者开源所有推理代码和算子实现[2] - 海光信息表示其DCU已实现对DeepSeek-V3.2-Exp的无缝适配和深度调优，新模型在海光DCU上展现出优异性能[2] 行业标准与生态建设 - DeepSeek几乎已获得国产推理模型大部分份额，成为国产开源模型标杆，由深度求索公司来定义国产芯片或组建国产芯片生态更为合适[4] - 行业专家认为顺序应该是DeepSeek先去定义国产芯片标准，让国产芯片厂商跟进，让DeepSeek定义行业，而非DeepSeek模型去适配国产芯片[5] - 深度求索公司在8月下旬发布DeepSeek-V3.1版本，明确模型将适配下一代“UE8M0”浮点格式国产芯片，为国产芯片发展指明方向[7] 技术开发与工具创新 - 深度求索模型在兼容CUDA基础上，使用高级语言“TileLang”进行快速原型开发，TileLang作为精度基线逐步使用底层语言实现更高效版本[8] - TileLang是专为AI算子开发设计的编程语言，由北京大学计算机学院杨智团队主导开发，TileAI社区发起人王磊博士团队于2025年1月开源[9] - 公司CEO梁文锋位列相关论文作者名单，显示公司深度参与核心技术研发[8] 云计算与产业应用 - 腾讯云于9月16日宣布已全面适配主流国产芯片，并积极参与开源社区建设[9] - 阿里云在云栖大会表示推动“一云多芯”战略，验证并深度适配多家国产AI芯片，将其纳入自身算力底座[9] - 相比英伟达用二十年建立生态，DeepSeek几乎用了不到一年时间飞速完成初步生态追赶[9]

记者丨吴佳楠 杨雨莱 叶卓铮 编辑丨林曦 李依农 视频制作 丨 李群 当"中国经济第一大省"广东正在激活投资动能的时候，粤商成为一股关键力量。 9月28日—30日，2025世界粤商大会在广州召开。这场每两年召开一次的大会，既是粤商崭露 发展新形象的舞台，也是广东招商引资、聚合资源的一个重要契机。今年，来自全球60个国 家和地区的近千名粤商代表参会，其中不乏世界500强、中国500强、广东省民营企业100强企 业。 他们并非空手而来，也没有空手而归。仅现场签约的项目就有24个，总投资额达444.58亿 元， 涵盖人工智能、半导体、网络与通信等重点产业领域，聚焦科技创新、深耕实体经 济、联动海内外资源的特性异常鲜明 。 这是广东投资潜能的一个缩影，也是粤商在经济高质量发展中加码投资广东的新逻辑。 "广东确实是太特殊了，创业环境非常好，也很宜居，我永远不会离开这里。"具身智能行业 企业帕西尼创始人许晋诚说。 广东省工商联主席、研祥高科技控股集团董事局主席陈志列表示，要"再造一个新广东"，还 需要更多新鲜血液的加入，欢迎来自未来产业、战新产业和传统产业在内的任何领域的企业 到广东投资、赚钱。 科技突围 TCL创始人、 ...

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