天天财经-提供金融入门知识-投资理财技巧-科技

三星明年80%记忆体产能遭抢订！辉达、Google、微软签长约
2026-10-12 网络阅读（67）
三星明年约80%记忆体产能已被长约锁定，辉达、Google、微软等科技巨头签逾5年供应协议长约从记忆体扩至MLCC、FC-BGA、变压器、电力设备与冷却系统，预付款达20%至25% 供应商议价权升高、营收可预测性改善，但若AI需求反转，长约恐增扩产与财务风险
欧洲最大晶圆厂布局物理AI！格罗方德砸11亿欧元扩建德国晶圆厂、2028年启动生产
2026-10-11 网络阅读（83）
格罗方德德勒斯登厂投资11亿欧元扩建，2028年底年产能将逾100万片。推出FDX Fusion平台，锁定物理AI，首代具7奈米级效能，晶片密度增逾两倍。新平台瞄准汽车、机器人及工业自动化，英飞凌、博世、恩智浦等业者支持。
黄仁勋、苏姿丰、马斯克获美国国家科学奖章辉达、AMD、特斯拉科技实力受肯定
2026-10-11 网络阅读（71）
川普主持「科学：新黄金时代」高峰会，颁发国家科学奖章与国家技术与创新奖章给6名科技领袖。黄仁勋、苏姿丰、马斯克等获奖，分别因GPU与AI、HPC/Chiplet、太空与智慧系统贡献受肯定。白宫称获奖者为科技变革奠基；戴尔、纳德拉、布林也因运算、云端与资讯检索创新获奖。
高通与Arm授权诉讼再陷僵局！陪审团未能裁决、CPU架构授权战恐牵动半导体业
2026-10-11 网络阅读（66）
高通与Arm晶片授权诉讼僵局，陪审团未裁定，13日续审。争点在Nuvia授权能否转移至高通、Arm是否违约并干预高通与Meta合作。结果恐影响CPU架构授权、并购取得技术授权及半导体竞争格局。
前英特尔CEO示警AI算力瓶颈！电力、HBM记忆体与光互连成关键战场
2026-10-10 网络阅读（59）
季辛格：AI加速晶片设计，但制造、封装到系统整合仍可能要9个月示警AI资料中心电力成瓶颈，GPU采购若缺电力，专案恐面临违约风险看好HBM后新记忆体、光互连与AI代理基础设施，2028至2029年光学技术可望加速普及
OpenAI、Anthropic营收难比较！年化营收差异恐掩盖AI真实获利能力
2026-10-10 网络阅读（110）
OpenAI与Anthropic营收认列方式不同，帐面数字难以直接比较。 OpenAI年底年化营收估达700亿美元，Anthropic今年7月已达650亿美元。年化营收与实际营收存在落差，财务透明度不足也加深AI高估值风险。
全球首次！中国西湖科技机器人WR1比肩黄仁勋加码投资的Figure　全身协同连贯自主折衣
2026-10-10 网络阅读（58）
西湖机器人升级通用大脑WR1，直面家庭复杂家务场景 WR1采全球首创大小脑双预训练架构，融合WM与VLA、GAE 实测完成折衣、取衣、跨房间收纳等一镜到底家务流程
中国发布新质生产力19项改革任务！AI、机器人、量子科技成布局重点
2026-10-10 网络阅读（50）
国务院与中共中央10月9日发布《关于发展新质生产力的意见》，提出19项改革任务，要求全面实施「人工智慧+」。《意见》推动传统产业升级、新兴产业扩张与未来产业布局，并以因地制宜避免盲目投资、同质化竞争。另将深化制度与监管改革，完善市场准入、反垄断、AI与生物治理，强调创新与安全并重。
ASML曝光机零件韩国市场统一涨价10% 三星、SK 海力士已接受
2026-10-10 网络阅读（53）
ASML将韩国市场曝光机备件统一涨价10%，2027年1月供货起适用。涨价涵盖EUV、DUV全部备件，含耗材与故障更换零件。三星电子、SK海力士已与ASML协商。
〈美股盘后〉川普称普丁同意向全球投放柴油标普逼近历史高点三大指数周线收红
2026-10-10 网络阅读（59）
美股周五全面收高，道琼涨423点、标普逼近历史高点。川普称普丁同意供应逾480万吨柴油，美股盘中冲高，油价也因消息回落。下周大型银行财报与通膨数据将牵动利率预期，市场续看企业获利与AI投资。

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长约从记忆体扩至MLCC、FC-BGA、变压器、电力设备与冷却系统，预付款达20%至25%
供应商议价权升高、营收可预测性改善，但若AI需求反转，长约恐增扩产与财务风险", "createdAt": "2026-10-11T23:00:03.000Z", "author": "网络", "pv": 67, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19696, "title": "欧洲最大晶圆厂布局物理AI！格罗方德砸11亿欧元扩建德国晶圆厂、2028年启动生产", "shortTitle": "欧洲最大晶圆厂布局物理AI！格罗方德砸11亿欧元扩建德国晶圆", "img": "https://cimg.cnyes.cool/prod/news/6627514/l/6aa37c128d91ad6800f5d9b677ca1533.jpg", "description": "格罗方德德勒斯登厂投资11亿欧元扩建，2028年底年产能将逾100万片。
推出FDX Fusion平台，锁定物理AI，首代具7奈米级效能，晶片密度增逾两倍。
新平台瞄准汽车、机器人及工业自动化，英飞凌、博世、恩智浦等业者支持。", "createdAt": "2026-10-11T14:00:05.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19693, "title": "黄仁勋、苏姿丰、马斯克获美国国家科学奖章辉达、AMD、特斯拉科技实力受肯定", "shortTitle": "黄仁勋、苏姿丰、马斯克获美国国家科学奖章辉达、AMD、特", "img": "https://cimg.cnyes.cool/prod/news/6627512/l/e734f96645164f27f80d780c2cd54229.jpg", "description": "川普主持「科学：新黄金时代」高峰会，颁发国家科学奖章与国家技术与创新奖章给6名科技领袖。
黄仁勋、苏姿丰、马斯克等获奖，分别因GPU与AI、HPC/Chiplet、太空与智慧系统贡献受肯定。
白宫称获奖者为科技变革奠基；戴尔、纳德拉、布林也因运算、云端与资讯检索创新获奖。", "createdAt": "2026-10-11T13:00:06.000Z", "author": "网络", "pv": 71, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19684, "title": "高通与Arm授权诉讼再陷僵局！陪审团未能裁决、CPU架构授权战恐牵动半导体业", "shortTitle": "高通与Arm授权诉讼再陷僵局！陪审团未能裁决、CPU架构授权", "img": "https://cimg.cnyes.cool/prod/news/6627515/l/8e278ec7ccce4587ebfe893e24d4a0f2.jpg", "description": "高通与Arm晶片授权诉讼僵局，陪审团未裁定，13日续审。
争点在Nuvia授权能否转移至高通、Arm是否违约并干预高通与Meta合作。
结果恐影响CPU架构授权、并购取得技术授权及半导体竞争格局。", "createdAt": "2026-10-11T08:10:02.000Z", "author": "网络", "pv": 66, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19641, "title": "前英特尔CEO示警AI算力瓶颈！电力、HBM记忆体与光互连成关键战场", "shortTitle": "前英特尔CEO示警AI算力瓶颈！电力、HBM记忆体与光互连成", "img": "https://cimg.cnyes.cool/prod/news/6627311/l/281a89144c7d1de286913daac1142180.jpg", "description": "季辛格：AI加速晶片设计，但制造、封装到系统整合仍可能要9个月
示警AI资料中心电力成瓶颈，GPU采购若缺电力，专案恐面临违约风险
看好HBM后新记忆体、光互连与AI代理基础设施，2028至2029年光学技术可望加速普及", "createdAt": "2026-10-10T11:10:03.000Z", "author": "网络", "pv": 59, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19642, "title": "OpenAI、Anthropic营收难比较！年化营收差异恐掩盖AI真实获利能力", "shortTitle": "OpenAI、Anthropic营收难比较！年化营收差异恐掩", "img": "https://cimg.cnyes.cool/prod/news/6627234/l/a511fcebe0724795d3a53691090524d2.jpg", "description": "OpenAI与Anthropic营收认列方式不同，帐面数字难以直接比较。
OpenAI年底年化营收估达700亿美元，Anthropic今年7月已达650亿美元。
年化营收与实际营收存在落差，财务透明度不足也加深AI高估值风险。", "createdAt": "2026-10-10T10:10:04.000Z", "author": "网络", "pv": 110, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19643, "title": "全球首次！中国西湖科技机器人WR1比肩黄仁勋加码投资的Figure　全身协同连贯自主折衣", "shortTitle": "全球首次！中国西湖科技机器人WR1比肩黄仁勋加码投资的Fig", "img": "https://cimg.cnyes.cool/prod/news/6627251/l/4b557cabcfe83651adfe40808f56c002.jpg", "description": "西湖机器人升级通用大脑WR1，直面家庭复杂家务场景
WR1采全球首创大小脑双预训练架构，融合WM与VLA、GAE
实测完成折衣、取衣、跨房间收纳等一镜到底家务流程", "createdAt": "2026-10-10T10:00:03.000Z", "author": "网络", "pv": 58, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19639, "title": "中国发布新质生产力19项改革任务！AI、机器人、量子科技成布局重点", "shortTitle": "中国发布新质生产力19项改革任务！AI、机器人、量子科技成布", "img": "https://cimg.cnyes.cool/prod/news/6627260/l/e56bc6e7ac7db038cf33f21e660bbf18.jpg", "description": "国务院与中共中央10月9日发布《关于发展新质生产力的意见》，提出19项改革任务，要求全面实施「人工智慧+」。
《意见》推动传统产业升级、新兴产业扩张与未来产业布局，并以因地制宜避免盲目投资、同质化竞争。
另将深化制度与监管改革，完善市场准入、反垄断、AI与生物治理，强调创新与安全并重。", "createdAt": "2026-10-10T09:10:05.000Z", "author": "网络", "pv": 50, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19631, "title": "ASML曝光机零件韩国市场统一涨价10% 三星、SK 海力士已接受", "shortTitle": "ASML曝光机零件韩国市场统一涨价10% 三星、SK 海力士", "img": "https://cimg.cnyes.cool/prod/news/6627239/l/0f2be517182abf2683698ca8a8fbadff.jpg", "description": "ASML将韩国市场曝光机备件统一涨价10%，2027年1月供货起适用。
涨价涵盖EUV、DUV全部备件，含耗材与故障更换零件。
三星电子、SK海力士已与ASML协商。", "createdAt": "2026-10-10T06:13:59.000Z", "author": "网络", "pv": 53, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19587, "title": "〈美股盘后〉川普称普丁同意向全球投放柴油标普逼近历史高点三大指数周线收红", "shortTitle": "〈美股盘后〉川普称普丁同意向全球投放柴油标普逼近历史高点 ", "img": "https://cimg.cnyes.cool/prod/news/6627082/l/3dc4be9f27b271791dd9d0994ea3e34b.jpg", "description": "美股周五全面收高，道琼涨423点、标普逼近历史高点。
川普称普丁同意供应逾480万吨柴油，美股盘中冲高，油价也因消息回落。
下周大型银行财报与通膨数据将牵动利率预期，市场续看企业获利与AI投资。", "createdAt": "2026-10-09T22:01:05.000Z", "author": "网络", "pv": 59, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }