英伟达CEO黄仁勋要求全体员工使用基于GPT-5.5的OpenAI Codex工具，涵盖工程到人力资源等部门，旨在将AI智能体视为“队友”，提升全球运营效率。此举体现半导体巨头与AI实验室的深度合作，Codex基于GPT-5.5内核，增强代码能力。
随着AI数据中心需求激增，提供关键组件的企业日益重要。成立17年的Phononic公司专注于开发半导体冷却解决方案，防止数据中心过热，确保AI服务器高效运行。
日本半导体企业Rapidus在北海道千岁市启用新型封装试产线，采用600mm×600mm玻璃基板技术，使单板中介层产量提升至十倍，旨在大幅提高AI芯片生产效率。
戴尔CEO警告，全球AI加速器内存需求正爆发式增长，预计2028年将比2023年激增625倍。这一“跃迁式”增长主要由单机容量和部署规模共同推动，给半导体供应链带来巨大压力，供需失衡短期内难以缓解。
%20--%3e%3cdefs%3e%3cstyle%3e%20.st0%20{%20fill:%20%23061b40;%20}%20.st1%20{%20fill:%20%23306af1;%20}%20.st2%20{%20fill:%20%235ce5cf;%20}%20%3c/style%3e%3c/defs%3e%3cg%3e%3cpath%20class='st0'%20d='M55,10.5h9v3h-9v9h12V7.5h-12v3ZM64,19.5h-6v-3h6v3Z'/%3e%3cpolygon%20class='st0'%20points='69%2016.5%2078%2016.5%2078%2019.5%2069%2019.5%2069%2022.5%2081%2022.5%2081%2013.5%2072%2013.5%2072%2010.5%2081%2010.5%2081%207.5%2069%207.5%2069%2016.5'/%3e%3cpolygon%20class='st0'%20points='95%2010.5%2095%207.5%2083%207.5%2083%2022.5%2095%2022.5%2095%2019.5%2086%2019.5%2086%2016.5%2095%2016.5%2095%2013.5%2086%2013.5%2086%2010.5%2095%2010.5'/%3e%3cpath%20class='st0'%20d='M40,1.5v21h11.6l1.4-1.4v-7.6h0c0,0-1.4-1.5-1.4-1.5l1.4-1.4V2.9l-1.4-1.4h-11.6ZM50,19.5h-7v-6h7v6ZM50,10.5h-7v-6h7v6Z'/%3e%3c/g%3e%3cpath%20class='st1'%20d='M23.1,24L14.7,4.8l-4.9,11.2h3.8l-1.8,4H3.3L12.1,0H2C.9,0,0,.9,0,2v20c0,1.1.9,2,2,2h21.1Z'/%3e%3cpath%20class='st2'%20d='M34,0h-16.8l10.6,24h6.2c1.1,0,2-.9,2-2V2C36,.9,35.1,0,34,0ZM32.5,20h-4V4h4v16Z'/%3e%3c/svg%3e)
