天天财经-提供金融入门知识-投资理财技巧-科技

从AI到国防英加领袖会谈聚焦科技合作与网路安全
2026-09-17 网络阅读（72）
英国首相Burnham与加拿大总理Carney在英格兰北部会面, 双方讨论AI带来的机会与挑战, 并强调政府与科技产业合作处理共同风险, 同时维护线上安全。
韩股一个月蒸发2,000亿美元较6月高点大跌25%
2026-09-16 网络阅读（74）
韩国市场在过去一个月中经历一波快速下跌，截至9月14日的过去一个月中，韩国Kospi指数和Kosdaq指数的市值累计减少超过270兆韩元，约合2,004亿美元。
研调：全球智慧手表Q2出货量年减4% 华为市占率22%创新高
2026-09-16 网络阅读（61）
研调机构Counterpoint Research《2026年第二季全球智慧手表出货追踪报告》，2026 年第二季全球智慧手表出货量年减 4%，为一年来首次下滑，其中华为全球出货市占率达 22%，创历史新高，其中近 80% 出货量来自中国市场。
盘前各涨3%、5%！SK海力士又传出与英特尔合作在美生产记忆体晶片　两大潜在方案曝光
2026-09-16 网络阅读（62）
美股光通讯族群在美股周三(16日)盘前小幅走高，Coherent、Lumentum涨超2%。此外，英特尔涨约5%，SK海力士涨约3%，因外媒引述知情人士消息最新报导指出，SK海力士正与英特尔洽谈在美国生产记忆体晶片，潜在方案包括租用英特尔俄亥俄州晶片厂部分产能，或是与英特尔及大型云端运算企业成立合资企业，相关谈判仍处于探索阶段，尚未做出决定。知情人士透露，SK海力士与英特尔针对在美国境内首次生产记忆体晶片的潜在合作展开谈判，讨论的方案之一是SK海力士租用英特尔位于俄亥俄州晶片制造设施的部分产能
三星扩大外包DDR5生产释产能全力冲刺AI关键HBM
2026-09-16 网络阅读（62）
三星电子(005930KS) 计划扩大DDR5产品外包生产，将自有产能转向人工智慧（AI）伺服器所需的高频宽记忆体（HBM）。在AI需求持续升温下，全球记忆体大厂正加速调整产品组合，优先把有限产能投入高毛利、高成长市场。市场消息指出，三星近年积极提升HBM产能，以追赶AI晶片供应链需求。由于HBM制程需要占用大量先进DRAM产能，三星正寻求透过外部合作方式维持DDR5供应，同时释放自身产能，集中投入HBM与AI伺服器相关记忆体产品。韩媒《BusinessKorea》引述业界消息报导，三星主
中国「存算一体」晶片技术最新突破！中国科学院联合港大研制出新型「铁电隧穿结」
2026-09-16 网络阅读（59）
中国科学院半导体研究所吴江滨研究员、谭平恒研究员团队与香港大学汪涵教授团队合作，周二(15日)在《科学》杂志发表题为《Giant tunneling electroresistance in sliding ferroelectrics》的论文，宣布成功研制出「铁电隧穿结」，一种基于二维滑移电穿材料的新型铁隧。这项中港研究获国家重点研发计划、国家自然科学基金等支持，这项突破标志着中国在铁电储存领域取得重要进展，为下一代晶片技术革新奠定基础。该零件在0.5伏特读取电压下实现1.9×
SK海力士传与英特尔洽谈合作！拟赴美生产记忆体晶片
2026-09-16 网络阅读（64）
SK海力士传与英特尔洽谈合作，可能首度赴美生产记忆体晶片，方案包括租用俄亥俄厂部分设施或成立合资企业，但南韩政府审查恐成障碍。
喊「慢一点」却跑更快！Anthropic锁定澳2.16 GW算力、10月在星设据点 OpenAI看上加拿大
2026-09-16 网络阅读（73）
AI巨头正同步推进亚太算力布局，此举跟安全节奏表态出现反差。外媒最新报导指出，Anthropic已签署澳洲首份资料中心租赁协议，园区规划总容量2.16 GW，位于布里斯本约250公里外农田，预计2027年投运，借助澳洲政策与新能源资源承接大模型训练。继OpenAI去年就雪梨资料中心达成购电协议后，Anthropic成为最新一个在澳洲落户的前线实验室。 Anthropic周二(15日)也宣布下月在新加坡设办公室，国际董事总经理Chris Ciauri指出，新加坡人均Claude使用量居全球前列，金
受AI投入拖累 The Information：字节跳动利润多年来罕见下滑
2026-09-16 网络阅读（56）
字节跳动正站在规模扩张与利润承压的十字路口，这家中国最大科技公司上半年营收强劲增长，几乎与Meta并驾齐驱，但大规模AI投入侵蚀盈利能力，利润多年来罕见下滑。
中韩记忆体代差缩小：NAND只剩1年、DRAM约2年 HBM仍卡关
2026-09-16 网络阅读（60）
韩国半导体产业协会（KSIA）报告指出，目前中国与韩国在NAND快闪记忆体的技术代差约1年，DRAM约2年，HBM则仍落后约3年。其中，长江储存积极推进400层NAND量产，长鑫储存(688825-CN) 则已启动HBM3E试产，但目前综合良率仅约21%，先进制程与良率仍是追赶关键。长江储存NAND代差缩至约1年在三大储存产品中，中韩技术差距最小的是NAND。报告指出，三星电子与SK海力士在2025年启动300层NAND量产，长江储存则计划于2026年推进400层NAND量产，若以量产时间计

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计划扩大DDR5产品外包生产，将自有产能转向人工智慧（AI）伺服器所需的高频宽记忆体（HBM）。在AI需求持续升温下，全球记忆体大厂正加速调整产品组合，优先把有限产能投入高毛利、高成长市场。市场消息指出，三星近年积极提升HBM产能，以追赶AI晶片供应链需求。由于HBM制程需要占用大量先进DRAM产能，三星正寻求透过外部合作方式维持DDR5供应，同时释放自身产能，集中投入HBM与AI伺服器相关记忆体产品。韩媒《BusinessKorea》引述业界消息报导，三星主", "createdAt": "2026-09-16T09:20:03.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16107, "title": "中国「存算一体」晶片技术最新突破！中国科学院联合港大研制出新型「铁电隧穿结」", "shortTitle": "中国「存算一体」晶片技术最新突破！中国科学院联合港大研制出新", "img": "https://cimg.cnyes.cool/prod/news/6607722/l/da09c0138b4d2ea99e3250f759774ffb.jpg", "description": "中国科学院半导体研究所吴江滨研究员、谭平恒研究员团队与香港大学汪涵教授团队合作，周二(15日)在《科学》杂志发表题为《Giant tunneling electroresistance in sliding ferroelectrics》的论文，宣布成功研制出「铁电隧穿结」，一种基于二维滑移电穿材料的新型铁隧。这项中港研究获国家重点研发计划、国家自然科学基金等支持，这项突破标志着中国在铁电储存领域取得重要进展，为下一代晶片技术革新奠定基础。该零件在0.5伏特读取电压下实现1.9×", "createdAt": "2026-09-16T07:40:05.000Z", "author": "网络", "pv": 59, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16094, "title": 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