Musk renamed his artificial intelligence business SpaceXSI; Altman said AI development should tolerate certain risks; Xiaomi Vision GT will be included in the "GT7" game | Geeks already knew马斯克将旗下人工智能业务更名为 SpaceXSI;Altman 称 AI 发展应容忍一定风险;小米 Vision GT 将入驻《GT7》游戏|极客早知道
Musk plans to rename SpaceXAI to SpaceXSI to endorse the concept of "super intelligence". U.S. President Trump's push to replace "artificial intelligence" (AI) with "super intelligence" (SI) is rapidly affecting the technology industry. Tes…
马斯克拟将 SpaceXAI 更名为 SpaceXSI 为「超级智能」概念背书 美国总统特朗普推动以「超级智能」(Super Intelligence,简称 SI)取代「人工智能」(AI)的举措正在迅速影响科技行业。特斯…
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Musk plans to rename SpaceXAI to SpaceXSI to endorse the concept of "super intelligence". U.S. President Trump's push to replace "artificial intelligence" (AI) with "super intelligence" (SI) is rapidly affecting the technology industry. Tesla and SpaceX CEO Elon Musk recently stated that his artificial intelligence business brand SpaceXAI intends to change its name to SpaceXSI and publicly declared that "SpaceX is a super-intelligent company." This stance stems from a new policy recently promoted by the Trump administration. On September 22, Trump announced that he would replace the term "artificial intelligence" with "superintelligence" and called on the U.S. federal government to adopt new expressions in relevant documents and agencies. Since then, the U.S. government has begun to establish a new policy framework and industry communication mechanism around "superintelligence." In response to a question from a social platform user about whether SpaceXAI will be renamed SpaceXSI, Musk made it clear that "yes, we will make changes." Later, he further wrote that SpaceX is essentially a "super-intelligent company." If this name change is finally implemented, it will be another adjustment to the brand identity of this business segment in a short period of time. Previously, xAI, founded by Musk, was acquired by SpaceX in February this year. In July, it officially completed its brand reorganization and changed its name to SpaceXAI, integrating Grok and other artificial intelligence products into the SpaceX system. Now, as the concept of "super intelligence" is brought to the forefront, the brand may once again undergo a name adjustment. (Source: CnBeta) Yu Chengdong: Huawei Semiconductor has successfully designed and mass-produced 381 τ chips in the fields of mobile phones, AI, smart cars, etc. It was reported on October 4 that at the 2026 International Circuits and Systems Symposium in May this year, He Tingbo, director of Huawei and president of the Semiconductor Business Department, proposed a new evolution path for semiconductors - "Tao (τ) Law" for the first time in his keynote speech. Yu Chengdong, Huawei's Managing Director, Director of the Product Investment Review Committee, and Chairman of Terminal BG, released a video today, revealing that Huawei Semiconductor has successfully designed and mass-produced 381 τ chips in multiple fields such as mobile phones, AI, general computing, networks, and smart cars. According to Yu Chengdong, in the past, chip performance improvements mainly relied on shrinking transistors. But as transistor sizes approach physical limits, performance improvements become increasingly difficult. Because space is limited, Huawei changed its thinking - asking time for performance. Specifically, when the chip completes a task, time is not only spent on calculations, but also on data transmission and waiting. The core idea of Tao's Law is to reduce data detours, eliminate the need to wait for calculations, and spend less time completing more tasks. Huawei's Tao's Law proposes replacing "geometric shrinkage" with "time (τ) shrinkage" as a new guiding principle for the evolution of semiconductors and electronic systems. Through innovative technologies such as logic folding, signal propagation delays are continuously compressed and transistor density is continuously increased, thereby achieving the continued evolution of semiconductors and electronic systems. (Source: IT Home) It is reported that TSMC plans to increase the price of advanced wafers by another 6%~8% in 2027Q1. According to news on October 5, Korean media ddaily published a blog post on October 2, reporting that based on the decision to increase the price by 10%~20%, TSMC plans to increase the price of the most advanced wafer shipments by about 6%~8% in the first quarter of 2027. The reason was rising manufacturing costs and electricity bills. The report quoted semiconductor industry sources as saying that TSMC's 2-nanometer process orders have surged, and the company has increased its wafer order target by 15% to 20% compared with the original plan. In response to the increase in orders, TSMC has put five 2-nanometer dedicated mass production plants in Baoshan, Hsinchu and Kaohsiung into full operation. The concentration of advanced process capacity has made it difficult for some customers to obtain new wafer quotas. Chip design companies such as Qualcomm and AMD are facing rising manufacturing costs and single supply chain risks. Therefore, some customers have begun to seek supply sources other than TSMC, and Samsung Electronics' foundry business has gained potential order opportunities. Samsung is advancing 2nd generation 2nm
马斯克拟将 SpaceXAI 更名为 SpaceXSI 为「超级智能」概念背书 美国总统特朗普推动以「超级智能」(Super Intelligence,简称 SI)取代「人工智能」(AI)的举措正在迅速影响科技行业。特斯拉和 SpaceX 首席执行官埃隆·马斯克日前表示,旗下人工智能业务品牌 SpaceXAI 有意更名为 SpaceXSI,并公开宣称「SpaceX 是一家超级智能公司」。 这一表态源于特朗普政府近期推动的一项新政策。9 月 22 日,特朗普宣布以「超级智能」取代「人工智能」这一术语,并呼吁美国联邦政府在相关文件和机构中采用新的表述。此后,美国政府开始围绕「超级智能」建立新的政策框架和产业沟通机制。 在回应社交平台用户关于「SpaceXAI 是否会更名为 SpaceXSI」的提问时,马斯克明确表示「是的,我们会做出改变」。随后,他进一步发文称,SpaceX 本质上是一家「超级智能公司」。 此次更名若最终落实,将是该业务板块在短时间内再次调整品牌身份。此前,由马斯克创立的 xAI 于今年 2 月被 SpaceX 收购,并在 7 月正式完成品牌重组,更名为 SpaceXAI,将 Grok 及其他人工智能产品统一纳入 SpaceX 体系。如今,随着「超级智能」概念被推向台前,该品牌可能再次迎来名称调整。(来源:CnBeta) 余承东:华为半导体已在手机、AI、智能汽车等领域成功设计并量产 381 款 τ 芯片 10 月 4 日消息,在今年 5 月的 2026 国际电路与系统研讨会上,华为公司董事、半导体业务部总裁何庭波在主旨演讲中首次提出半导体全新演进路径——「韬(τ)定律」。 华为常务董事、产品投资评审委员会主任、终端 BG 董事长余承东今日发布视频,透露华为半导体已经在手机、AI、通用计算、网络、智能汽车等多个领域 成功设计并量产了 381 款 τ 芯片 。 据余承东介绍,过去芯片性能提升主要依赖不断缩小的晶体管。但随着晶体管尺寸接近物理极限,性能提升越来越难。因为空间是有极限的,所以华为换了一个思路—— 向时间要性能。 具体来看,芯片完成一项任务,时间不光花在计算上,还花在数据传输和等待上。韬定律的核心思路是让数据少绕路、让计算不用等,花更少的时间完成更多的任务。 华为韬定律提出以「时间 (τ) 缩微」替代「几何缩微」作为半导体与电子系统演进的新指导原则—— 通过逻辑折叠等创新技术,持续压缩信号传播时延,不断提升晶体管密度,从而实现半导体与电子系统的持续演进。(来源:IT 之家) 消息称台积电先进晶圆价格 2027Q1 拟计划再上调 6%~8% 10 月 5 日消息,韩媒 ddaily 于 10 月 2 日发布博文,报道称在决定上调 10%~20% 基础上,台积电计划 2027 年第一季度针对最先进晶圆出货价格, 再次上调约 6%~8%, 理由是制造成本和电力费用上涨。 报道援引半导体业界消息称,台积电 2 纳米制程订单激增,公司已将晶圆订单目标较原计划提高 15% 至 20%。 为应对订单增长,台积电将位于新竹宝山和高雄等地的 5 座 2 纳米专用量产工厂转入全面运转状态,而先进制程产能集中让部分客户难以获得新增晶圆配额。 高通(Qualcomm)、AMD 等芯片设计企业面临制造成本上升与单一供应链风险,因此部分客户开始寻求台积电以外的供应来源,三星电子代工业务因此获得潜在订单机会。 三星正推进第 2 代 2 纳米
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