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蘋果概念
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德州儀器(TXN.US)等模擬芯片廠商或面臨“艱難局面”","url":"https://stock-news.laohu8.com/highlight/detail?id=2529780464","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529780464?lang=zh_tw&edition=fundamental","pubTime":"2025-04-21 21:32","pubTimestamp":1745242327,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,富国银行表示,德州仪器和其他模拟芯片供应商可能会面临投资者带来的“艰难局面”,因为与关税政策带来的不确定性或将影响季度业绩及未来展望。德州仪器将于4月23日盘后公布季度财报,市场普遍预期其每股收益为1.10美元,营收达39.1亿美元。Quatrochi表示,Allegro近期因终止收购安森美半导体导致股价过度回调,后续或存在反弹空间。","market":"sh","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/1281781.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1674673691.USD","LU1983260115.SGD","BK4604","LU0557290698.USD","LU2129689605.HKD","LU1003077747.HKD","LU0345774631.USD","LU0545039389.USD","LU1235294995.USD","LU1721428933.USD","IE0008368304.USD","LU2413666426.HKD","LU0314104364.USD","LU1674673428.USD","BK4534","LU0312595415.SGD","BK4554","LU0661504455.SGD","LU0738911758.USD","BK4585","LU1244550494.USD","LU1778281490.HKD","SG9999011175.SGD","IE00BFXG0V08.USD","LU1244550221.USD","TXN","LU2133065610.SGD","BK4512","LU0553294199.USD","LU1066053197.SGD","BK4567","BK4141","SG9999003800.SGD","LU0345774391.USD","BK4533","LU0347712357.USD","BK4588","BK4561","IE00BYQQ9H92.USD","LU0868494617.USD","LU0949170772.SGD","LU1046421795.USD","LU1823568750.SGD","IE00BZ199S13.USD","LU1244550577.SGD","LU2129689431.USD","LU1066051498.USD","IE0009356076.USD","159813","BK4581"],"gpt_icon":0},{"id":"2529880633","title":"臺積電CEO魏哲家2024年薪酬2.13億元:大漲70%","url":"https://stock-news.laohu8.com/highlight/detail?id=2529880633","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529880633?lang=zh_tw&edition=fundamental","pubTime":"2025-04-21 20:31","pubTimestamp":1745238679,"startTime":"0","endTime":"0","summary":"快科技4月21日消息,台积电在最新的2024年财报中,公布了台积电董事长兼总裁魏哲家及多位高管的薪酬。2024年,魏哲家总薪酬超过9.46亿元新台币,约合人民币2.13亿元,包括薪资、奖金、特支费、退休金与分红等。这比2023年的5.21亿元新台币增加了大幅增加了70%。而在2023年,薪酬超过1亿元新台币的台积电高管,还只有11人。在大陆,台积电去年获利259.54亿元新台币,最近四年合计盈利超过800亿元新台币。","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=nesSN20250421203122a4610b55&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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特朗普上周对美联储和鲍威尔的攻击加剧了人们对美国资产信心的下降。","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250421:nL4S3QZ0C2:1","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":null,"symbols":["LU0648001328.SGD","LU1116320901.HKD","LU1914381329.SGD","LU1571399168.USD","LU2471134796.USD","LU1861215975.USD","LU0077335932.USD","LU0211328371.USD","LU1261432733.SGD","BK4512","LU0823434740.USD","BK4527","BK4592","BK4529","LU0980610538.SGD","LU2168564222.USD","LU2023250330.USD","BK4515","LU1145028129.USD","BK4554","LU1366333091.USD","IE0034235303.USD","LU2756315664.SGD","GB00B4QBRK32.GBP","LU2087621335.USD","LU2430703251.USD","LU0211327993.USD","SGXZ99366536.SGD","LU0061475181.USD","BK4534","TSYW.SI","LU0130102774.USD","BK4566","LU1267930573.SGD","SG9999017495.SGD","SG9999018857.SGD","LU0719512351.SGD","LU0820562030.AUD","LU2097829019.USD","IE00BJTD4N35.SGD","LU2236285917.USD","LU0708994859.HKD","LU2362540622.SGD","BK4604","LU2360032135.SGD","LU0345770308.USD","BK4514"],"gpt_icon":1},{"id":"2529184223","title":"分析師:美國禁售AI芯片適得其反 給中國送上巨大勝利","url":"https://stock-news.laohu8.com/highlight/detail?id=2529184223","media":"快科技官方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529184223?lang=zh_tw&edition=fundamental","pubTime":"2025-04-21 11:26","pubTimestamp":1745205998,"startTime":"0","endTime":"0","summary":"J. Gold联合公司的首席分析师Jack Gold就直言:“实际上,美国正在给中国送上一个巨大的胜利,因为中国正在全力推动自己的芯片发展。”近期,美国突然再次收紧AI芯片的对华出口管制,NVIDIA H20、AMD MI308这种专门根据美国政策设计的特供版本,也被要求拿到新的许可才能出口中国,而且该政策无限期有效。对于华为等一众国产芯片厂商来说,这无疑是美国送上的一份大礼,迫使中国企业不得不向他们采购,帮助他们发展。","market":"us","thumbnail":"https://k.sinaimg.cn/n/spider20250421/200/w600h400/20250421/604d-46a9fa44c8d9d806162afa433a4d405d.jpg/w120h90l50t1d0e.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20250421/200/w600h400/20250421/604d-46a9fa44c8d9d806162afa433a4d405d.jpg/w120h90l50t1d0e.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-04-21/detail-inetwvhe2103409.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, 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Lake-S Refresh或改寫產品發佈節奏","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_tw&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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10:48","pubTimestamp":1745203710,"startTime":"0","endTime":"0","summary":"而若AI演进受阻、影响对 AI芯片 的需求,导致台积电AI芯片业务不及我们预期,可能影响到公司业绩和股价的风险。台积电目前正在积极进行2nm先进制程和特色工艺平台的技术研发工作,作为巩固行业地位、促进未来业绩增长的主要发展路径,若台积电技术研发进展不及预期,有可能影响台积电市场地位、创收和盈利能力。","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=nesSN20250421112005a4606db8&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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10:02","pubTimestamp":1745200933,"startTime":"0","endTime":"0","summary":"快科技4月21日消息,根据最新发现的职位招聘启事,Intel正在为Arc桌面显卡探索采用GDDR7显存。Intel近日发布的一份“Memory Tuning and Qualification”职位招聘启事,其中提到了对“GDDR6/7”的支持。照此来看的话,Intel很有可能在下一代“Celestial”独显上采用GDDR7显存,而这将明显提升显卡的带宽性能,目前AMD和Intel最新一代的显卡均采用了GDDR6显存,只有NVIDIA的RTX 50系列使用了更快的GDDR7显存。不过这些目前还只是推测,尚不清楚Intel会在何时公布下一代显卡的具体规格。","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=nesSN20250421100358a4605b66&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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09:56","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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18A更多細節曝光","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_tw&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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HAMR 機械硬盤有望 2026 下半年問世","url":"https://stock-news.laohu8.com/highlight/detail?id=2529682846","media":"砍柴网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529682846?lang=zh_tw&edition=fundamental","pubTime":"2025-04-21 00:00","pubTimestamp":1745164800,"startTime":"0","endTime":"0","summary":"4 月 21 日消息,西部数据日本地区销售经理西尾公彦在接受日媒 PC Watch 采访时表示,该企业容量达到 40TB 的 HAMR 热辅助磁记录技术机械硬盘有望在 2026 年下半年问世。▲ 图源西部数据今年投资者日活动他表示目前个人消费者用户的机械硬盘消费集中在 2TB、4TB 级别,同时整体购买规模正在下行,但未来对单盘容量需求仍会增长,因此西部数据计划发布更大容量的 WD Blue 机械硬盘。","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=nesSN20250421130710973efe56&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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“普遍的观念是,外国公司来中国是因为劳动力成本低……但事实是,中国很多年前就不再是劳动力成本低的国家了。”然而美国政府的行为却显示出对教育基础的轻视,而非将其视为推动增长的关键因素。 当地时间3月20日,特朗普签署行政令,要求精简教育部并推动教育部的关闭。当地时间3月20日,特朗普展示已签署的行政令。","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/wm/2025-04-20/doc-inetvies9577025.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":["LU2471134952.CNY","BK4512","LU1066051498.USD","LU2125154935.USD","BK4532","LU2602419157.SGD","LU0251132253.USD","LU0053666078.USD","SG9999014542.SGD","LU0048584097.USD","LU0345769631.USD","LU1206713676.USD","LU1868836757.USD","LU1823568750.SGD","BK4571","IE00BKDWB100.SGD","LU2108987350.USD","IE00B19Z9505.USD","LU1116320901.HKD","BK4527","LU0964807845.USD","LU2065170008.USD","LU2023250330.USD","LU0354030438.USD","LU0823421416.USD","LU1642822529.SGD","LU1280957306.USD","LU1316542783.SGD","LU2552382132.HKD","LU0476273544.USD","LU1244550494.USD","BK4598","LU1791710582.SGD","SG9999014880.SGD","LU0889565833.HKD","LU2750360997.AUD","LU2236285917.USD","MACW.SI","LU1582987597.SGD","LU0314104364.USD","SG9999014914.USD","LU0787776722.HKD","LU1235294995.USD","LU1551013342.USD","LU0323591593.USD","LU1935042991.SGD","LU1699723380.USD","LU0823434740.USD","HK0000320264.USD"],"gpt_icon":1},{"id":"2528006088","title":"英特爾申請對 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