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Business·3 sa önceResumen IA
克萊默：CPU大缺貨將引爆，英特爾值得買進
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。
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Estable51 noticias13 fuentesÚltima actualización: 3 sa önce
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Business·1 g önceResumen IA
祥碩總經理林哲偉：上半年營運成長，下半年趨緩，全年獲利有望成長
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。
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En desarrollo
Business·1 g önceResumen IA
LG이노텍, FC-BGA 승부수…AI 서버·CPU용 기판 공략
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.
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연합뉴스
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Tecnología·2 g önceResumen IA
AMD Quietly Removes TSME Security Feature from Consumer CPUs
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.
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Ars Technica
En desarrollo
Business·3 g önceResumen IA
創意被納入0050成分股 股價漲停
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。
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Business·5 g önceResumen IA
MSI: Bellek ve GPU Kıtlığı 2026'ya Kadar Sürecek, CPU Arzı 3. Çeyrek'te İyileşecek
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.
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ShiftDeleteTecnología
5 g önceResumen IA
Nvidia, Çin'e Yeni 'Vera' CPU'sıyla Giriyor
Nvidia, Çin'de eriyen gelirlerini toparlamak için yeni 'Vera' CPU'sıyla piyasaya giriyor. Yapay zeka sistemleri için tasarlanan Vera, Ağustos'tan itibaren hazır olacak.
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Habertürk Ekonomi
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Crime·04.06.2026Resumen IA
Homem é encontrado morto a tiros em via pública
Um homem identificado como Lukas foi encontrado morto a tiros em via pública. Testemunhas relataram ter ouvido disparos e o som de uma moto acelerando. A polícia isolou a área e realizou buscas, mas nenhum suspeito foi localizado até o momento. O caso será investigado pelo Departamento de Homicídio e Proteção à Pessoa.
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G1
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Tecnología·03.06.2026Resumen IA
Intel CEO: AI Agents Driving Demand for CPUs, CEOs Seeking Supply
Intel CEO Pat Gelsinger stated that AI agents are increasing demand for CPUs, with many CEOs personally contacting him for supply. This shift comes as AI applications move from model training to inference and task management, highlighting the CPU's role in AI agent operations.
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연합뉴스
En desarrollo
Tecnología·02.06.2026Resumen IA
Intel's new handheld chip could lead portable gaming
Intel's new Arc G3 Extreme chip for handheld gaming PCs shows significant performance and battery life improvements over AMD competitors. The MSI Claw 8 EX AI Plus, featuring this chip, offers up to 60-73 fps in demanding games at 1200p and can last up to 12 hours on a charge. Despite a high target price of $1,500, the chip's efficiency marks a potential leap for portable gaming.
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The Verge
En desarrollo
Tecnología·02.06.2026Resumen IA
Intel Core Processor (Series 3) Powers Over 70 PC Models
Intel announced at COMPUTEX TAIPEI 2026 that over 70 PC models now feature its Core Processor (Series 3), launched on April 16th. This marks a rapid integration of the new architecture into mainstream products within two months.
I
ITmedia
NOTICIA
02.06.2026Resumen IA
鑫聯大看記憶體、CPU後市「穩健趨漲」 AI需求帶動缺口
鑫聯大控股（3709）在法說會表示，受惠於AI需求強勁，記憶體與CPU後市將維持「穩健趨漲」格局。公司將擴大商用市場布局，並朝AI解決方案延伸，預計今年在台灣推出AMD體系的瀚鎧品牌電腦。
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Tecnología·02.06.2026Resumen IA
Nvidia ra mắt chip RTX Spark, tích hợp CPU Arm Grace và GPU Blackwell RTX
Nvidia công bố chip RTX Spark tại Computex 2026, tích hợp CPU Arm Grace và GPU Blackwell RTX, hướng tới người sáng tạo nội dung, nhà phát triển AI và game thủ. Chip dự kiến ra mắt tháng 9 trên các thiết bị của Dell, Lenovo, Microsoft, HP, Asus, MSI.
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VnExpress
En desarrollo
Tecnología·02.06.2026Resumen IA
Nvidia lança RTX Spark GPU para PCs com IA em meio a incertezas de demanda
Nvidia lança a GPU RTX Spark para PCs com IA, visando processamento local de tarefas de inteligência artificial. A aposta ocorre em um mercado com demanda incerta, apesar de a HP registrar alta nas vendas de PCs com IA.
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G1
En desarrollo
Tecnología·01.06.2026Resumen IA
Nvidia Unveils RTX Spark CPU for AI PCs at Computex
Nvidia launched its new RTX Spark CPU at Computex, aiming to power AI PCs from major manufacturers like ASUS, Dell, and Microsoft. The chip promises enhanced AI performance, secure agent execution, and local LLM capabilities, targeting creators and gamers.
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TechCrunch
En desarrollo
Tecnología·01.06.2026Resumen IA
Intel unveils new Xeon 6+ CPUs and data center products at Computex Taipei
Intel announced its new "Xeon 6+" CPU line for data centers, edge, and communication infrastructure at Computex Taipei 2026. The new processors utilize Intel 18A process technology and offer up to 2.5x performance improvement over the previous generation.
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ITmediaEn desarrollo
Tecnología·24.05.2026Resumen IA
Nvidia CEO Jensen Huang Confirms China Market Importance Amidst US-China Tensions
Nvidia CEO Jensen Huang confirmed China's critical role in the company's $1 trillion sales forecast, signaling no intention to exit the Chinese market despite US-China trade tensions. He also discussed Nvidia's new 'Vera' CPU platform and its potential $200 billion market.
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Times of India
En desarrollo
Tecnología·23.05.2026Resumen IA
輝達執行長黃仁勳：輝達將轉型為AI硬體巨頭並進入2000億美元CPU市場
輝達執行長黃仁勳宣布，輝達將從圖形晶片公司轉型為AI硬體巨頭，並進入一個規模達2000億美元的CPU潛在市場。公司最新季度營收816億美元，其中資料中心業務佔92%。新推出的Vera Rubin平台專為智能體AI打造，有望使輝達成為領先的CPU供應商。
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NOTICIA
23.05.2026Resumen IA
輝達CEO黃仁勳：CPU市場2000億美元預測包含中國
輝達執行長黃仁勳表示，該公司對CPU市場規模達到2000億美元的預測包含中國市場，顯示儘管中美科技緊張，輝達仍看好中國的長期需求。他是在抵達台北後做出此番回應。
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Tecnología·21.05.2026Resumen IA
NVIDIA'dan Yapay Zeka Odaklı Yeni CPU: Vera ile 200 Milyar Dolarlık Pazar Hedefi
NVIDIA CEO'su Jensen Huang, yapay zeka ajanları için özel tasarlanan Vera CPU'yu tanıttı. Bu yeni ürünle şirketin 200 milyar dolarlık yeni bir pazar açması hedefleniyor. Huang, milyarlarca AI ajanının geleceğini öngörerek CPU talebinde büyük artış bekliyor.
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Habertürk Ekonomi
En desarrollo
Business·21.05.2026Resumen IA
Nvidia CEO Jensen Huang Unveils $200 Billion TAM for New Vera CPU
Nvidia CEO Jensen Huang announced a new $200 billion total addressable market (TAM) for the company's Vera CPU, designed for agentic AI. Despite market anxieties, Huang's track record and promising sales figures for Vera, which has already sold $20 billion standalone this year, suggest Nvidia's continued dominance.
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TechCrunch
Tecnología
15.05.2026Resumen IA
Intel Core Ultra 7 270K Plus sees price drop to $279.99 at Amazon
Intel's Core Ultra 7 270K Plus processor is currently available for $279.99 at Amazon, an all-time low. The CPU, which competes with AMD's Ryzen 9000-series, also includes a promotional offer for a free copy of Lego Batman: Legacy of the Dark Knight until July 31st.
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The Verge
Tecnología
23.05.2026Resumen IA
Alienware 15: The Company's First Affordable Gaming Laptop
Alienware launches its first affordable gaming laptop, the Alienware 15, starting at $1,299. It features a toned-down design, a full numpad, and upgradeable RAM, addressing a long-standing gap in their product line.
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Engadget
Tecnología
13.05.2026
Loongson’s flagship chip hits 1 million units, boosting China’s tech self-reliance
Chinese chip designer Loongson Technology has shipped more than 1 million units of its flagship desktop processor, marking a milestone for China’s efforts to build a self-sufficient semiconductor industry and move domestic central processing units (CPUs) beyond basic usability towards broader commercial adoption. The 3A6000 processor, designed for desktop computers, was built on Loongson’s self-developed LoongArch instruction set architecture, proprietary IP cores, and domestic manufacturing...
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SCMP Tech