天天财经-提供金融入门知识-投资理财技巧-科技

史上最大AI投资！SK集团10年豪砸2100兆韩元扩产HBM、建15GW资料中心
2026-07-23 网络阅读（103）
SK 集团宣布未来 10 年将投入高达 2100 兆韩元，全面扩建 AI 资料中心与半导体产能，借由 SK 海力士及 SK 电讯双引擎布局，力拚将韩国打造为全球 AI 基础设施与晶片出口重镇。
Hugging Face遭OpenAI模型沙盒「越狱」攻击中国AI工具GLM-5.2临危救场
2026-07-23 网络阅读（112）
全球最大 AI 开源平台 Hugging Face 上周披露遭自主 AI 智能体入侵，OpenAI 周二 (21 日) 正式承认肇事者是自家 GPT-5.6 Sol 与一款未发布预览模型，在内部网安基准「ExploitGym」评测中为「抄答案」自主越狱。 OpenAI 说，模型于高度隔离沙盒内耗费大量推理算力，挖出包注册表缓存代理的零日漏洞，完成权限提升与横向移动，连上公网后推断 Hugging Face 托管评测答案，串联窃取凭证再开出一条远端代码执行路径，直接进生产库拿题解。 OpenAI
挑战Meta！三星携手Google打造智慧眼镜秋季上市
2026-07-23 网络阅读（122）
三星电子周三 (22 日) 展示与 Google(GOOGL-US)、眼镜品牌 Warby Parker 及 Gentle Monster 共同开发的智慧眼镜，并在预计今年秋季上市前，公布产品续航力、耐用性及隐私保护措施等更多细节。
苹果还没出手、三星先亮剑！三款AI折叠新机全面迎战
2026-07-22 网络阅读（97）
三星电子周三 (22 日) 在伦敦发表三款 Galaxy Z 折叠手机，全面调整产品线设计并导入更强大的 Google Gemini 人工智慧 (AI) 功能，试图在苹果 (GOOGL-US) 预计 9 月推出首款折叠 iPhone 前巩固市场地位。
研调：AI产业已正式进入商业化带动网通、电信产业迎新转型
2026-07-22 网络阅读（104）
研调机构 Counterpoint Research 在 MWC 上海会后观察指出，今年展会反映 AI 产业已正式进入商业化阶段，竞争焦点正从模型能力，逐步转向工作流程整合与商业化落地。AI 也开始全面影响终端装置、电信营运模式以及网
AI需求带来产能排挤 DRAM短缺将持续10年？
2026-07-22 网络阅读（98）
随着人工智慧 (AI) 技术的爆发式成长，全球半导体市场正经历一场前所未有的剧烈变革。根据最新的市场分析与产业领袖看法，动态随机存取记忆体 (DRAM) 已成为科技领域中最受供应链限制的「大宗商品」之一。
HBM后轮NAND大缺货？韩媒：三星将逾6成V-NAND产能给辉达加速V9、V10布局
2026-07-22 网络阅读（95）
外媒报导指出，三星电子正将超过 60% 的 V-NAND(垂直堆叠 NAND) 产能供应给辉达，用于后者即将铺量的 AI 伺服器上下文存储平台 CMX(Context Memory Storage)。单套 CMX 搭载 576 块 SSD、总容量达 9600TB，专门承接大模型推理时暴增的 KV 快取数据，缓解 GPU HBM 外溢瓶颈。韩媒《Sedaily》周一 (20 日) 报导指出，业界人士估算 CMX 带动的 NAND 需求将从 2026 年的 3500 万 TB，激增至 2027 年
AI引爆「记忆体通膨」时代！AI吃掉全球记忆体产能、消费者惨买单
2026-07-22 网络阅读（92）
AI 浪潮引爆记忆体供应危机，Gartner 提出「Memflation」概念，形容 DRAM 与 NAND 价格暴涨现象。2026 年半导体市场虽创新高，但 AI 伺服器吞噬产能，手机、PC、汽车等非 AI 产业恐面临长期成本压力。
南韩AI晶片霸主地位藏隐忧！三星、SK海力士称霸HBM市场但缺AI「大脑」恐沦代工国
2026-07-22 网络阅读（86）
南韩三星电子与 SK 海力士凭借 HBM 高频宽记忆体技术掌握 AI 伺服器供应链，市占率超过 80%。但南韩在 GPU 设计、大型语言模型与 AI 软体生态仍落后美国，恐难摆脱「硬体代工国」角色。
HBM封装技术转向！三星、SK海力士同步决定：HBM4暂不导入混合键合
2026-07-22 网络阅读（98）
JEDEC 放宽 HBM4 封装高度规范后，三星与 SK 海力士决定暂不导入混合键合，改采成熟的热压键合技术。本文解析混合键合延后原因、辉达需求变化、台积电 SoIC 影响，以及韩美半导体、Besi 等供应链受惠与受压情况，剖析 HBM 与

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