天天财经-提供金融入门知识-投资理财技巧-科技

量产延至2028！三星电机玻璃基板认证受挫恢复测试至少耗时一年
2026-08-13 网络阅读（147）
外媒最新报导指出，三星电机与日本住友化学旗下东友精细化学合资的玻璃基板公司GlaSSEM研发遇挫，送测全球主要通讯半导体厂的TGV(玻璃通孔)样品未过可靠性认证，原定2027年下半年量产目标推迟至2028年以后，设备采购时程连续跳票数次，产线建设全面停滞。韩媒《The Elec》近日报导指出问题出在材料与制程，样品于高低温循环、湿热老化测试中出现形变、微孔导通不稳，未达AI算力晶片与CPO光模组封装门槛。三星电机须重调玻璃配方与TGV钻孔参数、重做样品走完客户全流程复测，业内估算周期至少一年以
腾讯年底GPU储备「非常充足」、辉达彻底缺位：中国AI算力市场一夜换主人
2026-08-13 网络阅读（111）
中国腾讯云最新财报显示，该公司正持续推进自主算力布局，预计年底至明年初GPU资源储备将达「非常充足」状态，以支撑云端服务扩容与大模型研发。腾讯将统筹调度全平台算力，兼顾内部自用与对外出租，最大化资源利用率。随着辉达受美国出口管制影响，该公司在中国先进AI加速器市场市占率从近95%骤降至接近零，等于完全退出高端AI算力赛道，这一巨大缺口正由华为、摩尔线程等国产晶片厂商迅速补位，迎来前所未有的发展期。此消彼长之间，中鹘ㄛ国产AI晶片正加速迭代与规模交付，市占率稳步攀升。市场观察指出，这不仅是供应
DeepSeek V4 Pro突袭上线 Agent能力大跃进、性能逼近Fable 5
2026-08-13 网络阅读（112）
中国 AI 新创 DeepSeek 深夜无预警出招。8 月 12 日深夜，官网 API 文件悄悄将模型切换至「DeepSeek-V4-Pro-0813」，显示 V4 Pro 正式版很可能已透过 API 上线。更受瞩目的是，社群流出的评测显示，新版在多项 AI 智能体（Agent）测试中逼近 Anthropic 的 Claude Fable 5，部分项目甚至超越；加上几乎与 Grok 4.6 同步登场，前沿 AI 模型的效能与价格战再度升温。从 DeepSeek 官网变化来看，这次 V4 Pro
冲4.2兆韩元投资！南韩放宽监管措施力挺半导体与AI等三大战略核心产业
2026-08-13 网络阅读（118）
南韩财政部周四(13日)说，将放宽一系列包括行政程序在内的监管规定，以支持以半导体和AI设施为核心的三个重大产业项目。三大项目聚焦于半导体、实体AI设施及AI资料中心，被视为推动南韩经济转型升级的关键。南韩财长具润哲在与经济相关部长举行的会议期间公布上述计划，这些措施料将带动总额达4.2兆韩元(约29.6亿美元)的投资。南韩财政部表示，此举旨在解决企业在落地投资时面临的实际障碍，特别是针对那些已具备开工条件、却因法规限制而停滞的项目。具体措施包括修订建筑许可法规。以首尔南部龙仁市正在兴建的
韩股史上最大股东回报！三星、SK海力士最快月底分红股东总额恐逾200兆韩元
2026-08-13 网络阅读（106）
AI驱动的记忆体超级周期把三星电子与SK海力士的现金引擎推到前所未有的转速，韩媒周三(12日)报导指出，两家巨头正在内部讨论月底公布「史上最大规模股东回报方案」，市场甚至估算两家合计特别分红、回购注销等总额可能突破200兆韩元。三星今年Q2营收171.5兆韩元、营业利益89.5兆韩元，双双刷新单季历史纪录，营业利益率52.2%；DS半导体部门贡献89.2兆营业利益，占全集团近99.7%。市场估算全年自由现金流(FCF)至少200兆、乐观看250兆韩元。根据2024-2026三年承诺「累计自由现
AI巨头狂吸金！Anthropic独揽650亿美元助攻Q2全球创投写历史次高
2026-08-12 网络阅读（99）
KPMG 安侯建业发布《2026 年第二季创投脉动：全球创业投资分析》报告，全球创投市场第 2 周持续展现热度，第 2 季完成 8440 件交易，总金额达 2274 亿美元
挪威主权基金上半年狂赚1820亿美元！报酬率达9.4% 首度曝光SpaceX持股
2026-08-12 网络阅读（94）
全球最大、挪威规模2.3兆美元的主权财富基金周三(12日)公布，在科技股带动下，上半年获利超过1820亿美元，创历年同期新高，报酬率达9.4%。该基金公布上半年绩效之际，也首度揭露持有马斯克旗下SpaceX(SPCX-US)约0.05%股权，价值逾12亿美元。目前挪威主权财富基金持有的SpaceX，规模仍远低于其他主要持股。截至6月30日，该基金持有辉达(NVDA-US)1.3%股权，价值618亿美元，另持有苹果(AAPL-US)1.2%股权，价值527亿美元。挪威主权财富基金成立于199
日三大车厂Q1复苏！丰田净利飙75.6%、本田129%、日产终于转盈但卖车主业利润全都掉
2026-08-12 网络阅读（88）
日本三大车厂丰田、本田与日产在 8 月上旬陆续公布 2026 财年第一季 (4 至 6 月) 财报，表面数据亮眼，丰田净利年增 75.6% 至 1.48 兆日元，本田大增 129.3%，日产更在连 7 季亏损后转亏为盈，净利 38 亿日元，但分析财报后发现，这波回升并非卖车能力实质复苏，而是汇率、关税、一次性收益与降本措施共同催生的短期财务修复。日本车厂龙头丰田获利弹升，主要来自非主业贡献，第一财季「其他金融收益」从 1537 亿日元暴增至 8506 亿日元，汇兑损益从亏 2124 亿转为获利
中国国产AI晶片今年国内市占率有望接近90%
2026-08-11 网络阅读（108）
市调机构 TrendForce 发布的报告显示，2026 年中国高阶 AI 晶片市场中，中国国产解决方案的市占率将接近 90%，留给辉达、AMD 等海外方案的市场空间可能只剩一成左右。
SK海力士拟将中国工厂NAND产能提高50%
2026-08-11 网络阅读（108）
SK 海力士计划重启中国大连第二工厂建设，将当地 NAND 快闪记忆体产能扩大约 50%，这是 SK 海力士在人工智慧（AI）资料中心需求驱动下加速布局企业级记忆体市场的举措。

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