天天财经-提供金融入门知识-投资理财技巧-科技

三星电子劳资纠纷韩国总统李在明发文表态
2026-05-18 网络阅读（59）
在三星电子劳资进行第二轮事后调整会议之际，韩国总统李在明 18 日（周一）呼吁劳资双方凝聚智慧，摒弃单方面利益，寻求妥协。
危险藏在需求端！WSJ专栏作家：AI记忆体晶片荣景正埋下崩盘的种子
2026-05-18 网络阅读（64）
《华尔街日报》专栏作家 James Mackintosh 近日撰文警告，当前由 AI 驱动的记忆体晶片荣景，正悄然埋下自我毁灭的种子。他在文中以美光科技为核心案例指出，这家三年前才刚创下史上最大亏损的企业，如今竟被预测将成为美国第六大获利公司，未来 12 个月净利润将逼近千亿美元，超越 Meta 与波克夏海瑟威。三星与 SK 海力士同样受惠于高频宽记忆体需求爆发，带动韩股成为今年全球表现最佳的市场之一，但越是繁荣，危机越深。美光当前本益比不到 10 倍，看似处于标普 500 指数中最便宜的行
这次记忆体超级周期「不同以往」！野村狂调三星、SK海力士目标价：估值正向台积电靠拢
2026-05-17 网络阅读（67）
野村证券指出，AI 推论、AI 代理与 KV 快取需求快速成长，正推动记忆体产业进入前所未有的超级周期。受 HBM 与高效能储存器供不应求带动，野村大幅上调三星电子与 SK 海力士目标价逾一倍，并认为两家公司估值模式有望逐步向台积电靠拢
总罢工逼近！三星电子劳资明天重启谈判
2026-05-17 网络阅读（70）
三星电子劳资双方将于 18 日上午 10 时启动第二轮事后调解，劳方已宣布将于 21 日发动 18 天总罢工，因此双方调解能否达成协议从而化解矛盾，避免罢工，引发外界关注。
AI红利分配不均引爆罢工！三星记忆体部门狂欢逻辑晶片部门心寒全球半导体供应蒙尘
2026-05-16 网络阅读（59）
南韩半导体巨头三星电子正面临创纪录的劳资危机，超过 4.5 万名员工威胁自下周四 (21 日) 起发动公司史上最大规模罢工，抗议奖金分配方案严重不公。这场风波不仅引发南韩政府与外资震动，更对全球 AI 供应链构成潜在威胁。冲突核心在于三星将巨额利润集中奖励给记忆体晶片部门员工。随着全球 AI 热潮推升记忆体晶片价格，三星提出给予 2.7 万名记忆体部门员工最高达年薪 607% 的奖金，而负责为辉达、特斯拉研发 AI 晶片的 2.3 万名逻辑晶片与晶圆代工员工，奖金仅为年薪的 50% 至 100
三星电子18天大罢工倒数！工会拒绝让步、南韩政府罕见警告半导体供应链恐遭重击
2026-05-16 网络阅读（75）
三星电子劳资冲突持续升温，工会宣布将于 5 月 21 日至 6 月 7 日发动 18 天大罢工，即使管理层罕见公开道歉并提出无条件对话，工会仍拒绝让步。市场担忧，若超过 5 万名员工参与罢工，三星半导体生产与全球供应链恐遭重大冲击，损失上看 40
马斯克与黄仁勋时隔十年再次同框！同乘空军一号一张合照引爆科技圈
2026-05-16 网络阅读（71）
美国此次出访仅有马斯克与黄仁勋获准登上「空军一号」，两人在机舱内轻松交谈的照片迅速引爆科技圈热议。从 2016 年共同见证辉达捐赠 OpenAI 设备，到 2026 年成为 AI 时代最具影响力的两大科技领袖，马斯克与黄仁勋长达十年的情
半导体授权风暴！安谋遭美FTC反垄断调查涉滥用CPU架构卡位自研晶片
2026-05-16 网络阅读（72）
《彭博》引述知情人士说法报导，英国晶片设计大厂安谋 (Arm Holdings)(ARM-US) 因半导体技术的授权行为，目前正面临美国联邦贸易委员会 (FTC) 的反垄断调查，是该公司在全球范围内所面临的严格审查之一。 FTC 正着手调查，安谋是否试图非法垄断半导体市场的部分领域。知情人士透露，监管机构正致力于评估，安谋是否会在加强研发自家晶片的同时，采取拒绝授权或降低用于开发中央处理器 (CPU 蓝图的授权品质。美国监管机构已于今年稍早通知安谋这项调查行动，并要求该公司妥善保存相关文件。
史上最大罢工危机一触即发！三星会长李在镕向客户跟公众致歉吁公司内部保持团结
2026-05-16 网络阅读（60）
三星电子工会打算下周四 (21 日) 发起大规模罢工之际，该公司会长李在镕周六 (16 日) 呼吁公司内部团结一致，并就该公司「内部」事务引发的担忧向客户和公众致歉。他在结束海外出差返国后在金浦国际机场说：「现在正是我们团结一致、朝着同一个方向前进的时候。工会成员、三星大家庭的成员，我们是一个整体，一个大家庭。」李在镕表示，他将承担全部责任，承受「狂风暴雨」，并连连鞠躬称「对于公司内部问题给全球客户带来的担忧和顾虑，我深表歉意」。李在镕发表上述言论之前，三星电子最大工会昨 (15) 日表
SpaceX启动「1拆5」股票分割！股价降至105美元、最快6/12挂牌
2026-05-16 网络阅读（77）
马斯克旗下 SpaceX 传正式启动 IPO 程序，并通知投资人执行 5 比 1 股票分割，以降低上市后每股价格、吸引更多散户参与。根据报导，SpaceX 估值已超过 2 兆美元，募资规模上看 750 亿美元，最快将于 6 月 12 日正式挂牌，市场高度

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