天天财经-提供金融入门知识-投资理财技巧-科技

三星秀150毫米超大玻璃基板、最高30层堆叠已送AI客户测试
2026-10-08 网络阅读（98）
三星电机在KPCA展出150毫米玻璃核心基板，最高支援30层增层堆叠，瞄准AI与HPC晶片封装。三星已向主要AI客户送样测试，并由Glass EM在韩国平泽建玻璃芯产线，预计2027年下半年量产。玻璃基板可改善ABF有机载板翘曲与高温、讯号损耗问题，但仍面临TGV良率、热应力与成本挑战。
眼镜大战！Google携手XREAL 年底抢先推AURA 迎战Meta VR眼镜
2026-10-08 网络阅读（54）
XREAL公布AURA正式售价，美国基本款1279美元、高阶版1499美元，首波锁定美加日韩。仅10月7日前付预约订金者可先购，一般消费者未来几周开放，采分阶段供货。 AURA搭载Android XR与Gemini，2026年内首批出货，将让Google XR进入消费市场。
历史首次破100兆韩元！三星Q3本业获利暴增782% AI记忆体需求大爆发
2026-10-08 网络阅读（61）
三星第3季初步营业利益107.4兆韩元，史上首度破100兆；营收195兆韩元。业绩受记忆体晶片价格飙升、AI基础建设投资带动，DRAM价格预估季增10-20%。三星半导体受惠AI记忆体需求暴增，HBM追赶SK海力士，9月又与Mistral AI策略合作。
OpenAI公布青少年ChatGPT使用报告！安全防护遭独立测试打问号
2026-10-08 网络阅读（54）
OpenAI发布首份青少年使用报告，称青少年日均用ChatGPT不到15分钟，连聊逾3小时比例低于2%。 OpenAI自8月推ChatGPT for Teens，启用家长控制与敏感议题限制，并拟增大学申请、学习卡片等功能。
不靠云端也能写程式！微软携辉达推AI笔电记忆体涨价却来搅局
2026-10-08 网络阅读（58）
微软发表可在PC执行的AI程式设计模型，并推Microsoft Execution Containers防AI代理未授权存取资料。纳德拉与黄仁勋同台推搭载辉达晶片的Surface Laptop Ultra。记忆体涨价推高成本，DGX Spark涨75%至6,950美元，恐怕高预算者才负担得起。
AI需求爆发！三星Q3本业获利估冲上九倍高记忆体涨势却开始放缓
2026-10-07 网络阅读（55）
三星第3季营益估106.1兆韩元，年增近九倍，连4季创新高，AI基建需求带动记忆体供不应求。 TrendForce估第4季DRAM合约价仅涨10%至15%，低于第2季约60%，价格放缓引发利润率触顶疑虑。三星面临韩元升值14.3%与中国竞争；市场估其今年HBM市占率升至34%。
玻璃基板技术大突破！半天工序缩至几分钟拚明年量产
2026-10-07 网络阅读（56）
JNTC 玻璃基板 TGV 铜填充工序缩短至分钟级，并解决空洞与铜面凹陷。美国主要半导体客户验证通过，业界推测为博通；台湾客户也在测试。 JNTC 掌握玻璃芯完整制程，华城试产线月产能约1万至1.2万片，明年量产。
台积电拟参与马斯克Terafab！英特尔股价挫逾3% 陈立武重申续合作
2026-10-07 网络阅读（64）
马斯克证实与台积电洽谈Terafab合作，英特尔执行长陈立武称将持续与马斯克合作推动计划。 Culpium报导特斯拉与SpaceX拟由台积电兴建并营运专用晶圆厂，马斯克称目前只是讨论但可能有进展。消息冲击英特尔信心，股价周二跌3.2%；台积电ADR周一则创历史新高。
三星明公布Q3初步业绩！市场忧韩元升值与长约侵蚀业绩　HBM4E能否延续AI记忆体景气？
2026-10-07 网络阅读（62）
三星周四公布Q3初步业绩，营收看200-201.3兆韩元、营益约106-110兆韩元。韩元Q3累升约14%，分析师近3个月下修营收、获利预期；记忆体报价仍涨但趋缓。 HBM4E样品已交付，三星HBM份额估升至2026年Q2的33%；若法说未交代LTA、量产与合约进度，股价恐续陷好业绩、弱评价。
标普500创新高！「兆美元市值俱乐部」仅四档赢大盘七档「技术面超买」名单曝光
2026-10-07 网络阅读（70）
标普500创高，但13家兆元市值股仅4档今年跑赢大盘，市场忧涨势过度集中大型股。美光、超微年内涨近275%与逾200%，辉达约涨30%，苹果约23%，特斯拉则跌15%。 Bespoke指6档个股技术面超买，SpaceX更极度超买，Alphabet被看好，微软与苹果仍具上攻空间。

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三星已向主要AI客户送样测试，并由Glass EM在韩国平泽建玻璃芯产线，预计2027年下半年量产。
玻璃基板可改善ABF有机载板翘曲与高温、讯号损耗问题，但仍面临TGV良率、热应力与成本挑战。", "createdAt": "2026-10-08T03:30:03.000Z", "author": "网络", "pv": 98, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19267, "title": "眼镜大战！Google携手XREAL 年底抢先推AURA 迎战Meta VR眼镜", "shortTitle": "眼镜大战！Google携手XREAL 年底抢先推AURA 迎", "img": "https://cimg.cnyes.cool/prod/news/6624515/l/d5d39790707e83bd60e60045f9d6a04c.jpg", "description": "XREAL公布AURA正式售价，美国基本款1279美元、高阶版1499美元，首波锁定美加日韩。
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三星半导体受惠AI记忆体需求暴增，HBM追赶SK海力士，9月又与Mistral AI策略合作。", "createdAt": "2026-10-08T00:10:04.000Z", "author": "网络", "pv": 61, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19202, "title": "OpenAI公布青少年ChatGPT使用报告！安全防护遭独立测试打问号", "shortTitle": "OpenAI公布青少年ChatGPT使用报告！安全防护遭独立", "img": "https://cimg.cnyes.cool/prod/news/6624385/l/ab0803800b7830b8229a65787d7ac885.jpg", "description": "OpenAI发布首份青少年使用报告，称青少年日均用ChatGPT不到15分钟，连聊逾3小时比例低于2%。
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记忆体涨价推高成本，DGX Spark涨75%至6,950美元，恐怕高预算者才负担得起。", "createdAt": "2026-10-07T19:00:07.000Z", "author": "网络", "pv": 58, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19145, "title": "AI需求爆发！三星Q3本业获利估冲上九倍高记忆体涨势却开始放缓", "shortTitle": "AI需求爆发！三星Q3本业获利估冲上九倍高记忆体涨势却开始", "img": "https://cimg.cnyes.cool/prod/news/6623306/l/affed542d17b8ea3270edef12e851f02.jpg", "description": "三星第3季营益估106.1兆韩元，年增近九倍，连4季创新高，AI基建需求带动记忆体供不应求。
TrendForce估第4季DRAM合约价仅涨10%至15%，低于第2季约60%，价格放缓引发利润率触顶疑虑。
三星面临韩元升值14.3%与中国竞争；市场估其今年HBM市占率升至34%。", "createdAt": "2026-10-07T10:30:06.000Z", "author": "网络", "pv": 55, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19076, "title": "玻璃基板技术大突破！半天工序缩至几分钟拚明年量产", "shortTitle": "玻璃基板技术大突破！半天工序缩至几分钟拚明年量产", "img": "https://cimg.cnyes.cool/prod/news/6623431/l/aa8743aa0c5eaf073bc5384fcf057cbd.jpg", "description": "JNTC 玻璃基板 TGV 铜填充工序缩短至分钟级，并解决空洞与铜面凹陷。
美国主要半导体客户验证通过，业界推测为博通；台湾客户也在测试。
JNTC 掌握玻璃芯完整制程，华城试产线月产能约1万至1.2万片，明年量产。", "createdAt": "2026-10-07T07:10:03.000Z", "author": "网络", "pv": 56, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19057, "title": "台积电拟参与马斯克Terafab！英特尔股价挫逾3% 陈立武重申续合作", "shortTitle": "台积电拟参与马斯克Terafab！英特尔股价挫逾3% 陈立武", "img": "https://cimg.cnyes.cool/prod/news/6623572/l/e81ad822a0e287962168c14fa819b859.jpg", "description": "马斯克证实与台积电洽谈Terafab合作，英特尔执行长陈立武称将持续与马斯克合作推动计划。
Culpium报导特斯拉与SpaceX拟由台积电兴建并营运专用晶圆厂，马斯克称目前只是讨论但可能有进展。
消息冲击英特尔信心，股价周二跌3.2%；台积电ADR周一则创历史新高。", "createdAt": "2026-10-07T06:30:03.000Z", "author": "网络", "pv": 64, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19039, "title": "三星明公布Q3初步业绩！市场忧韩元升值与长约侵蚀业绩　HBM4E能否延续AI记忆体景气？", "shortTitle": "三星明公布Q3初步业绩！市场忧韩元升值与长约侵蚀业绩　HBM", "img": "https://cimg.cnyes.cool/prod/news/6623455/l/e4e937242c18207966bfdd2a333a23df.jpg", "description": "三星周四公布Q3初步业绩，营收看200-201.3兆韩元、营益约106-110兆韩元。
韩元Q3累升约14%，分析师近3个月下修营收、获利预期；记忆体报价仍涨但趋缓。
HBM4E样品已交付，三星HBM份额估升至2026年Q2的33%；若法说未交代LTA、量产与合约进度，股价恐续陷好业绩、弱评价。", "createdAt": "2026-10-07T04:20:15.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19021, "title": "标普500创新高！「兆美元市值俱乐部」仅四档赢大盘七档「技术面超买」名单曝光", "shortTitle": "标普500创新高！「兆美元市值俱乐部」仅四档赢大盘七档「技", "img": "https://cimg.cnyes.cool/prod/news/6623308/l/4756da68e0f27e626002dce790641ae2.jpg", "description": "标普500创高，但13家兆元市值股仅4档今年跑赢大盘，市场忧涨势过度集中大型股。
美光、超微年内涨近275%与逾200%，辉达约涨30%，苹果约23%，特斯拉则跌15%。
Bespoke指6档个股技术面超买，SpaceX更极度超买，Alphabet被看好，微软与苹果仍具上攻空间。", "createdAt": "2026-10-07T03:50:05.000Z", "author": "网络", "pv": 70, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }