天天财经-提供金融入门知识-投资理财技巧-科技

历史新高！AI热潮＋半导体政策双利多加持日经225指数盘中首度涨破72000点
2026-06-22 网络阅读（134）
日经 225 指数周一 (22 日) 首次涨破 72000 点大关，主要受惠于 AI 投资热情高涨，掩盖美伊和平谈判的不确定性，东证指数亦走涨 1.1% 至 4089.59 点台湾时间周一上午 10 点 22 分，日经上涨近 2% 至 72666.4 点，一度涨高至 72691.97 点的历史新高。美伊和平谈判促成方卡达和巴基斯坦最新表示，谈判在紧张开局后取得进展，并将继续进行。另据《共同社》报导，日本政府拟对 AI、半导体等 17 个领域设定官民投资规模 370 兆日元目标，对
摩根大通喊买铠侠！上调目标价93.8%、AI推论需求引爆NAND快闪记忆体新行情
2026-06-21 网络阅读（103）
摩根大通大幅调升日本记忆体大厂铠侠目标价至 15.5 万日元，较原先预测大增 93.8%，并维持增持评级。报告指出，AI 推论需求带动 NAND 快闪记忆体市场升温，搭配企业级 SSD 成长、股东回馈政策与辉达合作布局，铠侠正迎
谷歌大将出走潮揭AI产业真相：最稀缺的是「人脑」而非晶片
2026-06-21 网络阅读（103）
市场往往热议人工智慧（AI）发展在电力、晶片封装及记忆体等方面的瓶颈，但投资人偶尔会被提醒，AI 领域最稀缺的资源其实是顶尖人才。继 Alphabet 公司 (A)(GOOGL-US) 旗下 Google 的 Gemini 共同负责人 Noam Shazeer 上周三 (17 日) 晚间透过社群平台 X 宣布离职，转投 OpenAI 怀抱，Google DeepMind 副总裁兼诺贝尔奖得主 John Jumper 周五亦宣布离职，将转战 Claude 开发商 Anthropic。投资 Op
美国只拚AI恐输掉科技战？MIT与诺奖得主示警：真正短板在量产
2026-06-20 网络阅读（97）
美中科技战持续升温，但 MIT 学者与 2024 年诺贝尔经济学奖得主 Simon Johnson 警告，美国若过度聚焦 AI、资料中心与晶片出口管制，恐忽略无人机、生物科技、量子运算与先进制造等关键领域。报告指出，中国已在 57 项战略
南韩豪赌「下一个记忆体」！砸7500亿韩元抢攻功率半导体三星、SK全面布局
2026-06-20 网络阅读（99）
南韩政府启动「超级创新经济计划」，投入最高 7500 亿韩元发展碳化矽（SiC）、氮化镓（GaN）等次世代功率半导体技术。三星电子、SK 集团及多家本土企业全面布局第三代半导体，力图摆脱对记忆体产业的依赖，抢攻电动车、AI 资料
罢工风波后釜底抽薪？三星力拚2030年之前实现无人晶圆厂
2026-06-18 网络阅读（101）
三星电子半导体工会日前透过罢工，成功争取到令人羡慕的高额绩效奖金，然而这份胜利背后却隐藏着长期的职业危机。根据南韩媒体《ET News》报导，三星电子正着手建立「数据共享生态平台」（DSEP），计划将即时半导体制程数据与特定合作伙伴共享，并将其导入基于人工智慧（AI）的工厂操作系统。这项计划的核心目的，正是为了在 2030 年实现半导体工厂的完全自动化。 DSEP 平台不仅仅是分享片段数据，更具备汇集、分析整体数据的功能。这些数据将输入客制化的 AI 模型，用以提取稳定良率、提升缺陷检测能力
研调：2026年第20周全球智慧手机销售年减8% 市场已连续9周下滑
2026-06-18 网络阅读（96）
研调机构 Counterpoint Research 今 (18) 日指出，2026 年第 20 周全球智慧型手机市场呈现分化走势。Apple 销售量年增 10%，Samsung 与去年同期大致持平，而 Huawei 则年增 23%。尽管海外市
辉达抢着要郭明?：台积电玻璃基板是AI晶片必需品
2026-06-18 网络阅读（104）
知名半导体分析师郭明?近日针对台积电 (2330-TW) 近期流出的 CoWoS 玻璃基板简报进行深度解读。他指出，在台积电最新的 CoPoS 封装技术体系中，玻璃核心基板（即「oS」部分）并非可有可无的优化选项，而是决定下一代 AI 晶片能否成功制造的「必要条件」。目前市场显著低估了该技术的战略重要性。此一关键技术起源于台积电在 2026 年 6 月 11 日日本 JPCA Show 上，发表题为「AI 进化不可或缺的先进封装技术」之演讲。其后流出的简报证实，台积电已正式与 Ibiden（
领先三星、美光！SK海力士交付12层HBM4E样品能效提升逾20%
2026-06-18 网络阅读（101）
半导体大厂 SK 海力士周四（18 日）宣布，已向主要客户交付新一代 AI 专用高频宽记忆体（HBM）「HBM4E」12 层堆叠样品。HBM4E 被视为下一代 AI 加速器关键记忆体产品，此次送样代表 SK 海力士在先进记忆体技术研发再取得重要进展。随着 AI 运算需求持续攀升，该公司可望借由技术领先优势，进一步巩固其在全球 AI 记忆体市场的领导地位。 SK 海力士在官方声明中指出，得益于公司在 HBM 领域长期累积的先进研发技术与成熟的生产经验，本次得以按时向客户交付 12 层 HBM4E
中国首条第8.6代AMOLED生产线正式量产
2026-06-18 网络阅读（107）
京东方（BOE）第 8.6 代 AMOLED 生产线量产暨客户交付仪式 17 日（周三）在四川成都举行。

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