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  1. Thailand and Malaysia: The AI supply chain's hidden beneficiaries (KOR)

    Korea JoongAng Daily EN supply 2 条观察

  2. 光芯片扩产信号密集释放，通信ETF国泰（515880）大涨2%，光模块占比超50%

    Sohu ZH supply 4 条观察

  3. 海力士董事长：存储涨成这样很抱歉，我们真的在尽力扩产

    wallstreetcn.com ZH supply 4 条观察

  4. 芯擎科技“天工100”芯片全面量产 批量供货生态伙伴

    观点网 ZH supply 7 条观察

  5. LandMark Optoelectronics says silicon photonics capacity is "very, very tight"

    digitimes EN supply 3 条观察

  6. 中芯国际称晶圆已执行新定价：芯片持续涨价中 手机等消费电子受牵连

    驱动之家 ZH supply 8 条观察

  7. 中芯国际：第三季度出货量预计上升 价格保持稳定

    观点网 ZH supply 10 条观察

  8. 半导体材料蓄势冲高，广钢气体涨超6%！科创新材料ETF汇添富(589180)大涨超2%，存储扩产+晶圆厂建设持续推升材料需求！

    FX168财经 ZH supply 12 条观察

  9. SpaceXAI 已建成“全球最强 AI 训练集群”，马斯克称明年规模再扩大约 10 倍

    IT之家 ZH supply 15 条观察

  10. DeepX Achieves $13 Million in Orders for On-Device AI Chip 'DX-M1' in First Year of Mass Production

    아시아경제 EN supply

  11. 每日消息（共同社） - 索尼与台积电将成立合资公司 力争2029年量产半导体

    客观日本 ZH supply 4 条观察

  12. After Thoroughly Experiencing DeepSeek Harness: Why I Fully Accept Its Price Hike

    36Kr EN supply 15 条观察

  13. 【8.14盘前哨】沪指阻力位前震荡，DeepSeek API大幅涨价，美30年债得标利率近25年新高

    新浪财经 ZH supply 13 条观察

  14. 无惧硬件涨价压力！CoreWeave业绩会打消市场疑虑：算力收益涨得更快！

    财联社 ZH supply 7 条观察

  15. 王炸！梁文锋、马斯克同日上新！DeepSeek涨价，中美大模型价差正在收窄

    新浪财经 ZH supply 15 条观察

  16. Doosan Enerbility to Supply Core Components for TerraPower's U.S. Reactor

    Seoul Economic Daily EN supply 15 条观察

  17. 早报｜曝iPhone全线涨价100美元/ChatGPT开始拥有你的电脑历史/长鑫科技市值超过腾讯

    爱范儿 ZH supply

  18. 牛市早报｜国内成品油价年内第五次下调将至，DeepSeek API涨价

    thepaper.cn ZH supply 9 条观察

  19. DeepSeek正式涨价！算力供需缺口凸显 国产AI芯片或迎价值重估(附股)

    东方财富 ZH supply 30 条观察

  20. 比特幣大型礦商IREN變身AI硬體供應商 交付微軟首座50MW液冷AI資料中心

    信傳媒 ZH supply 15 条观察

  21. [AMAT Q3 2026 Earnings Call] Applied Materials Guides to $10.25 Billion, 51% Jump, as AI Demand Forces Capacity Doubling

    finance.biggo.com EN supply

  22. Hyundai Motor Targets $20,000 Humanoid Robot Price, Reshapes Supply Chain with 200 Partners

    finance.biggo.com EN supply 15 条观察

  23. Our top mini PC, the GMKtec M6 Ultra, now has a $200 price cut

    TechRadar EN supply 15 条观察

  24. Dell Pro Precision 5 14s AMD Review: 24 Threads in a 3.08-Pound Workstation

    StorageReview EN supply 2 条观察

  25. AMD’s GPU’s Just Got a Massive 20% Price Hike

    ProPakistani EN supply 15 条观察

  26. ProduceX Partners with Castelo Cold Storage to Bring Agentic AI and Autonomous Workflow to the Fresh Food Supply Chain

    EIN Presswire EN supply 7 条观察

  27. Inflation Softens, Nvidia's $500B Plan | Real Yield 8/13/2026

    Bloomberg EN supply 8 条观察

  28. Supply Chain AI Deployed by 88%, Governed by 12%: IDC Finds Trust Is Real Barrier

    Tech Times EN supply 15 条观察

  29. 升级、涨价，Deepseek为何总爱在夜里搞大事？

    新浪财经 ZH supply 15 条观察

  30. SK Hynix's High-Stakes Balancing Act: A $38 Billion Capacity Splurge, a New Union, and a Market That

    AD HOC NEWS EN supply 15 条观察

  31. Berkeley Lab Develops AI Model to Speed Earthquake Ground Motion Simulations

    HPCwire EN supply 2 条观察

  32. 交付能力升級 金山AI辦公智能體接入DeepSeek最新模型

    macaobusinessnews.com ZH supply 15 条观察

  33. 模組化AI資料中心百日交付 阿里雲全球產能拚提升逾2倍

    DIGITIMES ZH supply 15 条观察

  34. Microchip Switchtec 160-Lane PCIe Gen6 Switch Shown at FMS 2026 with XpressConnect PCIe 6 Retimer

    ServeTheHome EN supply 2 条观察

  35. 深度体验DeepSeek Harness，我原谅它涨价了|Apple|Codex|ChatGPT|GPT Image 2|插件_手机新浪网

    新浪财经 ZH supply 3 条观察

  36. Motor Shaft Coupling Components Market Growth Driven by Semiconductor Capacity to 2035 - News and Statistics

    IndexBox EN supply 15 条观察

  37. SMIC (Trans): Price hikes lift GPM, depreciation still a drag

    Longbridge EN supply 8 条观察

  38. SMIC (Trans): Price hikes lift GPM, depreciation still a drag

    Longbridge EN supply 4 条观察

  39. 深度体验DeepSeek Harness，我原谅它涨价了

    量子位 ZH supply 15 条观察

  40. DeepSeek涨价是否代表AI行业价格战结束？

    新浪网 ZH supply 15 条观察

  41. Elon Musk says xAI will be increasing its data center capacity by 7 times by the end of next year

    PC Guide EN supply 15 条观察

  42. Storage News Ticker - 13 April

    Blocks & Files EN supply 3 条观察

  43. Silicon Motion MonTitan RDK Targets Agentic AI Storage With Next-Gen PerformaShape and PCIe 6.0 Support

    StorageReview EN supply 2 条观察

  44. Sandisk高管表示，公司已成功流片首款高帶寬閃存芯片

    富途牛牛 ZH supply 15 条观察

  45. TSMC Achieves 98% Yield on CoWoS-L with 5.5x Reticle Size, 14x Comes in 2029

    TechPowerUp EN supply 15 条观察

  46. Cerebras Systems Poised to See More Upside From Capacity, AI Demand, Morgan Stanley Says

    marketscreener.com EN supply 15 条观察

  47. Cerebras Systems Poised to See More Upside From Capacity, AI Demand, Morgan Stanley Says

    Yahoo Finance EN supply 15 条观察

  48. Zayo, Nvidia Target Fiber Capacity as AI Infrastructure Spreads

    Data Center Knowledge EN supply 15 条观察

  49. 联想服务器储备订单3600亿元，杨元庆：AI需求刚开始，存储供应紧张会延续至明年

    thepaper.cn ZH supply 15 条观察

  50. SpaceX Has 1.4 Gigawatts of AI Capacity Online and Wants 10 Gigawatts by Next Year. Here's Why Microsoft Could Be the One Writing the Check.

    The Globe and Mail EN supply 15 条观察

  51. CBRS Q2 Earnings Call Focuses on Capacity for 2027 Growth

    Yahoo! Finance Canada EN supply 15 条观察

  52. Coherent Q4 Earnings Call Highlights Faster AI Optics Capacity Ramp

    Yahoo Finance EN supply 15 条观察

  53. 「寻芯记」存货超82亿元！寒武纪开启“买买买”模式，陈天石回应称为应对原材料涨价压力

    Sohu ZH supply 15 条观察

  54. CoreWeave、Nebius：算力涨价、干爹出手，英伟达 “干儿子” 能飒多久？｜长桥证券

    Longbridge ZH supply 15 条观察

  55. 谷歌Pixel 11全系涨价！搭2nm芯片，存储翻倍，AI跨40多款应用干活

    智东西 ZH supply 15 条观察

  56. Class Is in Session: GeForce NOW Levels Up Linux, Chromebooks and More

    NVIDIA EN supply 2 条观察

  57. Hitachi Vantara storage sales buck up

    Blocks & Files EN supply 3 条观察

  58. Zayo, Nvidia team to address AI network capacity shortage

    Computer Weekly EN supply 15 条观察

  59. 【IREN】向微软交付Horizon 1数据中心，获英伟达Exemplar Cloud认证

    Sohu ZH supply 15 条观察

  60. JPMorgan Q2 Holdings: Increased Exposure to AI Hardware Supply Chain, with Micron Technology and AMD as Top Buys

    富途牛牛 ZH supply 14 条观察

  61. AI芯片产能紧张还会影响哪些电子产品价格？

    新浪网 ZH supply 15 条观察

  62. Dell 200PB Rack storage building block

    Blocks & Files EN supply 3 条观察

  63. 阿里雲AI資料中心「100天交付」，CUBE 5.0模組化率升至90%、建置成本降10%

    uanalyze.com.tw ZH supply 15 条观察

  64. 长鑫科技DDR5良率实现重要突破，半导体设备ETF易方达（159558）今日获近4亿份净申购-ETF火线

    金融界 ZH supply 15 条观察

  65. 长鑫科技DDR5良率实现重要突破，半导体设备ETF易方达（159558）今日获近4亿份净申购

    Sohu ZH supply 15 条观察

  66. SK hynix Splashes USD720B to Build AI Memory Capacity in S Korea and US

    Longbridge EN supply 30 条观察

  67. SK hynix 斥资 7200 亿美元在韩国和美国扩建AI 内存产能｜长桥证券

    Longbridge ZH supply 15 条观察

  68. Korea's Steel, Petrochemical Makers Ride AI Boom Out of Slump # [SUBTITLE] New businesses win orders as steelmakers set up dedicated AI units, develop specialty steel and pursue package deals; Hyundai Steel lands 7 supply contracts, while petrochemic

    Seoul Economic Daily KO supply 15 条观察

  69. 中国的长江存储在 NAND 出货量上超过了美光科技，但在关键的收入方面，美光科技取得了胜利

    Longbridge ZH supply 15 条观察

  70. 深度探访SK海力士：依托AI浪潮斥资7200亿美元大举扩产，重塑韩国半导体版图

    新浪财经 ZH supply 30 条观察

  71. JPMorgan Q2 Holdings: Increased Exposure to AI Hardware Supply Chain, with Micron Technology and AMD as Top Buys

    富途牛牛 ZH supply

  72. 灵犀专业版首批接入DeepSeek-V4-Pro正式版，交付能力再升级

    雷峰网 ZH supply 15 条观察

  73. 灵犀专业版首批接入DeepSeek-V4-Pro正式版，交付能力再升级

    雷峰网 ZH_CN supply 3 条观察

  74. DeepSeek to get a 'significant' price hike soon

    Mashable EN supply 15 条观察

  75. JPMorgan's Q2 Holdings: Increased Exposure to AI Hardware Supply Chain, with Micron Technology (MU.US) and AMD (AMD.US) as Top Buys

    富途牛牛 ZH supply 15 条观察

  76. Memory Stocks To Watch As China Expands AI Chip Supply Chains

    simplywall.st EN supply 15 条观察

  77. Hyundai Motor tightens grip on parts suppliers to scale up its humanoid robot supply chain

    KED Global EN supply 15 条观察

  78. AI浪潮下存储芯片涨价席卷数码市场，手机电脑全线涨价，暑期购机成本陡增

    中华网 ZH supply 30 条观察

  79. Section 232 may offer ‘limited prospects’ for US solar wafer capacity

    PV Tech EN supply 15 条观察

  80. SK海力士重启大连第二工厂，NAND产能扩容50%

    电子工程专辑 ZH supply 15 条观察

  81. The 1-Megawatt Rack Debate

    SemiEngineering EN supply

  82. Zayo, Nvidia Target Fiber Capacity as AI Infrastructure Spreads

    DC Knowledge EN supply 2 条观察

  83. Copper’s Grip On AI Scaling Is Starting To Slip

    SemiEngineering EN supply

  84. Packet-Based NPUs In The LLM Era: From Compute-Bound CNNs To Memory-Bound Edge And Automotive Workloads

    SemiEngineering EN supply

  85. Is Pergrammable A Word?

    SemiEngineering EN supply

  86. Pegatron stocks AI server parts early as shortages spread through supply chain

    digitimes EN supply 15 条观察

  87. Linear Optics And The Push To Scale AI Interconnects

    SemiEngineering EN supply

  88. AI正在“吃掉”全球高端PCB产能！

    电子工程专辑 ZH supply 15 条观察

  89. 中国高端AI芯片出货量2026年预计同比增长83%，科创芯片设计ETF易方达（589030）连续3日获资金净流入

    eeo.com.cn ZH supply 15 条观察

  90. El fabricante chino de memoria CXMT alcanza un 90 % de Yield en DDR5 y se acerca a los grandes como Samsung, SK Hynix o Micron

    Geeknetic ES supply 30 条观察

  91. Pixel 11 上手：AI 不支棱，涨价不消停

    爱范儿 ZH supply 2 条观察

  92. CoWoS良率突破之后，先进封装的新瓶颈，正在浮现

    Sohu ZH supply 15 条观察

  93. Vertiv plans Expansion of Ireland and North West Facility Footprint, Increasing Manufacturing and Testing Capacity and Creating Hundreds of New Skilled Jobs

    albawaba.com EN supply 15 条观察

  94. SK海力士54万亿韩元扩产HBM+国产半导体设备订单饱满，科创半导体ETF华夏(588170)涨0.48%

    新浪财经 ZH supply 15 条观察

  95. Counterpoint报告：长江存储2026年Q2出货量跻身全球前三

    电子工程专辑 ZH supply 15 条观察

  96. SK hynix to break ground on $3.9b Indiana chip packaging plant this month

    The Korea Herald EN supply 15 条观察

  97. 全球NAND闪存竞争加剧 中国长江存储出货量升至全球第三

    ajudaily.com ZH supply 15 条观察

  98. 刚刚，光模块炸了！1.6T产能——缺口40%，它能走多远？

    新浪财经 ZH supply 15 条观察

  99. TSMC approves $29.44 billion capital budget for capacity expansion amid AI demand

    ET Manufacturing EN supply 3 条观察

  100. TSMC approves $29.44 billion capital budget for capacity expansion amid AI demand

    ET Manufacturing EN supply 12 条观察

  101. 台積電CoWoS封裝產品良率達98% 令外媒驚嘆原因曝

    TVBS新聞網 ZH supply 15 条观察

  102. TSMC CoWoS Yield Tops 98% for Some Lines, Targets 14x Reticle Size by 2029

    HK MoneyClub ZH supply 15 条观察

  103. 台積電部分CoWoS良率突破98% ，2029年瞄準14倍光罩尺寸

    HK MoneyClub ZH supply 15 条观察

  104. 出货增长22%，中国NAND闪存芯片，首次杀到全球第3名

    Sohu ZH supply 15 条观察

  105. 台積電CoWoS良率可達99%

    鉅亨號 ZH supply 15 条观察

  106. 台积电何军：5.5倍CoWoS良率可达99%，验证加速走向系统级

    新浪财经 ZH supply 13 条观察

  107. DDR5内存，想要降价，可能没戏了

    Sohu ZH supply 11 条观察

  108. 台积电高管重磅宣布：CoWoS封装AI芯片良率确认达98%

    新浪财经 ZH supply 11 条观察

  109. The GenAI Boom Will Lift Supermicro, But It Will Lift Others, Too

    The Next Platform EN supply 3 条观察

  110. 半导体上行周期叠加先进封装扩产，前道设备与测试有望持续受益

    Sohu ZH supply 9 条观察

  111. 无惧硬件涨价压力！CoreWeave业绩会打消市场疑虑：算力收益涨得更快！

    东方财富 ZH supply 5 条观察

  112. TSMC CoWoS Yield Tops 98% for Some Lines, Targets 14x Reticle Size by 2029

    TradingKey EN supply 3 条观察

  113. SK hynix to break ground on chip packaging facility in Indiana

    네이트 KO supply 3 条观察

  114. 台積電部分CoWoS良率突破98% ，2029年瞄準14倍光罩尺寸

    TradingKey ZH supply 2 条观察

  115. 突破產能與良率瓶頸，三星、SK 海力士掀起半導體設備 AI 化革命

    TechNews 科技新報 ZH supply 2 条观察

  116. Powering the AI Revolution: Efficient Strategies for High-Density Data Center Environments

    The Next Platform EN supply 3 条观察

  117. NVIDIA Nemotron 3.5 Lightning Delivers Fast, Accurate Specialized Task Execution for Long-Running Agents

    NVIDIA Developer EN supply

  118. NVIDIA NVLink: The Scale-Up Network for AI Factories

    NVIDIA Developer EN supply

  119. Mistral Aims to Build 1GB of Compute Capacity by 2030

    AI Business EN supply 2 条观察

  120. Liqid Pools 30 AMD MI350P GPUs in One Server: 4.3TB of HBM3E and 69 PFLOPS for AI Inference

    StorageReview EN supply 2 条观察

  121. Serve Qwen3.8-2.4T-A95B, a 2.4T-Parameter Model, with Configurable Reasoning on NVIDIA GB300 NVL72

    NVIDIA Developer EN supply

  122. Luisuantech GP Spark Review: Nearly 10GB/s of Plug-and-Play Storage for the DGX Spark

    StorageReview EN supply 2 条观察

  123. AMD Instinct MI455X Deep Dive: CDNA 5 Marks The Next Era of Instinct

    ServeTheHome EN supply 2 条观察

  124. How to Choose Full-Stack Observability for NVIDIA AI Factories

    NVIDIA Developer EN supply

  125. NVIDIA JetPack 7.2.1 Adds Agentic Video Skills and T3000 Emulation

    NVIDIA Developer EN supply

  126. NVIDIA CEO Tops Glassdoor’s 2026 List of Best CEOs

    NVIDIA EN supply 2 条观察

  127. 3.8 GW Load Drop Prompts Potential PJM Data Center Rules

    DC Knowledge EN supply 2 条观察

  128. DapuStor Shows a 512TB QLC SSD at FMS 2026: 1PB of Flash in Two Drives

    StorageReview EN supply 2 条观察

  129. Oh no, not another one! Databricks buys Electric

    Blocks & Files EN supply 3 条观察

  130. SK Hynix expanding Solidigm Dalian NAND plant

    Blocks & Files EN supply 3 条观察

  131. Praetorian’s Virginia Megasite Could Accommodate Data Center Development

    DC Knowledge EN supply 2 条观察

  132. AWS Data Center Withdrawal Signals Growing Political, Community Challenges

    DC Knowledge EN supply 2 条观察

  133. Minisforum N5 Max Review with AMD Ryzen AI Max+ 395

    ServeTheHome EN supply 2 条观察

  134. Dell Pro Precision 5 16s Intel Review: 24 Hours of Battery in a 16-Inch Workstation

    StorageReview EN supply 2 条观察

  135. Nvidia Drives Bang For The Buck With New GenAI Model And Router

    The Next Platform EN supply 3 条观察

  136. Quantum has turned the corner

    Blocks & Files EN supply 3 条观察

  137. Route AI Agent Workloads Across Models with NVIDIA NeMo Switchyard

    NVIDIA Developer EN supply

  138. NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard Deliver Faster, Smarter, More Efficient Agentic AI

    NVIDIA EN supply 2 条观察

  139. SSD prices still rocketing up faster than disk

    Blocks & Files EN supply 3 条观察

  140. Second hyperscaler plumps for Everpure’s flash technology

    Blocks & Files EN supply 3 条观察

  141. IBM and Together AI Put $240M Into a Dedicated HGX B300 Inference Cluster on IBM Cloud

    StorageReview EN supply 2 条观察

  142. Run Local Agentic AI Workflows with Meta’s Muse Glimmer on NVIDIA

    NVIDIA Developer EN supply

  143. Nutanix adding AI agent access bridge to its Cloud Platform

    Blocks & Files EN supply 3 条观察

  144. Panduit E36G18L PDU Review A Sweet Managed and Switched by Outlet PDU

    ServeTheHome EN supply 2 条观察

  145. Smart IOPS Unobtanium T50: 50 Million IOPS Per Gen6 SSD, With a One Billion IOPS Appliance Target

    StorageReview EN supply 2 条观察

  146. As AI Networks Scale In Three Directions, So Does Arista

    The Next Platform EN supply 3 条观察

  147. Nicolas Cage Fortitude movie disk stolen from Netflix office

    Blocks & Files EN supply 3 条观察

  148. Composable memory supplier Liqid recomposes exec roster for AI tokenomics

    Blocks & Files EN supply 3 条观察

  149. Netlist and Samsung Sign Five-Year Patent, Supply, and Technology Agreements

    StorageReview EN supply 2 条观察

  150. SK hynix at FMS 2026: 16-High HBM4, Wafer-Bonded 375-Layer NAND, and a Tiered Memory Pitch

    StorageReview EN supply 2 条观察

  151. WisdPi WP-UT9 USB 10GbE Adapter Review

    ServeTheHome EN supply 2 条观察

  152. Synopsys CXL 4.0 IP Hits 128 GT/s, Claims 3-6x KV Cache Offload Over SSDs

    StorageReview EN supply 2 条观察

  153. Delta’s GoCool-150 Goes Big To Enable 150kW Liquid-To-Air Cooling for ASRock Rack’s NVIDIA VR NVL72

    ServeTheHome EN supply 2 条观察

  154. Dell Pro Precision 5 14s Intel Review: Certified Workstation Graphics Without a Discrete GPU

    StorageReview EN supply 2 条观察

  155. With Taalas, AMD Can Bake AI Inference Directly Into Its Chippery

    The Next Platform EN supply 3 条观察

  156. D-Wave Intros Two-Qubit, Error Correcting Gate For Its Dual-Rail Quantum Architecture

    The Next Platform EN supply 3 条观察

  157. Storage News Ticker - 7 Aug 2026

    Blocks & Files EN supply 3 条观察

  158. HDD failure rates by manufacturer revealed

    Blocks & Files EN supply 3 条观察

  159. CoreWeave Locks In Solidigm SSD Supply as Flash Allocation Becomes an AI Cloud Problem

    StorageReview EN supply 2 条观察

  160. Ex-Nasuni AI head’s AI implementation prescription

    Blocks & Files EN supply 3 条观察

  161. SK Hynix building new DRAM and NAND fabs

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