天天财经-提供金融入门知识-投资理财技巧-科技

能效是A100十倍！SK海力士发表忆阻器「存算一体」SoC晶片专家：边缘AI功耗革命来了
2026-07-12 网络阅读（105）
近日，南韩 SK 海力士联手美国新创公司 TetraMem 及南加州大学，发表基于忆阻器 (memristor) 的存内计算(IMC)SoC 晶片，专攻边缘 AI 设备神经网路推理。相关论文已刊载于《Advanced Intelligent Systems》。这款晶片采 65 奈米制程，内建嵌入式 RISC-V 处理器与 10 个 NPU，9 个执行标准运算，1 个专为深度可分离卷积 (DWC) 优化，采锯齿形交叉阵列实现 28 组独立 3×3 卷积并行运算。上述研究团队以双子阵
川普T1手机实测曝！采Snapdragon 7 Gen 3晶片跑分、GPU远落后Google Pixel 10a
2026-07-12 网络阅读（78）
LTT Labs 最新实测指出，川普行动（Trump Mobile）推出的 T1 手机实际以宏达电 HTC U24 Pro 为基础打造，搭载 Snapdragon 7 Gen 3 处理器。Geekbench、3DMark 等测试显
三星2奈米策略大转弯？不再与台积电拚首发、1.4奈米延至2029年
2026-07-12 网络阅读（124）
三星电子最新 Exynos 路线图曝光，首度放弃抢先量产策略，将 2 奈米制程延续三代，1.4 奈米延至 2029 年，较台积电晚一年，聚焦提升良率。同时，三星加速布局 AI PC 市场，代号 GAIA 的 AI 晶片预计 2027 年量产，并持续深
韩国金融稳定风险评估：股市估值飙至历史极端会重演1997年亚洲金融危机吗？
2026-07-12 网络阅读（113）
1996 年，南韩宏观经济数据看似无懈可击，GDP 成长率 8%、通膨温和、政府债务仅占 GDP 不到 8%，但结构性裂痕正在扩大：DRAM 价格暴跌重创出口，财阀连环违约，银行坏帐攀升，叠加亚洲金融危机引发的外资挤兑，最终导致该国陷入工业化以来最严重的衰退。三十年后，南韩在多个方面与 1996 年时呈现惊人相似性：出口高度依赖半导体 (占比达 41%，为 1996 年的 2.5 倍)、股市在大幅上涨后急跌 (KOSPI 十四个月涨近四倍后回档 20%)、外资持股与外债规模处于历史高位。 19
AI眼中的世界杯8强：14个模型集体押阿根廷英格兰却遭遇「爆冷」警报
2026-07-12 网络阅读（126）
世界杯八强激战正酣，AI 预测迎来 “终极大考” 随着美加墨世界杯足球赛步入最后冲刺阶段，球场上的冠军争夺战杀得难解难分，场外一场由 AI 主导的「预测大赛」也进入决胜时刻，各大模型此前写下的「剧本」正逐一接受现实的严苛检验。世足赛八强赛周六 (12 日) 进行最后两场对决，西班牙 2:1 力克比利时助 AI 阵营取得开门红，但接下来挪威对阵英格兰、阿根廷迎战瑞士的两场焦点大战，AI 阵营却呈现出截然不同的两种态势，究竟是精准预判还是集体失准，世界杯最后阶段已成为检验
美放宽对阿联先进AI晶片出口管制！川普：我们不卖晶片的话中国就卖了
2026-07-11 网络阅读（91）
外媒最新报导指出，美国商务部上周五 (10 日) 迈出放宽对阿拉伯联合大公国出口管制的第一步，在一份即将刊登于《联邦公报》的 17 页新规草案中明确表示，将「积极审查」阿联主权投资基金支持之 MGX 公司申请半导体产品及伺服器出口至阿联的许可案。MGX 同时是 OpenAI 与 Anthropic 的重要投资方。根据《CNBC》报导，新规同时赋予阿联政府、阿布达比人工智慧集团 G42 及其云端子公司 Core42 取得特定先进运算设备的许可证豁免资格。目前，亚马逊、苹果、谷歌、Meta、微软
Meta抢攻社群商机受挫！直接用IG公开帖子生成图像 Muse Image被「骂」到下线
2026-07-11 网络阅读（123）
外媒最新报导指出，在推出数日内持续遭到批评，且好莱坞多家艺人经纪公司也表达不满后，Meta 将下线利用 Instagram 帐号生成图像的 AI 功能。根据《Variety》周六 (11 日) 报导，Meta 发言人在最新声明中说：「本周早些时候，我们宣布，用户可在 Meta AI 中 @提及公开 Instagram 帐号，并将帐号内容作为图像生成参考。我们原本希望提供一项实用的创作工具，同时让使用者自行决定公开内容能否以这种方式被引用。外界反应显示该功能没有把握好分寸，因此已经下线。」 Me
有钱也买不到！燃气涡轮机全球缺货三星、SK海力士半导体园区电力保供拉警报
2026-07-11 网络阅读（90）
全球燃气涡轮机供应紧缺加剧，恐冲击南韩京畿道龙仁与光州两大半导体产业园的电力配套进度。三星电子龙仁尖端系统半导体产业园总电力需求高达 10GW。目前，300 兆瓦以上大型燃气涡轮机主要由美国 GE Vernova、德国西门子能源、日本三菱重工垄断，下单后交付周期至少 5 年，南韩唯一本土制造商斗山能源虽积极扩产，仍存在延期风险。业界人士指出，市场供需缺口约 40%，已成明显的「卖方市场」。燃气涡轮机此轮缺货主因 AI 资料中心扩建推升全天候用电需求，科技企业自建 LNG 电厂更激化产能竞争。
SemiAnalysis ：记忆体价格仍有2-3倍上修空间、CPO大规模部署延至2029年
2026-07-10 网络阅读（94）
研究机构 SemiAnalysis 创办人 Dylan Patel 近日深入分析了 AI 基础架构栈的最新动态。他指出，当前 AI 发展受制于记忆体供应瓶颈、CPU 需求调整、以及共封装光学 (CPO) 部署时程的推迟，这些
DRAM龙头长鑫科技申购倒数中签率可望高出一般新股10倍
2026-07-10 网络阅读（94）
中国 DRAM 龙头长鑫科技将于 7 月 16 日展开科创板 IPO 申购，拟募资 295 亿元人民币，成为科创板史上最大 IPO 之一。受消息激励，A 股半导体族群大涨，市场也高度关注其估值、中签率及 AI 记忆体景气循环能否延续。

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