Aug 4 — Jiangsu provincial government held a '6+6' industry meeting on high-quality development of integrated circuits. The province instructed province–city–county coordination and fiscal–financial collaboration to increase support for R&D in base materials, core devices, frontier processes and advanced architectures to accelerate industry scale and cluster effects. It called for an integrated innovation ecosystem linking universities, research institutes and firms into industry alliances and h

2026-08-05

Aug 4 — Jiangsu provincial government held a '6+6' industry meeting on high-quality development of integrated circuits. The province instructed province–city–county coordination and fiscal–financial collaboration to increase support for R&D in base materials, core devices, frontier processes and advanced architectures to accelerate industry scale and cluster effects. It called for an integrated innovation ecosystem linking universities, research institutes and firms into industry alliances and high‑level platforms, and for a full‑chain talent policy (attract, train, deploy, retain) to import senior and leading talent and establish an IC talent hub. The meeting also directed tiered, targeted support to expand leading enterprises and segmental benchmark firms to lift overall industry capability.

其他消息
2026-08-04

四大科技公司中有三家上调2026年资本开支计划,微软维持约1900亿美元。与此同时,Azure、Google Cloud和AWS收入分别增长43%、82%和37%,AWS创18个季度最快增速。四家公司均表示,外部云需求及内部AI任务仍超过现有算力供给。 这组数据主要影响了市场对其回报的判断:资本开支继续攀升,但云收入、积压订单和多年期合同也在同步增长,说明新增算力正在较快转化为业务需求。 摩根士丹利认为,市场预计2027年云资本开支增长29%、达到约1.2万亿美元仍偏保守,因为该预测隐含传统云基础设施仅增长7%;该行自己的估算约为1.4万亿美元。

2026-08-04

美联储保尔森:如果通胀方面没有取得进展,可能需要重新调整政策。