天天财经-提供金融入门知识-投资理财技巧-科技

Cursor遭OpenAI「断供」 SpaceX 600亿美元收购后合作关系急转弯
2026-08-29 网络阅读（49）
OpenAI宣布计划终止与Cursor的AI模型供应协议，理由是无法确信SpaceX会依服务条款使用其技术。事件发生在SpaceX以600亿美元完成收购Cursor后，凸显AI产业竞争与模型供应关系快速重组。
储存晶片供给满足率不足5成美银：9月现货价料再涨10%至20% DRAM产值成长可逾80%
2026-08-29 网络阅读（52）
AI需求持续推升储存晶片供需失衡，美银调查显示9月现货市场供给满足率不足50%，加上消费电子旺季到来，预估DRAM与NAND现货价格仍有10%至20%的上涨空间。
SK海力士扩大在美布局 40亿美元晶圆厂预计2029年量产
2026-08-28 网络阅读（51）
南韩半导体大厂SK海力士(SKHY-US)周四(27日)宣布，将于2029年第三季在美国印第安那州新厂开始量产次世代高频宽记忆体HBM4E晶片。
美媒：川普政府拟扩大半导体关税科技业忧重创AI领先优势
2026-08-27 网络阅读（48）
据美媒《Politico》报导，川普政府正研议对半导体实施新一轮全面性关税，甚至可能扩大课税范围至笔记型电脑、游戏主机及资料中心伺服器等各类搭载晶片的科技产品。
储存缺翻天！铠侠携手SanDisk在日盖新厂、主攻高阶NAND
2026-08-27 网络阅读（47）
记忆体大厂铠侠正于日本北部岩手县的生产基地兴建新晶圆厂，借此扩大产能，以因应AI带动的持续储存需求，这将是铠侠在当地兴建的第三座晶圆厂。彭博引述消息人士报导，新厂将生产铠侠最新的高密度3D快闪记忆体晶片，专为处理 AI 服务所产生的海量工作负载而设计。铠侠已于上个月开始出货此类堆叠式 NAND 晶片，即第十代 BiCS 快闪记忆体。消息人士指出，铠侠与SanDisk(SNDKV-US) 将向日本政府申请补助。日本政府近年持续向台积电(2330-TW) 、索尼集团及美光科技(MU-US) 等企
三星揭AI晶片封装路线图玻璃基板最快2029年商用
2026-08-27 网络阅读（46）
三星电子(005930KS) 正加速布局AI晶片先进封装，并揭露面板级封装（PLP）、玻璃基板与混合键结等技术路线图，计划将已用于行动装置的PLP技术延伸至AI伺服器市场，商用时程预估落在2028年前后；玻璃基板最快可能于2029年商用，但2030年前后被认为更为实际。扇出型面板级封装（FO-PLP）是在方形面板上进行晶片封装，相较于采用圆形晶圆的扇出型晶圆级封装（FO-WLP），能减少边缘材料浪费。根据业界统计，以12吋晶圆为基准，PLP方式通常可产出5倍以上的晶片，提升生产效率。三星先前
泽伦斯基给马斯克发「自由勋章」背后正惦记着卫星网路大招
2026-08-27 网络阅读（46）
乌克兰总统官网周三（26日）刊发总统令，宣布泽伦斯基总图授予全球首富马斯克「自由勋章」。
百米跑8.64秒？跳高3.4米？这群机器人彻底把人类打败
2026-08-27 网络阅读（52）
一年时间狂飙，机器人干翻人类纪录！
白领、蓝领都逃不掉！盖兹示警AI淘汰人类速度前所未见「全球根本没应对计划」
2026-08-27 网络阅读（50）
微软(MSFT-US)共同创办人、亿万富豪慈善家比尔．盖兹(Bill Gates)发出迄今最严厉的人工智慧(AI)警告，直言全球对AI即将引发的「社会、政治与经济动荡」毫无准备，甚至根本没有协助人类平稳进入AI时代的计划
AI会骇网站、抢工作！比尔盖兹拟11月见习近平推动美中联手设防
2026-08-26 网络阅读（45）
微软(MSFT-US)共同创办人、亿万富豪慈善家比尔．盖兹(Bill Gates)计划今年稍晚与中国国家主席习近平会面，希望提出跨国合作方案，共同降低人工智慧(AI)日益升高的风险。

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