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WiseUp AI 情報週報 Podcast
WiseUp AI 情報週報 Podcast聯電的錯位競爭：不追 2nm，押注成熟與特殊製程的韌性需求當先進製程吸走市場目光，聯電如何在 22/28nm 與特殊製程重建議價能力解剖對象：聯電（2303.TW）｜Round 1（2026H1）名詞速查 - 成熟製程：通常指 28nm、40nm、55nm、65nm、90nm 等已量產多年、設備折舊較充分、應用廣泛的節點。不同機構對「成熟」定義不同，有時也會將 22/28nm 視為主流成熟節點 - 特殊製程（Specialty Technology）：在主流邏輯製程之上做差異化的平台，如 BCD（電源）、RFSOI（射頻）、eHV（高壓）、eNVM（嵌入式記憶體）、影像感測製程等；競爭力來自製程整合與長期客戶共同開發，而非最小線寬 - BCD 製程：整合 Bipolar、CMOS、DMOS 元件的製程平台，常用於電源管理 IC、車用電源控制、驅動 IC、工業與通訊電源應用 - 晶圓代工（Foundry）：專門為 IC 設計公司代工生產晶片的製造服務模式 - 庫藏股（Treasury Stock）：公司買回自家股票的財務操作，可能用於提升 EPS、釋放信心訊號，也可能用於轉讓員工、員工獎酬、維護公司信用或股東權益。需依公司公告目的判斷 - 產能利用率（Capacity Utilization）：實際產能與總產能的比例，是衡量晶圓代工景氣的關鍵指標 - 12 吋約當晶圓：將不同尺寸晶圓產能換算成 12 吋晶圓的標準計量單位2026 年 5 月 6 日，聯電股價收在漲停價 91.4 元，創 2000 年 6 月以來新高（聯合新聞網／Yahoo 股市轉載）。幾天前，聯電董事會於 4 月 29 日通過庫藏股計畫，預計自 4 月 30 日至 6 月 29 日買回最多 5 萬張普通股，目的為轉讓予員工；截至 5 月 7 日，已斥資約 3.75 億元買回 4,166 張，平均每股約 90.14 元（經濟日報、Yahoo 股市公告轉載）。這波重估並非只靠庫藏股。聯電 2026 年 4 月合併營收達 226.64 億元，年增 10.80%，創三年多高點；1–4 月累計營收 837.02 億元，年增 6.88%（UMC / Business Wire 2026 年 4 月營收公告）。更重要的是，2026 Q1 聯電 22/28nm 占晶圓營收 34%，其中 22nm 占比達 14% 並創新高，毛利率維持 29.2%，產能利用率回升至 79%（UMC / Business Wire 2026 Q1 法說）。當市場把多數目光投向台積電的 3nm、2nm 與 AI GPU 時，聯電的投資故事正在另一個戰場展開：成熟與特殊製程。這不是最耀眼的技術路線，卻是汽車電子、電源管理、顯示驅動、工業控制、網通與 IoT 仍大量依賴的基礎設施。理解聯電的關鍵，不在於它能不能追上最小線寬，而在於它能不能把 22/28nm、特殊製程與 Intel 12nm 合作這些長週期戰場，轉化為議價能力、客戶黏性與現金流韌性。一、護城河 / 結構性差異聯電的競爭優勢建立在「錯位競爭」之上：它不是想做台積電的縮小版，而是選擇在成熟與特殊製程深耕。你想像一下——當市場焦點集中在台積電、三星與 Intel 的 3nm、2nm 軍備競賽時，聯電把資源留在 22nm、28nm、40nm 與多個特殊製程平台上，靠的是製程整合、客戶共同開發與長期工程能力，而不是最小線寬。這條護城河有三個相互強化的結構性門檻。第一是 「製程組合的多樣性」。2026 Q1 法說揭露，聯電 22/28nm 占晶圓營收 34%（其中 22nm 14%，創歷史新高）、40nm 占 18%，加上更舊節點，整體營收高度集中於主流與成熟製程；同時，公司在 BCD、RFSOI、eHV、eNVM、影像感測等既有特殊製程平台上持續布局，其中 22nm 平台客戶 tape-out 數量與 22nm 營收占比提升是目前較明確的官方量化指標。矽光子 / TFLN 應與既有特殊製程分開看，前者更接近新興光子平台合作，商業化與營收貢獻仍需時間驗證。這種組合很難被新進者快速複製，因為每一個平台都需要長期的客戶共同驗證與良率積累。第二是 「長週期客戶黏性」。多數車用 MCU、電源管理、驅動 IC 與感測器未必需要 3nm 或 5nm，反而更重視可靠性、長供貨週期、良率與成本；高階座艙、自駕與 AI 加速晶片才可能採用較先進製程。因此，聯電的機會主要不在「所有車用晶片」，而是在車用長尾晶片、工業電源、顯示驅動、網通周邊與 IoT 等需要長期供應穩定性的客戶。這些客戶的轉換成本高，價格競爭也相對緩和。第三是 「資本配置的紀律」。聯電 2026 年現金制 CAPEX 預算為 15 億美元，相對保守，反映管理層認知到，在先進製程軍備競賽中，聯電無法與台積電在資本強度、客戶規模與研發速度上正面競爭，因此選擇把資源配置到回收期較可控的成熟與特殊製程。這種克制本身不是技術護城河，卻讓聯電在週期下行時折舊壓力可控，在上行週期能用較低資本強度取得相對較高的現金回報。但保守 CAPEX 的代價是：當需求真的出現結構性上行時，聯電可能因產能擴張不夠快而錯失部分訂單。那這條護城河到底有多深？ 它不是壟斷型護城河——成熟與特殊製程市場仍有中芯國際、GlobalFoundries、三星 Foundry、世界先進、力積電等競爭者。聯電的優勢在於：在特定節點（22/28nm）、特定特殊製程平台、與特定長週期客戶結構下的執行可信度。這需要時間累積，也很難在三五年內被便宜的中國產能完全取代。數字結構（公司官方數據）- 2026 Q1 合併營收：610.4 億元，年增 5.5%、季減 1.2%（UMC / Business Wire 2026 Q1 法說）- 2026 Q1 毛利率：29.2%；營業利益率：18.5%；EPS：1.29 元- 2026 Q1 產能利用率：79%；Q2 指引為 low-80% range- 2026 Q1 晶圓出貨量：102.1 萬片 12 吋約當晶圓，季增 2.7%- 2026 Q1 22/28nm 占晶圓營收：34%；其中 22nm 占比 14%，創歷史新高- 2026 Q1 22/28nm 與 40nm 合計 52%；其餘 48% 來自 55nm、65nm、90nm 等更成熟節點- 2026 Q1 應用別：通訊 39%、消費性 32%、電腦 12%、其他 17%- 2026 年現金制 CAPEX 預算：15 億美元- 2026 年 4 月營收：226.64 億元，年增 10.80%，創三年多高（Business Wire 4 月營收公告）- 2026 年 1–4 月累計營收：837.02 億元，年增 6.88%- 股價表現：2026 年 5 月 6 日收 91.4 元，創 2000 年 6 月以來新高- 庫藏股計畫：董事會 4 月 29 日通過、4 月 30 日至 6 月 29 日預計買回最多 5 萬張，目的為轉讓予員工；截至 5 月 7 日已買回 4,166 張、約 3.75 億元二、關鍵決策分岔點2017–2018：淡出 12nm 以下先進製程競賽聯電在 2017–2018 年間明確轉向，不再持續投入 12nm 以下先進製程研發，把資源轉向 12 吋成熟節點與特殊製程。當時市場將此視為技術實力不足的訊號，股價長期低迷。2020–2022 年半導體景氣上行期間，這個選擇開始被市場重新評價：當先進製程資本強度持續上行、台積電在 7nm/5nm/3nm 拉開技術差距時，聯電已經把資本配置集中在折舊壓力較低、客戶生命週期較長、可透過特殊製程差異化的領域。聯電的歷史教訓不是「不要先進製程」，而是「不能在資本強度、客戶規模、研發速度都落後的戰場與台積電正面競爭」。這個結論直接影響後續所有資本與技術決策。2026 Q1：22nm 占比創高，22/28nm 維持核心地位2026 Q1 法說顯示，聯電 22/28nm 占晶圓營收 34%、22nm 占比 14% 並創歷史新高。需要注意的是，官方可確認的是 22nm 占比創高；22/28nm 合計占比是否持續提升，仍需後續季度驗證。這代表聯電過去多年在 22nm 平台上的客戶共同開發、特殊製程整合與 IP 庫累積，在通訊、消費、工業與 AI 周邊需求回溫的環境下，22nm 平台的滲透率開始提升。2026 年 4 月：通過庫藏股、目的為轉讓員工聯電董事會於 4 月 29 日通過買回公司股份，預計自 4 月 30 日至 6 月 29 日買回最多 5 萬張普通股，目的為轉讓予員工；截至 5 月 7 日已斥資約 3.75 億元買回 4,166 張、平均每股約 90.14 元。雖然公司公告的買回目的為轉
2026-05-1420 minEUV The Focal Point
EUV The Focal Point[041] Industry briefing - EUV The Focal PointThis post was created using AI. Please check the information if you want to use it as a basis for decision-making.This week’s episode looks at EUV less as a single-tool story and more as a capacity, customer, and capital-allocation story. Apple’s reported Intel and Samsung outreach, Samsung’s 2nm foundry push, SK Hynix customer-financing talks, and TSMC’s low-NA roadmap strategy all point to the same conclusion: the bottleneck is now economic and geopolitical as much as technical.Key takeaways:- Previous scripts or sources...
2026-05-1117 min【5分でわかる】今日のビジネスニュース要約 -kiji cast-耳で学ぶ、毎日のビジネスニュースとキーワード解説
【5分でわかる】今日のビジネスニュース要約 -kiji cast-耳で学ぶ、毎日のビジネスニュースとキーワード解説ラピダス2.4兆円支援の裏側【5分解説】忙しくてニュースを読む時間がない人へ。この番組は、毎日5分で「今日の重要論点」だけを整理します。「最新のビジネスニュースと、一歩踏み込んだキーワード解説を毎日お届けします。」「このニュースのテキスト版、および長尺の『完全版音声』はnoteのメンバーシップ限定で配信しています。詳細はこちら：[[https://note.com/kijicast]]」■ 無料版：これだけは知っておきたい「2nm」の基本・そもそも2nmって何？髪の毛の4万分の1という極小世界・なぜ北海道？千歳市で起きた「賃金上昇率全国1位」の衝撃データ ・2.4兆円の血税投入。私たちの生活にどう還元されるのか ・後出しジャンケンで勝つための「短納期（RSTP）」戦略とは ■ note限定・完全版：一歩先を行くビジネス・投資教養・地政学の最前線：米中対立の中で日本が「背水の陣」を敷く理由 ・ライバルの苦境：サムスンやインテルが直面する「歩留まり」の壁・投資の連想ゲーム：半導体ブームの裏で「銅」や「電力」銘柄が熱い理由 ・2035年未来予測：スマホが消える？2nmが当たり前になった後の社会移動中や家事の合間に、耳から「最速」で教養をアップデートしましょう。倍速再生での視聴もおすすめです。
2026-04-2706 minThe State of Tech — The European Edition
The State of Tech — The European EditionSemiconductor Market, Applied Materials 2nm, D-Robotics AI & Healthcare AI SecurityThe State of Tech — The European Edition of Thursday 9 April 2026: Global semiconductor revenue is projected to hit $1.3 trillion in 2026, driven by AI demand and memory price inflation, while Applied Materials pushes chipmaking to the atomic level with 2nm GAA transistors. Chinese robotics firm D-Robotics raises $150M to expand embodied AI globally, and a new secure healthcare AI platform launches with major implications for European GDPR compliance and the EU AI Act.
2026-04-0913 min聞く経済ニュース - 海外メディア超多読ラジオ
聞く経済ニュース - 海外メディア超多読ラジオ【4/8】半導体1.4nm完全国産へ——富士通×Rapidus 7兆円の勝算富士通が発表した1.4ナノAI推論チップは設計から製造まで日本国内で完結する初の試み。半導体の完全国産は本当に実現するのか。経済安全保障と半導体マーケットの構造変化を読み解く。TSMC・Samsung・Rapidusの1.4nm三つ巴の競争地図、金融市場が注視する7兆円投資計画の実現可能性、日本の半導体株・関連銘柄への波及を分析。-----[公式noteで詳細テキストレポート公開中！]https://note.com/kiku_keizai-----・富士通1.4nm NPU発表——NEDO支援580億円の完全国産AI推論チップ計画・Rapidus千歳パイロットライン稼働と2nm GAA試作の進捗・TSMC A14が2028年量産へ——1.4nm国際競争の全体像・Samsung 1.4nm延期が示す歩留まりの壁とRapidusへの示唆・単一ウエハー処理50日——TSMCと戦わないRapidusのニッチ戦略・累計投資7兆円・2031年IPO計画の資金ギャップリスク・技術人材130万人不足——日本半導体復権の構造的課題-----一次情報ソース・Tom's Hardware https://www.tomshardware.com/tech-industry/fujitsu-plans-dedicated-1-4nm-ai-chip-manufactured-entirely-in-japan-by-rapidus・TechSpot https://www.techspot.com/news/111959-japan-rapidus-ramps-up-2-nm-chip-plans.html・Electronics Weekly https://www.electronicsweekly.com/news/business/fujitsu-to-develop-1-4nm-npu-2026-04/・The Register https://www.theregister.com/2026/02/27/rapidus_funding/・TrendForce https://www.trendforce.com/news/2026/01/21/news-jx-advanced-metals-reportedly-plans-%C2%A55b-investment-in-rapidus-along-with-critical-materials-supply/・TrendForce https://www.trendforce.com/news/2026/03/31/news-samsung-pushes-advanced-nodes-reportedly-targets-1nm-by-2030-2nm-yields-top-60・DIGITIMES https://www.digitimes.com/news/a20250402PD225/rapidus-2nm-fab-chips-production.html・The Diplomat https://thediplomat.com/2025/
2026-04-0813 min晚安咖啡GoodNightCoffee
晚安咖啡GoodNightCoffee《晚安咖啡》科技夜话（英文版）：AI攻击模型不发布，OpenAI内讧，英特尔建2nm厂Anthropic will not release its most powerful cyberattack AI model due to high risks, shifting to internal defense research.OpenAI's chief scientist accused the CEO of habitual lying, raising governance concerns.Intel joins the xAI-led project to build the world's largest 2nm wafer fab.Volkswagen launches its largest-ever EV offensive in China, with a new model every two weeks.Samsung Display is expected to be the exclusive supplier of OLED screens for Apple's first foldable iPhone.Digua Robotics raised $150 million in funding for collaborative robot R&D and global...
2026-04-0812 minMeTacheles Tonspur
MeTacheles TonspurElon Musks Terafab - Sein wohl größter Scam!Proton-Drive Angebot 👉 https://t.ly/ProtonDriveProton-Mail Angebot 👉 https://t.ly/protonme🚨 Musks “Terafab” in Texas: 1 Terawatt KI-Chips, 2nm, Starship-Clouds im All… und warum das zu 99,9% Bullshit istElon Musk will jetzt auch noch die Halbleiterindustrie “disrupten”: Eine eigene Semiconductor-Fab in Austin, Texas, jaehrlich 1 Terawatt an KI-Chips, 2nm-Fertigung, komplette Vertical Integration vom Wafer bis zum fertigen Chip – inklusive Advance Packaging und eigener Maskenfertigung. Und als Bonus obendrauf: Solarzellen im gleichen Massstab, Weltraum-Rechenzentren, 50.000 Starship-Starts pro Jahr, und eine Armee aus Optimus-Robotern irgendwo zwischen “1” und “10 Milliarden”. In diesem Podcast wird das einmal sauber auseinandergebaut: Nich...
2026-03-2531 min晚安咖啡GoodNightCoffee
晚安咖啡GoodNightCoffee《晚安咖啡》科技夜话（英文版）：马斯克建2nm芯片厂，苹果庆50周年，OpenAI扩招至8000人Elon Musk announces plans to build a 2nm chip manufacturing center in the US, entering semiconductor manufacturing.Apple will hold a 50th-anniversary celebration, with CEO Tim Cook's role in focus.OpenAI plans to expand its workforce to around 8,000 employees, accelerating investment in AI.Samsung Electronics Chairman Lee Jae-yong visits China to finalize key business strategies for the market.Unitree Robotics plans to list on the STAR Market, with 2025 net profit exceeding 600 million yuan and Meituan holding nearly 10% stake.Shenzhen's foreign trade hits a record high of 824.2 billion yuan in...
2026-03-2313 minRapid Money Radio
Rapid Money RadioCoreWeave Up 142%, Broadcom’s 2nm Tech 02/28/26CoreWeave Up 142%, Broadcom’s 2nm Tech 02/28/26 Key Stories: Broadcom has made significant strides in the semiconductor space, announcing it has shipped what it calls the industry’s first 2-nanometer custom compute System-on-a-Chip, built on its new 3.5D XDSiP packaging platform. This innovation underscores Broadcom’s position at the forefront of advanced chip technology. Additionally, Broadcom, the semiconductor and infrastructure software company, has begun the commercial rollout of its BroadPeak radio SoC, targeting next-generation 5G and future 6G networks, with an interoperability demo completed at Mobile World Congress. While the company’s shares, currently priced around $319.55, show a robust...
2026-02-2800 min晚安咖啡GoodNightCoffee
晚安咖啡GoodNightCoffee《晚安咖啡》科技夜话（英文版）：OpenAI获1100亿融资，台积电2nm产能预订，SpaceX拟IPOOpenAI secures $110 billion in funding, valuation reaches $730 billion, accelerating AGI R&D.TSMC's 2nm process capacity for the next two years is nearly fully booked, with customer orders locked until mid-2027.SpaceX reportedly plans to confidentially file for an IPO in March, with a potential valuation of $1.75 trillion.Trump signs executive order requiring federal agencies to cease using Anthropic's products.Xiaomi expert emphasizes that smart car accident investigation details should be disclosed by authoritative third parties.Luxshare Precision officially submits Hong Kong listing application to expand international financing channels.
2026-02-2812 minMoneycontrol Podcast
Moneycontrol PodcastIndia targets 2nm, 3nm chips by 2032; Anthropic CEO’s AI warning; and What Tier-2 GCCs want from Budget 2026 | MC Tech3In today’s Tech3 from Moneycontrol, we break down India’s ambitious semiconductor roadmap that targets 3nm and 2nm chip manufacturing under Semicon 2.0, and what it means for the startup ecosystem. We also look at how the next phase of Global Capability Centres will depend on Tier-2 city expansion and state-level execution. Plus, Anthropic CEO Dario Amodei’s warning on powerful AI systems and the risks they pose. And finally, how the India–EU FTA could reshape electronics exports and global supply chains.
2026-01-2707 minNews - Tin Nhanh công nghệ
News - Tin Nhanh công nghệLộ Diện Galaxy S26 Ultra Chip 2nm & Sự Trỗi Dậy Của AI Vật Lý"Chào mừng bạn đến với bản tin tin tức công nghệ hôm nay ngày 24/01/2026. Video này sẽ cập nhật toàn cảnh thị trường điện thoại smartphone và phần mềm đang cực kỳ sôi động dịp đầu năm mới. Tâm điểm của bản tin đổ dồn về Samsung Galaxy S26 Series, đặc biệt là siêu phẩm Galaxy S26 Ultra vừa lộ diện ngày ra mắt dự kiến vào 25/02 tới đây. Chúng ta sẽ cùng phân tích sức mạnh của con...
2026-01-2407 minDois no Mic
Dois no Mic[2NM #75] Quem sou eu? CINEMA, SÉRIES e o CAOS em mesaNeste episódio jogamos o mais novo jogo criado na face da terra e de exclusividade do 2NM: Quem sou eu? Dá o play e acompanha essa resenha da firma com direito até a menção ao churrasqueiro mais famoso do cinema! COM:Daniel Cauan - @thedanielcauanNewton Cesar - newton.exe // new_roncariGuilherme Roncari - @guilherme_a_b_roncari // @MK_Hunter_XErick Ferraz - @erick_ferrazsSIGA-NOS NAS REDES SOCIAIS:X: @doisnomiccInstagram: @doisnomic...
2026-01-161h 21NotebookLM看世界
NotebookLM看世界台积电2025年Q4财报：确认AI需求_芯片供应成瓶颈！2nm跨入量产！2025营收劲增35.9%，2026预算狂砸560亿美金，五年复合增长率预告25%！台积电2025年Q4财报：确认AI需求_芯片供应成瓶颈！2nm跨入量产！2025营收劲增35.9%，2026预算狂砸560亿美金，五年复合增长率预告25%！
2026-01-1500 minInside Taiwan
Inside TaiwanThe 2026 Physical AI Buildout: From Humanoid Robots to 2nm Chips to AI-Native WorkflowsInside Taiwan follows the moment AI became physical: humanoid robots heading for mass production, chip supply tightening, and AI assistants moving into workflows. We connect Google DeepMind plus Boston Dynamics, Nvidia and AMD roadmaps, TSMC 2nm demand, HBM price spikes, and what it means for productivity and geopolitics in 2026.Q1. Why are humanoid robots suddenly moving from demos to mass production plans in 2026?A1. Boston Dynamics reintroduced Atlas and said a production version is coming, with Hyundai as both manufacturing partner and customer. The target scale is tens of thousands of robots per year by 2028. The “br...
2026-01-0909 min晚安咖啡GoodNightCoffee
晚安咖啡GoodNightCoffee《晚安咖啡》科技夜话（英文版）：谷歌市值超苹果，特斯拉建2nm厂，Anthropic融资百亿Alphabet's market value surpassed Apple for the first time since 2019, becoming the world's second largest, highlighting the success of its AI strategy.Elon Musk announced Tesla will build its own 2nm wafer fab and challenged traditional cleanroom design standards.AI company Anthropic plans to raise $10 billion in a new funding round, potentially valuing the company at $350 billion.A judge rejected a motion to dismiss, allowing Musk's lawsuit against OpenAI to proceed to trial over alleged mission deviation.Chinese AI firm Zhipu listed in Hong Kong, becoming the world's first publicly traded...
2026-01-0809 min名古屋ではたらく社長のITニュースポッドキャスト
名古屋ではたらく社長のITニュースポッドキャストEp.829 2026年は「史上最も高いスマホ」の年に？──TSMCとサムスンの2nm戦争、その代償とは（2026年1月8日配信）2026年の年明け早々、スマートフォン業界に衝撃的なニュースが駆け巡りました。台湾の経済日報や海外のテック系メディアが一斉に報じたところによると、今年後半に登場する次世代スマートフォンは、私たちが想像する以上に「高価」なものになりそうです。その震源地は、半導体の製造現場であるファウンドリ市場での、TSMCとサムスンの熾烈な「2nm（ナノメートル）」対決です。まず、業界の王者TSMCですが、いよいよ2nmプロセス「N2」の量産体制に入りました。最大の顧客であるAppleは、次期iPhone 18シリーズ向けの「A20」チップ製造のために、TSMCの初期生産能力の大半を確保したと伝えられています。しかし、その代償は安くありません。Web検索で得られた情報によると、2nmプロセスのウェーハ価格は一枚あたり約3万ドル、日本円にして450万円近くに達し、前世代から1.5倍近く跳ね上がっています。結果として、A20チップ単体のコストは約280ドル（約4万円）にもなり、これは前モデルから8割以上のコスト増です。このコスト上昇は、そのまま端末価格に転嫁される可能性が高いでしょう。一方、ライバルのサムスンも黙ってはいません。自社の2nm GAAプロセスを用いた新チップ「Exynos 2600」を発表しました。このチップはAI処理を司るNPUの性能を113%も向上させたと謳っており、自社のGalaxy S26シリーズの一部に採用される見込みです。ただ、歩留まり（良品率）の課題は完全には解消されておらず、全量採用には至らない模様です。興味深いのは、QualcommやMediaTekといった他のチップメーカーの動きです。AppleがTSMCの「N2」を買い占めている状況を受け、彼らは性能をさらに高めた改良版プロセス「N2P」への移行を模索しているようです。これは「Appleには供給量で勝てないが、性能カタログスペックでは負けない」という、彼らなりの生存戦略と言えるかもしれません。2026年、私たちの手元に届くスマートフォンは、かつてないほどのAI性能を手に入れるでしょう。しかし、その裏側では、技術の進化にかかる莫大なコストを誰が負担するのかという、シビアな現実が突きつけられています。「性能は欲しい、でも値段は…」。今年は、そんな悩ましい選択を迫られる一年になりそうです。
2026-01-0704 min特斯拉每日新闻
特斯拉每日新闻2025-12-27 特斯拉新闻 - 安全调查与2nm供应链本节目是面向特斯拉爱好者与投资者的中文音频新闻频道，每日精选全球与特斯拉相关的重点信息，兼顾产品技术、安全监管、供应链动态与宏观市场环境，帮助听众在碎片时间快速把握与特斯拉相关的关键信号。 本期节目聚焦三大主线：一是美国NHTSA针对2022款Model 3紧急开门装置的缺陷调查，以及相关事故案例对特斯拉安全形象和潜在召回成本的影响；二是马斯克将特斯拉使命从“Sustainable Abundance”调整为“Amazing Abundance”，以及台湾科技媒体对这次品牌叙事升级背后的AI、机器人与能源长期路线的解读；三是台积电2nm产能吃紧、特斯拉被传与三星洽谈先进制程代工的供应链变动，外加FSD日常应用案例、全球资金流向与“无就业繁荣”宏观讨论，为听众提供更完整的投资判断背景。
2025-12-2708 min特斯拉每日新闻
特斯拉每日新闻2025-12-25 特斯拉新闻 - 2nm代工与Megapack大单本频道是一档面向特斯拉爱好者与投资者的中文快讯播客，聚焦特斯拉汽车、能源、自动驾驶、供应链与影响股价的关键宏观变量，用更少时间把信息讲清楚。本期节目围绕三条主线展开：第一，东亚供应链信号升温，台媒与Digitimes指向特斯拉可能与三星接触2nm及其得州产能准备，牵动自研芯片、算力与交付节奏；第二，特斯拉能源业务在欧洲拿下1GWh级Megapack项目，增强订单能见度；第三，FSD直播事故带来安全与监管层面的舆情与商业化不确定性，同时补充Starlink拉美扩张与AI资金轮动等背景因素。
2025-12-2505 min晚安咖啡GoodNightCoffee
晚安咖啡GoodNightCoffee《晚安咖啡》科技夜话（英文版）：MiniMax过聆讯，三星推2nm芯片，AI引裁员潮AI company MiniMax passed the Hong Kong stock exchange hearing, a key step towards listing on the main board.Samsung unveiled the world's first 2nm smartphone chip, expected to be used in next year's flagship models.AI impact triggers a new wave of layoffs in the US tech industry, with giants like Amazon and Microsoft cutting over 50,000 jobs this year.Huawei smartphones recently regained the top sales spot in the Chinese market, surpassing Apple.Uber partners with Baidu to launch a pilot for autonomous taxis in London in 2026.Biren...
2025-12-2210 minNews - Tin Nhanh công nghệ
News - Tin Nhanh công nghệRò Rỉ iPhone 18 Pro (Chip AI Sony Độc Quyền) | Qualcomm "Ra Đòn" (Snapdragon 8 Gen 5)Bản tin "News - Tin Nhanh công nghệ" 14.11: CUỘC CÁCH MẠNG PHẦN CỨNG SMARTPHONE! QUALCOMM "Ra Đòn", Công Bố Sức Mạnh "Quái Vật" SNAPDRAGON 8 GEN 5 (Chip 2nm, NPU x3). APPLE "Đáp Trả", "Khóa" Độc Quyền LINH KIỆN Camera AI Sony (IMX1000-AI) cho iPhone 18 Pro. "SỐT" ĐIỆN THOẠI CỤC GẠCH (Tăng 300%) Tại VN. Cùng Đức Hồng Mobile phân tích sâu!Hôm nay là ngày "PHẦN CỨNG LÊN NGÔI". Cuộc chiến PHẦN MỀM AI (OpenAI vs Apple vs Google) đã chí...
2025-11-1411 minNews - Tin Nhanh công nghệ
News - Tin Nhanh công nghệ"ÁC MỘNG" T-Group: 5 TRIỆU DATA BỊ LỘ! (Bắt "Người Nhà") | Google "CÔ LẬP" Elon Musk"THỨ HAI ĐEN TỐI"! "Ác mộng" T-Group: 5 TRIỆU DATA BỊ LỘ lên Dark Web. "CÚ TWIST": Bộ Công An BẮT GIỮ "NGƯỜI NHÀ"! GOOGLE "CÔ LẬP" ELON MUSK (Grok 2 "Hỏng"). Cuộc đua SMARTPHONE 2nm BÙNG NỔ (Xiaomi 16 vs OnePlus 14). Cùng Đức Hồng Mobile phân tích!Bản tin "News - Tin Nhanh công nghệ" 10.11 hôm nay là ngày "phán quyết" của những khủng hoảng tuần qua.TIÊU ĐIỂM CHẤN ĐỘNG (VIỆT NAM): "ÁC MỘNG" T-GROUP XẢY RA - 5 TRIỆU DATA BỊ LỘ."Đồng hồ 72 giờ"...
2025-11-1010 min名古屋ではたらく社長のITニュースポッドキャスト
名古屋ではたらく社長のITニュースポッドキャストEp.679 サムスン、テスラ「AI5」を2nmで量産へ──テイラー新工場を前倒し稼働、TSMCは3nmで並走（2025年11月6日配信）韓国メディアthebellは10月30日、サムスン電子がテスラの次世代AIチップ「AI5」を2nmで量産し、あわせて「AI6」も2nmで手がける計画だと報道しました。量産拠点は米テキサス州のテイラー新工場で、装置の前倒し搬入により当初の2026年末予定から来年第3四半期の稼働開始を狙うとしています。これに対し、TSMCはAI5を3nm系で製造する見通しで、同一世代の案件ながら“サムスンは2nm、TSMCは3nm”という対照的な布陣になります。この“二社体制”は、イーロン・マスク氏が直近の決算説明会で明言しています。AI5はサムスンのテイラー工場とTSMCのアリゾナ工場の双方で生産し、初期は供給過多を意図的に作って需要に備える方針。マスク氏は「サムスンの米工場はTSMCアリゾナよりわずかに先端装置が進んでいる」とも述べ、米国内での分散製造に実務的な合理性があると強調しました。背景には、今夏に報じられたテスラとサムスンの大型契約があります。報道各社によれば、総額約165億ドル規模でAI6を中核に据えた長期供給を締結。サムスンのテイラー工場はこの契約で“アンカーテナント”を得て、2nmの量産立ち上げに弾みがついた格好です。今回のポイントは二つ。第一に、サムスンがAI5を2nmで請け負うことで、最先端世代の“実績”をテスラという看板顧客で積み上げにいくこと。AI4では既に製造実績があるものの、自社APとは異なり外部大口で2nmを通すことの意味は大きい。第二に、TSMCの3nmとサムスンの2nmが同一プログラムで併走するため、歩留まり・性能・コストの“実戦比較”が業界の注目を集めます。もしテイラーの立ち上げが順調なら、AI6や他ビッグテックの2nm案件獲得に波及する可能性が高い。一方で歩留まりやコストが伸び悩めば、“3nm優位”の見立てが強まるリスクも残ります。さらにAI5は車載だけでなく、ヒューマノイドやデータセンター用途にも拡張される見通しが語られており、米国内製造の冗長化はサプライチェーン耐性の観点でも妥当です。テスラのDojo戦略見直しや外部GPU活用の流れとも合わせて、カスタムASICを“車・ロボ・DC”に跨って回す設計が、今後のテスラ×サムスン／TSMCの協業ピースを決めていくでしょう。
2025-11-0504 min名古屋ではたらく社長のITニュースポッドキャスト
名古屋ではたらく社長のITニュースポッドキャストEp.647 TSMCアリゾナで“米国製”Blackwellウエハー誕生──AI時代のサプライチェーンが動き出す（2025年10月23日配信）発表は2025年10月17日。NVIDIAはブログで、Jensen Huang氏がTSMCアリゾナ（フェニックス）を訪れ、米国で初となるNVIDIA Blackwellウエハーを披露したと伝えました。イベントではTSMC側幹部とともに記念サインも行われ、「Blackwellが量産フェーズに到達した」節目として位置づけています。米国内でAIインフラの“心臓部”が形になり始めた、象徴的な場面です。同日の報道でも、NVIDIAとTSMCが「米国製のBlackwellウエハー」を公開した事実が相次いで確認されました。Huang氏のアリゾナ訪問は、AIチップの需要急増に対応して製造基盤を米国内へ取り込む動きを加速させる意図があると解説されています。この出来事の背景には、TSMCアリゾナの立ち上がりがあります。米商務長官が年初に「4nmの量産開始」を明言して以来、同拠点は先端ロジックの“米国製造”という実績を積み上げてきました。さらに米政府はTSMCアリゾナに対し、助成金66億ドルに加えて低利融資を組み合わせるなど支援を拡充し、サプライチェーンの国内回帰を後押ししています。プロセス世代の見通しも示されています。NVIDIAの発表は、アリゾナで2nm、3nm、4nm、そしてA16級のチップを生産する計画に言及。一方TSMCの公表資料では、第2工場で3nmと2nmを2028年から、第3工場で2nm以上の世代を“10年代末”に立ち上げるロードマップが示されており、段階的に先端ノードが“米国土着化”していく青写真が読み取れます。産業面の意味合いは明快です。AIサーバーの要であるBlackwellが「米国で製造されたウエハー」を起点に供給されることは、地政学リスクの分散だけでなく、調達・保守・拡張のリードタイム短縮にも効いてきます。NVIDIA自身も、米国内の新製造拠点の設計・運用に自社のAIやロボティクス、デジタルツインを活用していく方針を掲げ、AI“工場”のつくり方そのものをAIで磨く循環を描いています。同時に、これは長距離走でもあります。TSMCアリゾナは4nmを走り出したばかりで、3nm、2nm、A16へと工程・装置・人材の積み上げが続きます。だとしても、今回のBlackwellは“AI時代の製造を国内に取り戻す”という大きな潮流が、抽象論ではなく現実のウエハーという「重さ」を伴って動き始めたことを示しました。米国発のAIサプライチェーンに、いよいよ血が通い始めています。
2025-10-2304 minVision ProFiles
Vision ProFilesProNotes: R2 chip for the next AVPApple Vision Pro rumored to leverage cutting-edge 2nm process with new R2 chiphttps://appleinsider.com/articles/25/09/18/apple-vision-pro-rumored-to-leverage-cutting-edge-2nm-process-with-new-r2-chipApple is reportedly preparing a new R2 co-processor for a future Vision Pro model, built on TSMC’s 2nm process. This would be a first for Apple’s headset line, positioning Vision Pro as a showcase for Apple’s most advanced silicon. The R2 chip is expected to deliver significant improvements in latency, thermal efficiency, and overall performance.Why it mattersPerformance leap: The R2’s move to 2nm could al...
2025-09-1908 minGeek Forever’s Podcast
Geek Forever’s Podcastญี่ปุ่นเดิมพันชาติด้วยชิป 2nm ทุ่มสุดตัวสร้าง Rapidus เพื่อหวังโค่น TSMC | Geek Story EP471ย้อนกลับไปในปลายยุค 1980 ญี่ปุ่นเคยเป็นผู้ผลิตชิปมากกว่าครึ่งหนึ่งของโลก ในเวลานั้น ไม่ว่าจะเป็นคอมพิวเตอร์, เครื่องใช้ไฟฟ้า, หรือแม้แต่รถยนต์ ชิ้นส่วนสำคัญหลายอย่างล้วนมาจากญี่ปุ่นทั้งสิ้น ชิปหน่วยความจำ หรือ DRAM ของญี่ปุ่นเป็นที่ต้องการไปทั่วโลก บริษัทอย่าง NEC , Toshiba , Hitachi , Fujitsu , และ Mitsubishi เป็นเหมือนเสาหลักที่ค้ำจุนอุตสาหกรรมนี้ไว้ ทำให้ญี่ปุ่นเป็นมหาอำนาจทางเทคโนโลยีอย่างแท้จริงในยุคนั้นเลยก็ว่าได้ แต่เรื่องราวของมหาอำนาจที่ยิ่งใหญ่ มักมีจุดพลิกผันเสมอ… ปัจจุบัน ส่วนแบ่งการตลาดชิปทั่วโลกของญี่ปุ่นเหลือไม่ถึง 10% เท่านั้นเอง เกิดอะไรขึ้นกับ “ดินแดนอาทิตย์อุทัย” แห่งนี้กันแน่? เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever’s Podcast ของผมกันด้วยนะครับ #Rapidus #ญี่ปุ่น #เซมิคอนดักเตอร์ #ชิป #2nm #สงครามชิป #เทคโนโลยี #นวัตกรรม #เศรษฐกิจญี่ปุ่น #TSMC #IBM #การลงทุน #อุตสาหกรรมเทคโนโลยี #โรงงานชิป #ฮอกไกโด #วิเคราะห์ธุรกิจ #geekstory #geekforeverpodcast
2025-09-1018 minInsiderX4
InsiderX4iPhone con Tandem OLED y chips de 2nm en caminoEn este episodio de InsiderX4 repasamos el futuro de Apple: desde la posible llegada de las pantallas Tandem OLED al iPhone 20 hasta la producción de chips 2nm de TSMC, con Apple asegurando casi la mitad de la capacidad. Un vistazo claro a las tecnologías que marcarán el rumbo de Cupertino en los próximos años.Síguenos en redes para más contenido: @AppleX4_ y @InsiderX4_Gracias por escucharnos.
2025-08-2806 min新聞
新聞日媒：台積電2奈米廠去中化 傳因應美國新法案 TSMC to Exclude Chinese Equipment in 2nm Fab Amid U.S. Chip Law Pressure日經亞洲25日報導，台積電已決定在2奈米晶圓廠移除中國製設備，並檢視供應鏈化學品與材料，降低對中國的依賴。外界解讀，此舉與美國推動的《晶片設備法》有關。該法案由參議員凱利提出，禁止接受補助或稅務優惠的企業向「受關切的外國實體」購買設備。台積電僅回應，不評論市場傳聞，但重申將持續透過風險管理與多元供應方案，確保全球供應鏈韌性。 #台積電 #半導體 #2奈米 #供應鏈 #美中角力 English Nikkei Asia reported on the 25th that TSMC has decided to remove Chinese-made equipment from its 2nm fabs and review its supply chain of chemicals and materials to reduce reliance on China. Analysts see this as a response to the proposed U.S. Chip Equipment Act, introduced by Senator Mark Kelly, which bans companies receiving subsidies or tax incentives from purchasing equipment from "foreign entities of concern." TSMC declined to comment on market rumors but reiterated its commitment to diversified sourcing and global supply chain resilience. #TSMC #Semiconductors #2nm #SupplyChain #USChina 日本語 日経アジアは25日、TSMCが2ナノメートル工場から中国製設備を排除し、化学品や材料の供給網も見直すと報じた。米国の「チップ設備法案」への対応とみられる。この法案はケリー上院議員が提出し、補助金や税制優遇を受ける企業に対し、「懸念される外国企業」からの設備購入を禁止する。TSMCは市場の噂にはコメントせず、多元的な調達戦略とリスク管理を継続する姿勢を強調した。 #TSMC #半導体 #2ナノ #サプライチェーン #米中対立 한국어 닛케이 아시아는 25일, TSMC가 2나노 반도체 공장에서 중국산 장비를 제외하고, 화학품 및 소재 공급망도 점검해 중국 의존도를 낮출 것이라고 보도했다. 이는 미국의 「칩 장비법」에 대응하기 위한 조치로 해석된다. 해당 법안은 켈리 상원의원이 발의했으며...
2025-08-2501 minFutureCast/未来播报
FutureCast/未来播报EP10 2纳米时代成本良率新解，台积电先进封装受益🔥 【核心数据】⚡️ 良率狂飙：2nm芯片拆解→良率21%→83%（4倍跃升）💸 成本屠刀：Chiplet架构砍掉84.7%制造成本（2nm晶圆省$28,890）🏭 产能海啸：2025-2027年CoWoS/FOCoS产能CAGR 71%👑 王者份额：台积电CoWoS市占92%，万润设备垄断100%🔍 章节索引一、技术核爆：Chiplet如何颠覆2nm困局？→ 天价晶圆破局：2nm晶圆成本$28,890 → 小芯片拆解非核心模块（I/O等）至成熟节点→ 良率奇迹公式： 300mm²单芯片缺陷致死 → 拆为4x75mm²小芯片，良率从21%→83% 缺陷敏感面积缩小400%→ 成本杀戮链：✅ 分摊EUV光罩成本 ✅ 复用成熟制程 ✅ 降低测试复杂度二、封装战争：278亿美金市场的生死时速→ CoWoS统治力： 从AI芯片扩张至AMD Venice CPU/博通Tomahawk 6网络芯片 2027年潜在市场规模$278亿（出货量CAGR 63%）→ FOCoS逆袭：日月光凭经济型方案切入非AI领域（服务器/车用）→ 技术分水岭：❗️CoWoS-R（硅中介层） ❗️FOCoS-B（基板重构）→ 决定3D堆叠密度三、供应链暗战：100%垄断设备背后的赢家→ 台积电霸权： 通吃AI GPU/ASIC订单，2027年CoWoS市占锁定92% 砸$30亿扩产 → 2025年产能翻3倍→ 设备核武器： 万润：CoWoS点胶机/TIM贴合设备 100%垄断（卡死产能咽喉） 光特科技：湿法清洗设备台积电占50%，日月光/矽品100%→ 日月光筹码：FOCoS方案价格比CoWoS低30%，抢食中端市场四、增长核弹：2027年57%渗透率背后的博弈→ 节点渗透冲锋： 5nm及以下节点：2027年Chiplet渗透率37% 2nm核爆点：2027年渗透率直冲57%（良率/成本倒逼）→ 中国变量： 长电科技/通富微电激进扩产 → 恐引发价格血战 华为专利布局3D chiplet堆叠 → 地缘技术突围→ 死亡指标：✅ CoWoS设备交付周期0.1% → 良率崩塌前往小宇宙评论区与主播互动
2025-08-1911 minInsiderX4
InsiderX4iPhone 17 y iPhone 18: precios, almacenamiento y el salto al chip A20 de 2nmEn este informe especial de InsiderX4 analizamos, con datos de fuentes de referencia, la estrategia de Apple para la próxima generación de iPhone. El iPhone 17 Pro llegará con más almacenamiento base y un ajuste de precio que responde a aranceles y costes de producción. Exploramos cómo la grabación directa a SSD redefine la relevancia del almacenamiento interno y adelantamos la revolución que traerán los chips A20 en 2026: nuevo empaquetado WMCM, proceso de 2nm y mayor eficiencia energética. Cerramos con las fechas clave y la proyección de lanzamientos hasta 2027.
2025-08-1404 min听力磨耳朵
听力磨耳朵台积电2nm技术被日本窃取Erinome:Hello dear friends, today we are going to talk about a big news in the tech world—TSMC’s 2nm technology leak. You know TSMC, right? They make the most advanced chips for phones and computers.  Enceladus:Oh right! TSMC is like the king of semiconductors. But wait, 2nm leak? What happened? That sounds serious.  Erinome:It is serious! In July this year, TSMC found some unauthorized activities in their systems. Later, they realized their top secret 2nm chip technology was stolen.  Enceladus:Wow, 2nm is the newest and best, right? How did tha...
2025-08-1208 minTech News Daily
Tech News DailyJapan's Rapidus Targets 2nm Breakthrough, AI Black Hawk Transforms Wildfire Response, Tesla Enters UK Energy Market, Graduates Struggle in Job Market, and more...(0:10): Japan's Rapidus Races to Break TSMC, Samsung's 2nm Chip Dominance by 2027(2:27): AI-Driven Black Hawk Helicopter Revolutionizes Wildfire Detection and Suppression in California(4:48): Tesla Ventures into UK Energy Market: Disrupting Power Giants with Innovative Solutions by 2026(7:02): Graduates Trapped in 'AI Doom Loop': Job Search Frustrations Amid Rising Tech Industry Challenges(8:55): FBI, NCA Warn of Rising Sextortion Threats as Teen Online Crimes Surge 192%To subscribe visit https://www.brief.news.For more updates in your inbox each morning visit www.brief.news. Image credit: Bangla news
2025-08-1111 min些许播客
些许播客0806 | 广东启动国家4级救灾应急响应、台积电2nm工艺突然泄密20250806 | 星期三♾️00:18 1.国家防减救灾委对广东启动国家4级救灾应急响应，广州一处山体滑坡致房屋垮塌（央视新闻）00:59 2.亮证司机被拘留（央视新闻）01:42 3.9月29日起，韩国对中国团队游客临时免签（总台记者唐鑫）01:56 4.台积电2nm工艺突然泄密：制程、研发关键信息被获取（新浪财经、环球网）03:24 5.海南航空推出“一人两宠”服务：允许乘客携带两只宠物进客舱（每日经济新闻）03:52 6.贝因美回应奶粉涨价：所有品项都没有涨价（界面新闻）04:32 7.皮爷咖啡连续关闭多家门店（潇湘晨报）05:14 8.京东在国内首个大型折扣超市业态即将落地（界面新闻）05:43 9.小米手机欧洲市场份额排名第二，拿下23%的市场份额、超越苹果（财经网）06:32 10.网易内部人士回应多款网易游戏宕机：系机房网络故障，排查起来难度非常大（IT之家、凤凰网科技）07:11 11.宇树科技发布新款四足机器狗（36氪）07:40 12.腾讯混元正式发布AI播客功能（第一财经）08:08 13.OpenAI发布开放权重人工智能模型（界面新闻）09:05 14.谷歌DeepMind推出世界模型Genie 3（华尔街见闻）09:40 15.苹果脑控实机视频曝光，渐冻症患者意念操控iPad（搜狐科技）10:32 16.特斯拉欧洲销量崩了，连续第七个月下滑（每经网）11:32 17.高盛据称拟150亿欧元接手世界第二大冰激凌生产商股权，哈根达斯或将易主（财联社）12:04 18.《蜗牛回忆录》定档12:46 19.《耶稣复活记》定档♾️资讯来源：（）来源主播制作：30000♾️开头音乐：Better Call Saul Main Title Theme (Extended) (风骚律师主题曲) | Little Barrie/Barrie Cadogan/Lewis Wharton/Virgil Howe背景音乐：Cello Suite No. 1 in G Major, BWV 1007:I. Prelude (G大调第1号大提琴组曲，BWV1007-第1乐章“前奏曲”) | Alexander Rudin在小宇宙查看该单集文稿
2025-08-0613 minDaily Security Review
Daily Security ReviewTSMC Insider Threat: Six Arrested in Taiwan Over 2nm Chip Trade SecretsIn a stunning development, Taiwanese authorities have arrested six individuals suspected of stealing trade secrets from Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s most advanced semiconductor producer. At the heart of the case is TSMC’s 2-nanometer (2nm) chip technology, a crown jewel in the global race for next-generation AI and high-performance computing power.This marks the first major prosecution under Taiwan’s 2022 National Security Act, underscoring the escalating risk of insider threats and economic espionage in the semiconductor industry. Prosecutors are investigating whether the stolen technology was funneled to outside entities — a potential national security risk wit...
2025-08-061h 06新聞
新聞台積電爆技術外洩案　前後員工涉竊2奈米機密遭聲押禁見TSMC Tech Leak: Staff Detained in 2nm Probe台積電近期主動揭露一起疑似技術外洩案，涉及2奈米製程等國家核心關鍵技術。高檢署智慧財產分署表示，台積電透過內部監控發現異常檔案操作行為，經調查發現，前員工陳姓男子與已遭解職的在職員工吳姓男子涉嫌非法取得營業祕密。 檢調自7月25日至28日間展開搜索與傳喚行動，法院已裁准聲押禁見3名涉案人員。本案是首宗依《國家安全法》偵辦的核心技術營業祕密竊取案，檢方強調將從嚴追訴，釐清是否涉及境外敵對勢力與外流意圖。 台積電聲明指出，違規行為係由常規監控系統偵測發現，已即時展開調查並配合法辦。公司秉持對洩密行為零容忍原則，將強化資安防護措施，維護營運穩定與國際競爭力。 #台積電 #技術外洩 #2奈米 #國安法 #營業祕密 #台灣科技 #TSMC 🇺🇸 English TSMC Exposes Suspected 2nm Tech Leak; National Security Investigation Underway TSMC recently uncovered a suspected leak of its 2nm process technology, considered a core national security asset. Taiwan’s High Prosecutors Office stated that the company’s internal monitoring flagged unusual file access, which led to the identification of a former employee and a now-dismissed staff member as suspects in the illegal acquisition of trade secrets. Prosecutors launched a search and seizure operation from July 25 to 28. Three individuals have been detained under the National Security Act—the first case of its kind involving core technology. Authorities are investigating possible foreign involvement and intent to leak classified information. TSMC stated it maintains a zero-tolerance policy against misconduct, with reinforced cybersecurity protocols now in place to protect its operations and global competitiveness. #TSMC #TechLeak #2nmProcess #TradeSecrets #NationalSecurity #TaiwanTech 🇯🇵 日本語 TSMC、2ナノ技術の情報漏洩を告発　国家安全法に基づく初の捜査 TSMCは最近、自社の2ナノメートル製程に関する技術が不正に取得された疑いがあるとして、自主的に告発。台湾の高等検察署知的財産分署は、社内モニタリングにより異常なアクセスを検出し、元社員と既に解雇された現職社員が営業秘密を不正に取得したと発表。
2025-08-0501 minPaperTech
PaperTechPaperTech 03: China Crea la Primera "Gasolinera" Espacial, Japón Revoluciona los Chips 2nm y Ciberataques Pro-Rusos en España🚀 EPISODIO IMPERDIBLE | Las noticias tecnológicas más impactantes de la semana que están cambiando el mundo🇨🇳 CHINA: Primera estación de repostaje espacial de la historia pone en alerta a EEUU | Análisis geopolítico del nuevo dominio espacial🇯🇵 JAPÓN: Breakthrough en chips de 2 nanómetros que podría cambiar la industria de semiconductores | 11.600 millones de inversión🔋 BATERÍAS DEL FUTURO: QuantumScape logra avance en baterías de estado sólido | Móviles que duran 1 semana, coches que cargan en 10 minutos🇪🇸 ESPAÑA BAJO ATAQUE: Ciberamenazas rusas y malware sofisticado | FakeUpdates afe...
2025-07-2008 minFeed Completo
Feed CompletoTechNews 05/06/25 1ª Edição Apple Prepara Carregador MagSafe de 45W com Suporte Qi2.2: Apple desenvolve carregador MagSafe de 45W com Qi2.2, prometendo carregamento mais rápido para futuros iPhones, possivelmente o iPhone 17. ChatGPT Ganha Integração com Nuvem e Gravação de Reuniões: ChatGPT agora integra com Google Drive e outros, e oferece gravação de reuniões para usuários corporativos, ampliando produtividade. Amazon Treina Robôs Humanoides para Realizar Entregas de Pacotes: Amazon desenvolve IA para treinar robôs humanoides em centro específico, visando utilizá-los na entrega de pacotes com vans Rivian. Sanções dos EUA Barram Xiaomi de Desenvolver Chip...
2025-06-0509 min些许播客
些许播客0521 | 谷歌发布AI全家桶、联发科宣布2nm芯片9月流片、高校通报学生掉化粪池遇难、南大碎尸案改编侵权案（文补）20250521 | 星期三♾️00:21 1. 每月1800元，谷歌发布AI全家桶Google AI Ultra01:13 2. 苹果向开发者开放人工智能模型，以刺激新应用程序开发01:45 3. 腾讯混元发布游戏视觉生成平台，首个工业级AIGC游戏内容生产引擎02:30 4. 美团上线AI编程工具“NoCode”，处于灰度测试阶段03:10 5. 豆包推出语音播客模型04:11 6. 联发科宣布2nm芯片9月流片05:16 7. 马斯克承诺在五年内继续担任特斯拉首席执行官05:41 8. 肯德基申请冷静星期四商标06:07 9. 雀巢中国回应巴黎水丑闻报告：在中国销售的产品均符合相关法律法规要求07:16 10. 农夫山泉钟睒睒：不反对代工，但农夫山泉目前所有产品是无法代工的08:09 11. 调查显示：00后超4成认为结婚不是人生必选项08:41 12. 警方通报男孩被父亲管教打骂致死09:31 13. 高校通报学生掉化粪池遇难10:06 14. 《疯狂动物城2》发布首支预告10:33 15. 《熊家餐馆》第四季发布正式预告♾️信息补充文字版：「1补充」“南大碎尸案”改编侵权案，有新进展备受关注的“南大碎尸案”改编侵权案有了最新进展。据现代快报5月20日消息，记者从刁爱青亲属代理律师周兆成处了解，目前该案已调解。2024年12月，“南大刁爱青遇害案”被害人刁爱青家属发文斥责电视剧《他是谁》出品方，称剧中的“余爱芹案”与“南大碎尸案”高度相似，还虚构了余爱芹婚外情的剧情，给被害人家属带来极大的伤害，希望出品方和播放平台立即停止这种行为并道歉。此事引发各界关注。《他是谁》是一部由鲍成志执导，张译、陈雨锶主演的悬疑刑侦剧。该剧由优酷、万达电视剧等联合出品，于2022年完成立项、备案与拍摄，2023年3月播出。去年4月，万达电视剧方面接到法院送达的起诉状等资料。同年12月17日，万达电视剧公司回应红星新闻记者称，在法院组织协调下，公司正在积极与当事人律师进行沟通。公开报道显示，“南大碎尸案”又称南京“1·19”碎尸案，案发于1996年1月19日，被害人刁爱青系南京大学成人教育学院一年级女学生，在校期间被凶手残忍杀害。该案案发后，南京警方从未放弃缉凶，但至今该案尚未侦破。（现代快报）信息来源：界面新闻、极目新闻、澎湃新闻、每经、财联社、36氪、IT之家主播制作：30000♾️背景音乐：Cello Suite No. 1 in G Major, BWV 1007:I. Prelude (G大调第1号大提琴组曲，BWV1007-第1乐章“前奏曲”) | Alexander Rudin结尾歌曲：Sainu | NaraBara/苏尼特在小宇宙查看该单集文稿
2025-05-2114 minTechnisch Gesehen
Technisch GesehenGoogle-Verbot für Xiaomi? HyperOS 3 Katastrophe bahnt sich an!Xiaomis HyperOS ohne Google Dienste? Laut Gerüchten arbeitet Xiaomi daran, sich von Google loszulösen. Sie agieren dabei wohl auch nicht allein und bekommen Unterstützer aus dem Heimatmarkt. Was erstmal sehr schockiert, könnte Realität werden, wenn auch viel dagegen spricht.HyperOS 3 ohne Google-Apps? Nicht nur Xiaomi bereitet sich auf Embargo vor ► https://www.china-gadgets.de/hyperos-3-ohne-google-apps-nicht-nur-xiaomi-bereitet-sich-auf-embargo-vor/Google is working on a big UI overhaul for Android: Here's an early look ► https://www.androidauthority.com/android-new-design-changes-leak-3549582/Leak: How and why Google made Material 3 Expressive ► https://9to5google.com/2025/05/05/material-3-expressive-leak/Google is finally building it...
2025-05-0954 minTechDaily.ai
TechDaily.aiRussia's 11.2nm Semiconductor Lithography: A New Path to Chip IndependenceIn this episode of The Deep Dive, we uncover a bold new chapter in semiconductor innovation: Russia’s development of an 11.2nm lithography system—a potential game-changer in the race for chip independence.With the West reliant on extremely expensive EUV machines from ASML, Russia’s alternative approach could:🔹 Disrupt the $300M EUV monopoly 🔹 Empower emerging nations to produce advanced chips without Western tech 🔹 Leverage Xenon-based light sources as a practical, cost-effective substitute 🔹 Bypass sanctions and spark regional manufacturing capabilities 🔹 Challenge the current geopolitical power structure of chipmakingWe’ll break down:How 1...
2025-04-2312 minkurz informiert by heise online
kurz informiert by heise onlineKurz informiert 15.04.2025 – spätMeta-Verfahren, AMD 2nm-Chips, Meta & KI-Training, Wegwerfhandys, Celebrity-Raumflug Kurz informiert liefert täglich die wichtigsten Nachrichten zu IT, Mobilem, Gadgets, Netzpolitik & Wissenschaft – heute mit der synthetischen Stimme von Isabel Grünewald: Meta-Verfahren https://heise.de/-10351932 AMD 2nm-Chips https://heise.de/-10352440 Meta & KI-Training https://heise.de/-10351900 Wegwerfhandys https://heise.de/-10352231 Celebrity-Raumflug https://heise.de/-10352008 Redaktion: Gregor Schollmeyer
2025-04-1503 minBom dia Tech
Bom dia Tech24/03/2025 - Rumor: Apple Watch poderá ganhar câmera para recursos de IA🎙️ Bom dia Tech! Tudo bem? Hoje trago pra você: 📷 Rumor: Apple Watch poderá ganhar câmera para recursos de IA 📱 Apple poderá lançar iPhone dobrável em 2026 ⚙️ Linha de iPhones 18 poderão receber chips de 2nm 🚗 Tesla faz recall de todos os Cybertrucks para correção de peça defeituosa 🔔 Philips Hue deve lançar uma campainha inteligente ⌚ Imagens de um novo smartwatch da Motorola Quer patrocinar ou fazer uma parceria com o Bom dia Tech? Mande um e-mail para contato@bomdia.tech e vamos conversar!Promoção AmazonAmazon - Semana do Consum...
2025-03-2406 min闆娘Talk Show!
闆娘Talk Show!EP234〡台積電要去美國設廠，台灣的下一個世代竸爭力將走向何方？台積電赴美設廠無疑是台灣產業發展的一個重要轉折點，對於未來世代的影響可以從經濟、科技、產業鏈、國際關係等不同角度來分析。 1. 台灣產業鏈的影響：核心技術仍留在台灣 台積電赴美設廠，雖然部分高階製程轉移，但台灣仍然是研發與核心製造的重心。 🔹 先進製程仍留台：美國廠主要生產4nm與5nm製程，但最尖端的2nm、1.4nm製程仍然集中在台灣，技術核心並未完全外移。 🔹 供應鏈影響有限：台灣的半導體供應鏈完整，短時間內無法被複製，美國廠的零組件、機台仍需依賴台灣供應商。 🔹 技術人才優勢仍在：台灣擁有世界級的半導體人才庫，美國雖然希望吸引更多工程師，但短時間內無法撼動台灣的技術優勢。 ➡️ 結論：台灣仍是全球半導體製造核心，台積電的美國廠只是「戰略分散」，而非「產業外移」。 2. 產業轉型：半導體之外，台灣還能靠什麼？ 雖然台積電仍是台灣的經濟支柱，但未來世代不能只依賴半導體，還需要發展其他領域： ✅ AI & 軟體產業：隨著AI發展，台灣應該加強AI軟體與應用開發，像是雲端運算、晶片設計、AI應用等。 ✅ 生技醫療：全球老齡化趨勢下，台灣的生技醫療產業有很大成長空間，可成為下個經濟支柱。 ✅ 綠能產業：隨著全球碳排政策趨嚴，台灣可以發展太陽能、風電與電動車供應鏈。 ✅ 資安與數據服務：台灣的科技實力可進一步發展網路安全與大數據分析產業。 ➡️ 結論：未來世代的台灣需要「半導體+X」的策略，不能只依賴晶圓製造，應該培養更多軟體、AI、生技與綠能人才。 3. 地緣政治風險：美中角力下的台灣未來 🔹 台灣的戰略地位提升：台積電不只是科技巨頭，更是全球晶片供應鏈的關鍵，讓台灣在國際上更具影響力。 🔹 美國對台支持增加：美國積極邀請台積電設廠，顯示對台灣半導體的依賴程度加深，這將影響美國的對台政策。 🔹 中國壓力不減：中國不希望台積電技術外流給美國，可能會加強對台施壓，未來兩岸關係仍然是變數。 ➡️ 結論：台積電全球佈局讓台灣獲得更多國際關注，但也必須應對美中對抗帶來的不確定性。 🌟 台灣下一個世代的關鍵發展方向 🌟 1️⃣ 半導體技術升級（維持領先地位，如2nm、1.4nm技術突破） 2️⃣ 軟體、AI產業發展（台灣需要更多科技創新，不只是硬體） 3️⃣ 新能源、綠能產業（降低對半導體的單一依賴） 4️⃣ 國際關係靈活應對（台灣需在美中對抗中找到自己的定位） 📌 總結來說，台積電赴美設廠對台灣是機會也是挑戰。下一個世代的台灣，不能只靠「矽盾」，而是要打造更全面的「科技島」，才能在全球競爭中持續發光！💡💪 -- Hosting provided by SoundOn
2025-03-1818 minBusiness News
Business NewsBIP-Wachstumsprognose für 2024 auf 4,27% revidiert und andere BizNewsTaiwan erhöht die steuerlich absetzbaren Freibeträge für 2025 Das Finanzministerium (MOF) gab bekannt, dass der jährliche steuerlich absetzbare Freibetrag für grundlegende Lebenshaltungskosten pro Person im Jahr 2025 um NT$8.000 auf NT$210.000 erhöht wird. Diese Anpassung, die 2,08 Millionen Haushalten zugute komme, stehe im Einklang mit dem Gesetz zum Schutz der Rechte der Steuerzahler. Dieses solle sicherstellen, dass Einzelpersonen nicht auf wesentliche Lebenshaltungskosten besteuert werden. Darüber hinaus werden die Einkommenssteuerfreibeträge von 92.000 NT$ auf 97.000 NT$ und die Standardsteuerabzüge von 124.000 NT$ auf 131.000 NT$ angehoben. Es werde erwartet, dass diese Änderungen die Staatseinnahmen um 2,6 Milliarden NT$ verringern...
2024-12-1000 minBusiness News
Business NewsBIP-Wachstumsprognose für 2024 auf 4,27% revidiert und andere BizNewsTaiwan erhöht die steuerlich absetzbaren Freibeträge für 2025 Das Finanzministerium (MOF) gab bekannt, dass der jährliche steuerlich absetzbare Freibetrag für grundlegende Lebenshaltungskosten pro Person im Jahr 2025 um NT$8.000 auf NT$210.000 erhöht wird. Diese Anpassung, die 2,08 Millionen Haushalten zugute komme, stehe im Einklang mit dem Gesetz zum Schutz der Rechte der Steuerzahler. Dieses solle sicherstellen, dass Einzelpersonen nicht auf wesentliche Lebenshaltungskosten besteuert werden. Darüber hinaus werden die Einkommenssteuerfreibeträge von 92.000 NT$ auf 97.000 NT$ und die Standardsteuerabzüge von 124.000 NT$ auf 131.000 NT$ angehoben. Es werde erwartet, dass diese Änderungen die Staatseinnahmen um 2,6 Milliarden NT$ verringern...
2024-12-1000 min1 Loop Infinito
1 Loop InfinitoApple prepara 5G Modems, TSMC 2nm, Tandem OLED e MacBook Pro novo!A apple prepara os seus Modems de 5G para novos produtos no futuro. A TSMC acelera produção de chips com processo de 2nm tendo yields de 60%. E os Tandem OLEDs para o próximo MacBook Pro redesign de 2026 estão a caminho!
2024-12-0732 minTech News Daily
Tech News DailyIntel CEO Retires Amid Challenges, Tesla Introduces 2024 Holiday Update, Squid Game and Call of Duty Crossover, Apple TSMC Launch 2nm Chips, and more...(0:10): Intel CEO Retires Amid Stock Plunge; New Co-CEOs Face Chip Industry Challenges(2:19): Tesla's 2024 Holiday Update: Apple Watch App, Autoshifting, and Fart Sounds Among New Features(4:20): Squid Game Meets Call of Duty: Exciting Crossover Announced for January 2024(6:33): Apple-TSMC's 2nm Chips Revolutionize Mobile Tech with Unmatched Speed and Efficiency(8:35): Amazon Connect Unleashes Generative AI to Revolutionize Contact Center Operations for 14,000 UsersTo subscribe visit https://www.brief.news.For more updates in your inbox each morning visit www.brief.news. Image credit: Business Insider
2024-12-0311 minBroken Silicon
Broken Silicon286. AMD 24C Zen 6, Intel Battlemage B580 & B570, RTX 5090 Release Date, Strix HaloAMD has 24 Core Ryzen INCOMING…and Nvidia, RADEON, and Intel GPUs are about to launch! [SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Use “brokensilicon” to get $30 OFF the Minisforum V3 3-in-1 Tablet: https://shrsl.com/4rt3x ] 0:00 Mastering the Swivel! (Intro Banter) 2:20 PlayStation 6 Naming 6:47 XBOX getting Buggier (?), 9800X3D Supply (Corrections) 14:51 Next-Gen GPU Release Dates CONFIRMED! 25:32 Will RDNA 4 be the “next Polaris”? USB-C Support? 30:55 Intel ARC B570 10GB Leaks 37:49 Nvidia ends Lovelace Production 40:08 Strix Halo Low Power...
2024-11-291h 42Technology and Electronics News
Technology and Electronics NewsElectronica 2024 Review, TSMC’s 2nm Launch, ASML’s Sales Forecast | Tech & Electronics NewsWelcome to this week's episode of Tech & Electronics News, hosted by Pavel Yankovich. In today’s episode, we bring you the latest updates from the world of technology, AI, and semiconductors. From Electronica 2024 to TSMC’s 2nm chip innovation and ASML’s growth forecast, we’ve got you covered on the key stories shaping the electronics industry! Reference links: https://www.euronews.com/business/2024/11/14/asml-remains-bullish-for-2030-outlook-as-ai-demand-stays-highhttps://www.forbes.com/sites/tomspiggle/2024/11/15/amd-cuts-4-of-workforce-in-push-toward-ai-dominance-what-this-means-for-workers-and-the-tech-industry/ https://hollandhightech.nl/en/news-calendar/news/europe-has-opted-for-a-pilot-plant-for-photonic-chips-with-a-large-share-in-the-netherlandshttps://www.seco.com/news/details/seco-and-raspberry-pi-enter-into-a-strategic-partnership-to-expand-their-industrial-iot-offeringshttps://www.microchip.com/en-us/pr...
2024-11-1707 min英语万花筒 | 英语精讲
英语万花筒 | 英语精讲中国网球明星郑钦文晋级美网八强 | 歌手张韶涵表示梦想就像呼吸一样简单Welcome to today's news podcast.欢迎收听今天的新闻播客。Let's dive into the latest headlines.让我们深入了解最新的头条新闻。First up, Chinese tennis star Zheng Qinwen advances to the US Open quarterfinals.首先，中国网球明星郑钦文晋级美网八强。On September 2, Beijing time, Chinese tennis player Zheng Qinwen defeated Croatian star Donna Vekić 2-1 in the fourth round of the US Open, securing her spot in the quarterfinals for the second time in her career.北京时间9月2日，中国网球选手郑钦文在美网第四轮比赛中以2-1击败克罗地亚明星选手唐娜·维基奇，职业生涯第二次晋级美网八强。In this year's tournament, Zheng made remarkable comebacks against Amanda Anisimova and Erika Andreeva before easily overcoming Germany's Jule Niemeier in the third round.在今年的比赛中，郑钦文逆转战胜了阿曼达·阿尼西莫娃和艾丽卡·安德烈耶娃，并在第三轮轻松战胜德国选手朱尔·尼迈尔。Reflecting on her match against Vekić, Zheng expressed her gratitude for the support of the audience and acknowledged the difficulty of the competition.回顾与维基奇的比赛，郑钦文对观众的支持表示感谢，并承认比赛的难度。In the upcoming quarterfinal match, Zheng will face Belarusian player Aryna Sabalenka, hoping to avenge her previous losses to Sabalenka in...
2024-09-0404 minThe Daily Snapshot - TSMC
The Daily Snapshot - TSMCTSMC Insights: 3D Chip Packaging, 2nm Facility Progress, and Moore's Law DebateTSMC exec emphasizes that the viability of Moore's Law is secondary to continued technology scaling, highlighting the role of 3D chip packaging in driving advancements. Despite Typhoon Gaemi, the most powerful typhoon to hit Taiwan in eight years, construction of TSMC's 2nm facility in Kaohsiung remains on schedule.
2024-07-2907 minThe Daily Snapshot - TSMC
The Daily Snapshot - TSMCTSMC's Earnings Insights & Future Tech: What the iPhone 18 Pro Means for 2nm ProcessorsTitle: TSMC Reports Earnings This Week: What to ExpectDescription: Taiwan Semiconductor Manufacturing Company (TSMC) is set to release its earnings report this week. Investors and tech enthusiasts are eager to hear updates, particularly regarding the company's future innovations. Notably, the highly anticipated 2nm processor is projected to debut with the iPhone 18 Pro, offering a glimpse into the future of semiconductor technology.
2024-07-1807 minThe Weekly Tech Rant
The Weekly Tech RantEpisode 174: It's Time for Skeleton Key's AI Threat, TSMC's 2nm Milestone, Big Moves at Google and X, and Xbox's Pricing StrategyWelcome to the WTR with your hosts, Jay and Karl, delving into the latest tech news, gadgets, games, and films! Available On: • Listen on Apple Podcasts | Listen on Spotify | Listen on Youtube | All Major Platforms In This Episode: News 'Skeleton Key' attack unlocks the worst of AI, says Microsoft TSMC ahead of schedule on trial production of 2nm chips; iPhone 17 first in line Humane execs leave company to found AI fact-checking startup Google is reportedly planning its biggest startup acquisition ever Microsoft is hiking the price of Xbox Game Pass Ultimate and launching a ne...
2024-07-1646 min创新灯塔
创新灯塔E114. 东风日产赔钱求翻身 | 台积电发布2nm重磅消息今天的节目将探讨机器人在不同文化中的接受度有何不同？抖音和快手在佣金政策上的竞争将如何影响商家和消费者？东风日产关闭江苏工厂，这对其在中国的业务将有何影响？台积电加速2nm芯片技术的生产，这是否将进一步巩固其在全球半导体市场的领先地位？接下来让我们来解锁这些商业科技动态吧。    本期主播: 西娅    后期: 西娅    收听平台: 小宇宙、喜马拉雅、Apple Podcast等。    如果喜欢我们的节目，欢迎点赞评论转发。        
2024-07-1007 minMacVoices Video
MacVoices VideoMacVoices #24143: MVL - ChatGPT on Mac, Tim Cook's Successor, Chips, Tickets, and MoreChuck Joiner, David Ginsburg, Brian Flanigan-Arthurs, Jim Rea, Guy Serle, Jeff Gamet, Marty Jencius, and Web Bixby take on a variety of topics, including   OpenAI releasing a ChatGPT app for Mac, potential successors to Tim Cook at Apple and  Apple securing the supply of TSMC's two nanometer chips. On a broader topic basis, the panel looks at  the U.S. House passing the Ticket Act, and the new SEC requirement for institutions to disclose security incidents within 30 days. Finally those lucky few panelists discussed their experiences with the new iPads, focusing on features like the OLED screen, Apple Pencil functiona...
2024-06-0643 minMacVoices
MacVoicesMacVoices #24143: MVL - ChatGPT on Mac, Tim Cook's Successor, Chips, Tickets, and MoreChuck Joiner, David Ginsburg, Brian Flanigan-Arthurs, Jim Rea, Guy Serle, Jeff Gamet, Marty Jencius, and Web Bixby take on a variety of topics, including OpenAI releasing a ChatGPT app for Mac, potential successors to Tim Cook at Apple and Apple securing the supply of TSMC's two nanometer chips. On a broader topic basis, the panel looks at the U.S. House passing the Ticket Act, and the new SEC requirement for institutions to disclose security incidents within 30 days. Finally those lucky few panelists discussed their experiences with the new iPads, focusing on features like the OLED screen, Apple Pencil...
2024-06-0343 minBroken Silicon
Broken Silicon257. Nvidia buying Intel, RTX 5000 Pricing, AMD Zen 5 Strix, TSMC 2nm | Daniel NenniThe founder of SemiWiki.com joins to discus the future of Nvidia, Intel, AMD, and TSMC! [SPON: Support MLID and get 66% OFF DopaFast here: https://dopafast.onelink.me/lT91/MLID ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] 0:00 Daniel Nenni Introduction, Semiconductor News is Mainstream 5:51 Why did Nvidia move Blackwell to 4nm? Is AMD skipping 3nm? 13:34 Intel Arrow Lake on TSMC 3nm - A mistake? 22:39 Will Intel become “Foundry Firs...
2024-05-141h 47Broken Silicon
Broken Silicon256. RTX 5060 8GB, RTX 5070 12GB, MSI backs Nvidia, AMD Zen 5 Strix, Intel BaselineWe discuss leaked Blackwell VRAM capacity, Zen 5 Strix Halo, and Intel’s Situation. [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] 0:00 Tom's back from Vegas & Dan has a Truffle Pig 7:14 RTX 5090, 5080, 5070 Ti, 5060 Laptop Configurations Leaked 20:13 RTX 5060 8GB – Impossible to recommend 8GB in 2025? 30:18 MSI backs Nvidia - An outlier, or a new trend? 40:41 Intel Baseline Bios nerfs the i9-14900K, Intel Reliability called into Question 51:35 Intel & AMD Report Q1 Ear...
2024-05-071h 51Broken Silicon
Broken Silicon254. Intel 14th Gen Mass Failures Leak, AMD Zen 7, Nvidia RTX 5090 & 5080, TSMC 2nmWe leak details about Intel’s depreciating reliability, discuss TSMC 2nm expansion, and talk about Zen 6. [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] 0:00 Lewis Black & Podcast Habits (Intro Banter) 4:34 HDMI 2.1, Cost of Game Pass (Corrections) 7:14 Chips Act gives Billions to TSMC & SAMSUNG - Intel losing favor? 14:08 Intel Introduces Gaudi 3 AI Accelerator 27:20 Intel Reliability Called into Question 35:51 AMD Zen 6 Updates, Early Zen 7 Leak 43:25 Will Zen 6 increase core coun...
2024-04-231h 21ApfelNerds – Apple News, Gerüchte, Technik
ApfelNerds – Apple News, Gerüchte, TechnikJetzt auch Gebraucht ApfelNerds Folge 204 Apple erlaubt Aktivierung gebrauchter Teile für Nutzer & Reparatur-Läden Interview mit John Turnus, Apple SVP of Hardware Engineering TSMCs 2nm-Prozess (N2) ist im Zeitplan Neue iOS 18-Features? Apple erweitert betroffene Modelle für Ghost Touch-Problem M4-Chips sollen starken Fokus auf AI haben AI in iOS 18 soll vollständig auf dem Gerät laufen Updates Feedback gerne an nerds@apfelnerds.de Die ApfelNerds auf Mastodon: @ApfelNerds@mastodon.social Daniel auf Mastodon: @dklein@mastodon.social Sascha auf Mastodon: @SDKDev89@mastodon.social Thorsten auf Mastodon: @Modeschoepfer@mastodon.social Die ApfelNerds auf YouTube 00:00:00 Intro 00:01:21 Apple erlaubt Aktiv...
2024-04-182h 18The Daily Snapshot - Technology
The Daily Snapshot - TechnologyTSMC's Next-Generation Chip Technology for Apple Silicon on ScheduleTSMC Advances in Next-Generation Chip Production for AppleTSMC, the renowned chipmaker for Apple, is making significant progress in the development of 2nm and 1.4nm chips, potentially powering future Apple silicon, according to DigiTimes. In other tech innovations, a new study suggests that AI could revolutionize mammogram screenings by reducing false positives without overlooking actual cancer cases. Additionally, a breakthrough in magnetic levitation has been achieved by Japanese scientists who have created a floating platform that operates without an external power source, presenting a new dimension in the technology of levitation.Subtopics:- TSMC's progress...
2024-04-1104 min財迷 MoneyNews
財迷 MoneyNews24H1 0410｜『半島鐵盒』美國的橄欖枝不能不接! TSMC : 我將把2nm帶到鳳凰城!!!『說好的AI呢』Google或可一朝落寞!?內部矛盾日益加重!SONY事件重現?📝這集總結: 建議搭配一起服用有更好的效果喔🫰 『半島鐵盒』美國的橄欖枝不能不接! TSMC : 我將把2nm帶到鳳凰城!!! 『說好的AI呢』Google或可一朝落寞!?內部矛盾日益加重!SONY事件重現? 『回到過去』悶了兩年終於有個好成績! 總算有件好事發生! 『聽見漲價的聲音』好你個地震! 直接震出25%的報價浮動! 👏歡迎在平台底下留下你的看法. 財迷淺薄見解，資料有誤的話，歡迎大家糾正✔✔✔ 還意猶未盡嗎？ 🔍 IG : @mingomoneynews、財迷 Moneynews  就可以看到精美圖片貼文喔～❤❤❤ 還不趕快手刀查起來🏃‍♂️ 📬想給予反饋或合作請洽 : jacklin0963831613@gmail.com 🐹支持我產出更好的內容🐹: https://pay.soundon.fm/podcasts/9a8f5bf3-e2f3-45cc-9ec3-03d5056b1e18 -- Hosting provided by SoundOn
2024-04-1014 minZombi Digital
Zombi DigitalINTEL Nova Lake a 2nm \ Sin Hyper Threading Otra vez? \ AMD Reduce el PRECIO \ ASUS sin Cable, BTF00:00 Otra vez AMD 02:09 Es Oficial RTX 3050 de 6 GB 03:34 INTEL Nova Lake a 2nm 4:27 Arrow Lake Sin Hyper Threading (Otra vez? ! ) 06:03 AMD Reduce el PRECIO de algunas GPUs 06:49 Shock de Noticias 09:42 ASUS sin Cable, BTF Podés seguirme también en: Spotify (Resubo este mismo contenido) https://podcasters.spotify.com/pod/show/zombidigital Telegram (RSS de mis medios y juegos gratis de Epic Game) https://t.me/TecnologiaZ #noticiaspc #pcgamer #pcgaming #noticiastecnologia #resumendenoticias Bienvenidos a mi canal de noticias de PC y tecnología. Aquí encontrarás las últimas novedades, reseñas y análisis en el mundo de la tecnolog...
2024-02-1211 minAppleInsider Daily
AppleInsider Daily01/24/2024: Apple commissions to continue, NSO trial not leaving the US, Apple may buy all of TSMC’s 2nm chips, “Death Stranding” coming at the end of the month, Google adds AI to Chrome, Netflix drops ad-free Basic, and scalper bots buy Apple Vision ProsContact your host with questions, suggestions, or requests about sponsoring the AppleInsider Daily:charles_martin@appleinsider.com(00:00) - 01 - Intro (00:15) - 02 - Apple can still charge fees in EU (01:32) - 03 - App Store fees in the UK (02:20) - 04 - NSO v Apple fight remains in US (03:01) - 05 - Apple buys out TSMC's 2nm run (03:33) - 06 - "Death Stranding" out Jan. 30th (04:11) - 07 - OTN: Google adds AI to Chrome (04:41) - 08 - OTN: Netflix jacks price for ad-free (05:26) - 09 - Bot-bought AVPs are a rip-off (07:07) - 10 - Outro Links from the show...
2024-01-2507 minWhat The Chip Happened - Jose Najarro AI & Chip Stocks
What The Chip Happened - Jose Najarro AI & Chip StocksNvidia Stock Is Cheap, TSMC 2nm, and Big Semiconductor InvestmentsSemiconductor Investors looks at recent Semiconductor news, NY Announces $10 Billion investment into High NA, great news for semiconductor equipment companies, TSM Stock announced its below 2nm semiconductor manufacturing solution, and Nvidia's PE ratio trading below 25.A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 509% as of 12/7/2023 and measured against the S&P 500 returns of 133% as of 12/7/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results...
2023-12-1408 minAppleInsider Daily
AppleInsider Daily12/12/2023: Epic non-fail, other Apple OSes updated, new security feature coming next year, iPhone NFC might get opened up, TSMC down to 2nm, Blender updates to 4.0, Geekbench ML hits 0.6, and two Apple gift ideasContact your host with questions, suggestions, or requests about sponsoring the AppleInsider Daily:charles_martin@appleinsider.com(00:00) - 01 - Intro (00:16) - 02 - Epic defeats boss of Play Store level (01:45) - 03 - More about the OS updates (03:11) - 04 - More theft protection coming soon (04:31) - 05 - Apple might have to open up iPhone NFC (05:21) - 06 - QN: TSMC down to 2nm (06:03) - 07 - QN: Blender goes to 4.0 (06:32) - 08 - QN: Geekbench ML 0.6 is out (07:07) - 09 - Gift ideas: Beats-Stussy cans, Grid Legends game (07:50) - 10 - Gift ideas: Grid Legends (08:19) - 11 - Outro Links from...
2023-12-1308 minProf. ぶろうのむちゃでよろしく
Prof. ぶろうのむちゃでよろしく#81 「2nm半導体、日米が一歩」って何⤴︎「2nm半導体、日米が一歩」って何⤴︎ 何だろー Prof. Browのむちゃでよろしくは技術と心を結びつける内容でお送りします。 Prof. QCサロン https://youtube.com/@prof.browqc5084 久屋五号目ラジオ https://open.spotify.com/show/3URbCoo6JiOLpKemHeTtB3?si=0KrF4QARRTimhjr9f1G6Eg&app_destination=copy-link Prof. ぶろうのベンチャー企業 https://laqualab.com
2023-05-3111 min商界早知道｜一早速览商业事
商界早知道｜一早速览商业事05月08日【商界早知道】苹果2025年或出货自家5G基带产品；美国或禁止投资中国AI今日聚焦【苹果最快会在2025年出货自家5G基带产品】据AppleInsider报道，高通公司在一份报告中提到，苹果公司未来有可能会使用自己的基带产品，而不是高通公司的。AppleInsider同时指出，苹果最快会在2025年出货自家的5G基带产品，2023年的iPhone 15系列仍然会使用高通基带，型号是骁龙X70，2024年的iPhone 16系列也会选择高通作为基带供应商。（快科技）企业动态【吉利宣布下调旗下新能源汽车官方指导价最高下调8000元】吉利集团旗下领克汽车宣布，受惠于电池原材料采购成本下降，现对旗下新能源产品（PHEV插电混动）官方指导价进行下调，最高下调8000元。据了解，此次价格调整涉及的领克新能源产品包括领克01新能源、领克05新能源、领克06新能源、领克09新能源。价格调整于2023年5月1日0时起生效。【台积电董事长与CEO：2nm工艺明年风险试产 】在最新发布的年度报告中，台积电披露，公司在去年加大了研发力度，致力于技术，尤其是2nm制程工艺的研发，在研发上投入54.7亿美元，以扩大他们的技术领先优势和差异化。台积电还表示，2nm制程工艺的研发在按计划推进，将在2024年风险试产，2025年量产，生产基地在新竹和台中科学园区。（TechWeb）【争产风波再起，杉杉股份回应：董事长郑驹正常履职中】有报道称郑永刚遗孀周婷及三子女起诉“继子”郑驹，要求冻结郑永刚名下所持的宁波青刚投资有限公司（宁波青刚）51%股份。7日上午，杉杉股份接电工作人员就此事表示，目前相关继承事项正在协商办理中。郑驹先生按照之前的公告，在正常履职中，公司整体经营情况稳定。（界面新闻）【阿里云回应工商变更:仅为下属公司注册实体法人变更】对于阿里云计算有限公司发生工商变更，法定代表人由张建锋变更为蔡英华，阿里云方面表示，阿里云智能集团董事长为张勇，蔡英华职位为阿里云智能集团首席商业官，此次工商变更公示仅为阿里云智能集团下属“阿里云计算有限公司”注册实体法人变更。（财联社）【小红书筹建大模型团队，推出AI绘画应用】小红书从3月份起筹备了独立的大模型团队，核心员工来自广告业务的NLP技术团队。目前该部门在内部为保密状态，在员工系统里也被直接隐藏。除了成立大模型团队以外，小红书内部还有多个独立部门同时推进AIGC方向的落地探索。今年4月份，小红书还悄然上线了一款名为“Trik”的AI创作应用，主打AI绘画。（36氪）产业纵深【2023年全球票房破100亿美元 《阿凡达：水之道》暂列年榜冠军】据猫眼专业版数据显示，2023年全球累计票房突破100亿美元，中国内地累计票
2023-05-0805 min糖罐和砂糖
糖罐和砂糖825.重磅万字长文全网刷屏；台积电正式启动2nm工艺研发；武汉房产中介全面推行实名制825.重磅万字长文全网刷屏；台积电正式启动2nm工艺研发；武汉房产中介全面推行实名制
2023-03-2709 min36氪·8点1氪
36氪·8点1氪【早报】台积电已在谋划1nm制程工艺工厂；马斯克承诺本周解决推特乱弹广告问题曹操出行据悉考虑最早明年4月份提交初步香港IPO申请，选择农银国际、美银和华泰国际安排香港IPO相关事宜。对此，曹操出行回应称：不予置评。有消息称，手机厂商荣耀拟于A股借壳上市。对此，荣耀方面回应称，有关荣耀借壳上市谣言不实。荣耀一直坚持公开透明的发展原则，也会持续多元化股权结构。当前荣耀聚焦产品创新，更好的服务全球消费者。台积电正在推进3nm制程工艺量产，也在推进更先进的2nm及1nm制程工艺，2nm制程工艺预计在2025年下半年量产，将提供多个版本，随后就将是1nm制程工艺。虽然目前距离台积电1nm制程工艺量产还有多年，但外媒称他们已在谋划工厂的建设事宜，以便按计划量产。对于严重破坏用户体验的随机广告，推特新老板马斯克刚刚承诺，将在本周解决这一问题。一群通过Meta培训项目加入该公司的员工表示，他们获得的遣散费低于最近被裁的其他员工。这些员工是Meta的“专员培养项目”的成员，该项目旨在帮助不同背景的员工在企业技术招聘中获得职业发展机会。微软总裁Smith称，向索尼提供一份为期10年的合同，让《使命召唤》新款游戏在PlayStation与Xbox同步更新。美国社交媒体平台Pinterest一位发言人证实，Pinterest将在今年剩下的时间里放慢招聘速度，并削减了一些招聘团队的员工数量。该发言人没有具体说明有多少人被解雇。百事可乐将裁减数百名北美零食和饮料业务总部雇员。此次裁员将影响百事可乐位于纽约州Purchase的北美饮料业务总部以及位于芝加哥和德克萨斯州Plano的零食和包装食品业务总部。
2022-12-0702 min日本x半導體x人生觀 ｜吉田的島外放生日記
日本x半導體x人生觀 ｜吉田的島外放生日記EP091 科技周報 - 記憶體大廠減產宣言，後疫情時代的半導體寒冬，令人哭笑不得的日本半導體強化政策本週主要來更新日本半導體評論家湯之上隆先生JBPress社論的八月跟九月號，兩個都不算是太沉重的主題，大家可以輕鬆聽，當八卦來聽就可以了(笑) 本集內容： (1) 半導體寒冬將至－日前景氣下滑的主因：美國升息 (2) 各大記憶體廠商的減產宣言 (3) 湯之上隆JBpress社論八月號 - 疫情特需的結束，其實也只是半導體產業景氣循環的一部分 (4) 湯之上隆JBpress社論九月號 - 量產2nm? 非現實且令人噴飯的日本半導體強化政策 本集參考資料 湯之上隆JBpress八月號 「コロナ特需」の終焉、それはシリコンサイクルの一現象だった https://jbpress.ismedia.jp/articles/-/71225 湯之上隆JBpress九月號 2nm量産はこんなに困難、非現実的すぎて噴飯物の日本の半導体製造強化策 https://jbpress.ismedia.jp/articles/-/71609 - 如果有問題 (最好是工作或是人生經歷相關)，或是有想聽的主題，可以透過信箱寄信給我 我會在斟酌變成節目分享喔！ jurishung@gmail.com - 節目IG開張了，歡迎追加。 https://www.instagram.com/yoshida.semicon/ 不過我更新通常都比節目還慢，大家盡量包含，因為還是以Podcast內容優先！ － 我的咖啡帳戶開啦！ 但真的不強制啦，而且日本咖啡比較貴，50元可能不夠(笑)。 請我喝咖啡吧！每杯咖啡都是支持我前進的動力！ https://pay.firstory.me/user/cklexune36ghi0892tw3ixo30 留言告訴我你對這一集的想法： https://open.firstory.me/story/ckz4b9sdti7v90868wxd8pzt7?m=comment Powered by Firstory Hosting
2022-10-0245 min2NM Breakfast
2NM BreakfastTHE SIDELINE VIEW - VALE RAY BARRYFormer Group 21 player, race caller and 2NM commentator Ray Barry passed away at the age of 84 this week so we caught up with son, Ross Barry, to find out more about this remarkable local.
2022-07-1607 minTechnologický podcast SHARE | Živé.sk
Technologický podcast SHARE | Živé.skSHARE: 3nm čipy prídu čoskoro. Čo bude nasledovať po nich?Okrem TSMC na zlepšovaní výrobných procesov intenzívne pracujú aj Intel a Samsung. Taiwanská spoločnosť TSMC ohlásila svoje plány v uvádzaní nových výrobných technológií pre moderné polovodiče. K 3nm procesu pribudnú aj ďalšie štyri jeho variácie. Prvých hromadne vyrábaných 2nm čipov by sme sa mohli dočkať v roku 2025 alebo neskôr. Aké výrobné procesy plánujú konkurenti tejto spoločnosti, Intel a Samsung? Bude TSMC aj naďalej lídrom, alebo majú aj iní hráči ešte nejaké esá v rukávoch? Nakoľko smerodaj...
2022-06-2752 minThe Weekly Tech Rant
The Weekly Tech RantEpisode 93: It's time for A380 takes off in China, TSMC touts 2nm, One USB to rule them all, No Windows in Russia, FAA 5G woe, PCIe7 super speed, Tim Apple says wait!This week we covered: News Intel's Arc A380 GPU launches in China for around $150 USD TSMC's 2nm chips are coming to a device near you in 2026 USB-C iPhone could become mandatory in the US as senators push for common charger law Microsoft appears to have blocked Windows downloads in Russia Intel really just asked the EU for $624M to pay it back for overturned anti-AMD fine FAA: Airlines must retrofit faulty altimeters “as soon as possible” PCIe 7.0 to quadruple the bandwidth of PCIe 5.0, coming in 2025 Xbox Cloud Gaming is getting mous...
2022-06-2451 min36氪·8点1氪
36氪·8点1氪【早报】小红书处置4家MCN和部分作者；Macbook Pro推迟到8月发货，供应链问题犹存36氪获悉，小红书站内近日发布《关于MCN机构买卖账号及刷量作弊行为公示》。公告称，美趣文化、杭州邻家网络、聚微传媒、熊小婴等4家MCN机构及其旗下部分作者存在上述作弊行为，严重伤害小红书用户体验、品牌方利益以及社区生态。同时，公告称“买卖帐号、刷量作弊等行为，属于虚假营销内容范畴，对平台内容生态和平台信誉造成极大伤害，严重损害了用户的合法权益，小红书将对其进行持续严厉打击。”据第一财经报道，中信证券指出，未来地产政策仍将继续出台，或更多以地方政府因城施策为主，其形式将更加灵活、精准。我们认为，不宜对房地产产业链过于悲观，在诸多政策配合之下，市场基本面有望在三季度开始进一步复苏。36氪获悉，Sensor Tower商店情报数据显示，2022年5月腾讯《王者荣耀》在全球App Store和Google Play吸金2.68亿美元，蝉联全球手游畅销榜冠军，相较去年同期增长1.7%。来自中国iOS市场的收入占95%，海外市场收入占比为5%。腾讯《PUBG Mobile》（合并《和平精英》收入）以2.06亿美元的收入位列榜单第2名。据报道，豆神教育回复深交所关注函，截至本回函日，公司抖音平台粉丝总数为1,269.9万，快手平台粉丝总数为348.6万，2022年度截止回函日此项业务销售额为1.49亿元。公司旗下开展直播销售业务相关主体均具备经营直播电商销售业务所需的“营业执照”及“中华人民共和国增值电信业务经营许可证”资质，涉及到出版物销售的店铺均具有“中华人民共和国出版物经营许可证”资质。据财联社报道，我爱我家方面透露，由于加盟业务中的投入付出与收入无法实现平衡，我爱我家调整经营布局，决定终止合肥、烟台、长沙城市的加盟业务，并将有计划、有步骤推进与加盟商的解约工作。“我爱我家成立专项工作小组实地监督，目前已与上述城市合作的绝大部分加盟商达成解约共识。今后将聚焦重点城市直营业务，大力发展租赁业务，推动住有所居。”据新浪财经报道，苹果搭载“史上最强处理器”M2芯片的新款Macbook Pro笔电上周末开始接受预订，出现延迟发货情况，订制版新Macbook Pro要延到8月初才能发货，透露Macbook Pro供应链问题仍未完全解决，恐影响相关供应商第3季业绩。Macbook供应商包括广达、鸿海与闻泰。其中，Macbook Pro是由广达独家代工，Macbook Air多数由广达与鸿海代工，市场也传出，闻泰今年首度拿到订单。据TechWeb报道，在按计划推进3nm制程工艺下半年量产的台积电，也在研发更先进的2nm制程工艺，他们的这一制程工艺，是计划在2025年量产。台积电透露，他们的2nm制程工艺将基于全新的纳米片电晶体架构，与5nm工艺所采用的鳍式场效应晶体管（FinFET）完全不同，会带来更强的性能和更优的能效，但所需要的投资也会更大。三星晶圆代工业务的负责人也曾表示，他们在按计划推进2nm制程工艺在2025年下半年量产。
2022-06-2104 minTech Voice Tamil by fonearena
Tech Voice Tamil by fonearenaXiaomi 13 & 13 Pro specs leak, Telegram Premium features, 2nm SoCs in 2025, Nord 2T India price?வணக்கம் கீக்ஸ்!  இன்றைய பதிவில்!  realme C30 TECNO POVA 3 realme Watch R100 India launch date  Telegram Premium features   TSMC N2 2nm in 2025  Xiaomi 13 and 13 Pro in Nov?  Oneplus Nord 2T India price? Samsung ViewFinity monitor  realme to invest Rs. 26.8 crores in making Buds Air 3 எங்களை தொடர்புகொள்ள fonearenatamil Instagram, fonearena, fonearenatamil, srivatsan, Ayyappan, Milan, Varun
2022-06-2022 min商界早知道｜一早速览商业事
商界早知道｜一早速览商业事06月07日【商界早知道】特斯拉裁员10%暂未波及中国；罗永浩回应被恢复执行2917万今日聚焦【特斯拉裁员10%暂未波及中国】6月6日，从特斯拉上海体验中心了解到，部分岗位停止招聘中，暂未有裁员消息。同时据道，一名接近特斯拉中国的相关人士透露，目前没有听说裁员消息，前不久还在大规模招人。【台积电砸两千亿扩大2nm产能】据报道，台积电将砸1万亿新台币（约2290亿元人民币）扩大2nm产能，目标在2025年量产。台积电第一季度合并营收为4910.76亿新台币，较上年同期的3624.1亿新台币增长35.5%；净利润为2027.33亿新台币，较上年同期的1396.9亿新台币增长45.1%。企业动态【完美世界回应17800元“付费上班”项目】6月5日消息，近日，一张名为“完美世界产业……实践计划”的图片引发网友关注。内容显示，该项目人员将与完美世界技术中心共同开发一款多人在线生存类网络游戏，申请名额14人，申请费用为17800元。不少网友表示，这就是“付费上班”吗？对此，完美世界相关人士表示，该项目是完美世界旗下教育公司的内部项目，不是对外的项目，并非网传的“招人付费上班”。【罗永浩回应被恢复执行2917万】近日，罗永浩新增两条恢复执行信息，执行标的总计为2917万余元，执行法院均为北京市第一中级人民法院。对此，罗永浩回应称：唉，这笔债务已经支付完了，法院恢复执行是为了结案程序。每还一笔钱，都会害得亲友们担心一次。【华谊兄弟王忠军王忠磊被浙江证监局处罚】浙江证监局网站披露决定书称，王忠军、王忠磊二人作为华谊兄弟传媒股份有限公司的实际控制人，在2009年10月30日至2021年12月20日期间，二人持有的公司权益比例由34.41%下降至23.74%，累计变动比例10.67%。【巴奴火锅被指拉踩海底捞做营销】近日，网友曝巴奴营销疑似拉踩海底捞。该网友称，最近合肥某商场的巴奴开业，铺天盖地的找博主做宣传，文案基本上都是碰瓷海底捞。还有网友盘点了巴奴暗讽海底捞的宣传标语：“服务不过度 ”“好面不用舞”等。消费者称，没有必要用这种踩一捧一的方式，这样巴奴只会活在海底捞的阴影下。对此，巴奴总部客服回应称，已将情况记录下来，后续会对接给相关部门。【余承东吐槽传统车企坑爹】余承东认为，传统车企根子上难以转变，效率低成本高，用户体验差、设计反人类。“做出来的车卖不掉还会来骂我们”……所以在问界上，华为走上了一种全新合作模式。一款车最终产品形态由华为说了算。但这样的模式大部分车企不会接受。【诚迈科技实控人王继平被留置调查】
2022-06-0705 minTech Nowinki / Technologicznie Zakręceni
Tech Nowinki / Technologicznie ZakręceniTwitter sprzedany! 🔥 TSMC i 2nm do 2025📖 Witamy serdecznie wszystkich na nowym odcinku naszego podcastu Technologicznie Zakręceni. Dziś  porozmawiamy o:  - Elon Musk kupuje Twittera i staje się to faktem pytanie tylko jak  będzie przebiegać transakcja i czy nie będzie jakichś niespodziewanych  zwrotów akcji ? - 2nm już zapowiedziany przez TSMC co to nam da w rzeczywistości ?
2022-04-2730 minBroken Silicon
Broken Silicon150. 4nm Lovelace at 600w, R7 5800X3D Reviews, Falling GPU Prices, Intel ExecutionRTX 4090 specs are almost entirely confirmed, RX 6700 XT is getting cheap, and Intel is adrift… SPON: Use “brokensilicon” for 10% off XREART Gaming Art: https://xreart.com/?ref=brokensilicon SPON: brokensilicon = -25% off Windows, dieshrink = -3% off Everything: https://biitt.ly/shbSk 0:00 Minnesota Weather, Mosquito Territories, Giant Goofy Fish (Intro Banter) 5:57 Navi 33 Die Size, RTX IO vs PS5 Asset Streaming (Corrections) 12:41 R7 5800X3D Official Reviews - Is it the "best" gaming CPU? 26:12 Zen 4 vs Zen 3D, Vcache on APUs 31:20 Intel’s Execution Problem – Where is Sapphire Rapids, Ponte Vecchio, & Alchemist?! 39:25 Falling GP...
2022-04-261h 50Applelianos
ApplelianosiMac Pro M3 y Elon compra TwitterUltima semana de abril donde ps traemos las ultima novedades de Apple, hoy toca hablar de la ultima publicacion de Mark Gurman sobre un nuevo iMac Pro con un nuevo chip M3, el cual ya se esta trabajando en ello y que como muy tarde se presentara a finales del próximo año. Otros temas interesantes como el drama de las fundas de Apple, desmontan un cable Thunderbolt 4, y para acabar Apple e Intel serán los primeros en acceder a los chip de 2nm por parte de TSMC . Como veis temas interesantes y que tocaremos en este episodio par...
2022-04-251h 20PC Perspective Podcast
PC Perspective PodcastPodcast #673 - Ryzen 7 5800X3D Goes on Sale, Falcon Northwest Tiki Review, C64 is 40, 12th Delidding + MORE!To commemorate "4/20", which of course means the first day of official Ryzen 7 5800X3D availability on Wednesday, April 20, 2022, we recorded a podcast. We also took a look at a very small gaming desktop from Falcon Northwest built around this new AMD processor.2nm process from TSMC, the C64 is 40 years old, 12 gen Intel delidding tool, iOS app tracking and Nvidia AD102 preview specs.  Enjoy!Timestamps:00:00 Intro00:50 Burger of the Week03:13 AMD Ryzen 7 5800X3D goes on sale10:07 AMD Ryzen PRO 6000 Series mobile CPUs13:09 Raja Koduri has been promoted18:06 TSMC 2n...
2022-04-231h 11mixx.io, podcast diario de tecnología
mixx.io, podcast diario de tecnologíaYo para ser feliz quiero un camión (con reactor nuclear)Reactores nucleares en camión / Netflix pierde abonados / TSMC retrasa sus 2nm / Desinformación militar sobre Rusia / Anitta rompe Spotify / Facebook pierde interés en los podcast Patrocinador: El invierno llega a su fin, y queremos empezar a salir de viaje: volver a todos esos lugares que echamos de menos, o visitar los que siempre quisimos. — Por eso, https://www.carrefour.es/ o https://www.carrefour.es/tiendas-carrefour/buscador-de-tiendas/, para tus viajes. Por ejemplo: la American Tourister HIT de cabina por https://www.carrefour.es/maleta-de-cabina-de-polipropileno-american-tourister-hit-8-ruedas-55-cm-negro/VC4A-17080279/p. Reactores nucleares en camión / Netflix pierde abonados / TSMC retrasa sus 2...
2022-04-2016 minTech Voice Tamil by fonearena
Tech Voice Tamil by fonearenaOnePlus 9RT & Buds Z2 launch date, Airtel ₹6000 cashback, Samsung 2nm tech in 2025வணக்கம் கீக்ஸ்!  இன்றைய பதிவில்!   OnePlus 9RT and OnePlus Buds Z2 launch date  realme 4K Smart Google TV Stick India launch date  Airtel Rs. 6000 cashback for new phone purchase  Black Shark 4S and 4S Pro launch date  Samsung 2nm process GAA tech in 2025  OnePlus TV new brand ambassadors    New Apple CarPlay features soon  Genshin Impact tops in mobile game revenue in Sep 2021  எங்களை தொடர்புகொள்ள fonearenatamil Instagram, fonearena, fonearenatamil, Clubhouse, srivatsan, Ayyappan, Milan, Varun
2021-10-0817 minOf Je Stopt De Stekker Er In
Of Je Stopt De Stekker Er In#003 | IBM 2nm test chip en de nieuwe IBM LinuxONE III ExpressFrank van der Wal schuift aan tafel om te praten over de nieuwe LinuxONE III Express en daarnaast bespreken we de nieuwe IBM 2nm test chip. 2nm chip: https://newsroom.ibm.com/2021-05-06-IBM-Unveils-Worlds-First-2-Nanometer-Chip-Technology,-Opening-a-New-Frontier-for-Semiconductorshttps://tweakers.net/nieuws/181366/ibm-ontwikkelt-2nm-chiptechnologie.htmlhttps://nl.hardware.info/nieuws/76498/ibm-maakt-s-werelds-eerste-2nm-chip-hoogste-transistordichtheid-door-gaafetASML: https://www.asml.com/en IBM LinuxONE III Express:https://www.ibm.com/blogs/systems/announcing-ibm-linuxone-iii-express-and-tailored-fit-pricing/
2021-06-0423 minAudio Essays on Startups
Audio Essays on StartupsIBM’s first 2nm chip previews the processors of tomorrow, by Chaim GartenbergIn this audio essay, Chaim reviews IBM's new nano metre chips and processors.Check the original essay from Chaim:https://www.theverge.com/2021/5/6/22422815/ibm-2nm-chip-processors-semiconductors-power-performance-technologyFor more such audio essays, curated playlists, and free startup resources, JOIN OUR DISCORD SERVER
2021-05-2802 minHardware Addicts
Hardware Addicts36: IBM Releases 2nm Chip & EUV Manufacturing Is Made Of Sci Fi & Geek DreamsWelcome to Hardware Addicts, a proud member of the Destination Linux Network. Hardware Addicts is the podcast that focuses on the physical components that powers our technology world. In this episode, we’re going to discuss IBM's new 2nm chip design and what this could mean for future products. We're also going to discuss how this is all manufactured using EUV which is a thing of geek and sci fi dreams. Freakin' lasers and plasma...we're going to get into all of it. Then we head to the camera corner where Wendy will discuss lithography in more de...
2021-05-2145 minDestination Linux Network: All Shows
Destination Linux Network: All ShowsHardware Addicts: 36: IBM Releases 2nm Chip & EUV Manufacturing Is Made Of Sci Fi & Geek DreamsWelcome to Hardware Addicts, a proud member of the Destination Linux Network. Hardware Addicts is the podcast that focuses on the physical components that powers our technology world. In this episode, we’re going to discuss IBM's new 2nm chip design and what this could mean for future products. We're also going to discuss how this is all manufactured using EUV which is a thing of geek and sci fi dreams. Freakin' lasers and plasma...we're going to get into all of it. Then we head to the camera corner where Wendy will discuss lithography in more de...
2021-05-2145 minComputer America
Computer AmericaIBM Creates 2nm Chip, LiveLeak Shuts Down, FCC Net Neutrality Case, Video Game Hall of FameBoth Segments: Computer and Technology NewsTopics:IBM Research 2 nm Wafer Close up.jpg (3000×2400)IBM Creates First 2nm ChipLiveLeak shuts down after 15 years online | Tech News | Startups NewsWorld waits to see where a Chinese booster will come down | Ars TechnicaFCC’s net neutrality rollback overwhelmed by bogus industry comments, investigation finds – The Verge‘Animal Crossing’ and ‘StarCraft’ join the Video Game Hall of Fame | EngadgetScientists Create Record-Breaking Laser With Mind Blowing PowerTeens, tech and mental health: Oxford study finds no link – BBC...
2021-05-171h 01Roll For Enterprise
Roll For EnterpriseS2E20: Ransomware on the rise with real world consequence; IBMs 2nm announcement and Apple hire/fireDominic, Mike and Zack are together again this week to discuss the Colonial Pipeline ransomware attack and all that we’ve learned since. People are still the weakest link in social engineering of attacks. Could China has prevented something like this thanks to their great firewall when compared to American or European companies? They also discussed various news items including: IBM surprise 2nm chip rollout which took everyone by surprise; Elon Musk’s Crypto announcements; and Apple’s hire and fire of Antonio García Martínez. Whom coincidentally is an ad tech person and signifies Apples move into ads, or...
2021-05-1637 minTech ChitChat Show
Tech ChitChat ShowNintendo’s Game Builder Garage | Sony Discord Partnership | Spectre Exploits (Tech ChitChat Ep.8)Today’s topics: - Nintendo’s Game Build Garage - Sony Partners with Discord - Sony Drops Mirror Cameras (DSLR) - Spectre CPU Exploit (Intel / AMD) - CPU Fabrication Production Come join Ken from Northern Viking Everyday and his co-host Stephen as they discuss various trending (and non-trending) topics from the tech industry in Episode 8 of the Tech ChitChat Show. 🔗Articles Nintendo’s next big Switch title is aimed at budding game designers - https://www.theverge.com/2021/5/5/22419556/game-builder-garage-nintendo-switch-trailer-release-date Announcin...
2021-05-1132 minThe Everything Feed - All Packet Pushers Pods
The Everything Feed - All Packet Pushers PodsNetwork Break 332: Juniper Teases SASE Offering; IBM Gets Small With 2nm ChipToday's Network Break covers IBM's new 2nm chip process, Juniper's first step toward a SASE offering, whether secondary markets for network gear might be an option for companies dealing with supply chain shortages, and more tech news.
2021-05-1049 minNetwork Break
Network BreakJuniper Teases SASE Offering; IBM Gets Small With 2nm ChipToday's Network Break covers IBM's new 2nm chip process, Juniper's first step toward a SASE offering, whether secondary markets for network gear might be an option for companies dealing with supply chain shortages, and more tech news.
2021-05-1049 minGadget Detective - A selection of free tech advice & tech news broadcasts by Fevzi Turkalp on the BBC & elsewhere
Gadget Detective - A selection of free tech advice & tech news broadcasts by Fevzi Turkalp on the BBC & elsewhere9th May 2021 - Tech News and Reviews on TalkRADIOFevzi Turkalp, the Gadget Detective, joins Howard Hughes on TalkRADIO to discuss the latest tech news and reviews. This week; IBM have announced they've developed a 2nm chip, which they claim will produce much more powerful processors which also use significantly less energy. but what are the advantages of these every more powerful chips? Plus Twitter is adding a 'tip jar' to certain accounts to allow others to send them money, but it hasn't gone as smoothly as it could.First Gadget of the Week is the Withings Sleep Analyzer. This device fits under your mattress to analyse...
2021-05-0917 minThis Week in Linux
This Week in Linux150: Audacity Acquired, Kdenlive, Proton, IBM 2nm Chips, 1 Million Linux Commits | This Week in LinuxOn this episode of This Week in Linux, we've got a ton of news to cover with some big news from Audacity in that the project has been acquired by the Muse Group, Ubuntu 16.04 Reaches End of LIfe . . . we'll sort of. Then we'll check out some great hardware news from IBM & also from Star Labs. In App News this week, we've got new releases from MusE Digital Audio Workstation, Kdenlive 21.04, QEMU 6.0 and more. We're also going to do a follow up to some news last week related to Humble Bundle and so much more including new version of WINE...
2021-05-0958 minThe Nonintuitive Bits
The Nonintuitive Bits2nm CPU From IBM, Apple M2 and ARMs From Nvidia. Episode 46IBM’s first 2nm chip previews the processors of tomorrowApple M2 chip reportedly enters production in time for 2021 MacBook ProsNVIDIA Unveils Grace: A High-Performance Arm Server CPU For Use In Big AI SystemsCES will return to Las Vegas as an in-person event in 2022
2021-05-0833 minBits: daily tech news bulletin
Bits: daily tech news bulletinLunar crater telescope moves to phase twoWelcome to Bits, your daily tech news bulletin, for Friday, May 7, I'm Seamus Byrne.IBM has today revealed the first 2nm microchips have been produced as part of the ongoing race to shrink chips ever smaller. Using the Extreme Ultra Violet production technique has enabled the continued scaling down beyond 7nm sizes, which TSMC has dominated in recent years as it has pushed to 5nm and 3nm processes. IBM says it expects the 2nm chip to give 45% more performance at the same power level as a 7nm chip, or use 75% of the energy at the same performance levels.https://www...
2021-05-0704 min