被英伟达等厂商青睐 Arm预计2025年将拿下新增数据中心50%份额

文｜财新 刘沛林

Arm希望通过提升数据中心“每瓦性能”进一步抢夺x86架构的市场份额……4年其拥有的CPU（即中央处理器）50%已经转为Arm架构，其他大型云厂商也在基于Arm架构自研芯片，这仍是推动Arm架构增长的主要因素。此外，AI数据中心带动了Arm架构芯片的需求，英伟达等厂商也在广泛使用Arm架构。”5月22日，芯片架构公司Arm高级副总裁Chris Bergey在北京接受媒体采访时向财新指出。……

2025年5月22日 · 科技

Huawei Unveils HarmonyOS PCs in Challenge to Windows–MacOS Duopoly

By Liu Peilin and Denise Jia

the devices are equipped with the company’s Kirin X90 processor built on an Arm architecture. The product launch comes amid tightening U.S. export restrictions……

2025年5月19日 · Caixin Global

How Trump's Proposed Price Cuts Could Hurt China's Innovative Drugmakers

By Cui Xiaotian, Zhou Xinda and Guo Xin

Lower prices in the U.S. could hurt Chinese pharmaceutical startups’ fundraising prospects as many rely on future American sales to support their valuations……includes reforms to pharmacy benefit managers — the middlemen who negotiate drug prices among manufacturers, insurers and pharmacies — to increase transparency……

2025年5月20日 · Caixin Global

Latest Caixin Weekly | U.S. Slashes Drug Prices

By Caixin Weekly's Cui Xiaotian and Zhou Xinda

other OECD countries; brand drugs are 7% of prescriptions but 87% of U.S. pharmaceutical spending. Both Trump and Biden have pursued government measures to……bargaining power. Meanwhile, pharmacy benefit managers (PBMs) play a pivotal role: they serve as intermediaries between insurers and pharmaceutical companies, earning……

2025年5月20日 · Caixin Global

Research Shows Online Child Sexual Abuse Worsening; Nearly Half of Preschool Children Exposed to Harmful Content

By Caixin's Du Bohan (Intern) and Huang Yuxin

of cases occurring online; nearly half of preschoolers have encountered harmful online content. Schools and online platforms are common venues; parents……Nearly half of preschool-aged children have been found to have encountered harmful online content. These findings were disclosed by Girls Protection, a nonprofit……

2025年5月20日 · Caixin Global

Photo Essay: When the Wells Run Dry

By Zhang Ruixue and Guo Xin

is finding more business, but less success, as a historic drought pushes farmers into an increasingly costly and uncertain hunt for water……just to keep the business alive. Smaller farmers can’t afford such drastic measures. In one field, a lone farmhand hauls tap water into his family watermelon……

2025年5月16日 · Caixin Global

In Depth: Why CATL Is So Revved Up About Battery Swapping Stations

By An Limin and Ding Yi

batteries while diversifying its customer base away from hard-bargaining carmakers……swappable batteries and diversifies its customer base away from hard-bargaining carmakers. It also advances a competing technology as an alternative to fast-charging……

2025年5月16日 · Caixin Global

How Will the U.S. Drug Price Intervention Impact Global Drug Innovation?

By Caixin Weekly’s Cui Xiaotian and Zhou Xinda

prices matched to lowest prices in peer nations (a 30–80% cut), bypassing pharmacy benefit managers—though concrete implementation details remain unclear……prices for pharmaceuticals as those charged in other developed countries. Second, it encourages pharmaceutical companies to bypass pharmacy benefit managers……

2025年5月17日 · Caixin Global

CX Briefing: Visa-Free Scheme Expands to South America

30% in 2025, education ministry issues AI guidelines for schools, troubled carmaker Neta’s supplier files bankruptcy application with court……goals this year. Drugmaker’s IPO: Chinese drug manufacturer Jiangsu Hengrui Pharmaceuticals Co. Ltd. has launched its Hong Kong IPO, aiming to raise up to HK$13……

2025年5月15日 · Caixin Global

CX Briefing: Yuan Appreciates in Wake of Trade Talks

Also in today’s rundown: Chinese carmakers’ share of domestic market hits new high, mainland markets muted after tariff agreement……vulnerable people’s emotions have proliferated in recent years. Chinese carmakers’ dominance: Homegrown auto brands surged to a record 68.7% share of passenger……

2025年5月13日 · Caixin Global

夜读精选｜小米首款3纳米自研芯片亮相 台积电代工、欲对标苹果A18 Pro

美国半导体协会指出，对半导体制造投入的关税率每上调1%，建造工厂的总成本预计会增加0.64%。 相关专题：特朗普关税战巨震 被英伟达等厂商青睐 Arm预计2025年将拿下新增数据中心50%份额 Arm希望通过提升数据中心“每瓦性能”进一步抢夺x86架构的市场份额。 博客｜“反常”的降息：越是降利率，越是提前还房贷？ 提前……

2025年5月22日 · 财新网

China Reluctant to Resume U.S. Farm and Energy Imports After Tariff Deal

By Feng Yiming, Luo Guoping and Kelsey Cheng

clarity,” a Chinese grain trader said. Even with the lower 20% tariff, U.S. farm product prices are not competitive in the Chinese market, according to analysts……

2025年5月13日 · Caixin Global

Arm中国股权混战｜深度回放

文｜财新周刊 张而弛 屈运栩

六方力量争抢Arm中国合资公司控制权，能否保证专利授权的可持续性是问题核心……Haas）接任。希加斯是工程师背景，曾参与Arm 7和Arm 9等早期产品的开发，而哈斯曾在Arm主管销售，上任后的首要职责就是将Arm股票推销给投资者。 而安谋的股权纠纷，导致Arm无法从子公司提供可供并表的财报，令Arm上市进程卡壳，并进一步影响到了孙正义在其他项目上的募资。 “Arm如果成功上市，可能是又……

2025年2月7日 · 《财新周刊》2022年第20期

CX Daily: Why CATL Is So Revved Up About Battery Swapping Stations

the devices are equipped with the company’s Kirin X90 processor built on an Arm architecture. Energy Insider / Rooftop solar’s record surge in China, CATL……

2025年5月21日 · Caixin Global

In Depth: Are Hong Kong’s Crypto Licenses Worth It?

By Liu Ran and Wang Xiaoqing

first platform to be licensed, in December 2020. It is the digital asset arm of Hong Kong-listed blockchain firm OSL Group Ltd., which is nearly 30% owned……

2025年5月21日 · Caixin Global

华为推出鸿蒙电脑 超1000个应用完成适配

文｜财新 刘沛林

.6英寸的MacBook Air重1.24千克。 不过在发布会上，华为并未透露两款PC所搭载的芯片信息，外界普遍认为这两款PC搭载的是华为基于Arm架构自研的“麒麟X90”芯片。今年3月，中国信息安全测评中心公布了新一期芯片安全评级，其中包括了一款由海思半导体设计的CPU名为“麒麟X90”，这是该芯片为数不多的公开信息。……

2025年5月19日 · 科技

Arm业绩超预计 股价暴涨近48%市值破千亿美元

文｜财新 张而弛

Arm披露基于Arm v9架构设计的芯片，预计未来三四年内完成前一代替代，带来更多收入……与苹果专利协议将延长至2027年》）。 另一方面，Arm的许可证收入也在2023年四季度同比增长18%，至3.54亿美元，好于Arm自身的预期。Arm表示，随着大批公司加大对人工智能的投资，他们对更先进的Arm CPU需求旺盛。Arm举例，英伟达用于超级计算机的GH200芯片就使用了Arm架构，而微软在2023年11月发布的首款服务器芯片Cobalt……

2024年2月9日 · 科技

CX Briefing: Leapmotor Steps Closer to Profitability

to report an annual profit. Alibaba’s rebranding: Alibaba’s entertainment arm has rebranded as Hujing — which means orca in Chinese — consolidating its……

2025年5月21日 · Caixin Global

Arm申请纳斯达克上市 对中国市场依赖持续

文｜财新 张而弛

Arm最大的客户是中国的安谋科技（Arm China），2022财年，Arm约18%的营业收入来自安谋科技，2023财年，这一比例进一步提高至24%…… 这是成立于1990年的Arm第二次上市。1998年，Arm曾在英国伦敦证券交易所和美国纳斯达克同时上市，直到2016年9月被日本软银集团以约310亿美元收购并私有化（详见《财新周刊》2016年第48期报道“《软银吞下ARM》）。 Arm称，全球超99%的智能手机均使用Arm架构芯片，产品覆盖全球……

2023年8月22日 · 科技

Energy Insider: Rooftop Solar’s Record Surge in China, CATL Pushes Battery Swapping for Big Rigs

By You Xiaoying

period, up over more than 25% from the previous year. In contrast, foreign carmakers, which dominated the Chinese market for years, have been losing ground……

2025年5月20日 · Caixin Global