天天财经-提供金融入门知识-投资理财技巧-科技

长鑫科技IPO高盛紧急开会！看好中国DRAM扩产、半导体设备国产化成新主线
2026-07-27 网络阅读（94）
中国记忆体大厂长鑫科技正式上市，高盛在 IPO 前夕召开专家会议，看好中国 DRAM 产能未来数年快速扩张。虽然长鑫目前仍落后三星、SK 海力士于 HBM 技术，但 AI 需求推升记忆体景气，同时带动中国半导体设备国产化，北方华创、中微公
逻辑性能再增强！三星确认HBM5将采2奈米基础裸晶效能较HBM4E大增50%
2026-07-27 网络阅读（93）
南韩三星半导体今 (27) 日发布最新人物专访，进一步揭露下一代 HBM 技术蓝图。三星电子晶圆代工业务技术开发负责人具滋焄 (音译) 在专访中明确表示，该公司打算在 HBM5 世代导入 2 奈米制程打造基础裸晶 (Base Die)，此举旨在同时突破性能与能效瓶颈。他指出，HBM5 运行速率料将比现有 HBM4E 提升逾 50%，其基础裸晶将支援更高密度的矽穿孔 (TSV) 技术，以满足未来 AI 与高效能运算对数据吞吐量的严苛需求。选择 2 奈米作为基础裸晶制程，正是为了在逻辑控制层面实
Anthropic也要自研AI晶片了！崔泰源证实：已向SK海力士寻求供应
2026-07-26 网络阅读（100）
Anthropic 传出已向 SK 海力士提出零组件供应需求，用于自家研发的 AI 晶片，代表其自研半导体计划正式从规划迈入落地阶段。此消息由 SK 集团董事长崔泰源亲自证实，同期 SK 海力士完成那斯达克挂牌上市，估值达 265 亿美元。
南韩绑定美国AI产业链！三星、SK海力士与辉达、博通等签9500亿美元晶片大单
2026-07-26 网络阅读（92）
南韩与美国科技巨头深化 AI 合作，三星电子、SK 海力士获总值 9500 亿美元记忆体晶片长期订单，辉达同步宣布逾 5000 亿美元 AI 基础建设计划，聚焦 HBM、AI 资料中心与先进制程，进一步巩固南韩在全球 AI 供应链的核心地位。
AI概念股不只半导体大厂！日本马桶、味精、玻纤企业跨界受惠股价最高飙78%
2026-07-26 网络阅读（112）
尽管市场焦点集中于半导体产业，但一些与高科技看似毫不相关的日本企业，却凭着核心技术切入人工智慧 (AI) 供应链，成为今年股市的隐形赢家：日本卫浴设备大厂东陶 (TOTO)、玻璃纤维制造商日东纺 (Nittobo)，以及味精制造商味之素 (Ajinomoto)，今年股价分别上涨 78%、63% 及 61%。三家公司都成功将原有技术应用于半导体制造，搭上 AI 热潮。其中，TOTO 生产用于半导体设备的陶瓷静电吸盘 (Electrostatic Chuck)，日东纺供应半导体封装基板使用的高阶玻
马斯克预言AI五年超越人类！反对全面管制、提「同业互查」取代政府监管、谈OpenAI恩怨
2026-07-25 网络阅读（94）
马斯克接受《经济学人》专访表示，AI 可望在五年内全面超越人类智力，虽估计 AI 导致人类灭绝风险达 10% 至 20%，仍主张持续发展。他并提出 AI 公司「同业互查」监管机制，批评 OpenAI 背离开源初衷，呼吁业界携手提升 AI 安全。
SpaceX重挫后浮现买点？特斯拉大多头：市场几乎没算进AI价值
2026-07-25 网络阅读（95）
摩根士丹利 (Morgan Stanley) 分析师表示，SpaceX(SPCX-US)近期股价大跌，已逼近一个意味着市场几乎没有将其人工智慧 (AI) 事业计入估值的水准，认为目前已浮现具有吸引力的进场时机。这家横跨火箭、太空与 AI 领域的企业，自 6 月中完成规模达 860 亿美元的首次公开发行 (IPO) 后，股价表现跌宕起伏。上市后前三个交易日股价一度飙涨近 50%，但随后一路回落，本周稍早最低跌至每股 110.85 美元，较 135 美元的 IPO 价格低约 18%。 SpaceX
机器人时代来临宇树科技王兴兴登《时代》封面
2026-07-24 网络阅读（97）
宇树科技（Unitree Robotics）创办人兼执行长王兴兴 23 日与其研发的 2.7 公尺载人机甲 GD01 共同登上美国《时代》（TIME）杂志封面，封面标题直指「机器人时代来临」。
三星电子战略转型以先进封装与矽光子布局AI推理时代
2026-07-24 网络阅读（95）
随着生成式 AI 对数据中心基础设施的压力骤增，AI 战场正从高频宽记忆体 (HBM) 延伸至先进封装与矽光子技术。
2026年记忆体产业繁荣背后市场关注的五项争议
2026-07-24 网络阅读（96）
2026 年上半年，记忆体产业成为半导体领域的焦点，多家龙头企业获利呈倍数增长。SanDisk 股价在过去一年涨幅突破 900%，三星电子的半导体业务营业利益也出现惊人成长。然而，业内人士指出，在市场狂欢之际，许多流传的「

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