🤖 Artificial Intelligence
Google Warns AI-Powered Hacking Has Exploded to Industrial Scale in Just Three Months
Google’s threat intelligence group reported that AI-powered hacking has escalated from a nascent problem to an industrial-scale threat in just three months. Criminal groups and state-linked actors from China, North Korea, and Russia are widely leveraging commercial AI models — including Gemini, Claude, and OpenAI tools — to refine and scale cyberattacks across a broad array of software systems.
谷歌威胁情报团队报告称，AI驱动的黑客攻击在短短三个月内已从初期问题升级为工业级威胁。来自中国、朝鲜和俄罗斯的犯罪团伙及国家关联行为者正在广泛利用商业AI模型（包括Gemini、Claude和OpenAI工具）来优化和扩大针对各类软件系统的网络攻击。
OpenAI Grants EU Access to GPT-5.5-Cyber While Anthropic Still Holds Back Mythos
OpenAI announced it will give European governments, businesses, and EU institutions access to GPT-5.5-Cyber, a cybersecurity-focused variant of its latest model. The EU Commission welcomed the move, while Anthropic — which released its powerful Mythos model a month ago — has yet to grant the bloc preview access despite multiple rounds of discussions.
OpenAI宣布将向欧洲各国政府、企业和欧盟机构开放GPT-5.5-Cyber（其最新模型的网络安全专用版本）。欧盟委员会对此表示欢迎，而Anthropic在一个月前发布了强大的Mythos模型后，尽管已进行了多轮讨论，仍未向欧盟提供预览访问权限。
OpenAI Launches $4B+ AI Services Company ‘DeployCo’ to Rival Anthropic’s Push
OpenAI unveiled the OpenAI Deployment Co., an AI services venture backed by over $4 billion in initial investment, anchored by the pending acquisition of London-based consulting firm Tomoro. Investors include Capgemini, Bain & Co., and McKinsey & Co. The move follows Anthropic’s own services company launch, signaling that both AI leaders are racing to help enterprises integrate AI into core operations.
OpenAI推出了”OpenAI部署公司”（DeployCo），这是一家由超过40亿美元初始投资支持的AI服务企业，以即将收购的伦敦咨询公司Tomoro为基础。投资方包括凯捷、贝恩和麦肯锡。此举紧随Anthropic类似服务公司的成立，表明两大AI领军企业正在竞相帮助企业将AI融入核心运营。
Google’s Isomorphic Labs to Raise Over $2 Billion in New Funding Round
Google’s AI-powered drug discovery subsidiary Isomorphic Labs is set to raise over $2 billion in a new funding round, according to Bloomberg. The massive raise underscores growing investor confidence in AI-driven pharmaceutical R&D, as the company leverages deep learning to accelerate molecular design and drug candidate identification.
据彭博社报道，谷歌旗下AI药物发现子公司Isomorphic Labs将在新一轮融资中筹集超过20亿美元。这笔巨额融资凸显了投资者对AI驱动的药物研发日益增长的信心，该公司正利用深度学习加速分子设计和药物候选物的识别。
💾 Electronics & Semiconductors
Global Semiconductor Sales Hit $298.5B in Q1 2026, Industry on Track for $1 Trillion Year
The Semiconductor Industry Association announced Q1 2026 global sales of $298.5 billion, a staggering 25% quarter-over-quarter increase — the strongest quarterly growth rate in the industry’s 70-year history. Analyst Malcolm Penn of Future Horizons called the figures unprecedented, with even the most pessimistic forecast putting 2026 at $901 billion, while optimistic scenarios reach $1.6 trillion.
半导体产业协会宣布2026年第一季度全球销售额达2985亿美元，环比增长25%——这是该行业70年来最强劲的季度增长率。Future Horizons分析师Malcolm Penn称这些数据前所未有，即使最悲观的预测也将2026年定为9010亿美元，而乐观情景则高达1.6万亿美元。
TSMC Shares Dip After Report of Apple-Intel Chip Manufacturing Deal
TSMC shares came under pressure after the Wall Street Journal reported that Apple and Intel reached a preliminary agreement for Intel to manufacture some chips for Apple devices. Intel stock surged past $130 on the news, roughly 500% higher over the past year. However, analysts expect TSMC to remain Apple’s primary foundry partner, citing its decisive lead in advanced packaging technologies like InFO and CoWoS.
据《华尔街日报》报道苹果与英特尔就芯片制造达成初步协议后，台积电股价承压。英特尔股价因此消息飙升至130美元以上，过去一年涨幅约500%。然而分析师预计台积电仍将保持苹果主要代工伙伴地位，因其在InFO和CoWoS等先进封装技术上具有决定性领先优势。
IDC: DRAM Market Undergoing Structural Change, Revenues Set to Nearly Triple in 2026
IDC projects DRAM revenues will surge 177% year-over-year to $418.6 billion in 2026, driven by insatiable AI data center demand. The research firm argues this is not merely a cyclical memory upturn but a fundamental structural shift. Meanwhile, mobile semiconductor revenues are forecast to decline to $89.8 billion — not from weak demand, but because memory is consuming a larger share of device BOMs, forcing OEMs into margin tradeoffs.
IDC预测，受AI数据中心需求推动，2026年DRAM收入将同比飙升177%至4186亿美元。研究机构认为这不仅仅是周期性存储器上涨，而是根本性的结构性转变。与此同时，移动半导体收入预计将下降至898亿美元——并非因为需求疲软，而是因为存储器在设备物料清单中占比增大，迫使OEM厂商进行利润率权衡。
Silicon Carbide Surges on EV Fast-Charging and AI Data Center Power Demand
At CS International, onsemi highlighted that 1-megawatt EV charging is already a reality, while agentic AI workloads require increasingly sophisticated power infrastructure — both key growth drivers for silicon carbide (SiC) power electronics. Switching from silicon to SiC delivers roughly 1% efficiency gains, an energy saving projected to be significant enough by 2030 to power 40 million homes in the US.
在CS International大会上，安森美指出1兆瓦级电动汽车充电已成为现实，而具有推理能力的AI工作负载需要日益复杂的电力基础设施——这两大趋势都是碳化硅（SiC）功率电子器件的关键增长驱动力。从硅转向碳化硅可带来约1%的效率提升，预计到2030年这一节能效果将足以供应美国4000万户家庭的用电。
Sources: The Guardian, CNBC, CRN, Bloomberg, eeNews Europe, SIA, Taipei Times, Electronics Weekly, Compound Semiconductor