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Arm plans to appeal final ruling in Qualcomm dispute
Reuters· 2025-10-01 02:17
Arm Holdings said on Tuesday it planned to appeal a judge's ruling in a licensing dispute against Qualcomm that left the chipmaker's jury victory intact. ...
Wall Street indexes close higher with quarterly and monthly gains even as US government shutdown looms
The Economic Times· 2025-10-01 02:01
With investors having bet for some time on a spate of further Fed rate cuts, the benchmark S&P 500, the tech-heavy Nasdaq and the Dow all gained for the second quarter in a row. For the S&P 500 and the Dow, it also marked their fifth straight monthly gain while the Nasdaq registered its sixth straight monthly gain. And with no signs of an end to the standoff in Washington, U.S. President Donald Trump warned congressional Democrats that a federal government shutdown at midnight would allow his administratio ...
智谱发布GLM-4.6,联手寒武纪,摩尔线程推出模型芯片一体解决方案
观察者网· 2025-10-01 01:37
9月30日,国产大模型"六小龙"之一的智谱发布GLM-4.6新模型。 作为GLM系列最新版本,GLM-4.6在真实编程、长上下文处理、推理能力、信息搜索、写作能力与智能体应用等多个方面能力有所提升。 官方信息显示,此次升级表现在公开基准与真实编程任务中,GLM-4.6代码能力对齐Claude Sonnet4;上下文窗口由128K提升至200K,适应更长的代码和智 能体任务;新模型提升推理能力,并支持在推理过程中调用工具;搜索方面增强模型的工具调用和搜索智能体。 另外,"模芯联动"是此次新模型发布的重点,GLM-4.6已在寒武纪国产芯片上实现FP8+Int4混合量化部署,这也是行业首次在国产芯片上投产的FP8+Int4模 型芯片一体解决方案,在保持精度不变的前提下,降低推理成本,为国产芯片在大模型本地化运行上探索可行路径。 具体到模型适配过程中,占总内存的60%-80%的大模型核心参数通过Int4量化后,可将权重体积直接压缩为FP16的1/4,大幅降低芯片显存的占用压力;推理 环节积累的临时对话数据可以通过Int4压缩内存的同时,将精度损失控制在"轻微"范围。而FP8可重点针对模型中"数值敏感、影响推理准确性" ...
智谱发布GLM-4.6,寒武纪,摩尔线程完成适配
观察者网· 2025-10-01 01:36
模型性能升级 - 新模型GLM-4-6在真实编程、长上下文处理、推理能力、信息搜索、写作能力与智能体应用等多个方面能力提升[1] - 模型代码能力对齐Claude Sonnet 4,上下文窗口从128K提升至200K以适应更长的代码和智能体任务[4] - 模型提升推理能力并支持在推理过程中调用工具,搜索方面增强工具调用和搜索智能体[4] 芯片适配与量化技术 - GLM-4-6在寒武纪国产芯片上实现FP8+Int4混合量化部署,为行业首次在国产芯片上投产的FP8+Int4模型芯片一体解决方案[4] - FP8+Int4混合模式根据大模型模块功能差异针对性分配量化格式,Int4用于压缩占总内存60%-80%的核心参数使权重体积压缩为FP16的1/4,FP8用于数值敏感模块以降低精度损失[4][5] - 摩尔线程基于vLLM推理框架完成对GLM-4-6的适配,其新一代GPU可在原生FP8精度下稳定运行模型[5] 行业生态影响 - 寒武纪与摩尔线程完成对GLM-4-6的适配标志着国产GPU已具备与前沿大模型协同迭代的能力,加速构建自主可控的AI技术生态[6] - GLM-4-6搭配国产芯片的组合将率先通过智谱MaaS平台面向企业与公众提供服务[6]
Why Needham Raised Marvell’s (MRVL) Price Target From $80 to $95
Yahoo Finance· 2025-10-01 01:33
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the Top AI Stocks in the Spotlight on Wall Street. On September 25, Needham analyst N. Quinn Bolton raised the price target on the stock to $95.00 (from $80.00) while maintaining a Buy rating. The rating affirmation follows CEO Matt Murphy’s comments made at a competitor’s fireside chat regarding the company’s custom silicon business. According to the firm, Murphy has made efforts to ease investor concerns by revealing there should be no revenue gap next ye ...
Why Analysts Expect Intel (INTC) Stock to Rise on Headlines, Not Fundamentals
Yahoo Finance· 2025-10-01 01:31
Intel Corporation (NASDAQ:INTC) is one of the Top AI Stocks in the Spotlight on Wall Street. On September 26, Lynx Equity shared an analysis on Intel Corporation, stating that it expects “the stock to drift upwards powered by headlines to perhaps the $40-range.” Discussing the recent media reports regarding Intel’s CEO approaching Apple and TSMC, the firm expressed its skepticism and stated that there is “little reason for Apple to agree to invest in Intel, from a strategic sense. Even less so for TSM.” H ...
AMD Expands AI Partnership With Cohere to Power Enterprise and Sovereign AI
Yahoo Finance· 2025-10-01 01:30
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Top AI Stocks in the Spotlight on Wall Street. On September 24, the company announced that it is it is expanding its global collaboration with Cohere, a security-first enterprise AI Company. The expanded collaboration will enable Cohere customers to run the company’s AI models on AMD Instinct GPU-powered infrastructure. Cohere customers will have access to Command A, Command A Vision, Command A Translate and North. AMD will also integrate Cohere’s No ...
A little-known chipmaker is getting buzz as the market's newest meme stock after a 79% surge
Yahoo Finance· 2025-10-01 01:05
Wolfspeed stock is jumping this week as the chipmaker emerges from bankruptcy. Some data shows the stock up as much as 2,500% in two days, but the reality is more complicated. Here's what's going on with the latest meme-like rally. The move: Wolfspeed stock rose as much as 46% on Tuesday, hitting a high of $32.26 early in the session. The gains extended its rally to as much as 79% in the last two days. Why: On Monday, Wolfspeed announced that it had successfully exited Chapter 11 bankruptcy protecti ...
3M participates in JOINT3, a next-generation semiconductor packaging consortium
Prnewswire· 2025-10-01 01:00
JOINT3 is a co-creation evaluation platform established by Japan-based Resonac Corporation with the aim of accelerating the development of tools optimized for panel-level organic interposers, the thin layers made from organic materials that connect different parts of an electronic device, helping to manage electrical signals and power between components. Continue Reading Accessibility StatementSkip Navigation ST. PAUL, Minn., Sept. 30, 2025 /PRNewswire/ -- 3M has joined the next-generation semiconductor pa ...
宝丰堂递表港交所
每日经济新闻· 2025-10-01 00:57
每经AI快讯,据港交所9月30日披露,珠海宝丰堂半导体股份有限公司(简称:宝丰堂)向港交所主板提 交上市申请,招商证券国际为其独家保荐人。 ...