ANTHROPIC said it has reached agreements with partners including AMD, Broadcom, Google, Micron, Microsoft, NVIDIA and TSMC.

2026-11-10

ANTHROPIC said it has reached agreements with partners including AMD, Broadcom, Google, Micron, Microsoft, NVIDIA and TSMC.

其他消息
2026-11-10

在AI硬件需求挤占全球产能、推高覆铜板等关键原材料价格的背景下,印度电子制造业正面临PCB成本高企与供应短缺的双重压力。作为智能手机、汽车等产品的核心部件,PCB产能正加速流向高利润的AI应用领域,导致传统电子企业供应趋紧。印度虽通过补贴政策迅速扩大电子组装和出口,但PCB原材料约88%依赖进口,供应链脆弱性突出,覆铜板价格涨幅高达200%至350%,短缺可能持续一年。成本压力已沿产业链传导,部分制造商与汽车客户协商提价,并最终转嫁至消费者;今年节日季苹果、家电和车企不减价反而涨价,进一步凸显供应约束对需求的潜在抑制。印度推动本土PCB产能建设的补贴项目预计明年投产,但短期内供应链紧张难以明显缓解。

2026-11-10

Abu Dhabi National Oil Co. (ADNOC) CFO said LNG cargo shipments via the Strait of Hormuz have improved month-on-month.