天天财经-提供金融入门知识-投资理财技巧-科技

HBM4明年恐涨价121% AI伺服器需求推升供应紧张
2026-09-30 网络阅读（65）
TrendForce：AI伺服器需求扩张，HBM供应紧张恐延续至2027年明年HBM混合平均售价估年增121%，HBM4占比提高、HBM4e放量推升价格 GPU/ASIC业者评估改采8-Hi HBM降成本；但2027年每Gb仍较12-Hi高10%至20%
Muse剑指苹果生态系 AI代理人恐分走App Store与服务收入
2026-09-30 网络阅读（69）
AI代理人Muse爆红，前两周下载250万次，约10天登App Store免费榜首，后12天美加下载约280万次。 Muse可代用户购物、订票、填表与付款，并已整合Shopify、Expedia、PayPal，亚马逊则要求移除。美银称其恐削弱苹果App Store、Apple Pay等入口价值。
三星高层：明年HBM将占DRAM全球产能近30% 传统DRAM供应承压
2026-09-30 网络阅读（62）
三星高层称，明年HBM将占全球DRAM晶圆总产能近30%，目前约20%。 HBM与传统DRAM争夺同一批产能，扩大HBM可能挤压传统DRAM供应。 TrendForce上修2027年HBM价格预期，混合平均售价估涨121%。
告别逾半世纪科技展舞台！SONY确定缺席2027 CES展
2026-09-30 网络阅读（62）
SONY 确认缺席 2027 年 1 月 CES，集团及旗下关联企业都不参展。 SONY 指出战略重心转向游戏、音乐、电影与 IP，CES 的集团展示地位已降低，PS6 发表时程未受延宕。 SONY 也将自 2028 年 1 月起停止为新推出的 PlayStation 游戏制作实体光碟。
一个月连吞两大单！三星电机狂揽1.35兆韩元 AI伺服器MLCC产能直接锁死到2027年底
2026-09-30 网络阅读（63）
三星电机公告与全球大型企业签逾2850亿韩元供货协议，明年供应AI伺服器用MLCC与电感器。今年三星已公开4笔AI伺服器MLCC长约，合计2.11兆韩元；若计入电感器等，年内相关LTA总额逾3.6兆韩元。全球被动元件进入涨价周期，AI伺服器MLCC紧缺料延续至明年，OEM面临成本与交期不确定性。
川普不想和中国一起管AI！直言恐拖累美企竞争力
2026-09-30 网络阅读（68）
川普称不愿与习近平共同治理AI，担心规范妨碍美企打造优于中国的产品。川普周二将在白宫会晤黄仁勋、祖克柏、皮查伊等科技高层，讨论AI创新与监管平衡。 AI安全疑虑升高，OpenAI与Anthropic通报代理程式异常，参院跨党派AI监管立法仍停滞。
OpenAI发布AI训练安全准则：失控就叫停、高阶主管有一票否决权
2026-09-29 网络阅读（71）
OpenAI公布尖端AI强化学习训练安全准则，要求启动或持续训练前先完成系统性安全论证。准则涵盖对齐训练、沙箱隔离、即时监控与失准事件调查，高优先级警报逾时未处理将自动暂停训练。安全论证需经异议报告与高阶主管审查，研究部门负责人、安全负责人、首席科学家皆有否决权。
三星出资10亿美元结盟辉达、KKR抢攻AI资料中心
2026-09-29 网络阅读（65）
三星电子及旗下5家公司投资辉达、KKR合资AI基建商Helix Digital Infrastructure，合计10亿美元。三星电子出资5亿美元，Helix锁定超大规模资料中心、发电、输配电与光纤网路。三星称将加速全球AI资料中心部署，早盘股价一度涨逾2%。
白宫AI战火升温？川普邀黄仁勋、阿莫戴、祖克伯等巨头共进午餐国会拟推「终止开关」法案
2026-09-29 网络阅读（65）
川普29日午餐会讨论AI风险，黄仁勋、阿莫戴、祖克伯、皮查伊等科技高层传出出席白宫同步办全日活动，将宣布新联邦资讯与资源网站，并安排AI、能源、太空座谈国会提AI安全法案含「终止开关」与独立评估，但众院、参院休会前短期难推进
三星加快建P5晶圆厂脚步设备进厂提前至明年Q2
2026-09-29 网络阅读（79）
三星电子加速平泽P5首条量产线Ph1建设，设备安装节点拟由明年第三季提前至第二季。一期设备安装预计明年五、六月启动，二期NAND快闪记忆体投资方案也正在研讨。 AI需求推升记忆体与设备订单，但设备交期倍增、零件短缺，恐拖慢三星与SK海力士扩产。

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"TrendForce：AI伺服器需求扩张，HBM供应紧张恐延续至2027年
明年HBM混合平均售价估年增121%，HBM4占比提高、HBM4e放量推升价格
GPU/ASIC业者评估改采8-Hi HBM降成本；但2027年每Gb仍较12-Hi高10%至20%", "createdAt": "2026-09-30T02:00:06.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17847, "title": "Muse剑指苹果生态系 AI代理人恐分走App Store与服务收入", "shortTitle": "Muse剑指苹果生态系 AI代理人恐分走App Store与", "img": "https://cimg.cnyes.cool/prod/news/6618372/l/94b4b683dbe652925e368e29e5b733dc.jpg", "description": "AI代理人Muse爆红，前两周下载250万次，约10天登App Store免费榜首，后12天美加下载约280万次。
Muse可代用户购物、订票、填表与付款，并已整合Shopify、Expedia、PayPal，亚马逊则要求移除。
美银称其恐削弱苹果App Store、Apple Pay等入口价值。", "createdAt": "2026-09-30T00:57:20.000Z", "author": "网络", "pv": 69, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17848, "title": "三星高层：明年HBM将占DRAM全球产能近30% 传统DRAM供应承压", "shortTitle": "三星高层：明年HBM将占DRAM全球产能近30% 传统DRA", "img": "https://cimg.cnyes.cool/prod/news/6618326/l/660796ce4c38cf2ae94a26c58cd2f62c.jpg", "description": "三星高层称，明年HBM将占全球DRAM晶圆总产能近30%，目前约20%。
HBM与传统DRAM争夺同一批产能，扩大HBM可能挤压传统DRAM供应。
TrendForce上修2027年HBM价格预期，混合平均售价估涨121%。", "createdAt": "2026-09-30T00:47:09.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17843, "title": "告别逾半世纪科技展舞台！SONY确定缺席2027 CES展", "shortTitle": "告别逾半世纪科技展舞台！SONY确定缺席2027 CES展", "img": "https://cimg.cnyes.cool/prod/news/6617933/l/b94a964d1ed973455f8fa6883d1413cc.jpg", "description": "SONY 确认缺席 2027 年 1 月 CES，集团及旗下关联企业都不参展。
SONY 指出战略重心转向游戏、音乐、电影与 IP，CES 的集团展示地位已降低，PS6 发表时程未受延宕。
SONY 也将自 2028 年 1 月起停止为新推出的 PlayStation 游戏制作实体光碟。", "createdAt": "2026-09-30T00:20:02.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17844, "title": "一个月连吞两大单！三星电机狂揽1.35兆韩元 AI伺服器MLCC产能直接锁死到2027年底", "shortTitle": "一个月连吞两大单！三星电机狂揽1.35兆韩元 AI伺服器M", "img": "https://cimg.cnyes.cool/prod/news/6618296/l/ba4df601be25b81ee1837bec7df78c39.jpg", "description": "三星电机公告与全球大型企业签逾2850亿韩元供货协议，明年供应AI伺服器用MLCC与电感器。
今年三星已公开4笔AI伺服器MLCC长约，合计2.11兆韩元；若计入电感器等，年内相关LTA总额逾3.6兆韩元。
全球被动元件进入涨价周期，AI伺服器MLCC紧缺料延续至明年，OEM面临成本与交期不确定性。", "createdAt": "2026-09-29T23:45:16.000Z", "author": "网络", "pv": 63, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17810, "title": "川普不想和中国一起管AI！直言恐拖累美企竞争力", "shortTitle": "川普不想和中国一起管AI！直言恐拖累美企竞争力", "img": "https://cimg.cnyes.cool/prod/news/6618207/l/3fb0a88e5d357147b862b896dc853632.jpg", "description": "川普称不愿与习近平共同治理AI，担心规范妨碍美企打造优于中国的产品。
川普周二将在白宫会晤黄仁勋、祖克柏、皮查伊等科技高层，讨论AI创新与监管平衡。
AI安全疑虑升高，OpenAI与Anthropic通报代理程式异常，参院跨党派AI监管立法仍停滞。", "createdAt": "2026-09-29T18:00:04.000Z", "author": "网络", "pv": 68, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17792, "title": "OpenAI发布AI训练安全准则：失控就叫停、高阶主管有一票否决权", "shortTitle": "OpenAI发布AI训练安全准则：失控就叫停、高阶主管有一票", "img": "https://cimg.cnyes.cool/prod/news/6617784/l/8911bf4397f587ce7758717b5e2df38e.jpg", "description": "OpenAI公布尖端AI强化学习训练安全准则，要求启动或持续训练前先完成系统性安全论证。
准则涵盖对齐训练、沙箱隔离、即时监控与失准事件调查，高优先级警报逾时未处理将自动暂停训练。
安全论证需经异议报告与高阶主管审查，研究部门负责人、安全负责人、首席科学家皆有否决权。", "createdAt": "2026-09-29T13:10:04.000Z", "author": "网络", "pv": 71, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17707, "title": "三星出资10亿美元结盟辉达、KKR抢攻AI资料中心", "shortTitle": "三星出资10亿美元结盟辉达、KKR抢攻AI资料中心", "img": "https://cimg.cnyes.cool/prod/news/6617609/l/6aafa7933dc45e104bca221adc585bb4.jpg", "description": "三星电子及旗下5家公司投资辉达、KKR合资AI基建商Helix Digital Infrastructure，合计10亿美元。
三星电子出资5亿美元，Helix锁定超大规模资料中心、发电、输配电与光纤网路。
三星称将加速全球AI资料中心部署，早盘股价一度涨逾2%。", "createdAt": "2026-09-29T04:20:05.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17708, "title": "白宫AI战火升温？川普邀黄仁勋、阿莫戴、祖克伯等巨头共进午餐国会拟推「终止开关」法案", "shortTitle": "白宫AI战火升温？川普邀黄仁勋、阿莫戴、祖克伯等巨头共进午餐", "img": "https://cimg.cnyes.cool/prod/news/6617451/l/4eff9111dfbdbc26b6c3ce0401d29983.jpg", "description": "川普29日午餐会讨论AI风险，黄仁勋、阿莫戴、祖克伯、皮查伊等科技高层传出出席
白宫同步办全日活动，将宣布新联邦资讯与资源网站，并安排AI、能源、太空座谈
国会提AI安全法案含「终止开关」与独立评估，但众院、参院休会前短期难推进", "createdAt": "2026-09-29T04:00:08.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17683, "title": "三星加快建P5晶圆厂脚步设备进厂提前至明年Q2", "shortTitle": "三星加快建P5晶圆厂脚步设备进厂提前至明年Q2", "img": "https://cimg.cnyes.cool/prod/news/6617483/l/ed9b0d1b89cb6204d5ab80787a7ed605.jpg", "description": "三星电子加速平泽P5首条量产线Ph1建设，设备安装节点拟由明年第三季提前至第二季。
一期设备安装预计明年五、六月启动，二期NAND快闪记忆体投资方案也正在研讨。
AI需求推升记忆体与设备订单，但设备交期倍增、零件短缺，恐拖慢三星与SK海力士扩产。", "createdAt": "2026-09-29T02:47:27.000Z", "author": "网络", "pv": 79, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }