AI 日报

每天早上 09:00 自动更新 · 从半导体与 AI 信源里筛选，附中文摘要与原文链接

🧠 存储与内存 💻 芯片与算力 ⚖️ 政策与出口管制 🤖 模型与产品

收录 2026-10-22 · 共 14 条

Micron pulls the plug on future 4F² DRAM after two decades of research in dramatic shift
Nvidia GTC Berlin 2026: Nvidia Introduces DSX POD AI Factories to Accelerate Europe’s Infrastructure Deployment
DeepSeek reportedly raises $15B days after US restrictions

收录 2026-10-21 · 共 14 条

Samsung and SK Hynix are upgrading Chinese factories to produce advanced RAM chips as AI data center competition ramps up
ASML and other critical semiconductor equipment suppliers expedite shipments to Musk's Terafab
Anthropic’s cloud partnerships are getting messy

收录 2026-10-20 · 共 14 条

China’s tech giants drop $35 billion on export-compliant Nvidia RTX Pro 5500 workstation GPU orders to power AI ambitions, according to reports
喊出300万张订单，英伟达RTX PRO 5500为何遭到提前疯抢？

收录 2026-10-19 · 共 14 条

Elon Musk points to China's 2028 DRAM supply surge to challenge Samsung, SK Hynix pricing power
英特尔 CEO 陈立武称中国芯片制造“目前并未落后太多”
DIGITIMES Insight: Microsoft Maia 300 leads 2nm race, TSMC's US strategy shifts, Intel EMIB-T faces yield challenge

收录 2026-10-18 · 共 6 条

三星将采用台积电 3nm 工艺为英伟达生产下一代 HBM 基底裸片
英伟达优化 Kimi K3 模型推理速度，提升 1.68 倍

收录 2026-10-17 · 共 13 条

TSMC’s 3nm Kumamoto plan wins Japan’s approval, qualifying for up to $4.1 billion in aid
边建设边运营：“鹏城云脑 Ⅲ”10000P 国产算力上线试运行
Samsung Electro-Mechanics' US$5.1 billion expansion faces equipment supply constraints

收录 2026-10-16 · 共 14 条

长鑫科技市值两月内跌去1万亿；阿里加码AI硬件品牌，天猫、速卖通联动；国行版苹果AI有望12月上线，百度、阿里参与合作丨雷峰早报
Samsung, SK Hynix aim to ease AI memory bottlenecks with zHBM, HBF