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蘋果概念
2,802.36
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2.43%
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3
平家數:
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開:
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英特爾晶圓代工,重要進展
半导体行业观察
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03-04
短期銅價存在下探風險,但抵抗預計較強
金十财经
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格隆汇
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03-04
微芯科技宣佈裁員 2000 人,以應對汽車芯片需求放緩
爱集微
·
03-04
傳英偉達、博通正與英特爾測試芯片 接近確定能否簽訂製造合約
爱集微
·
03-04
臺積電(TSM.US)千億美元加碼美國建廠 力挺特朗普AI芯片本土製造戰略
智通财经
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03-04
英特爾前CEO大力批評董事會,建議該迎回Pat Gelsinger
爱集微
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臺積電宣佈計劃追加投資1000億美元擴大美國芯片生產
环球市场播报
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经济参考报
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英特爾下跌5.03%,報22.535美元/股,總市值975.78億美元
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安費諾盤中異動 臨近收盤股價大跌5.03%報63.25美元
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TTM科技盤中異動 下午盤股價大跌5.06%報22.89美元
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接近確定能否簽訂製造合約","url":"https://stock-news.laohu8.com/highlight/detail?id=2516533660","media":"爱集微","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516533660?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 07:21","pubTimestamp":1741044063,"startTime":"0","endTime":"0","summary":"据报道,知情人士透露,英伟达以及博通正与英特尔进行芯片制造测试,显示两间公司已接近确定是否将向英特尔签订价值数亿美元的制造合约。AMD亦正在评估英特尔18A制造流程是否适合其需求,但目前尚不清楚是否已将测试芯片送入AMD工厂。英伟达以及博通的测试采用了英特尔的 18A 工艺,这是经过多年开发的一系列技术和方法,能够制造先进的人工智能处理器和其他复杂芯片。当时,博通表示将继续审查英特尔的代工厂。","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=nesSN20250304072442989a8afe&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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力挺特朗普AI芯片本土製造戰略","url":"https://stock-news.laohu8.com/highlight/detail?id=2516667403","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516667403?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 07:20","pubTimestamp":1741044046,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,台积电是全球最大的人工智能芯片生产商,该公司计划在美国工厂额外投资1000亿美元,以提高其在美国本土的芯片产量,并支持唐纳德·特朗普总统增加国内制造业的目标。特朗普威胁要对外国生产的芯片征收关税,而美国高级官员一直重申他们致力于促进国内制造业。该法案于2022年签署,使台积电赢得了66亿美元的拨款,用于支持凤凰城的三家工厂。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1257244.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1282649067.USD","LU0541501648.USD","LU2360032135.SGD","LU2106854487.HKD","LU0792757196.USD","LU2237443978.SGD","BK4512","LU0158827948.USD","SG9999000418.SGD","SGXZ99366536.SGD","BK4605","LU0572940350.SGD","LU2750360997.AUD","LU2133065610.SGD","LU0823421333.USD","LU0082616367.USD","03145","LU2491050154.USD","IE00BD6J9T35.USD","LU2458330169.SGD","LU0143863198.USD","BK4554","LU0719512351.SGD","BK4505","BK4532","LU1868838027.USD","LU2125154778.USD","LU2360106780.USD","LU0316494557.USD","LU2028103732.USD","LU1282649810.SGD","LU2271345857.HKD","LU2506951792.HKD","LU0056508442.USD","LU2458330243.SGD","LU1712237335.SGD","BK4585","TSM","IE00BQXX3F31.USD","IE00BFXG0V08.USD","SGXZ51526630.SGD","IE00B5TLWC47.USD","LU1989764664.SGD","IE00BYQQ9H92.USD","BK4602","LU2237443549.SGD","LU0541502299.USD","LU0689626769.HKD","LU1868837722.USD","LU0823414478.USD"],"gpt_icon":1},{"id":"2516664012","title":"英特爾前CEO大力批評董事會,建議該迎回Pat Gelsinger","url":"https://stock-news.laohu8.com/highlight/detail?id=2516664012","media":"爱集微","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516664012?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 06:26","pubTimestamp":1741040761,"startTime":"0","endTime":"0","summary":"报导表示,2024年12月离职退休CEO职务的Pat Gelsinger是带领英特尔取得近期技术突破的关键人物之一,这些突破可能让英特尔与台积电相提并论。最后,Craig Barrett似乎认为强迫Pat Gelsinger退休对英特尔来说是错误的举动。我认为,更好的办法可能是解散英特尔董事会,重新聘请Pat Gelsinger来完成他在过去几年里出色完成的工作。","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=nesSN202503040628499638189f&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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05:34","pubTimestamp":1741037694,"startTime":"0","endTime":"0","summary":"芯片代工巨头台积电计划对美国工厂追加投资1000亿美元,以提升其在美国本土的芯片产能,并支持总统特朗普壮大国内制造业的目标。 台积电首席执行官魏哲家周一在白宫与特朗普一同公布了公司扩大美国业务版图的愿景,这一布局始于特朗普第一任期的2020年。特朗普表示,此举意味着“世界上最强大的人工智能芯片将在美国本土制造”。 魏哲家表示,将在已规划的650亿美元投资的基础上追加这笔投资,将创造数千个就业岗位。","market":"us","thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/world/2025-03-04/doc-inenmtfx5713425.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":"台积电宣布计划追加投资1000亿美元扩大美国芯片生产","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["LU1989772923.USD","SGXZ51526630.SGD","BK4512","LU1282649810.SGD","LU2471134523.USD","LU1989772840.SGD","LU0823421416.USD","LU2471134952.CNY","LU1917777945.USD","BK4543","TSM","LU2471134796.USD","LU1623119135.USD","BK4527","LU0823414478.USD","LU2506951792.HKD","BK4533","LU0889566641.SGD","LU2250418816.HKD","LU2271345857.HKD","BK4141","LU2249611893.SGD","LU2458330169.SGD","BK4503","LU0094547139.USD","LU2357125470.USD","IE0004091025.USD","LU0082616367.USD","LU2294711713.HKD","SG9999000418.SGD","LU0124676726.USD","LU0823414551.USD","LU0541501648.USD","LU2087625088.SGD","LU2111349929.HKD","LU0719512351.SGD","BK4505","LU0792757196.USD","LU0878005551.USD","BK4550","LU2360032135.SGD","LU0158827781.USD","LU2663582299.SGD","LU1803068979.SGD","LU0823421333.USD","IE00BFXG0V08.USD","LU0158827948.USD","IE00BQXX3C00.GBP","LU0689626769.HKD"],"gpt_icon":0},{"id":"2516653456","title":"英特爾再度推遲在美芯片廠完工時間","url":"https://stock-news.laohu8.com/highlight/detail?id=2516653456","media":"经济参考报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516653456?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 04:54","pubTimestamp":1741035253,"startTime":"0","endTime":"0","summary":"美国芯片制造商英特尔日前宣布推迟在美国俄亥俄州完成两家新制造工厂的时间表。业内人士表示,芯片巨头在美建厂势头放缓,使市场对美芯片业的信心有所动摇。法新社和美联社的报道称,英特尔在一份声明中表示,计划在新奥尔巴尼建造的两家工厂中的第一家工厂预计将从原计划的2025年推迟到2030年完工,并预计在2031年之前开始运营。第二个晶圆厂的建设将于2031年完成,2032年开始运营。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202503043335181558.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202503043335181558.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4579","BK4550","BK4535","BK4534","BK4588","INTC","BK4515","BK4605","LU0321505439.SGD","BK4602","BK4575","LU0321505868.SGD","BK4554","BK4585","LU0081259029.USD","BK4527","BK4543","BK4512","BK4529","BK4533","BK4141"],"gpt_icon":1},{"id":"2516966533","title":"英特爾下跌5.03%,報22.535美元/股,總市值975.78億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516966533","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516966533?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 04:44","pubTimestamp":1741034667,"startTime":"0","endTime":"0","summary":"3月4日,英特尔盘中下跌5.03%,截至04:44,报22.535美元/股,成交27.58亿美元,总市值975.78亿美元。财务数据显示,截至2024年12月28日,英特尔收入总额531.01亿美元,同比减少2.08%;归母净利润-187.56亿美元,同比减少1210.48%。大事提醒:4月24日,英特尔将披露2025财年一季报。资料显示,英特尔公司是全球最大的个人计算机零件和CPU制造商。英特尔在设计和制造关键技术方面处于世界领先地位,这些技术为云计算和日益智能化、互联互通的世界提供了动力。","market":"hk","thumbnail":"","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.jrj.com.cn/2025/03/04044448499087.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK4554","BK4579","BK4605","LU0321505439.SGD","BK4543","BK4533","INTC","BK4529","BK4515","BK4141","BK4588","BK4585","BK4512","BK4534","LU0321505868.SGD","BK4527","BK4602","BK4575","BK4550","LU0081259029.USD","BK4535"],"gpt_icon":0},{"id":"2516663572","title":"安費諾盤中異動 臨近收盤股價大跌5.03%報63.25美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516663572","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516663572?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 04:41","pubTimestamp":1741034513,"startTime":"0","endTime":"0","summary":"北京时间2025年03月04日04时41分,安费诺股票出现异动,股价快速下跌5.03%。截至发稿,该股报63.25美元/股,成交量570.744万股,换手率0.47%,振幅5.28%。安费诺股票所在的电子元器件行业中,整体跌幅为3.65%。安费诺占据全球连接器市场第二大份额,产品销往汽车、宽带、商用航空、工业、信息技术和数据通信、军事、移动设备和移动网络等终端市场。从地理上看,安费诺的业务分布广泛,业务遍及40个国家。","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=nesSN20250304044154abe699c6&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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股價大跌5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2516178668","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516178668?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 04:23","pubTimestamp":1741033401,"startTime":"0","endTime":"0","summary":"北京时间2025年03月04日04时23分,伟创力股票出现异动,股价大幅下挫5.01%。截至发稿,该股报35.99美元/股,成交量213.635万股,换手率0.56%,振幅6.37%。伟创力股票所在的电子元器件行业中,整体跌幅为3.63%。伟创力敏捷性解决方案部门涵盖通信、企业和云市场;生活方式;以及消费类设备等市场。伟创力可靠性解决方案部门涵盖汽车、健康解决方案和工业等市场。","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=nesSN20250304042321a25da145&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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股價跌破100美元大關","url":"https://stock-news.laohu8.com/highlight/detail?id=2516668751","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516668751?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 04:22","pubTimestamp":1741033361,"startTime":"0","endTime":"0","summary":"北京时间2025年03月04日04时22分,希捷科技股票出现异动,股价大幅下跌1.87%。截至发稿,该股报100.00美元/股,成交量193.381万股,换手率0.91%,振幅3.70%。最近的财报数据显示,该股实现营业收入23.25亿美元,净利润3.36亿美元,每股收益1.58美元,毛利8.12亿美元,市盈率18.21倍。希捷科技股票所在的电脑硬件行业中,整体跌幅为5.28%。希捷科技公司简介:希捷是为企业和消费者市场提供数据存储硬盘驱动器的领先供应商。","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=nesSN20250304042242989a5e0f&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, 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Incorporated股票出现异动,股价大幅下跌5.02%。截至发稿,该股报62.82美元/股,成交量33.2156万股,换手率0.85%,振幅6.38%。Synaptics Incorporated股票所在的半导体行业中,整体跌幅为4.47%。Synaptics Incorporated公司简介:新突思有限公司是一家面向移动、个人电脑和物联网市场的半导体解决方案生产商。","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=nesSN20250304042209989a5ddd&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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