Stifel重申Compugen买入评级，关注癌症试验
Stifel重申Compugen买入评级，关注癌症试验2026年7月，三星电子与博通签署合作谅解备忘录，计划扩大在存储、晶圆代工和先进封装领域的协作。双方希望围绕下一代人工智能基础设施，把高带宽内存、先进逻辑工艺和封装互连更紧密地组合起来，减少处理器与存储之间的数据传输瓶颈。
在存储方面，合作涉及为博通未来人工智能加速器提供相关解决方案；在代工方面，重点包括三星2纳米及更先进工艺，并覆盖部分通信产品。双方还计划探索基于先进工艺的2.3D和2.5D集成，以提高计算与网络芯片的性能和能源利用效率。合作表明，人工智能硬件竞争正在延伸到完整系统的匹配能力，单颗芯片的规格不能独立决定最终表现。谅解备忘录反映双方合作意向和技术范围，具体供货、产能及产品落地仍需后续执行。这类跨环节协作有助于提前协调设计与制造需求，但最终效果仍要由实际产品及平台验证来体现。
https://lightroom.adobe.com/shares/6c6641fa0c2123419752d52238bbe877
https://lightroom.adobe.com/shares/580cc82e8b140b4b9778f2d3f38b18bc
https://lightroom.adobe.com/shares/7a3c0fb4352de046aaeed74d1c5409df
https://lightroom.adobe.com/shares/0556f00d0a8e864c8a20f6294aff52eb
https://lightroom.adobe.com/shares/89149064db07d9418cec110994cda46b
https://lightroom.adobe.com/shares/6cb9ed92b5b3324db950967ae63e0f3c
https://lightroom.adobe.com/shares/759c23db734e0f498e9574e9a416ca40
https://lightroom.adobe.com/shares/03e4239d6d611446b1a7552b1082a5fd
https://lightroom.adobe.com/shares/c2c49bd24af9a24da30aa97f575d9e96
https://lightroom.adobe.com/shares/ee6def2be417a14ea41ee7a18433555d
https://lightroom.adobe.com/shares/31d3aced1b8f7341aa8da102a26d82a7
https://lightroom.adobe.com/shares/3e74c6ba5cebb041bb971b6548214486
https://lightroom.adobe.com/shares/cc0b456dda95db46953d74eb6a931e71
https://lightroom.adobe.com/shares/0f6eafc24e59db42b2aa13b6a3316837
https://lightroom.adobe.com/shares/61c92a4c44118a4e9d5fb067c4696350
https://lightroom.adobe.com/shares/39af2c689c956c40acd52007ede73710
https://lightroom.adobe.com/shares/8ab523013358ed4fbabee32c63a5da6a
https://lightroom.adobe.com/shares/5cef35b544d67b438bf94e44e6e03996
https://lightroom.adobe.com/shares/713617c6e5520f4ea73aa3d04cefb999
https://lightroom.adobe.com/shares/c35d1888f290d148bfe8660b41aef043
https://lightroom.adobe.com/shares/5f79863b4aacb84bb836cc256273e268
https://lightroom.adobe.com/shares/a7c7c39dc67a92469ab5bf089129ad1e
https://lightroom.adobe.com/shares/65854e1ab2d8544487efde61bd654e0c
https://lightroom.adobe.com/shares/62014dc8b60156458f6c6ef38c336514
https://lightroom.adobe.com/shares/ef9b41ad9e7dd94ba18afe88ddd453d5
https://lightroom.adobe.com/shares/a389d4570d622446819dbe0bcf6b3079
https://lightroom.adobe.com/shares/c65c9ed3e2fa4a4d8ad141ea7c4fbd6b
https://lightroom.adobe.com/shares/94cf0564c666aa4c83167a25a69c3054
https://lightroom.adobe.com/shares/c04ca7037367c64cb0fbe4fd8bef53f9
https://lightroom.adobe.com/shares/5df8165df4434c47a21e6e083b7ee117
https://lightroom.adobe.com/shares/2acfa9f8c61f87478b1234e4adcb16a9
https://lightroom.adobe.com/shares/08591bb22f6b4e4585ab23ae94c208b0
https://lightroom.adobe.com/shares/e7e36b2c6fea814081cfe7bd82cdad9d
https://lightroom.adobe.com/shares/03dc9aac4df5374e841be5603cdff998
https://lightroom.adobe.com/shares/86f5d40c5994e7488178b741ac4329a2
https://lightroom.adobe.com/shares/81a5b9fd61366c4783e5d6f8ecd1918b
https://lightroom.adobe.com/shares/8c040f21cf50164e976e9e5be3e20e77
https://lightroom.adobe.com/shares/139faf120f02bd44bd2f5396aa5764f4
https://lightroom.adobe.com/shares/dacb674302a2524cac4d3e6e2d812415
https://lightroom.adobe.com/shares/86323c463604a34989c44594ed824a64
https://lightroom.adobe.com/shares/e8341b1e298c8842a87678f4d53fd955
https://lightroom.adobe.com/shares/e9a1d08745b62f42b88e55d59debf686
https://lightroom.adobe.com/shares/76c75fa53d6d47419d1d989c2beeeb0f
https://lightroom.adobe.com/shares/ab58cf28491a604dbe2c0c36920b3682
https://lightroom.adobe.com/shares/aa6396c0fdcb414eabbcf26fc199c95b
https://lightroom.adobe.com/shares/d1f943768d058343b819ac02e26f3ec4
https://lightroom.adobe.com/shares/2c3e407275bc9c459c04cd723b75a694
https://lightroom.adobe.com/shares/60caff1f7bd55444848a62692030c250
https://lightroom.adobe.com/shares/5c6c14a81e4efe4893f2b9002a3f9ec1
https://lightroom.adobe.com/shares/39d42919026c9344a128862e687b7a73
页:
[1]