天天财经-提供金融入门知识-投资理财技巧-科技

韩电提议向三星、SK海力士预收184亿美元电费用于兴建半导体聚落电网
2026-09-04 网络阅读（39）
韩国国有电力企业韩国电力公社近日已向三星电子、SK海力士提出建议，希望这两家公司合计预缴未来五年共25兆韩元（约184亿美元）电费，所筹资金将用于建设半导体聚落配套电网。
399美元机器鸭爆红黄仁勋砸130亿美元整盘端走！打造AI全生态闭环
2026-09-04 网络阅读（39）
辉达宣布以129.303亿美元收购开源AI平台Hugging Face，掌握逾1,800万名开发者及300万个模型。就在交易前夕，Hugging Face旗下399美元机器鸭爆红，开源AI正加速从萤幕走向物理世界。
A股太贵？中国记忆体晶片商江波龙传赴港上市定价较A股折让44%
2026-09-04 网络阅读（44）
中国记忆体晶片制造商深圳市江波龙电子(Longsys)据传将香港上市定价敲定为每股236港元(约30.1美元)，低于招股区间上限240.6港元，加入中国人工智慧(AI)供应链企业赴港筹资的热潮。
韩国半导体8月出口暴增209%创新高 AI热潮撑起近半出口「好得过头」？
2026-09-03 网络阅读（42）
韩国8月出口在AI基础设施需求推动下年增68.7%，半导体出口更暴增209%至466.5亿美元、占总出口近半，但汽车等传统产业走弱，也让市场开始警惕AI热潮降温后的经济风险。
南韩政府砸9190亿美元豪赌AI　但三星与SK海力士股东为何笑不出来？
2026-09-03 网络阅读（41）
南韩政府正把AI擡到国家战略高度，7月宣布到2029年建成8.4GW资料中心算力、投资9190亿美元，2035年扩大至18.4GW，对此专家表示，数兆韩元筹码的流向远比「振兴本土」复杂，三星与SK海力士未必完全受惠，辉达则是最大赢家。专家指出，南韩无先进AI加速器自主供应商，Rebellions、FuriosaAI在部署规模、软体成熟度上仍难匹敌辉达。三星据悉要兴建配备逾5万颗辉达GPU的AI 工厂；SK电信的2GW DSX AI 工厂将部署搭载旗下HBM4的Vera Rubin系统。根据S
AI著作权大战升温！美国吁G20放行合理使用别让监管阻碍创新
2026-09-03 网络阅读（38）
美国政府周三(2日)呼吁20国集团(G20)建立人工智慧(AI)使用受著作权保护内容的规范，在保护创作者的同时，允许科技公司利用书籍、音乐、艺术与新闻等作品训练AI模型，避免法规阻碍产业创新。
AI军备竞赛升级！PwC报告：全球2050累计AIDC支出上看50兆美元靠「它」靠决胜负
2026-09-02 网络阅读（50）
资诚 (PwC) 与牛津经济研究院今 (2) 日共同发布《全球资料中心展望2026-2050》报告指出，为支撑人工智慧 (AI) 应用蓬勃发展所需的算力需求，在基准情境下，2050年全球资料中心累计资本支出将达31.6兆
美国在G20科技会议呼吁放宽AI监管拉拢盟友防堵中国科技崛起
2026-09-02 网络阅读（40）
在周二(1日)美国北卡罗莱纳州举办的 G20 科技会议上，美国政府强烈敦促G20成员国对人工智慧监管采取「不干预」的态度，
对手变队友？SK崔泰源：联手铠侠共同生产是「一种选择」亦探讨在日建厂
2026-09-02 网络阅读（45）
SK集团董事长崔泰源周三(2日)接受媒体采访时抛出重磅信号称，SK海力士与日本铠侠的联合生产「是一种选择」，该集团同时正评估在日本建设记忆体晶片工厂。崔泰源表示，铠侠是「实力雄厚的企业」，合作可涵盖联合生产、研发与供应链共享。值得玩味的是，双方既是NAND快闪记忆体对手，又是资本关联方，因铠侠最大股东在上月由东芝变为贝恩资本旗下SPC，而SK海力士持有该SPC可转债，转股后将取得近乎全部投票权，但受2018年协议约束，2028年前未经铠侠同意其投票权不得逾15%。当被问到铠侠正与闪迪合资量
三星端AI记忆体新蓝图！HBM5性能翻倍、zHBM狂飙8倍
2026-09-02 网络阅读（45）
三星在SEMICON Taiwan 2026揭露下一代AI记忆体布局，HBM5采2奈米制程、效能拚达HBM4E 2倍，zHBM更挑战8倍性能，另布局zNAND-O与CUBE架构。

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工厂将部署搭载旗下HBM4的Vera Rubin系统。根据S", "createdAt": "2026-09-03T01:00:05.000Z", "author": "网络", "pv": 41, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 13819, "title": "AI著作权大战升温！美国吁G20放行合理使用别让监管阻碍创新", "shortTitle": "AI著作权大战升温！美国吁G20放行合理使用别让监管阻碍创", "img": "https://cimg.cnyes.cool/prod/news/6595695/l/6198674dd200b056fca87ebebee6457b.jpg", "description": "美国政府周三(2日)呼吁20国集团(G20)建立人工智慧(AI)使用受著作权保护内容的规范，在保护创作者的同时，允许科技公司利用书籍、音乐、艺术与新闻等作品训练AI模型，避免法规阻碍产业创新。", "createdAt": "2026-09-02T19:00:02.000Z", "author": "网络", "pv": 38, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 13800, "title": "AI军备竞赛升级！PwC报告：全球2050累计AIDC支出上看50兆美元靠「它」靠决胜负", "shortTitle": "AI军备竞赛升级！PwC报告：全球2050累计AIDC支出上", "img": "https://cimg.cnyes.cool/prod/news/6595617/l/a852f3635bec5d5c1536139a46848aad.jpg", "description": "资诚 (PwC) 与牛津经济研究院今 (2) 日共同发布《全球资料中心展望2026-2050》报告指出，为支撑人工智慧 (AI) 应用蓬勃发展所需的算力需求，在基准情境下，2050年全球资料中心累计资本支出将达31.6兆", "createdAt": "2026-09-02T12:08:10.000Z", "author": "网络", "pv": 50, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 13778, "title": "美国在G20科技会议呼吁放宽AI监管拉拢盟友防堵中国科技崛起", "shortTitle": "美国在G20科技会议呼吁放宽AI监管拉拢盟友防堵中国科技崛", "img": "https://cimg.cnyes.cool/prod/news/6595452/l/47b2a9742d2363821a8a0ba0b72a6c60.jpg", "description": "在周二(1日)美国北卡罗莱纳州举办的 G20 科技会议上，美国政府强烈敦促G20成员国对人工智慧监管采取「不干预」的态度，", "createdAt": "2026-09-02T10:20:04.000Z", "author": "网络", "pv": 40, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 13766, "title": "对手变队友？SK崔泰源：联手铠侠共同生产是「一种选择」亦探讨在日建厂", "shortTitle": "对手变队友？SK崔泰源：联手铠侠共同生产是「一种选择」亦探", "img": "https://cimg.cnyes.cool/prod/news/6595350/l/8ba1bd6553ca8d105d6af0175cdddbdf.jpg", "description": "SK集团董事长崔泰源周三(2日)接受媒体采访时抛出重磅信号称，SK海力士与日本铠侠的联合生产「是一种选择」，该集团同时正评估在日本建设记忆体晶片工厂。崔泰源表示，铠侠是「实力雄厚的企业」，合作可涵盖联合生产、研发与供应链共享。值得玩味的是，双方既是NAND快闪记忆体对手，又是资本关联方，因铠侠最大股东在上月由东芝变为贝恩资本旗下SPC，而SK海力士持有该SPC可转债，转股后将取得近乎全部投票权，但受2018年协议约束，2028年前未经铠侠同意其投票权不得逾15%。当被问到铠侠正与闪迪合资量", "createdAt": "2026-09-02T10:00:06.000Z", "author": 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