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QQ浏览器集成DeepSeek-V3.1，优化AI下载体验

简报：

• QQ浏览器宣布已正式接入最新升级的DeepSeek-V3.1技术。
• 该技术被优先应用于其“AI下载助理”Agent中，旨在为用户带来更快捷、高效的下载体验。
• 接入新技术后，浏览器执行下载任务的效率和成功率将得到提升，缩短用户等待时间。
• 用户无需更新电脑端QQ浏览器，即可在Agent中心的“AI下载助理”中体验该功能。

相关链接：

• QQ浏览器接入DeepSeek-V3.1，AI下载助理效率大提升

QQ Browser Integrates DeepSeek-V3.1, Enhancing AI Download Experience

Briefing:

• QQ Browser announced its official integration of the latest upgraded DeepSeek-V3.1 technology.
• This technology is primarily applied to its "AI Download Assistant" Agent, aiming to provide users with a faster and more efficient download experience. 🚀
• With the integration of the new technology, the browser's efficiency and success rate in executing download tasks will improve, significantly reducing user waiting times.
• Users do not need to update the desktop version of QQ Browser to experience this feature within the "AI Download Assistant" in the Agent Center. 💡

Related Link:

• QQ Browser Integrates DeepSeek-V3.1, AI Download Assistant Efficiency Greatly Improved 🔗

苹果AI模型在长视频理解领域取得新突破

简报：

• 苹果公司发布了一款新的人工智能模型，该模型在长视频理解能力上获得领先地位。
• 该模型系列中，一个参数量小至1B（十亿）的版本，其性能也表现领先。

Apple's AI Model Achieves New Breakthrough in Long Video Understanding 🎥

Brief:

• Apple Inc. has unveiled a new artificial intelligence model that has achieved a leading position in long video understanding capabilities. 🚀
• Within this model series, a version with a parameter count as small as 1B (one billion) also demonstrates leading performance. ✨

傳輝達因後門疑慮暫停H20晶片生產，官方稱正管理供應鏈

簡報：

• 媒體引述消息報導，因應中國市場對「遠程追蹤」或「遠程控制」後門的安全性疑慮，輝達已通知三星、艾馬克等供應鏈夥伴暫停生產特供中國的H20 AI晶片。
• 輝達官方未正面承認停產，僅回應稱：「我們持續不斷地管理着我們的供應鏈，以應對市場狀況。」
• 輝達執行長黃仁勳訪台時澄清，H20晶片「從未存在後門」，正與中國政府持續溝通以消除疑慮。
• 報導亦指出，美國政府不僅從H20營收中抽取15%收入，也暗示中國已有國產晶片可替代輝達的產品。

相關連結：

• 中國出手封殺H20　傳輝達通知三星、艾馬克停工！輝達回應了
• 輝達星群總部延宕？黃仁勳喊話北市府蔣萬安　盼「快解決北士科問題」
• 黃仁勳快閃來台12小時　只為來看最愛的他！台積電回應了
• 黃仁勳快閃來台　赴台積電進行演說！晚北返　幫張忠謀補慶94歲生日
• 「AI教父」黃仁勳又回來了！傳今早9:21抵台　專機預計降落松山機場

Nvidia Reportedly Halts H20 Chip Production Amid Backdoor Concerns, Company Cites Supply Chain Management

Brief:

• Media outlets, citing sources, report that Nvidia has informed supply chain partners, including Samsung and Amkor, to suspend production of H20 AI chips specifically for the Chinese market. This decision comes due to security concerns in China regarding "remote tracking" or "remote control" backdoors. 🔒🚧
• Nvidia officials did not directly confirm the production halt, only responding with: "We continuously manage our supply chain to address market conditions."
• During his visit to Taiwan, Nvidia CEO Jensen Huang clarified that the H20 chip "never had a backdoor" and stated that they are in ongoing communication with the Chinese government to alleviate concerns.
• The report also indicated that the U.S. government not only extracts 15% of the revenue from H20 sales but has also suggested that China already possesses domestic chips capable of replacing Nvidia's products. 💰

Related Links:

• 中國出手封殺H20　傳輝達通知三星、艾馬克停工！輝達回應了
• 輝達星群總部延宕？黃仁勳喊話北市府蔣萬安　盼「快解決北士科問題」
• 黃仁勳快閃來台12小時　只為來看最愛的他！台積電回應了
• 黃仁勳快閃來台　赴台積電進行演說！晚北返　幫張忠謀補慶94歲生日
• 「AI教父」黃仁勳又回來了！傳今早9:21抵台　專機預計降落松山機場

黄仁勋旋风访台，为Rubin芯片拜会台积电并为张忠谋庆生

简报：

• 辉达（NVIDIA）执行长黄仁勋于2025年8月22日旋风式访问台湾，他亲口证实此行主要目的是拜会台积电，感谢其在最新Rubin平台芯片量产上的支持。
• 在台期间，黄仁勋公开向台北市政府喊话，希望尽快解决辉达在北投士林科学园区设立新总部的行政卡关问题。
• 此行另一重要私人行程是为台积电创办人张忠谋补过94岁生日，并计划与张忠谋夫妇及台积电董事长魏哲家等高层共进晚餐。
• 对于黄仁勋的到访，台积电方面回应低调，表示其行程细节应询问Nvidia，公司无法代为回答。

相关链接：

• 黃仁勳快閃來台12小時　只為來看最愛的他！台積電回應了
• 中國出手封殺H20　傳輝達通知三星、艾馬克停工！輝達回應了
• 輝達星群總部延宕？黃仁勳喊話北市府蔣萬安　盼「快解決北士科問題」
• 黃仁勳快閃來台　赴台積電進行演說！晚北返　幫張忠謀補慶94歲生日
• 「AI教父」黃仁勳又回來了！傳今早9:21抵台　專機預計降落松山機場

Jensen Huang's Whirlwind Visit to Taiwan: Meeting TSMC for Rubin Chips and Celebrating Morris Chang's Birthday 🚀🎂🤝

Briefing:

• NVIDIA CEO Jensen Huang made a whirlwind visit to Taiwan on August 22, 2025. He personally confirmed that the main purpose of this trip was to meet with TSMC, expressing gratitude for their support in the mass production of the latest Rubin platform chips.
• During his stay in Taiwan, Huang publicly appealed to the Taipei City Government, urging them to swiftly resolve the administrative bottlenecks delaying NVIDIA's establishment of its new headquarters in the Beitou Shilin Technology Park.
• Another significant private agenda for this visit was to belatedly celebrate TSMC founder Morris Chang's 94th birthday. Plans included a dinner with Morris Chang, his wife, and other senior executives such as TSMC Chairman C.C. Wei.
• Regarding Huang's visit, TSMC responded with a low profile, stating that details of his itinerary should be inquired from NVIDIA, as the company could not provide answers on their behalf.

Related Links:

• 黃仁勳快閃來台12小時　只為來看最愛的他！台積電回應了
• 中國出手封殺H20　傳輝達通知三星、艾馬克停工！輝達回應了
• 輝達星群總部延宕？黃仁勳喊話北市府蔣萬安　盼「快解決北士科問題」
• 黃仁勳快閃來台　赴台積電進行演說！晚北返　幫張忠謀補慶94歲生日
• 「AI教父」黃仁勳又回來了！傳今早9:21抵台　專機預計降落松山機場

川普拟征高达300%半导体关税，台积电等外企或难获豁免

简报：

• 美国川普政府最快将于本周宣布新一轮半导体进口关税，税率可能从100%提高至300%，旨在吸引企业回流美国生产。
• 分析指出，尽管台积电与三星已在美国投入数百亿美元设厂，但作为外企，其获得关税豁免的门槛将远高于英特尔等美国本土企业，英特尔被视为此政策的最大受益者。
• 受关税威胁及“北美制造”要求影响，富士康、和硕、广达等台湾代工大厂正加速将AI伺服器等产线转移至墨西哥。
• 然而，由于川普政府同样威胁对墨西哥加征关税，台厂的墨西哥布局也面临风险，迫使企业采取在墨西哥主力生产、美国设备援产线的“双轨策略”。

相关链接：

• 川普祭300％半導體關稅　這企業贏麻了！專家：台積電付出代價恐更高
• 台廠重塑北美AI硬體供應鏈　三巨頭富士康、和碩、廣達齊聚墨西哥

Trump Plans Up to 300% Semiconductor Tariffs, Foreign Firms Like TSMC May Face Hurdles for Exemptions

Briefing:

• The Trump administration in the U.S. is expected to announce a new round of semiconductor import tariffs as early as this week, potentially raising rates from 100% to 300%. This move aims to incentivize companies to bring production back to the United States. 🇺🇸
• Analysts point out that despite TSMC and Samsung investing tens of billions of dollars to build factories in the U.S., as foreign enterprises, their threshold for obtaining tariff exemptions will be significantly higher than that for American domestic companies like Intel. Intel is widely seen as the biggest beneficiary of this policy. 📈
• Influenced by tariff threats and "North American manufacturing" requirements, major Taiwanese contract manufacturers such as Foxconn, Pegatron, and Quanta are accelerating the relocation of AI server production lines to Mexico.
• However, as the Trump administration also threatens to impose tariffs on Mexico, Taiwanese firms' expansion into Mexico faces risks. This forces companies to adopt a "dual-track strategy" with primary production in Mexico and supporting equipment/production lines in the U.S. 🚧

Related Links:

• Trump Imposes 300% Semiconductor Tariffs: This Company Wins Big! Experts: TSMC May Pay a Higher Price
• Taiwanese Manufacturers Reshape North American AI Hardware Supply Chain: Three Giants Foxconn, Pegatron, Quanta Converge in Mexico

Kimi鸿蒙版App采用仓颉引擎，滑动帧率提升2.4倍

简报：

• Kimi鸿蒙版App为解决长对话渲染卡顿问题，集成了华为仓颉Markdown解析引擎。
• 该优化方案使得App整体滑动帧率提升2.4倍以上，在60Hz刷新率的设备上从25帧提升至60帧。
• 单点功能性能也获得显著提升，其中markdown节点解析耗时优化4倍，数学公式解析耗时优化34倍，代码块染色耗时优化2倍以上。

相关链接：

• Kimi 鸿蒙版 App 体验升级，使用华为仓颉 markdown 解析引擎滑动帧率提升至 2.4 倍

Kimi HarmonyOS App Adopts Cangjie Engine, Sliding Frame Rate Boosted by 2.4x 🚀

Brief:

• To address rendering lag issues in long conversations, the Kimi HarmonyOS app has integrated Huawei's Cangjie Markdown parsing engine. ✨
• This optimization has resulted in an overall sliding frame rate increase of over 2.4 times for the app, improving from 25 frames to 60 frames on 60Hz refresh rate devices.
• Single-point function performance has also seen significant improvements, with Markdown node parsing time optimized by 4 times, mathematical formula parsing time by 34 times, and code block highlighting time by over 2 times. 📈

Related Link:

• Kimi HarmonyOS App Experience Upgrade: Sliding Frame Rate Increases 2.4 Times Using Huawei's Cangjie Markdown Parsing Engine