天天财经-提供金融入门知识-投资理财技巧-热点新闻

HBM后轮NAND大缺货？韩媒：三星将逾6成V-NAND产能给辉达加速V9、V10布局
2026-07-22 网络阅读（73）
外媒报导指出，三星电子正将超过 60% 的 V-NAND(垂直堆叠 NAND) 产能供应给辉达，用于后者即将铺量的 AI 伺服器上下文存储平台 CMX(Context Memory Storage)。单套 CMX 搭载 576 块 SSD、总容量达 9600TB，专门承接大模型推理时暴增的 KV 快取数据，缓解 GPU HBM 外溢瓶颈。韩媒《Sedaily》周一 (20 日) 报导指出，业界人士估算 CMX 带动的 NAND 需求将从 2026 年的 3500 万 TB，激增至 2027 年
这位马来西亚华人如何以年薪2亿美元高居美企CEO之冠？
2026-07-22 网络阅读（57）
2026 年 3 月，当美国上市公司执行长薪酬排行榜揭晓时，名列榜首的并不是马斯克，而是大众相对陌生的博通 (AVGO-US) 执行长陈福阳 (Hock Tan)。他以 2.053 亿美元的年度总薪酬冠绝全球，这项数字是
华尔街集体看好记忆体股！喊话坚守AI硬体、称Kimi K3将催生新需求
2026-07-22 网络阅读（63）
中国 AI 模型 Kimi K3 引发 AI 硬体股震荡，但华尔街分析师认为，开源 AI 模型将推升运算需求，反而利好 HBM、DRAM 与 NAND 记忆体晶片。美银、瑞银、摩根士丹利与摩根大通均看好 AI 半导体长期成长。
华通完成现增案张募集达86.1亿元现增股7/27上市交易
2026-07-22 网络阅读（65）
华通以发行 4.2 万张现增股筹资案完成筹资 86.1 亿元，成为华通历来最大规模筹资案，也是今年最大规模的 PCB 族群市场筹资案，华通今 (22) 日宣布现增案完成募集，现增股预计将在 7 月 27 日上市交易。
AI引爆「记忆体通膨」时代！AI吃掉全球记忆体产能、消费者惨买单
2026-07-22 网络阅读（72）
AI 浪潮引爆记忆体供应危机，Gartner 提出「Memflation」概念，形容 DRAM 与 NAND 价格暴涨现象。2026 年半导体市场虽创新高，但 AI 伺服器吞噬产能，手机、PC、汽车等非 AI 产业恐面临长期成本压力。
本月第2档双挂牌！大摩于都柏林与台北今同步挂牌柜买：下一步剑指Re-open制度
2026-07-22 网络阅读（65）
台湾国际债券市场热度持续攀升！摩根士丹利金融公司（Morgan Stanley Finance LLC）于今（22）日正式发行双挂牌国际债券，并同时于柜买中心及泛欧都柏林交易所挂牌交易。
川普宣布课征学名药100%关税学名药协会吁「国药国造、国药国用」刻不容缓
2026-07-22 网络阅读（67）
美国总统川普宣布自 2028 年 8 月开始，对进口至美国的学名药课征 100% 关税，且至 2029 年将进一步课征 200% 关税。对此，学名药协会公共事务委员会主委殷为莹今日呼吁，落实「国药国造、国药国用」刻不容缓。
国发经部携手赴北海道借镜广域治理与六级产业化
2026-07-22 网络阅读（71）
国发会主委叶俊显与经济部政务次长何晋沧日前率领台日交流团赴日本北海道，深入考察当地在广域治理、六级产业化及产学协作等领域的丰富实践，期望借此借镜北海道经验，为台湾的地方创生与城乡发展开拓全新思维。双方透过官方拜会与在地实
〈台股盘后〉台积电翻黑拖累4万5攻关续涨592点成交量还是未过兆元
2026-07-22 网络阅读（72）
台股今 (22) 日开盘展现强势反攻气势，以 44513.75 点、上涨 280.88 点开出。早盘在电子权值股、矽光子、IPC 族群带头冲锋下，指数一度狂飙 1090 点，最高攀升至 45323.75 点，一举站回 45
盘中速报 - 恒生科技指数下跌-144.37点至4670.46点，跌幅3%
2026-07-22 网络阅读（103）
恒生科技指数盘中跌幅3%，采购及供应链管理、服装零售概念表现疲软。快同时查看近日周月绩效与即时新闻资讯。

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