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AI
817.71
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2
跌家數:
43
平家數:
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841.89
開:
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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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09:42","pubTimestamp":1745199721,"startTime":"0","endTime":"0","summary":"根据ASML的财报数据,2024年,中国从ASML购买了101.9亿欧元的光刻机,折算成人民币是800亿人民币,在ASML的总营收中占据了36.1%的市场份额。不过,在2024年三季度的时候,ASML也称,预计到2025年,中国采购ASML的光刻机数量、金额都会下滑,可能只占ASML的营收在20%左右,甚至以下了。而随着ASML的数据出炉,我们发现ASML的预计还是很准确的,中国采购ASML的光刻机,确实是减少了。2024年四季度,中国采购的光刻机金额,只占ASML总收入的27%。","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=nesSN2025042109422294dc49f5&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042109422294dc49f5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["IE00BD6J9T35.USD","ASML","LU0345774631.USD","LU0823434583.USD","LU1734074674.USD","BK4543","BK4147","LU0345774391.USD","LU0823434740.USD","BK4585","LU0097036916.USD","BK4588","03165","IE0004445239.USD","LU2063271972.USD"],"gpt_icon":1},{"id":"2529819598","title":"為什麼中國研發不出7nm的EUV光刻機?有3個原因","url":"https://stock-news.laohu8.com/highlight/detail?id=2529819598","media":"Ofweek光电信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529819598?lang=zh_tw&edition=fundamental","pubTime":"2025-04-21 09:15","pubTimestamp":1745198100,"startTime":"0","endTime":"0","summary":"而这样的EUV光刻机,目前也只有荷兰的ASML一家能够制造,像日本的Cana、Nikon,以及中国的上海微电子,都无法制造。所以这就导致我们制造7nm及以下工艺时候时,被光刻机卡了脖子了。而一台EUV光刻机,牵涉到几十万零件,几千家供应链,有些供应链甚至全球仅此一家,一旦被ASML绑定了,其它企业就无法合作了。","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=nesSN20250421092325973ec6fd&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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08:28","pubTimestamp":1745195295,"startTime":"0","endTime":"0","summary":"格隆汇4月21日|Wedbush Securities分析师Dan Ives再次给特斯拉公司敲响警钟,他表示,随着特斯拉准备在周二发布第一季度财报,马斯克需要全身心地关注公司。Ives认为,马斯克与美国政府的关系造成了品牌损害,这可能会导致未来特斯拉买家永久需求减少15%-20%。Ives表示,他仍然看好特斯拉,维持“跑赢大盘”的评级,并称其为“未来几年全球最具颠覆性的科技公司之一”。但他表示,特斯拉需要其“最重要的资产”——马斯克——回到公司全职工作。","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=nesSN2025042108281994dc34b8&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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00:02","pubTimestamp":1745164957,"startTime":"0","endTime":"0","summary":"不过,特斯拉会反驳称,其客户均已放弃起诉公司的权利,必须将诉求提交具有约束力的仲裁,这无疑会让集体诉讼的策略落空。特斯拉计划一再推迟的情况仍在持续。近期,有消息人士向路透社透露,因关税问题,特斯拉暂停了将中国零部件运往美国用于 Cybercab 和 Semi 卡车的计划。目前,尚无明确迹象表明特斯拉会很快破产,但也看不到它有能迈向新高度的管理迹象。","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=nesSN20250421013254a6c15b24&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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00:02","pubTimestamp":1745164957,"startTime":"0","endTime":"0","summary":"当他推出特斯拉太阳能屋顶时,那眼神中的光芒仿佛照亮了整个新能源世界。直到 2020 年,特斯拉才勉强实现太阳能屋顶瓦片的批量生产。从那以后,特斯拉仿佛在太阳能屋顶这条路上越走越远。最近,关于特斯拉太阳能屋顶安装的消息愈发稀少,特斯拉对此更是三缄其口。特斯拉曾野心勃勃,希望太阳能屋顶能与高端屋顶产品一争高下,可现实却无比残酷。特斯拉的太阳能屋顶,就像一场绚丽的梦,开始时璀璨夺目,却在现实的冲击下逐渐支离破碎。","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=nesSN20250421013252a4600066&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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關注特斯拉FSD&機器人進展","url":"https://stock-news.laohu8.com/highlight/detail?id=2529811506","media":"国金证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529811506?lang=zh_tw&edition=fundamental","pubTime":"2025-04-21 00:00","pubTimestamp":1745164800,"startTime":"0","endTime":"0","summary":"台积电2025 年Q1 净利润同比大增60%,超市场预期,受益于AI 芯片强劲需求。公司维持全年营收与资本开支指引,预计AI 相关收入将翻倍。英伟达H20 芯片被美方永久纳入出口许可清单,或重创其在华AI 业务,公司预计将计提55 亿美元相关费用。特斯拉将于美国时间4 月22 日盘后发布Q1 财报,建议关注特斯拉在FSD 及Optimus 上的进展。","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=nesSN20250421091451973ec3fa&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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