天天财经-提供金融入门知识-投资理财技巧-科技

三星电机MLCC调涨30% 8/1生效
2026-07-28 网络阅读（96）
三星电机近日已经向客户发布通知，受全球电子产业需求持续升温影响，供应链压力已超出三星电机可吸收范围，将自 8 月 1 日起调涨积层陶瓷电容（MLCC）产品价格，调幅达 30%。
长鑫科技跃A股市值王 6名高层身家登人民币10亿俱乐部
2026-07-28 网络阅读（115）
长鑫科技上市首日一举创下多项 A 股纪录，27 日（周一）收盘股价较发行价飙涨 465.82%，全天成交额超过人民币（下同）1,400 亿元，总市值超过工商银行，成为 A 股新市值王。
为量产验证铺路！韩媒：SKC旗下Absolics在台湾启动玻璃基板封装样品评估、年内拼PoC
2026-07-28 网络阅读（89）
南韩化学材料业者 SKC 周一 (27 日) 公布第二季财报指出，该公司在美国乔治亚子公司 Absolics 的嵌入式玻璃基板样品已送抵台湾，启动初步「封装级可靠性评估」，这被业界视为量产前的最终技术验证阶段。根据韩媒《THE ELEC》报导，与过往仅测单片基板不同，封装级评估须将玻璃基板嵌入实际半导体封装，以验证电气特性、热耐久性与机械可靠性。 Absolics 先于乔治亚厂完成基板级内部可靠性 (锤击) 测试，再赴日本做初步电气特性评估，最终产出符合设计规范与良率目标的「合格晶片」样品，方
亚马逊加入卫星通讯大战计划部署5,000颗卫星瞄准行动终端用户
2026-07-28 网络阅读（91）
亚马逊计划发射一个由 5,000 多颗卫星组成的星群，为全球消费者提供手机通讯服务，亚马逊扩大布局，试图挑战全球首富马斯克旗下「星链」。
科技巨头齐聚西西里！三星李在镕、SK集团崔泰源赴谷歌年度闭门峰会抢滩AI商机
2026-07-28 网络阅读（89）
外媒最新报导指出，三星电子会长李在镕与 SK 集团会长崔泰源于结束美国旧金山 AI 峰会行程后将联袂飞往义大利西西里岛，出席由谷歌创办人主导的全球科技领袖闭门盛会—「谷歌营」(Google Camp)。根据韩国商业消息，该活动由谷歌共同创办人 Larry Page 与 Sergey Brin 每年夏季亲自策划，地点选定于西西里岛南部的韦尔杜拉高尔夫度假村 (Verdura Resort)。据悉，李在镕自该活动创办以来便是常客，崔泰源也曾出席 2024 年的聚会。由于采取严格的闭门
晶片股杀声隆隆！韩股开低走低暴跌8% 日股下挫逾2700点
2026-07-28 网络阅读（89）
受辉达 (NVDA-US) 规模空前的 AI 供应协议引发市场疑虑，以及中国晶片制造商竞争升温影响，日、韩股市重挫，半导体类股成为杀盘重心。日本日经 225 指数下跌 4.2% 或 2732 点，跌至 5 月 22 日以来最低，暂报 62198.85 点，东证指数一度下跌 2.7%。南韩 Kospi 指数重挫 8%，暂报 6212.26 点，创 4 月 20 日以来最低水准。半导体设备与记忆体相关个股领跌，东京威力科创、铠侠、三星电子及 SK 海力士跌幅均超过 9%。其中，SK 海力士一度
三星考虑采用中国DRAM 降低Galaxy A系列成本
2026-07-28 网络阅读（83）
据韩国科技媒体《Asia Times》报导，三星电子正在认真评估在 Galaxy A 系列等中低阶智慧手机中采用中国本土低价行动 DRAM 的可行性，以大幅压缩整机制造成本。
〈陆股盘后〉长鑫科技挂牌上市股价狂飙465％登A股市值王
2026-07-27 网络阅读（99）
中国 A 股三大指数 27 日（周一）收盘走高，中国最大 DRAM 制造商长鑫科技挂牌上市，收盘报人民币（下同）49.00 元 / 股，上市首日狂飙 465.82%。
AI红利改写职场排序！SK海力士连两年成南韩大学生就业首选 29日财报料创历史纪录
2026-07-27 网络阅读（90）
最新调查显示，SK 海力士以 14.2% 支持率连两年登顶南韩大学生「最想就职企业」，三星电子 8% 居次，CJlive 欧利芙洋 (Olive Young) 以 6.6% 则首次进入前三，Naver(5.1%)、三星生物制剂 (3.6%) 位居四、五名。这一风向逆转了南韩以往「医科＞名校＞大厂」的菁英秩序。根据南韩就业入口网站 Incruit 周一 (27 日) 发布针对全韩 1811 名大学生问卷调查 (6 月 4 日至 7 月 19 日) 显示， 57% 受访者把票投给 SK 海力士的首
中国记忆体谁在撑腰？长鑫、长江储存背后资本揭密
2026-07-27 网络阅读（88）
很多人聊起中国晶片产业，第一时间想到的往往是光刻机、华为海思或国产 CPU。但实际上，在现代数位与人工智慧架构中，还有一个更基础、更具战略意义的底层领域——储存晶片。无论是日常使用的智慧型手机、个人电脑，还是庞大的伺服器与人工智慧资料中心，都离不开储存晶片的高效运作。目前，支撑中国储存产业最重要的两家核心企业分别是：主攻 DRAM（动态随机存取记忆体）的长鑫储存（CXMT），以及主攻 NAND Flash（快闪记忆体）的长江存储（YMTC）。这两家企业的崛起，不仅象

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