特斯拉生產計劃變動導致三星2nm產線排期調整，韓國AI芯片企業DeepX的下一代NPU芯片DX-M2量產被迫推遲半年，預計2026年第三季度後才能開始測試。這凸顯了半導體代工行業大客戶優先的排產規則對小企業的影響。
DEEPX與神州數碼合作，利用高性能低功耗芯片技術，加速物理AI在中國市場應用，填補高性能與超低功耗之間的市場空白。
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