天天财经-提供金融入门知识-投资理财技巧-科技

韩国半导体8月出口暴增209%创新高 AI热潮撑起近半出口「好得过头」？
2026-09-03 网络阅读（39）
韩国8月出口在AI基础设施需求推动下年增68.7%，半导体出口更暴增209%至466.5亿美元、占总出口近半，但汽车等传统产业走弱，也让市场开始警惕AI热潮降温后的经济风险。
南韩政府砸9190亿美元豪赌AI　但三星与SK海力士股东为何笑不出来？
2026-09-03 网络阅读（40）
南韩政府正把AI擡到国家战略高度，7月宣布到2029年建成8.4GW资料中心算力、投资9190亿美元，2035年扩大至18.4GW，对此专家表示，数兆韩元筹码的流向远比「振兴本土」复杂，三星与SK海力士未必完全受惠，辉达则是最大赢家。专家指出，南韩无先进AI加速器自主供应商，Rebellions、FuriosaAI在部署规模、软体成熟度上仍难匹敌辉达。三星据悉要兴建配备逾5万颗辉达GPU的AI 工厂；SK电信的2GW DSX AI 工厂将部署搭载旗下HBM4的Vera Rubin系统。根据S
AI著作权大战升温！美国吁G20放行合理使用别让监管阻碍创新
2026-09-03 网络阅读（38）
美国政府周三(2日)呼吁20国集团(G20)建立人工智慧(AI)使用受著作权保护内容的规范，在保护创作者的同时，允许科技公司利用书籍、音乐、艺术与新闻等作品训练AI模型，避免法规阻碍产业创新。
AI军备竞赛升级！PwC报告：全球2050累计AIDC支出上看50兆美元靠「它」靠决胜负
2026-09-02 网络阅读（47）
资诚 (PwC) 与牛津经济研究院今 (2) 日共同发布《全球资料中心展望2026-2050》报告指出，为支撑人工智慧 (AI) 应用蓬勃发展所需的算力需求，在基准情境下，2050年全球资料中心累计资本支出将达31.6兆
美国在G20科技会议呼吁放宽AI监管拉拢盟友防堵中国科技崛起
2026-09-02 网络阅读（39）
在周二(1日)美国北卡罗莱纳州举办的 G20 科技会议上，美国政府强烈敦促G20成员国对人工智慧监管采取「不干预」的态度，
对手变队友？SK崔泰源：联手铠侠共同生产是「一种选择」亦探讨在日建厂
2026-09-02 网络阅读（45）
SK集团董事长崔泰源周三(2日)接受媒体采访时抛出重磅信号称，SK海力士与日本铠侠的联合生产「是一种选择」，该集团同时正评估在日本建设记忆体晶片工厂。崔泰源表示，铠侠是「实力雄厚的企业」，合作可涵盖联合生产、研发与供应链共享。值得玩味的是，双方既是NAND快闪记忆体对手，又是资本关联方，因铠侠最大股东在上月由东芝变为贝恩资本旗下SPC，而SK海力士持有该SPC可转债，转股后将取得近乎全部投票权，但受2018年协议约束，2028年前未经铠侠同意其投票权不得逾15%。当被问到铠侠正与闪迪合资量
三星端AI记忆体新蓝图！HBM5性能翻倍、zHBM狂飙8倍
2026-09-02 网络阅读（44）
三星在SEMICON Taiwan 2026揭露下一代AI记忆体布局，HBM5采2奈米制程、效能拚达HBM4E 2倍，zHBM更挑战8倍性能，另布局zNAND-O与CUBE架构。
首破800兆韩元！借半导体红利重押AI 李在明开启史无前例财政扩张
2026-09-02 网络阅读（45）
南韩政府周二(1日)召开国务会议表决通过《2027年预算案》，总支出820.9兆(韩元，下同)，较2026年激增93兆、增幅12.8%，创该国史上最高支出增速且首破800兆门槛，而在半导体超级周期带来的税收红利支撑下，首尔当局正把财政操作从「年度平衡」转向「跨周期战略储备」，将国家资源深度绑定AI产业与未来风险对冲。南韩2027年AI领域预算达21.3兆韩元，较今年10.8兆近乎翻倍，精准注入半导体、物理AI、AI资料中心三大超级专案，其中半导体拨款约3.4兆、AI系统开发与本土大模型3.1兆
上市第11个交易日中国「人形机器人第一股」股价腰斩
2026-09-02 网络阅读（47）
中国「人形机器人第一股」宇树科技上市第11个交易日股价跌破人民币（下同）550元，市值跌破2,224亿元，较上市首日创下的1,100元价格腰斩。
为HBM4狂备料！SK海力士Q2矽晶圆采购暴增104% AI算力开启「抢粮」模式
2026-09-02 网络阅读（42）
AI算力狂潮正将记忆体巨头的军备竞赛从晶片产能烧向上游矽晶圆，南韩SK 海力士今年第二季矽晶圆采购金额季增104%，采购力度大幅超越三星电子，直指晶圆涨价预期与备料压力。 SK 海力士此举本质是提前锁定原料、平抑未来涨价波动。与三星同期保守策略形成策略分歧，SK 海力士以激进备料确保HBM及先进DRAM产能释放不受原料掣肘，巩固AI供应链交付确定性。 SK海力士今年首季营收年增298%至52.58兆韩元、营业利润 37.61 兆韩元、净利率超 70%，DRAM与NAND均价同创单季峰值，强劲现金

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