天天财经-提供金融入门知识-投资理财技巧-科技

突破制裁枷锁？华为发表晶片设计突破目标2031年迈向1.4奈米
2026-05-25 网络阅读（50）
在美国出口管制与技术封锁的双重压力下，中国科技龙头华为周一 (25 日) 于上海举办的半导体研讨会上，投下了一颗震撼弹。
AI相关产品将占半壁江山！摩根士丹利：2030年全球半导体市场产值冲1.5兆美元
2026-05-25 网络阅读（65）
摩根士丹利 (下称大摩) 近日出具最新研究报告指出，受惠于 AI 产业爆发性成长，预估到 2030 年，全球半导体产业总产值将上看 1.5 兆美元，其中 AI 相关晶片的贡献占比将高达 50%，成为推动市场成长的核心引擎。报告强调，主要云端服务供应商 (CSP) 资本支出依然强劲，显示底层基础建设的扩张尚未停歇。根据大摩「云端资本支出追踪器」估算，到 2026 年，全球云端资本支出总额将逼近 8110 亿美元，为半导体需求提供坚实支撑。值得注意的是，大摩特别点出代理式 AI(Agentic
抢先三星、SK！铠侠抛出332层快闪记忆体BiCS10量产时程技术+财测优势获大摩列首选
2026-05-25 网络阅读（81）
在三星与 SK 海力士近期双双延迟第十代 NAND Flash 量产节点之际，日本铠侠 (Kioxia) 率先抛出明确的量产时间表，试图抢占技术先机。近日，铠侠正式将第十代 BiCS10 3D NAND 快闪记忆体的量产列为 2026 财年 (2027 年 3 月止) 的首要战略重点。从技术规格来看，BiCS10 采用 332 层单元堆叠架构，相比现款 218 层的 BiCS8 增加约 52%，密度提升高达 59%，且配合 Toggle DDR 6.0 介面标准，其 I/O 传输速率从上一代
美伊协议进展激励！半导体股领涨下日经飙逾2000点创史高盘中首次站上65000点
2026-05-25 网络阅读（68）
日经 225 指数今 (25) 日开盘大涨，相较上一个交易日，涨幅扩大至逾 1900 点，盘中一度飙逾 3% 至 65408.87 点，再创历史新高，日本东证指数亦同创历史纪录。日经今日早盘首次站上 65,000 点关口，主要因为美国与伊朗谈判进程出现一些正面讯号，国际油价应声大跌。日本半导体股集体上涨，LACERTEC 半导体飙逾 12%，瑞萨电子涨近 9%，爱德万测试涨逾 5%。美国总统川普周日 (24 日) 在 Truth Social 上发文表示，与伊朗的谈判正在「以有序且建设性的
首发逻辑折叠技术！华为：今年秋季亮相的麒麟手机晶片性能将大幅提升
2026-05-25 网络阅读（81）
中国科技巨擘华为董事、半导体业务部总裁何庭波周一 (25 日) 在国际电路与系统研讨会 (ISCAS 2026) 上表示，今年秋季将上世的麒麟手机晶片率先采用了逻辑折叠技术，性能大幅提升。何庭波指出，2020 年后，华为与合作伙伴一起，华为付出了巨大努力让手机晶片重回市场。 2025 年推出麒麟 9030Pro 后，华为手机晶片进入效能「饱和区」。为此，华为基于以「时间缩微」取代「几何缩微」的新定律，找到新的路径，使手机晶片性能实现阶跃式提升。根据何庭波介绍，「麒麟 2026」手机晶片是逻辑
重大突破！华为发表半导体领域新定律
2026-05-25 网络阅读（57）
2026 国际电路与系统研讨会 25 日（周一）在上海举行，华为董事、半导体业务部总裁何庭波在题为《半导体新路径探索与实践》的主旨演讲中，正式发表「韬（τ）定律」。
数千漏洞无处可藏！欧洲央行急召各家银行开会要求加速防堵Mythos威胁
2026-05-25 网络阅读（58）
欧洲央行 (ECB) 近日针对新型 AI 模型带来的网路安全风险召开会议，会后宣布将施压银行业者加快资讯系统的安全升级，以防范潜在攻击。 ECB 执委会成员 Frank Elderson 说：「多年来，我们持续与银行合作处理各类资安问题，但威胁依然存在。随着 AI 技术飞速发展，安全隐患必须更迅速地解决。」他并透露，ECB 将在周二 (26 日) 会议上通报由 Claude Mythos Preview 等 AI 模型发现的金融系统潜在风险，并要求可使用该技术的美国银行，向无法参与测试的欧洲同
没缺货却天价！SATA固态硬碟8TB在美卖13.1万台币比效能更好的NVMe还贵上三倍
2026-05-25 网络阅读（61）
美国零售市场惊现诡异硬体行情，三星 870 EVO SATA 固态硬碟 (SSD) 价格竟大幅超越速度更快的 NVMe 产品，引发消费者热议。根据 Reddit 用户曝光，知名连锁卖场 Micro Center 标价离谱至极，870 EVO 1TB 高达 519 美元，2TB 为 1039 美元，4TB 与 8TB 更是飙升至 2069 美元与 4139 美元，其中 8TB 版本折合人民币约 2.8 万元。对比之下，效能更强的 NVMe SSD 价格显得极为亲民，速度更快的 WD_Black
对伊军事行动消耗大！日本400枚战斧巡弋飞弹采购面临延宕恐延至2029年交付
2026-05-25 网络阅读（66）
英国《金融时报》援引知情人士最新报导指出，美国国防部长赫格塞斯本月稍早跟日本防卫大臣小泉进次郎进行电话会谈时通报，美制「战斧」巡弋飞弹交付日本的时间将出现延迟。日本已与美国签署合约，将在 2025 至 2027 财年内最多采购 400 枚「战斧」飞弹。知情人士透露，美方已向日方发出预警，称实际交付日期可能会比约定的最后期限延迟「最多两年」。报导指出，美军在针对伊朗的军事行动中消耗大量飞弹。华府智库战略暨国际问题研究中心 (CSIS) 上月发布的一份分析报告估算，美军在对伊行动中使
ASML垄断地位正遇挑战！荷驻韩大使：各国正疯狂角逐下一代技术全球光刻竞赛非针对中国
2026-05-25 网络阅读（76）
全球高端光刻技术竞赛持续升温，荷兰驻韩大使 Peter van der Vliet 近日受访时表示，全球多个地区正同步布局下一代光刻技术研发，这是科技产业的常态竞争，并非单独针对中国。他同时强调，荷兰与南韩的合作范围远超过外界熟知的三星电子、SK 海力士与艾司摩尔 (ASML-US) 间的商业往来，而是涵盖设备制造、科研机构与人才培育的多层次伙伴关系。受惠于 AI 产业的爆发式成长，高端记忆体晶片需求持续攀升，SK 海力士今年股价大涨，并于 3 月签下价值 69 亿欧元的设备采购大单。这位

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"ASML垄断地位正遇挑战！荷驻韩大使：各国正疯狂角逐下一代技", "img": "https://cimg.cnyes.cool/prod/news/6469163/l/1083157331f519c4a5efcc4504c02e63.jpg", "description": "全球高端光刻技术竞赛持续升温，荷兰驻韩大使 Peter van der Vliet 近日受访时表示，全球多个地区正同步布局下一代光刻技术研发，这是科技产业的常态竞争，并非单独针对中国。他同时强调，荷兰与南韩的合作范围远超过外界熟知的三星电子、SK 海力士与艾司摩尔 (ASML-US) 间的商业往来，而是涵盖设备制造、科研机构与人才培育的多层次伙伴关系。受惠于 AI 产业的爆发式成长，高端记忆体晶片需求持续攀升，SK 海力士今年股价大涨，并于 3 月签下价值 69 亿欧元的设备采购大单。这位", "createdAt": "2026-05-24T20:50:02.000Z", "author": "网络", "pv": 76, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }