在近年席卷全球的AI热潮中，半导体产业链成为最大受益者之一。率先站上风口的是用于大模型训练的GPU，随后是支撑海量数据吞吐的存储芯片——英伟达（NVDA.US）、美光科技（MU.US）等相关企业因需求激增实现业绩与股价双升。然而，就在市场以为AI硬件 ...

If you’re considering an upgrade for your PC components, it’s a good idea to understand the differences between GPU vs CPU. Before we go into further depth, the GPU and CPU are both hardware ...

根据TrendForce ...

以前我们买电脑只关注CPU强不强，后来为了玩游戏和剪视频，我们开始关注GPU。在AI时代，各大厂商开始宣传NPU。那么，这三个“PU”硬件到底有什么用？它们之间有什么区别？现在就通过这篇文章来告诉你。 CPU即中央处理器，是电脑的大脑。它的主要任务是 ...

GPU将取代CPU？不大可能。 日前美国政府宣布，将允许英伟达向中国和其他地区的“获准客户”销售其H200人工智能芯片，条件是美国政府将获得英伟达在这些地区H200销售额的 25% 的分成。GPU计算再度受到关注。 就在前几天，黄仁勋在一场公开活动上的发言又引起 ...

The difference between a CPU (Central Processing Unit) and a GPU (Graphics Processing Unit) primarily lies in their design and functionality. CPUs are designed to handle a wide range of computing ...

Intel still needs time to capitalize on the AI chip market's growth, but its rival is already making solid progress in this space.

截至13:01，上证科创板芯片设计主题指数（950162）涨1.14%，权重股中，海光信息涨2.9%，澜起科技涨3.7%，寒武纪-U涨1.6%，芯原股份涨7.6%，东芯股份跌0.5%。此外，普冉股份涨9.6%，中微半导涨8.0%，灿芯股份涨5.5%， ...

This decision represents far more than a new product launch; it is the culmination of Nvidia's push to become a one-stop silicon provider for AI and ...

格隆汇1月26日｜国海证券研报指出，澜起科技预计2025年归母净利润同比+52.29%至+66.46%，互连类芯片出货增加。内存互联持续迭代，Retimer芯片全球前二，深度布局CXL技术。AI推理在扩大HBM、DRAM需求的同时，也在提高了对CPU ...

The Ryzen 3 1200 is at least a 4c/4t processor. It's not particularly high end but should at least meet the min requirements for a lot of games. It should be pretty ...