美股详情

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半导体精选

2,549.46

-89.0457-3.37%

涨家数：4

跌家数：13

平家数：- -

市盈率：- -

高：2,637.97

开：2,637.97

低：2,501.65

收：2,638.50

数据加载中...

英伟达(NVDA.US)CEO黄仁勋访日游说呼吁加大电力投入以推动AI发展

台积电高管2024年薪酬曝光：魏哲家2.13亿元，同比大涨70%！

市场消息：英伟达(NVDA.O)CEO黄仁勋会见日本首相石破茂。

AI赋能的自主移动机器人（AMR）：高通的技术架构

Ofweek光电信息网

国产手机芯片大黑马：从低档、海外突围，终拿下全球15%份额

Ofweek光电信息网

美国打压适得其反！NVIDIA H20禁运中国后华为马上发布升腾920替代

快科技官方

银湖资本会将Altera带向何方？

英特尔Arrow Lake-S Refresh或改写产品发布节奏

显存性能跃升！Intel下代Arc独显有望用上GDDR7

台积电美国厂连续巨亏，南京厂去年盈利近60亿

近10年首次！安徽今年或超广东登顶全国汽车产量第一省

Intel 18A更多细节曝光

台积电2024年南京厂大赚亚利桑那厂大亏

陈立武出手，FPGA江湖风云起！

全球半导体观察

台积电魏哲家：N2制程技术预计今年下半年量产

英特尔申请对 N 维矩阵加载和存储指令的硬件支持专利，促进对存储器的访问

德州仪器申请具有定向天线的半导体封装专利，提升半导体封装性能

潜江市联瑞石油机械有限公司取得水泥车用由壬转换接头专利，安装便捷且连接稳定可靠

士兰微：2024年净利润2.2亿元同比扭亏

陈立武挥刀向内！

半导体行业圈

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14:56","pubTimestamp":1745218560,"startTime":"0","endTime":"0","summary":"芝能智芯出品自主移动机器人凭借AI技术的赋能，这是一个非常重要的领域，在机器人行业的产业格局中占据重要的地位。Part 1AMR技术架构与AI驱动的创新全球AMR市场呈现爆发式增长，预计到2029年市场规模将大幅攀升。在定位方面，AMR广泛采用同步定位与地图构建技术。Part 2AI技术供应商与AMR市场趋势高通作为AMR技术供应商的代表，通过芯片、软件栈及生态布局为行业赋能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042115172494dc92bc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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H20禁运中国后 华为马上发布升腾920替代","url":"https://stock-news.laohu8.com/highlight/detail?id=2529398288","media":"快科技官方","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529398288?lang=zh_cn&edition=fundamental","pubTime":"2025-04-21 12:17","pubTimestamp":1745209025,"startTime":"0","endTime":"0","summary":"快科技4月21日消息，近日，美国AI芯片禁令进一步升级。美国商务部宣布，NVIDIA H20、AMD MI308和同等AI芯片出口至中国，需要经过政府许可。另据Tom′s Hardware报道，NVIDIA H20禁运中国后，仅一天的时间，华为在合作伙伴大会发表下代升腾920 AI 芯片。市场消息指出，升腾920预计将于2025年下半年进行量产，来取代H20芯片。据悉，目前华为升腾910C大约能达到NVIDIA H100约60%的推理性能。据悉，英伟达已连续两年将华为列入竞争对手名单。","market":"hk","thumbnail":"https://k.sinaimg.cn/n/spider20250421/375/w600h575/20250421/dbe3-1ae76b97d7cd2ef9c73d01808a239565.jpg/w120h90l50t13f9.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20250421/375/w600h575/20250421/dbe3-1ae76b97d7cd2ef9c73d01808a239565.jpg/w120h90l50t13f9.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-04-22/detail-inetwzqc6430806.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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11:38","pubTimestamp":1745206680,"startTime":"0","endTime":"0","summary":"来源：EETOP英特尔近期宣布将其FPGA子公司Altera 51%的股权出售给技术投资公司银湖资本。这一交易使Altera在并入英特尔9年后重新独立运营。莱迪思获得Altera控制权的难度较大，因此这一合作最终不了了之。随着银湖资本与英特尔达成协议，Altera的CEO Sandra Rivera也已确认，该公司正朝着2026年IPO的目标迈进，且未来不会被整体出售。重获独立身份后，Altera将以“纯FPGA厂商”的姿态重新参与市场竞争。Altera独立后，到底是定位主打哪个市场，高端、高可靠性还是低功耗市场？","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/cj/2025-04-21/doc-inetwzqc6427834.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0056508442.USD","LU1803068979.SGD","LU1242518857.USD","BK4566","LU0198837287.USD","BK4602","LU0109392836.USD","LU2360106780.USD","LU1951198990.SGD","BK4575","BK4588","BK4529","GFS","BK4535","BK4550","BK4579","IE0004445239.USD","LU0348723411.USD","LU1951200564.SGD","LU0889565833.HKD","BK4612","LU1988902786.USD","LU1242518931.SGD","LU2250418816.HKD","LU0081259029.USD","BK4614","LU2098885051.SGD","LU1880398554.USD","LU1880398471.USD","LU0390134368.USD","LU1064131342.USD","INTC","IE00BMPRXN33.USD","LU0127658192.USD","BK4534","BK4605","BK4532","LU0823434583.USD","LU2264538146.SGD","IE00BMPRXR70.SGD","LU0823434740.USD","LU1316542783.SGD","LU1852331112.SGD","LU2458330243.SGD","LU0321505868.SGD","BK4141","LU2054465674.USD","LU0082616367.USD"],"gpt_icon":1},{"id":"2529481743","title":"英特尔Arrow Lake-S Refresh或改写产品发布节奏","url":"https://stock-news.laohu8.com/highlight/detail?id=2529481743","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529481743?lang=zh_cn&edition=fundamental","pubTime":"2025-04-21 11:12","pubTimestamp":1745205122,"startTime":"0","endTime":"0","summary":"据台媒BenchLife.info报道，英特尔计划在2026年初推出Arrow Lake-S Refresh桌面处理器。值得注意的是，这款处理器将兼容现有的LGA1851插槽，而其发布时间可能打破英特尔以往的产品发布规律。然而，此次Arrow Lake-S Refresh仅包含未锁频版本的计划，意味着其发布节奏或将有所调整。此外，由于Arrow Lake-S Refresh的登场时间已定为2026年初，下一代Nova Lake-S预计不会在同年内上市。不过，英特尔的产品规划仍存在较大不确定性，具体方案尚未最终敲定。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042111151894dc6447&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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09:56","pubTimestamp":1745200611,"startTime":"0","endTime":"0","summary":"自台积电宣布进军“美国制造”以来，其美国子公司已连续四年出现亏损，且亏损金额逐年上升。台积电亚利桑那州厂rest of world日本布局方面，台积电年报披露，台积电日本子公司JASM去年亏损43.75亿元新台币，也是布局日本后最大亏损。形成鲜明对比的是，台积电南京子公司去年获利259.54亿元新台币，优于2023年获利217.55亿元新台币，以及2022年获利204.86亿元。台积电日前已宣布扩大投资美国千亿美元，在美总投资金额将达1650亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042109582494dc4f87&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:47","pubTimestamp":1745200053,"startTime":"0","endTime":"0","summary":"4月21日消息，台积电在美国的工厂1年亏损超过了32亿元，但依然不改他们努力在这里建厂的目标。台积电预计，亚利桑那州第三座晶圆厂将采用2nm或更先进的制程技术进行芯片生产，通过在美国生产最先进的半导体制程技术，来满足强劲的客户需求。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042109473394dc4bb3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18A更多细节曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2529115768","media":"芯智讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529115768?lang=zh_cn&edition=fundamental","pubTime":"2025-04-21 09:45","pubTimestamp":1745199932,"startTime":"0","endTime":"0","summary":"4月21日消息，根据VLSI 2025最新曝光的资料中，英特尔披露了更多的关于其最新的 Intel 18A 制程的细节。与Intel 3 工艺节点相比，Intel 18A的每瓦性能提高 15%，芯片密度提高 30% 。除此之外，Intel 18A 实现了比 Intel 3 更好的面积利用率，这意味着该工艺可以实现更好的面积效率和更高密度设计的潜力。从目前披露的信息来看，如果良率没有问题的话，Intel 18A 工艺将会成为台积电2nm制程的有力竞争者。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250421094650a6c1aeac&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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