➀ AMD's Zen 6 architecture may be delayed until 2027, marking a significant shift from the company's established release rhythm;

➁ The Ryzen 11000 series could face a year-long delay due to changes in TSMC's advanced node production plan;

➂ The N2X process node, central to Zen 6 development, is now expected to be available closer to late 2027 or early 2028;

➃ This delay disrupts AMD's two-year product cadence, potentially creating the longest hiatus between major CPU generations in nearly a decade;

➄ AMD is expected to implement a two-phase strategy to manage the transition, possibly releasing enhanced versions of Zen 5 and delaying the full Zen 6 rollout.

➀ Alibaba Cloud's Qwen family of large artificial intelligence models is the world's largest open-source AI ecosystem.

➁ Tongyi Lab, at the core of Alibaba's Artificial Superintelligence roadmap, is composed of some of China's brightest young talent.➂ Lin Junyang, leader of Qwen's open-source initiatives, has a humanities background and advocates for open-source communities.

➃ Liu Dayiheng, a lead engineer, introduced Qwen 3, a major AI model released in May.

➄ Hui Binyuan, a child prodigy, joined Alibaba in 2021 and conducted research on AI models understanding tables and charts.

➅ Bai Shuai, a lead engineer, achieved industry-leading scores on key benchmarks with Qwen3-VL.

➆ Xu Jin, the tech lead of Qwen's audio and multimodal capabilities, has interned at Apple, Microsoft Research Asia, and Baidu.

➇ Wu Chenfei, leading the Qwen-Image multimodal models, was a senior researcher at Microsoft Research Asia before joining Alibaba.

➀ Substrate, a San Francisco-based startup, is developing an alternative semiconductor manufacturing process that could reduce costs by half;

➁ The company has received over $100 million in investment and is using particle accelerators in its process;

➂ Substrate aims to compete with industry leaders like ASML, which currently dominates the market for semiconductor manufacturing equipment.

➀ Robert Friedland, a renowned resource investor, warns at the GSIS security conference in Hamburg about China's strategic use of rare earth metals as a tool of power.

➁ China's export controls on seven rare earths and certain magnets have affected industries in the US and Europe, with potential shortages of samarium and terbium, crucial for aerospace and ship navigation systems.

➂ Japan demonstrates the efficiency of recycling to secure rare earth supplies, with 60% of the annual demand for gallium met through recycling.

➃ Europe's reliance on China for rare earth supply is over 90%, and the need for a European strategic reserve is emphasized.

➄ The European Union is urged to invest in rare earth mining and processing to match China and the US, with a potential for significant investment opportunities.

➅ Only 2.5% of the annual US consumption of rare earths is used in the defense industry, the limited impact of potential shortages on military applications.

➀ LG Electronics introduced its antimicrobial material 'PuroTec' at the K 2025 plastics exhibition in Germany, marking its European debut. The material targets applications in appliances, automotive, textiles, and construction materials.

➁ The company has completed regulatory registrations for the EU and U.S. markets and partnered with SGS Korea to develop international certifications, aiming to enhance credibility through the SGS Global Performance Mark.

➂ LG emphasized expanding its B2B business globally by leveraging PuroTec's technological capabilities and collaborating with LG Chem on antimicrobial plastics.

➀ Moor threading, founded in June 2020, aims to create the best all-function GPU in China.

➁ The company boasts a rich array of technical achievements, including five generations of GPU architecture chips for AI computing, high-performance computing, and more, along with the independently developed large language model MusaChat.

➂ Revenue has surged, growing from less than 50 million yuan in 2022 to 4.38 billion yuan in2024, and surpassing 7 billion yuan in the first half of 2025.

➀ MIT engineers developed a new palladium membrane design using palladium plugs embedded in porous support material to enable high-temperature hydrogen separation without degradation;

➁ The innovation removes the need for gas cooling steps in hydrogen production processes like steam methane reforming and ammonia cracking, reducing system complexity and operational costs;

➂ Prototype membranes demonstrated stability at 1000K for over 100 hours, potentially enabling more efficient hydrogen purification for fuel applications and fusion energy systems.

➀ AMD 对其当前和未来的技术领域地位表示信心；

➁ AMD 表示其 AI 努力是“首要战略重点”；

➂ AMD 在上一季度实现了创纪录的服务器和 PC 处理器销售额。

➀ Micron responds to the rumors of business adjustments in China, stating that due to the poor performance of mobile NAND products in the market and the slower growth rate compared to other NAND opportunities, the company will halt the development of future mobile NAND products globally, including the development of UFS5 (fifth-generation universal flash storage).

➁ Micron emphasizes that this decision only affects the development of mobile NAND products and the company will continue to develop and support other NAND solutions such as SSDs and NAND solutions for the automotive and other terminal markets.

➂ Micron will also continue to develop and support the mobile DRAM market globally and provide industry-leading DRAM product portfolios.