
AI热潮重塑科技版图:亚洲半导体公司迎来财富盛宴
人工智能热潮正推动全球数据中心对芯片、布线和电力系统的需求激增。英伟达CEO黄仁勋在台湾电脑展上呼吁供应商SK海力士“多生产一些”。这场盛宴正为韩国和台湾的半导体公司带来巨额财富,重塑科技力量格局,而中国则被排除在先进供应链之外。

人工智能热潮正推动全球数据中心对芯片、布线和电力系统的需求激增。英伟达CEO黄仁勋在台湾电脑展上呼吁供应商SK海力士“多生产一些”。这场盛宴正为韩国和台湾的半导体公司带来巨额财富,重塑科技力量格局,而中国则被排除在先进供应链之外。
国台办发言人朱凤莲就英伟达创始人黄仁勋关于台湾电力需求的言论表示,民进党当局将能源问题政治化,不愿解决结构性问题,只顾党派私利,不顾台湾民生福祉和未来发展。
China's Taiwan Affairs Office spokesperson Zhu Fenglian criticized the DPP authorities for their handling of Taiwan's energy issues, stating they are focused on 'Taiwan independence' and lack the will or ability to address structural problems. She accused the DPP of politicizing energy issues for political gain rather than solving them, prioritizing party interests over the welfare and future development of Taiwan's people.
Nvidia and Unitree Tech have jointly released the H2 Plus, a new generation humanoid robot reference design. Featuring Nvidia's high-performance computing platform, it aims to provide a powerful "intelligent brain" for humanoid robots and is set to launch in the second half of this year.

一份报告显示,尽管英伟达CEO黄仁勋声称中国军方不依赖其芯片,但中国军方自2019年以来一直在公开寻求英伟达的人工智能芯片。报告指出,即使在美国限制半导体出口后,解放军仍在加大力度获取这些芯片,这引发了关于美国技术如何装备中国军队的担忧。

A deal allowing Nvidia to sell its top AI chips to China, initially seen as a rare win-win, has stalled as Beijing prioritizes domestic chip development and distrusts US intentions. Chinese AI firms, despite needing computing power, are opting for local alternatives like Huawei and Cambricon, signaling a shift towards technological self-sufficiency.