AMDは「Advancing AI 2026」イベントで、サーバー/HPC向けCPU「第6世代EPYC」とGPU「Instinct MI400」を発表した。第6世代EPYCは2026年Q4から、Instinct MI400は現行MI350の後継として展開され、AIデータセンター向けラックマウントシステム「AMD Helios」の生産も開始された。
超微（AMD）在舊金山推出Kria AI系統模組，整合CPU、GPU、NPU於單一平台，專為機器人與實體AI開發。執行長蘇姿丰強調機器人自主化趨勢，並與輝達競爭，台灣磐儀、廣積、威強電為硬體合作夥伴。
路透社報導，英特爾與超微正與中國伺服器客戶簽訂更長期的資料中心CPU採購協議，以應對AI熱潮導致的市場價格上漲及供應吃緊，此舉凸顯AI對半導體產業的廣泛影響。
Qualcomm buys Modular for nearly $4B, China leads in supercomputing without GPUs, Microsoft's emissions surge, and tech deals highlighted.
AMDのゲーミングCPU「Ryzen 7 7700X3D」が発売。Zen 4アーキテクチャ、8コア16スレッド、価格約6万4000円。ただし、上位モデル「7800X3D」の価格が安いため、7700X3Dの売り場では「価格安定待ち」が多く。
Maserati parteciperà al Goodwood Festival of Speed 2026, presentando la gamma aggiornata di Grecale, GranTurismo e GranCabrio con MY2027. Saranno esposte anche le supersportive come MC20 e MCXtrema, con la MCXtrema che parteciperà alla Timed Shootout.
鑫聯大投控（3709）受惠於DRAM熱銷、大型專案交貨及企業級伺服器CPU需求，加上年中購物熱潮，6月營收達76.1億元創單月新高，月增119%。累計上半年營收274.1億元，年增32%，表現強勁。
Jim Cramer's Charitable Trust is selling its remaining 118 shares of Arm Holdings for approximately $303.46 per share, exiting the position entirely. The sale aims to secure a 75% gain on the stock, purchased in April, amid concerns about the AI buildout trade and increased supply in the semiconductor market.
和碩董事長童子賢表示，股市短期波動不重要，應關注科技產業長期發展趨勢。他認為，企業規劃產品與產能布局以三年至五年為尺度，目前對科技產業前景保持樂觀，即使零組件漲價或AI機櫃供應延後，也屬產業正常循環。
ByteDance, owner of TikTok, plans to finalize its next-generation in-house CPU design by early 2025, targeting mass production by H2 2027 to support its expanding AI ambitions, including products like Doubao and Seedance.
AMDはSocket AM4誕生10周年を記念し、Carbiceの熱伝導シート「Ice Pad」を付属した特別版CPU「Ryzen 7 5800X3D 10th Anniversary Edition」を発売した。DDR4メモリ対応のAM4環境は需要が高まっており、新モデルは発売直後に売り切れが続出するほどの人気を見せたが、価格帯から購入者を選ぶとの声もある。
Framework announced a free 1TB SSD upgrade for some Laptop 13 Pro preorders due to cheaper components, but also warned of upcoming CPU price increases for new orders. Initial shipments were delayed to July.
China Telecom awarded a major server procurement deal for 2026-2027, worth up to $1.7 billion, to six domestic companies. Huawei indirectly benefits through its Kunpeng ecosystem, while other tech giants like ZTE and Lenovo secured contracts for C86 servers, reflecting a trend of state-owned carriers prioritizing domestic technology.
China's LineShine supercomputer has become the world's fastest, achieving 2.198 Exaflops. It surpasses the US's El Capitan and is the first to exceed two exaflops using only CPUs, despite technology embargoes.
AMD will reintroduce Transparent Secure Memory Encryption (TSME), a security feature against physical attacks, to its consumer Ryzen processors next month following user complaints. The feature was silently removed in a recent firmware update, sparking backlash.
ABF載板廠景碩（3189）因接獲輝達最新伺服器CPU與GPU載板大單，法人看好其營運將有全新成長動能，預計明年產能擴增25%，獲利有望倍增，股價今日亮燈漲停，創掛牌新天價。
中科曙光发布新一代通用高性能计算平台，采用国产百核级512线程CPU，性能达国际厂商旗舰级水平，兼容x86生态并原生支持AVX-512，实现“零迁移成本”。平台提供多种散热形态，已覆盖地球科学、工业制造等领域。
知名節目主持人克萊默看好英特爾（Intel）前景，認為AI革命將引爆CPU嚴重短缺，使英特爾掌握強大定價權。他指出，AI基礎設施需求激增，加上台積電產能飽和，將促使晶片設計商轉向英特爾的晶圓代工服務，因此現在進場仍不嫌晚。
祥碩總經理林哲偉表示，上半年營運有望較去年同期成長，但下半年因主機板市場受限，表現相對趨緩，全年獲利有望成長。公司持續投資新技術，下一世代ASIC產品明年下半年貢獻營收，並布局PCIe Gen 6與Gen 7規格，車用業務也逐步擴大。
LG이노텍이 AI 반도체 시장 성장에 힘입어 반도체 패키지 기판 사업 확대에 속도를 낸다. 2031년까지 패키지솔루션 사업 영업이익 1조원 달성을 목표로 하며, FC-BGA 기판을 핵심 제품으로 삼아 AI 서버 및 CPU 시장을 공략할 계획이다.
AMD has removed Transparent Secure Memory Encryption (TSME) from its consumer Ryzen CPUs without warning, a feature previously available on lower-end chips. The company now states TSME is exclusive to PRO CPUs, leaving users questioning if it's a deliberate policy or a firmware bug.
ASIC設計服務公司創意（3443）因獲Google CPU及雲端服務供應商AI ASIC訂單，加上ADAS專案出貨放量，5月營收創歷史次高。公司獲納入0050成分股，將於18日生效，股價今早盤急拉漲停。
MSI, bellek ve GPU tedarik sıkıntılarının 2026'ya kadar devam edeceğini öngörüyor. Ancak, CPU arzının 3. çeyrekte iyileşmesi bekleniyor. Yapay zeka talebi ve bellek üreticilerindeki belirsizlikler fiyatları etkiliyor.
Nvidia, Çin'de eriyen gelirlerini toparlamak için yeni 'Vera' CPU'sıyla piyasaya giriyor. Yapay zeka sistemleri için tasarlanan Vera, Ağustos'tan itibaren hazır olacak.
