BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-fms-hotchips-2026-ai-memory-accelerator-architecture@catalyst-calendar.local
DTSTAMP:20260720T200530Z
DTSTART:20260804T160000Z
DTEND:20260804T163000Z
SUMMARY:FMS与Hot Chips 2026 AI内存、HBM和加速器架构披露窗口
DESCRIPTION:8月4日至6日FMS聚焦存储和NVMe/CXL，8月23日至25日Hot Chips披露NVIDIA Rubin GPU、AMD MI400、Intel AI推理GPU、HBM和AI网络架构等议题，是AI硬件供应链的重要技术验证窗口。\\nImpact score: 88\\nExpected: 市场将关注HBM供需、AI GPU代际性能、网络互连、CXL/NVMe演进和自研ASIC路线对供应链利润池的影响。\\nAffected: NVDA(subject\, mixed\, score 90)\; AMD(subject\, mixed\, score 86)\; INTC(subject\, mixed\, score 78)\; MU(supplier\, mixed\, score 82)\; 000660.KS(supplier\, mixed\, score 82)\; 005930.KS(supplier\, mixed\, score 78)\\nSources: NVM Express FMS 2026 event page: https://nvmexpress.org/event/future-of-memory-and-storage-fms-2026/\\nHot Chips 2026 program: https://hotchips.org/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-fms-hotchips-2026-ai-memory-accelerator-architecture
CATEGORIES:conference\,ETF\,FMS\,Hot Chips\,HBM\,AI accelerator\,CXL
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: FMS与Hot Chips 2026 AI内存、HBM和加速器架构披露窗口
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TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: FMS与Hot Chips 2026 AI内存、HBM和加速器架构披露窗口
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END:VEVENT
END:VCALENDAR