AI 产业链新闻汇总AI Supply-Chain News DigestAI サプライチェーン・ニュースダイジェスト

AIpha Radarv3.0

按大模型巨头、半导体、算力设备、数据中心基础设施和具身智能/机器人五组整理；后四组与产业链 Domain 口径保持一致。界面支持中文、英文、日文切换；新闻标题与摘要保持来源原文，并交由浏览器翻译。公开版隐藏本地核验队列，仅保留简化核验状态。Grouped into five buckets: LLM Giants plus Semiconductors, Compute Equipment, Data Center Infrastructure and Embodied AI / Robotics, aligned with the supply-chain domain taxonomy. The UI switches between Chinese, English and Japanese; news titles and excerpts stay in the source language and can be translated by the browser. The public version hides local verification queues and keeps simplified verification status.LLM 大手、半導体、計算インフラ機器、データセンター基盤、身体性 AI / ロボティクスの5分類で整理します。UI は中国語・英語・日本語を切り替え、ニュース見出しと抜粋はソース原文のまま保持し、翻訳はブラウザに委ねます。公開版です。

美股收盘表现US Close米国終値

二级市场 · ETF 持仓派生与精选篮子表现Secondary Market · ETF-Derived and Curated Component Baskets二次市場 · ETF 派生とキュレーション構成銘柄

宽基指数和 benchmark ETF 来自 Fact Store 收盘价；system 使用官方 ETF holdings 派生或有来源标注的精选 US-listed 普通股/ADR 成分篮子，低于覆盖阈值的 system 直接隐藏。Broad indices and benchmark ETFs use Fact Store closes. Systems use either official ETF holdings-derived components or clearly labeled curated US-listed common-stock/ADR baskets; systems below coverage thresholds are hidden.主要指数と benchmark ETF は Fact Store の終値を使用します。system は公式 ETF 保有銘柄派生、または明示された US 上場普通株/ADR のキュレーションバスケットを採用し、閾値未満は非表示にします。

^IXIC

纳斯达克综合指数Nasdaq Composite纳斯达克综合指数

-0.66% 收盘Close終値 26,040.03 · 2026-07-01

^GSPC

标普 500S&P 500标普 500

-0.22% 收盘Close終値 7,483.23 · 2026-07-01

AIQ

AI & Big DataAI & Big DataAI & Big Data

-3.02% 收盘Close終値 63.63 · 2026-07-01

SOXX

半导体整体Broad Semiconductors半导体整体

-6.41% 收盘Close終値 599.70 · 2026-07-01

XSD

半导体等权Equal-Weight Semiconductors半导体等权

-4.43% 收盘Close終値 596.04 · 2026-07-01

DTCR

数据中心与数字基础设施Data Center & Digital Infrastructure数据中心与数字基础设施

-2.90% 收盘Close終値 29.49 · 2026-07-01

GRID

智能电网基础设施Smart Grid Infrastructure智能电网基础设施

-2.37% 收盘Close終値 187.21 · 2026-07-01

半导体Semiconductors半导体

精选成分篮子Curated component basket精选成分篮子

GPU/AI 加速器GPU / AI AcceleratorsGPU/AI 加速器

-4.44% SMH/SOXX

有效成分Components構成銘柄 5 源权重覆盖Source weightソース比率 100.00% 2026-07-01 AMD -6.89%ARM -4.82%AVGO -2.23%

ETF 持仓派生ETF holdings-derivedETF 持仓派生

存储/HBMMemory / HBM存储/HBM

-9.31% DRAM

有效成分Components構成銘柄 5 源权重覆盖Source weightソース比率 39.02% 2026-07-01 MU -10.57%SNDK -10.62%WDC -6.32%

精选成分篮子Curated component basket精选成分篮子

半导体设备Semiconductor Equipment半导体设备

-10.10% SMH/SOXX

有效成分Components構成銘柄 5 源权重覆盖Source weightソース比率 100.00% 2026-07-01 AMAT -9.97%ASML -7.36%KLAC -11.77%

算力设备Compute Equipment算力设备

精选成分篮子Curated component basket精选成分篮子

光通信/CPO/互连Optical / CPO / Interconnect光通信/CPO/互连

-4.94% XSD/SKYY

有效成分Components構成銘柄 7 源权重覆盖Source weightソース比率 100.00% 2026-07-01 ANET -1.92%CIEN -5.73%COHR -6.55%

精选成分篮子Curated component basket精选成分篮子

AI 服务器/ODMAI Server / ODMAI 服务器/ODM

-3.09% SKYY

有效成分Components構成銘柄 6 源权重覆盖Source weightソース比率 100.00% 2026-07-01 CLS -0.87%DELL -1.44%FLEX -5.27%

数据中心基础设施Data Center Infrastructure数据中心基础设施

ETF 持仓派生ETF holdings-derivedETF 持仓派生

数据中心运营/数字基础设施Data Center Operators / Digital Infrastructure数据中心运营/数字基础设施

-0.97% DTCR

有效成分Components構成銘柄 6 源权重覆盖Source weightソース比率 44.75% 2026-07-01 EQIX -2.76%DLR -1.82%AMT +1.53%

精选成分篮子Curated component basket精选成分篮子

电力/配电/电气设备Power / Electrical Equipment电力/配电/电气设备

-4.43% GRID

有效成分Components構成銘柄 7 源权重覆盖Source weightソース比率 100.00% 2026-07-01 ETN -3.24%GEV -3.45%HUBB -6.32%

精选成分篮子Curated component basket精选成分篮子

散热/液冷/热管理Cooling / Liquid Cooling / Thermal散热/液冷/热管理

-4.99% CURATED

有效成分Components構成銘柄 6 源权重覆盖Source weightソース比率 100.00% 2026-07-01 AAON -8.23%CARR -1.75%DOV -3.17%

今日优先阅读 Top 6Priority Reads Top 6本日の優先閲覧 Top 6

仅作为优先阅读入口，不构成投资建议或强弱排序。Reading priority only; not investment advice or strength ranking.優先閲覧の入口であり、投資助言や強弱順位ではありません。

01 大模型巨头LLM GiantsLLM 大手 US Lifts Export Restrictions on Anthropic’s Fable 5 AI Model - Bloomberg Bloomberg Technology · 2026-07-01 13:56 02 半导体Semiconductors半導体 [News] Intel Reportedly Breaks Ground on Santa Clara Expansion for Next-Gen EUV Mask Capacity TrendForce News · 2026-07-01 10:41 03 半导体Semiconductors半導体 對手看不到車尾燈！外資瑞穗證券上修台積電先進製程與先進封裝產能 TechNews Taiwan · 2026-07-01 19:15 04 算力设备Compute Equipment計算インフラ機器 [News] Passive Component Prices Rise as YAGEO Reportedly Begins Broadest Capacitor Hike in Years on July 1 TrendForce News · 2026-07-01 11:05 05 算力设备Compute Equipment計算インフラ機器 Nvidia GPU-network ecosystem tops data center Ethernet switches - digitimes DigiTimes · 2026-07-01 17:26 06 数据中心基础设施Data Center Infrastructureデータセンター基盤 NVIDIA and Partners Build in America, for America NVIDIA Press Room · 2026-07-01 21:00

大模型巨头LLM GiantsLLM 大手

海外模型、Agent、产品和生态更新，不直接等同本地产业链 Domain。Frontier model, agent, product and ecosystem updates, separated from local supply-chain domains.フロンティアモデル、エージェント、プロダクト、エコシステム更新を扱い、ローカルのサプライチェーンドメインとは分けて表示します。

1 条1 items1 件

公司：Anthropic×1Companies: Anthropic×1Companies: Anthropic×1 叶子链：Agentic AI×1 / Frontier Model×1Leaf tags: Agentic AI×1 / Frontier Model×1Leaf tags: Agentic AI×1 / Frontier Model×1 来源：权威媒体×1Sources: Authority media×1Sources: Authority media×1

Bloomberg Technology 2026-07-01 13:56 US

US Lifts Export Restrictions on Anthropic’s Fable 5 AI Model - Bloomberg

Anthropic Frontier ModelAgentic AI 监管/出口管制regulatory/export control規制/輸出管理强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

半导体Semiconductors半導体

对应新映射表 Domain=半导体，覆盖 GPU/ASIC、HBM、先进封装、芯片制造与设备材料。Domain=Semiconductors, covering GPU/ASIC, HBM, advanced packaging, manufacturing, equipment and materials.Domain=半導体。GPU/ASIC、HBM、先端パッケージ、製造、装置、材料を含みます。

9 条9 items9 件

公司：NVIDIA×2 / Apple×1 / Microsoft×1Companies: NVIDIA×2 / Apple×1 / Microsoft×1Companies: NVIDIA×2 / Apple×1 / Microsoft×1 叶子链：GPU×7 / HBM×7 / Memory Bandwidth×2Leaf tags: GPU×7 / HBM×7 / Memory Bandwidth×2Leaf tags: GPU×7 / HBM×7 / Memory Bandwidth×2 来源：产业研究机构×4 / 日韩台供应链媒体×4 / AI 聚合发现源×1Sources: Industry research×4 / Japan/Taiwan/Korea supply-chain×4 / AI aggregator discovery×1Sources: Industry research×4 / Japan/Taiwan/Korea supply-chain×4 / AI aggregator discovery×1 AGY/Gemini 候选 1 条AGY/Gemini candidates: 1AGY/Gemini candidates: 1

TechNews Taiwan 2026-07-01 19:15 Taiwan

對手看不到車尾燈！外資瑞穗證券上修台積電先進製程與先進封裝產能

摘要Digest要約受惠於AI驅動的伺服器CPU需求急遽上升，瑞穗證券近期大幅上修了對台積電的半導體供應模型預測。瑞穗指出，為了滿 […]

TSMC GPUHBM 产能扩张capacity expansion能力拡張强适配strong fit強い適合 · 94 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン RSS 摘要RSS excerptRSS 抜粋

TechNews Taiwan 2026-07-01 18:43 Taiwan

應材推一系列全新系統，搶攻 DRAM、先進封裝商機

摘要Digest要約應用材料（下稱應材）近日推出一系列全新晶片製造系統，支援打造新一代人工智慧（AI）的先進 3D 晶片架構。應 […]

未识别Unidentified未識別 Memory Bandwidth 上游瓶颈线索upstream bottleneck watchupstream bottleneck watch 强适配strong fit強い適合 · 76 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン RSS 摘要RSS excerptRSS 抜粋

TrendForce News 2026-07-01 16:26 Taiwan

[News] ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike

摘要Digest要約AI-driven semiconductor demand is reportedly fueling another round of price increases across the OSAT industry. According to MoneyDJ, citing industry sources, ASE, the world’s leading outsourced semiconductor assembly and test (OSAT) provider, has raised its packaging quotes by more than … Continue reading →

未识别Unidentified未識別 GPUHBM 价格变化price change価格変化强适配strong fit強い適合 · 80 产业研究机构Industry research産業リサーチ RSS 摘要RSS excerptRSS 抜粋

AI HOT Public Items · MarkTechPost（RSS） 2026-07-01 16:10 Global public web

NVIDIA 发布 Nemotron-Labs-TwoTower 开放权重扩散语言模型

NVIDIATokyo Ohka GPUHBM 客户验证customer validation顧客検証强适配strong fit強い適合 · 82 AI 聚合发现源AI aggregator discoveryAI 集約発見ソース聚合器链接Aggregator link only集約リンク [UNCONTROLLED DRAFT]

TrendForce News 2026-07-01 11:29 Taiwan

[Insights] Memory Spot Price Update: DRAM Spot Prices See Gains in Low-Density DDR4 and DDR3 Amid Sideways Market

摘要Digest要約According to TrendForce’s latest memory spot price trend report, DRAM spot prices this week have seen upward momentum in low-density DDR4 and DDR3 segments, while the broader market continues to trend sideways. In NAND Flash, suppliers are adjusting quotations to … Continue reading →

未识别Unidentified未識別 Memory BandwidthNAND/Storage 订单/合同order/contract受注/契約强适配strong fit強い適合 · 80 产业研究机构Industry research産業リサーチ RSS 摘要RSS excerptRSS 抜粋

TrendForce News 2026-07-01 10:41 Taiwan

[News] Intel Reportedly Breaks Ground on Santa Clara Expansion for Next-Gen EUV Mask Capacity

摘要Digest要約As interest in Intel’s foundry services continues to grow among a broader range of tech giants like Apple and NVIDIA, the chipmaker is accelerating its U.S. manufacturing buildout. According to Wccftech, Intel has officially broken ground on the latest expansion … Continue reading →

MicrosoftAppleNVIDIA GPUHBM 产能扩张capacity expansion能力拡張强适配strong fit強い適合 · 98 产业研究机构Industry research産業リサーチ RSS 摘要RSS excerptRSS 抜粋

DigiTimes 2026-07-01 09:49 Taiwan

AI fuels OSAT pricing power as chip packaging orders fill through 2027 - digitimes

未识别Unidentified未識別 GPUHBM 价格变化price change価格変化通过pass通過 · 68 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

DigiTimes 2026-07-01 09:30 Taiwan

AI chip complexity stretches electronic materials order windows to six months, DuPont spinoff warns - digitimes

未识别Unidentified未識別 GPUHBM 订单/合同order/contract受注/契約通过pass通過 · 68 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

TrendForce News 2026-07-01 08:30 Taiwan

[News] World’s First Mass-Production Line for 6-/8-Inch Homoepitaxial Gallium Oxide Wafers Comes Online

摘要Digest要約On June 24, 2026, Hangzhou Garen Semiconductor announced a major commercialization milestone: the company has successfully established the world’s first mass-production line compatible with both 6-inch and 8-inch homoepitaxial gallium oxide wafers. The company has already delivered 6-inch (100)-oriented homoepitaxial … Continue reading →

未识别Unidentified未識別 GPUHBM 量产/出货mass production/shipping量産/出荷强适配strong fit強い適合 · 80 产业研究机构Industry research産業リサーチ RSS 摘要RSS excerptRSS 抜粋

算力设备Compute Equipment計算インフラ機器

对应新映射表 Domain=算力设备，覆盖 AI 服务器、光通信与高速互连、PCB/电子材料、被动元件和存储模组。Domain=Compute Equipment, covering AI servers, optical/high-speed interconnect, PCB/electronics, passive components and storage modules.Domain=計算インフラ機器。AI サーバー、光/高速インターコネクト、PCB/電子材料、受動部品、ストレージモジュールを含みます。

5 条5 items5 件

公司：Yageo×2 / Alphabet×1 / Amazon×1Companies: Yageo×2 / Alphabet×1 / Amazon×1Companies: Yageo×2 / Alphabet×1 / Amazon×1 叶子链：Optical Interconnect×3 / AI Server×2 / MLCC/Passives×2Leaf tags: Optical Interconnect×3 / AI Server×2 / MLCC/Passives×2Leaf tags: Optical Interconnect×3 / AI Server×2 / MLCC/Passives×2 来源：日韩台供应链媒体×3 / AI 聚合发现源×1 / 产业研究机构×1Sources: Japan/Taiwan/Korea supply-chain×3 / AI aggregator discovery×1 / Industry research×1Sources: Japan/Taiwan/Korea supply-chain×3 / AI aggregator discovery×1 / Industry research×1 AGY/Gemini 候选 1 条AGY/Gemini candidates: 1AGY/Gemini candidates: 1

AI HOT Public Items · TechCrunch：AI（RSS） 2026-07-01 21:43 Global public web

Meta效仿SpaceX，将过剩AI算力变现

MicrosoftAmazonMetaAlphabetSpaceXCoreWeave AI ServerOptical Interconnect CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 82 AI 聚合发现源AI aggregator discoveryAI 集約発見ソース聚合器链接Aggregator link only集約リンク [UNCONTROLLED DRAFT]

DigiTimes 2026-07-01 17:26 Taiwan

Nvidia GPU-network ecosystem tops data center Ethernet switches - digitimes

NVIDIA Optical Interconnect CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 86 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

DigiTimes 2026-07-01 16:39 Taiwan

Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers - digitimes

Yageo MLCC/Passives 产业融资strategic financing産業ファイナンス通过pass通過 · 72 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

TrendForce News 2026-07-01 11:05 Taiwan

[News] Passive Component Prices Rise as YAGEO Reportedly Begins Broadest Capacitor Hike in Years on July 1

摘要Digest要約Price increases are spreading across the passive component industry. According to Economic Daily News, sources say YAGEO has notified customers of price increases across its entire capacitor solutions portfolio, effective July 1. The hike covers MLCCs, aluminum electrolytic capacitors, tantalum … Continue reading →

Yageo PCB/ElectronicsMLCC/Passives 上游瓶颈线索upstream bottleneck watchupstream bottleneck watch 强适配strong fit強い適合 · 98 产业研究机构Industry research産業リサーチ RSS 摘要RSS excerptRSS 抜粋

DigiTimes 2026-07-01 08:33 Taiwan

Taiwan's connector makers head into 2H26 on AI demand, but face rising costs and supply constraints - digitimes

未识别Unidentified未識別 AI ServerOptical Interconnect 供给约束supply constraint供給制約通过pass通過 · 68 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

数据中心基础设施Data Center Infrastructureデータセンター基盤

对应新映射表 Domain=数据中心基础设施，覆盖电力、配电、UPS、变压器、液冷、热管理和机房能源约束。Domain=Data Center Infrastructure, covering power, distribution, UPS, transformers, liquid cooling, thermal management and facility energy constraints.Domain=データセンター基盤。電力、配電、UPS、変圧器、液冷、熱管理、施設エネルギー制約を含みます。

18 条18 items18 件

公司：Alphabet×1 / Meta×1 / NVIDIA×1Companies: Alphabet×1 / Meta×1 / NVIDIA×1Companies: Alphabet×1 / Meta×1 / NVIDIA×1 叶子链：Data Center Power×18 / Liquid Cooling×5Leaf tags: Data Center Power×18 / Liquid Cooling×5Leaf tags: Data Center Power×18 / Liquid Cooling×5 来源：权威媒体×10 / 日韩台供应链媒体×6 / AI 聚合发现源×1Sources: Authority media×10 / Japan/Taiwan/Korea supply-chain×6 / AI aggregator discovery×1Sources: Authority media×10 / Japan/Taiwan/Korea supply-chain×6 / AI aggregator discovery×1 AGY/Gemini 候选 1 条AGY/Gemini candidates: 1AGY/Gemini candidates: 1

Bloomberg Technology 2026-07-02 05:53 US

Oracle Warns Its Splurge on AI Data Centers May Not Pay Off - Bloomberg

Oracle Data Center PowerLiquid Cooling CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

Taiwan News 2026-07-02 05:35 Taiwan

Range Impact and C2 Ventures Launch AI Infrastructure Platform on 9,000-Acre West Virginia Energy Corridor - Taiwan News

未识别Unidentified未識別 Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ通过pass通過 · 68 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

Bloomberg Technology 2026-07-02 04:25 US

Musk Ally Gracias Eyes Bets in AI, Energy After SpaceX Windfall - Bloomberg

SpaceX Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

Financial Times Technology 2026-07-02 01:40 Europe

Supreme Court checks Trump, but empowers the presidency - Financial Times

未识别Unidentified未識別 Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ通过pass通過 · 72 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

AI HOT Public Items · Google Developers Blog（RSS） 2026-07-02 01:17 Global public web

Google Cloud Workbench Notebooks 扩展发布：在 VS Code 中连接云端 Jupyter 环境

Alphabet Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 82 AI 聚合发现源AI aggregator discoveryAI 集約発見ソース聚合器链接Aggregator link only集約リンク [UNCONTROLLED DRAFT]

Taiwan News 2026-07-01 23:00 Taiwan

NEWEN AI Unveils 'VUSSENS', an AI-Powered Beauty Intelligence Platform, at 'Cosmoprof Las Vegas 2026' - Taiwan News

CNBC Technology 2026-07-01 22:15 US

Meta pops 9% as company makes cloud push to sell excess AI compute power capacity - CNBC

Meta Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ多来源 22 sources2 sources

多来源 2 条2 sources2 sources

CNBC Technology2026-07-01 22:15标题链接Headline/link only見出し/リンクのみMeta pops 9% as company makes cloud push to sell excess AI compute power capacity - CNBC
Bloomberg Technology2026-07-01 20:35标题链接Headline/link only見出し/リンクのみMeta Is Planning a Cloud Business to Sell AI Computing Power - Bloomberg

Taiwan News 2026-07-01 21:30 Taiwan

Tenable Named as the Current Company to Beat for AI-Powered Exposure Assessment in a June 2026 Gartner® Report - Taiwan News

NVIDIA Press Room 2026-07-01 21:00 US

NVIDIA and Partners Build in America, for America

摘要Digest要約NVIDIA and its partners are investing in American manufacturing, supply chains, energy grids and skilled workforces so the U.S. can produce the infrastructure needed for better healthcare, breakthrough scientific discovery, stronger industrial productivity and global technology leadership.

NVIDIA Data Center Power CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 98 公司官方Company official企業公式 RSS 摘要RSS excerptRSS 抜粋

Wall Street Journal Technology 2026-07-01 20:29 US

National Grid to Invest $1.75 Billion in Joulent in U.S. Energy Push - WSJ

Taiwan News 2026-07-01 19:00 Taiwan

707 Cayman Holdings Limited to advance AI-powered, blockchain-enabled supply-chain platform; Board approves strategic exploration - Taiwan News

TechNews Taiwan 2026-07-01 18:19 Taiwan

經濟部修法草案，預告 AI 資料中心納入產業效益評估

摘要Digest要約因應全球 AI 發展帶動資料中心用電需求快速成長，經濟部 7 月 1 日預告修正《能源開發及使用評估準則》第九 […]

未识别Unidentified未識別 Data Center PowerLiquid Cooling CapEx/基础设施CapEx/infrastructureCapEx/インフラ强适配strong fit強い適合 · 76 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン RSS 摘要RSS excerptRSS 抜粋

Wall Street Journal Technology 2026-07-01 17:30 US

Small-Engine Makers Gain Big Momentum in Data Centers - WSJ

未识别Unidentified未識別 Data Center PowerLiquid Cooling CapEx/基础设施CapEx/infrastructureCapEx/インフラ通过pass通過 · 72 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

Bloomberg Technology 2026-07-01 17:00 US

ByteDance Picks Brazil for Its Largest Data Center Outside China - Bloomberg

Bloomberg Technology 2026-07-01 15:57 US

Schneider to Buy Industrial AI Firm Cognite for $3.1 Billion - Bloomberg

Schneider Electric Data Center PowerLiquid Cooling 订单/合同order/contract受注/契約强适配strong fit強い適合 · 90 权威媒体Authority media権威メディア标题链接Headline/link only見出し/リンクのみ

CNBC Technology 2026-07-01 14:11 US

KKR to control South Korea's $1.3 billion renewables platform with SK as AI power demand rises - CNBC

The Japan Times Business 2026-07-01 12:41 Japan

Some startups see opportunity in an aging Japan - The Japan Times

DigiTimes 2026-07-01 11:12 Taiwan

How pricing dynamics and govt regulations are reshaping AI balance of power - digitimes

具身智能/机器人Embodied AI / Robotics身体性 AI / ロボティクス

对应新映射表 Domain=具身智能/机器人，覆盖机器人、具身智能、仿真、自动驾驶、工业 AI 和边缘 AI。Domain=Embodied AI / Robotics, covering robotics, embodied intelligence, simulation, autonomous systems, industrial AI and edge AI.Domain=身体性 AI / ロボティクス。ロボット、身体性知能、シミュレーション、自律システム、産業 AI、エッジ AI を含みます。

1 条1 items1 件

公司：未识别Companies: unidentifiedCompanies: unidentified 叶子链：Embodied AI×1 / Robotics×1Leaf tags: Embodied AI×1 / Robotics×1Leaf tags: Embodied AI×1 / Robotics×1 来源：日韩台供应链媒体×1Sources: Japan/Taiwan/Korea supply-chain×1Sources: Japan/Taiwan/Korea supply-chain×1

Taiwan News 2026-07-01 19:05 Taiwan

SuperX Partners with TFC to Build a Core Ecosystem for Global AI Optical Interconnect, with Strategic Joint Venture Fully Launched - Taiwan News

未识别Unidentified未識別 RoboticsEmbodied AI 上游瓶颈线索upstream bottleneck watchupstream bottleneck watch 通过pass通過 · 68 日韩台供应链媒体Japan/Taiwan/Korea supply-chain日韓台サプライチェーン标题链接Headline/link only見出し/リンクのみ

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