据悉，苹果公司与高通公司在新的职位招聘要求中，都明确列出了需要英特尔的EMIB 与Foveros 等先进封装技术经验，显示多家大厂正寻求CoWoS 以外的替代方案。
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。搜狗输入法2026对此有专业解读
We wanted a scenario where, say, 5 well-placed border points could efficiently represent an area with 5,000 internal points and 10,000 road edges. This would reduce those 10,000 edges to just 5*4/2 = 10 shortcuts for routing through that cluster at a high level – an incredible 1:1000 point ratio and a 30x reduction in edges to consider for the high-level path!
Rossmann Group rossmanngroup.com🇺🇸
高盛研究分析师Matthew Martino在其报告中写道，“近期软件股的抛售反映的是投资者情绪的快速转变，而非基本面的突然恶化。令人担忧的是，如果AI代理成为执行工作的主要界面，传统平台可能会沦为被动的数据存储设备。这可能会削弱它们的定价权和战略相关性。”