arm 結果共41筆

The PC came to Computex 2026 as a guest in its own house. The keynotes belonged to server silicon, the biggest booths to rack builders, and the show’s center of gravity to the data center. Yet the week still produced the most consequential PC news in a decade, because the machine itself is being rebuilt around AI agents at the exact moment its economics are being rewritten by AI’s appetite for memory.

At Computex 2026, the silicon industry did more than simply attend the show. It realigned. While crowds focused on server racks, dexterous robots, and high-speed interconnects, the deeper story appeared in the chip announcements and partnership deals. The old battle lines of the processor world are dissolving. Nvidia has entered the CPU market, Arm is building its own data-center processors, MediaTek is expanding from phones to AI servers, and even Intel and Nvidia have found reasons to cooperate. What emerged is a new map of the industry, shaped by the demands of agentic computing and held together by alliances as much as by competition. All of this continues to rely on Taiwan’s unmatched manufacturing ecosystem.

The crowds arrived early and never thinned. From the moment the gates opened each morning, the aisles of the Nangang Exhibition Center filled with a press of analysts, buyers, engineers, reporters, and tech enthusiasts that did not let up until the halls closed in the evening. Booths that in previous years drew a polite trickle were three deep in people leaning in to watch a robot arm sort parts or a coolant loop pulse through a transparent server rack. There was a charge in the air that trade shows rarely carry, the sense of being inside something while it is still happening rather than reading about it afterward. The banner overhead read ＂AI Together,＂ and for once the slogan matched the feeling on the floor.

Computex has always been a barometer for where the industry thinks the next wave of demand will come from. This year the message was unmistakable: the future belongs to agentic computing. The dominant workload will no longer consist of a human typing a prompt and reading a reply, but software that plans, calls tools, evaluates its own output, and iterates across many steps with little supervision.

輝達執行長黃仁勳行程滿檔，今日(6/2)現身半導體設計大廠安謀arm執行長哈斯主題演講，笑說「和我合作的廠商股價都會大漲」，下午則來到COMPUTEX逛展，力挺合作廠商，被現場滿滿粉絲包圍，人潮擠得像沙丁魚，他也一貫親民作風，簽名、合照通通來者不拒。

Nvidia CEO Jensen Huang kicked off GTC Taipei by unveiling the RTX Spark, a new chip that aims to transform ordinary Windows laptops and desktops into personal AI workstations. Major PC brands, including Asus, Dell, HP, Lenovo, MSI, and Microsoft Surface, have committed to shipping RTX Spark-powered devices this fall, with Acer and Gigabyte following shortly after.

Nvidia unveils N1X chip with MediaTek for Windows PCs, challenging Intel and AMD. RTX Spark laptops and desktops launch fall 2026 with on-device AI capabilities.

輝達（NVIDIA）近日在社群平台無預警發布一則以「PC的新時代」（A new era of PC）為題的貼文，並附上一組神秘數字。有眼尖網友解密，該數字正是台北流行音樂中心（北流）的地理座標，由於輝達執行長黃仁勳預計將在下周一（6月1日）於北流進行COMPUTEX 2026的主題演講，各界瘋傳，傳聞已久的輝達首款個人電腦晶片「N1X」即將正式亮相。

神盾（6462）集團旗下矽智財設計子公司乾瞻科技（7898）擬於27日以每股參考價500元登錄興櫃。乾瞻今（25）日舉行興櫃前法說會，Arm台灣總裁黃曉剛與達發董事長謝清江親自站台。董事長羅森洲表示，目前其產品已成功切入3奈米製程與3D封裝，並獲國際大廠採用，因應AI時代來臨，透過Chiplet IP（小晶片矽智財）佈局，後市動能可期。

通寶半導體（7913）即將在15日登興櫃。通寶半導體為產業鏈上游之晶片設計公司，主要產品為SOC系統晶片整合方案及IC產品設計。通寶目前在全球第三方事務機晶片市場已拿下6.6%的市占率，不僅獲得智原、益登投資，也吸引全球矽智財龍頭安謀（Arm）首度直接入股。

全球手機晶片設計霸主安謀（Arm）正式向傳統架構宣戰，這次不打算躲在幕後賣授權，而是要大張旗鼓賣實體晶片。安謀發表首款專為「通用人工智慧（AGI）」時代量身打造的旗艦級 CPU，目標直指下一個算力巔峰。這款被視為祕密武器的晶片，背後最強靠山正是台灣科技龍頭。為了確保最頂尖的運算品質，安謀首批 3 奈米晶片不惜重金，全數鎖定台積電在台灣的產能，將台美技術能量推向新高度。

Taiwan’s Ministry of National Defense showcased F-16 fighter jets and the Skyguard air defense system at Chiayi Air Base. The drill highlighted Taiwan’s readiness amid frequent incursions by the People’s Liberation Army aircraft.

英特爾能否取代台積電？該話題近日在網路引發討論，尤其是在美國總統川普政府和輝達投資英特爾之後。對此，安謀（Arm）執行長哈斯（Rene Haas）表示，英特爾錯失投資行動裝置等關鍵機會，因此在某些領域受到懲罰，要迎頭趕上非常困難。

日前，輝達宣布斥資50億美元投資英特爾，震驚半導體產業，外界擔憂此合作將衝擊超微與ARM陣營，市場也擔憂是否影響到IC設計大廠聯發科在AI PC布局上。聯發科強調，與輝達的合作範疇廣泛，包含雲端、終端運算及車載應用，並著重於技術與產品協作，並無財務投資。聯發科總經理暨營運長陳冠州預期，未來2至3年內，雙方合作將迎來多項里程碑，展現具體成果。

Arm will host an executive session in Taipei on May 19, before COMPUTEX 2025. Chris Bergey will discuss AI advancements. Learn about AI’s future and Arm’s role.

安謀（Arm）推出Podcast節目，由執行長哈斯親自主持，首集邀請輝達執行長黃仁勳對談。兩人從用人、抉擇、聊到演講技巧。黃仁勳說自己用人不側重面試、更重背景調查，且會提出深度問題瞭解對方如何推理。

國內首批自主研發的AI機器狗今天正式對外亮相，它們是寵物型Oliver、以及工作型Dustin，配備英特爾（Intel）CPU迷你電腦，為導航、AI演算提供運算平台，運動控制則採用安謀（Arm）晶片。

晶片大廠安謀（Arm）執行長哈斯（Rene Haas）警告，如果人工智慧（AI）的能力持續增強，且在能源效率沒有提升，增設數據中心之舉，可能會消耗各國極大量的電力儲備。哈斯透露，雖然當前美國本土的AI數據中心，僅消耗4%的電力，但預期到2030年，這個新興熱門項目，將消耗全美20到25%的電力供應。在他看來，會導致這種現象，必須歸咎於大型語言模型（LLM），像是ChatGPT或谷歌Gemini，這些模型會在電力消耗上出現「貪得無厭」的情況。

谷歌（Google）9日正式對外公開，他們與晶片大廠安謀（ARM）合作的人工智慧晶片，同時曝光一款基於ARM架構的CPU處理器，命名為「Axion」，有消息透露，其AI晶片很可能是由台積電5奈米家族製程的4奈米所生產。隨著谷歌曝光自主研發晶片，受益AI晶片最多的輝達（Nvidia），卻突然出現不小跌幅，最終收盤時下挫2.04%、股價收在853.54美元。

Tainan Mayor Huang Wei-che vows to hold construction firms accountable for a sinkhole incident in the West Central District, ensuring city residents’ safety. The collapse, caused by a construction site road failure, led to a truck sinking into a 15x5x3-meter sinkhole and a crane arm falling, damaging traffic signs and buildings. The city government swiftly filled the hole with grout, resumed traffic, and imposed a fine on the negligent construction company. Huang Long Construction faces scrutiny for premature construction steps, prompting safety checks and an improvement plan before work can resume.

Hong Kong pop star G.E.M. caused a frenzy at Tatler XFEST in Hong Kong when she converted from performer to superfan, requesting an autograph and a photo with soccer star David Beckham. Clad in a pink jersey, G.E.M. spotted Beckham during her performance and promptly approached him, asking him to sign the back of her jersey. In an impromptu moment, Beckham agreed and signed ＂To G.E.M.,＂ posing for a photo with his arm around her shoulder. The event sparked widespread social media commentary, with fans embracing G.E.M’s fangirl moment and expressing envy. Internet users appeared united in their admiration for G.E.M.’s unabashed fandom.

U.S. President Joe Biden has signed the Fiscal Year 2024 National Defense Authorization Act (FY2024 NDAA), which includes a comprehensive training program for Taiwan’s military. The program aims to enhance Taiwan’s self-defense capabilities and will be overseen by the U.S. Secretary of Defense. The legislation, which has received approval from both houses of the U.S. Congress, allocates a total of US＄886 billion for this purpose. The training program will focus on layered defense, asymmetric defense strategies, cross-communication between the U.S. and Taiwan’s military, information sharing, and the improvement of professional military education and civilian control over the military. Additionally, the act emphasizes collaboration between the U.S. and Taiwan on military cyber security and requires regular updates on Taiwan arm sales proceedings. It also mandates the Secretary of Defense to submit biannual reports to Congress on the military developments of the People’s Republic of China, particularly in areas such as Taiwan, Southeast Asia, and the South China Sea, covering topics such as weapon upgrades, procurement, and military operations.

Taiwan’s Defense Minister, Chiu Kuo-cheng, has announced that the Ministry of National Defense (MND) is preparing to strengthen its military in order to prevent war. This comes after Chinese President Xi Jinping expressed dissatisfaction with U.S. arms sales to Taiwan during his meeting with President Joe Biden. Chiu stated that Taiwanese military officers will continue to visit and learn from their U.S. counterparts, regardless of the circumstances. He downplayed concerns about the sale of ammunition, emphasizing that Taiwan is not intentionally arming itself but rather engaging in normal operations. Despite Xi’s denial of plans for military action against Taiwan in 2027 or 2035, Chiu emphasized that the Taiwanese military will not set a target year solely based on Xi’s statements. The MND will maintain a vigilant stance and be prepared for any situation without anticipating military conflicts in specific years.

The All-Out Defense Mobilization Agency, in collaboration with Taiwan’s Ministry of National Defense and Ministry of the Interior, is working to enhance citizens’ defense capability in response to a legislator’s proposal to arm every citizen in Taiwan. This comes as the Republic of China faces frequent military exercises from mainland China, leading to increased tensions in the Taiwan Strait. Authorities pledge to adjust civil defense team grouping to achieve the concept of all-out defense.

軟銀集團旗下的安謀國際科技公司（Arm Holdings）今天股價勁揚，相較那斯達克交易所初次公開募股（IPO）定價大漲近25%，重燃投資人對欲振乏力的IPO市場出現好轉的希望。