天天财经-提供金融入门知识-投资理财技巧-科技

AI晶片封装大突破日厂新光电气做出「22层玻璃基板」
2026-08-18 网络阅读（181）
日本半导体封装基板制造商新光电气工业（Shinko Electric Industries）在玻璃基板技术取得重大突破，成功建构22层铜布线结构，在玻璃基板两面各堆叠11层铜布线层，显示玻璃基板朝高层数、高密度封装再跨出关键一步。玻璃基板长期被视为先进半导体封装的重要发展方向，但实际应用一直受到「SeWaRe」问题限制，也就是玻璃内部可能出现裂缝或分层。玻璃虽具有优异平整度与低热膨胀系数，但材质本身较脆，在加工及热循环过程中容易产生微裂纹，进而影响产品良率与可靠性。新光电气此次透过材料创新
宇树科技造出「超人」原地跳高2公尺超越人类世界纪录
2026-08-18 网络阅读（96）
中国宇树科技发布的新机影片17日（周一）再次洗版，画面显示，这款机器人「超人」拥有0.85公尺腿长，突破全人类极限，原地可跳高2公尺、极限速度12.66m/s。
苹果还没发表新iPhone 中国电商平台已经开始卖手机壳了
2026-08-18 网络阅读（99）
现在距离苹果首款折叠iPhone及新款iPhone系列正式亮相还有大约一个月时间，但这些新品的配件生意已经提前启动。
研调：高阶智慧手机上半年销量占比29%创新高苹果、三星合占84%领跑市场
2026-08-18 网络阅读（89）
研调机构Counterpoint Research指出，2026年上半年全球高阶智慧型手机市场（批发平均售价600美元以上）销量年增5%，占全球智慧型手机总销量29%，创历年上半年新高，高于2025年上半年的25%及20
Cybercab光环退烧！特斯拉股价现在更看SpaceX？两家公司走势同步度达2/3
2026-08-18 网络阅读（97）
特斯拉投资人过去紧盯Cybercab与Robotaxi进展，如今市场焦点正逐渐转向SpaceX。两家公司近期股价约三分之二时间同向，华尔街甚至认为合并可能性已成影响特斯拉股价的重要因素。
把AI晶片当长期债务担保？「新债王」冈拉克开砲：就像拿香蕉发行资产抵押证券
2026-08-18 网络阅读（108）
双线资本(DoubleLine Capital)执行长暨投资长冈拉克(Jeff Gundlach)表示，华尔街企图将人工智慧(AI)晶片转变为一种可投资资产类别的举动，可能是风险市场即将触顶的警讯。冈拉克将矛头对准辉达(NVDA-US)最新宣布与六大金融巨头的合作案，该案旨在为AI基础设施动员超过5000亿美元资金。辉达上周表示，已与阿波罗(Apollo)、黑石(BlackRock)、百仕通集团(Blackstone)、布鲁克菲尔德(Brookfield)、高盛(Goldman Sachs)
ChatGPT变「购物车」？零售商专属信用卡发行商携手OpenAI 推AI内购
2026-08-18 网络阅读（112）
消费金融公司Synchrony宣布，已与OpenAI达成企业合作，将让消费者可以直接在聊天机器人ChatGPT内使用其「零售商专属信用卡」（store cards）购买商品。
记忆体变「金条」！DDR5年涨400%–500% 128GB已飙至历史最低的十倍
2026-08-18 网络阅读（89）
不用盯盘也能感受到这波记忆体涨价潮，因PC、笔电、SSD标价集体跳涨，早已把成本转嫁到消费端。最新数据显示，DDR5 均价较一年前暴冲400%–500%，容量越大涨越凶，128GB DDR5套件现价已是历史低点的十倍。美国科技媒体《Tom's Hardware》报导，为压低装机预算，部分用户回头抱LGA1700、AM4等支援DDR4的旧平台，盼DDR4 价格撑住，但DDR4也难独善其身，均价较一年前涨约150%–200%，NAND颗粒同步翻倍，SSD价格同样以倍数上扬
美要韩赴美盖记忆体厂？韩总统府火速否认：首单项目以能源优先非晶片
2026-08-18 网络阅读（113）
南韩青瓦台周二(18日)以简讯形式否认当地媒体关于「韩美正讨论将半导体列为对美3500亿美元投资承诺首个项目」的报导，并拒绝透露与华盛顿就该投资承诺磋商的细节。南韩《中央日报》稍早引述匿名执政党官员报导指出，原定8月下旬公布的南韩对美首笔重大投资项目出现变数，因华府上周四(13日)在青瓦台闭门贸易会议上「意外要求韩方投资美国记忆体晶片工厂」，而首尔原先将能源列为对美首投优先领域。报导指出，与会官员普遍认为此要求不切实际，三星电子与SK海力士已承诺在南韩湖南(Honam)地区砸下至少8800亿
走出实验期！Lloyds调查：AI开始在英国创造新职缺 54%企业扩大招募
2026-08-18 网络阅读（104）
英国一份调查显示，多数企业表示人工智慧(AI)已创造新的工作职位，显示企业正逐步走出AI实验阶段，开始依据这项技术重新调整招募策略。 Lloyds发布的「企业景气指数」(Lloyds Business Barometer)显示，英国有四分之一的雇主正在增加招聘具备AI技能的人才，另有五分之一企业正在新增AI专属职位。更广泛而言，54%的受访企业表示，AI带动职缺增加。 Lloyds企业及商业银行业务执行长Amanda Murphy表示，企业必须将重点从取得AI工具，转向「培养有效运用AI所需的技

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