天天财经-提供金融入门知识-投资理财技巧-科技

乌克兰、欧盟达成无人机协议跃欧洲安全网络供应商
2026-07-16 网络阅读（130）
在乌克兰首都基辅举行的乌克兰国家日庆祝仪式上，欧盟委员会主席冯德莱恩 15 日（周三）宣布，乌克兰与欧盟已达成无人机协议。
美晶片股卖压蔓延亚洲！韩股跌逾7% 日经挫2000点 SK海力士首尔重挫11%
2026-07-16 网络阅读（119）
美国晶片股卖压蔓延至亚洲，亚洲半导体类股周四 (16 日) 全面走跌，SK 海力士暴跌 11%，日韩大盘双双遭血洗。南韩 Kospi 指数开低走低，一度下挫逾 7%，截稿前报 6866.01 点，跌幅为 5.7%。日经 225 指数疲软，截稿前挫跌 2045 点或 3%，报 66706.07 点。 SK 海力士在首尔交易股价周四重挫 11%，与 ADR 周三下跌 9% 的低迷表现相呼应。该公司上周五赴美上市至今股价持续震荡，本周一才因市场忧心 AI 支出前景、投资人获利了结，创下单日最大跌幅。
AI狂潮引爆长期供需紧绷新周期！研调机构Citrini：2030年全球DRAM缺口达28.7EB　
2026-07-16 网络阅读（98）
最新研究报告指出，全球记忆体市场可能正迈入一个更长期的供需紧张周期。根据市场研究机构 Citrini Research最新预测，即便计入长鑫存储等中国厂商的产能扩张，到 2030 年，全球 DRAM 市场仍将出现大规模供应缺口，规模预计达 28.7EB，约占当年总需求的 18%，且此缺口规模已接近今年约 40EB 的全球一年的总产能。根据 Citrini 的研究员 Zephyr 分享的数据，2030 年全球 DRAM(含 HBM) 需求预计达 157.5EB，供应能力仅约 128.8EB
马斯克Terafab成潜在需求来源艾司摩尔2027年EUV产能近售罄
2026-07-15 网络阅读（100）
艾司摩尔 (ASML-US) 周三 (15 日) 表示，公司在公布第二季财报时揭露的 2027 年与 2028 年产能扩张计划，已将马斯克 (Elon Musk) 规划在美国德州兴建的 Terafab 晶片制造设施需求纳入考量，显示这项雄心勃勃的
AI太烧钱？DeepSeek传再募人民币500亿元、筹备科创板IPO
2026-07-15 网络阅读（94）
《路透》周三 (15 日) 报导，中国人工智慧 (AI) 新创深度求索 (DeepSeek) 据传计划启动新一轮募资，目标估值约人民币 5,000 亿元(740 亿美元)，并考虑赴中国 A 股上市。这家去年以低成本 AI 模型震撼全球科技业的公司，
三星电子面临人力荒拟将部分晶片后端设计外包
2026-07-15 网络阅读（91）
在人工智慧（AI）需求激增背景下，半导体生产瓶颈不仅出现在晶圆代工环节，还延伸到设计环节。
ASML二度上修财测！AI晶片需求强点亮全年营收毛利前景
2026-07-15 网络阅读（141）
荷兰半导体设备大厂艾司摩尔 (ASML)(ASML-US) 周三 (15 日) 上修全年财测，为今年来第二度调升，理由是顾客持续扩增人工智慧 (AI) 晶片产能。全年财测关键数字营收：430-450 亿欧元，原估 360-400 亿欧元毛利率：54-56%，原估 51-53% Q2 财报关键数字 vs 分析师预测销售：93.3 亿欧元 vs 88.5 亿欧元毛利率：54% EPS：7.59 欧元 ASML 上季就已调升过全年展望，以反映最高阶极紫外光 (EUV) 设备的需求持续不坠。在
记忆体新产能「十年内」无望！美银泼冷水：南韩2030产能翻倍难
2026-07-15 网络阅读（120）
美国银行最新报告指出，南韩总统李在明提出的 2030 年记忆体产能翻倍计划恐难如期实现，基础建设、制程升级与旧厂汰换都将拖累实际扩产速度。同时，中国长鑫存储加速崛起，DRAM 产能逼近美光，DDR5 与 LPDDR5X 产品持续量产
AI带旺「电子米」翻身 MLCC交期飙40周、价格最高涨35%
2026-07-15 网络阅读（127）
随着人工智慧运算架构的快速演进，被动元件产业正面临一场由「算力」驱动的重大变革。多层陶瓷电容（MLCC），这一过往被视为电子产品中标准化、低单价的「电子米」，正因其在 AI 伺服器电源管理中的关键角色，一跃成为供应链中最核心的瓶颈。 MLCC 的基本功能在于滤波、去耦与储能。在传统伺服器中，单机用量仅约 2,200 颗，然而在 AI 伺服器的高性能运算环境下，需求量出现了数量级的飞跃。以辉达 (NVDA-US) 的 GB300 伺服器为例，单机用量高达约 3 万颗，若配置至最高阶机架，MLCC
三星冲刺AI记忆体产能！将建产能10万片DRAM新厂
2026-07-15 网络阅读（125）
三星电子传出将在京畿道器兴工厂新建 DRAM 记忆体工厂，取代原定研发中心计划，预估月产能达 10 万片晶圆、投资数兆韩元。随 AI 资料中心建设加速，高频宽记忆体（HBM）需求激增，三星正全面扩充 DRAM 与 HBM 产能，抢攻 AI 记忆

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