美股详情

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半导体精选

3,018.78

+86.812.96%

涨家数：17

跌家数：- -

平家数：- -

市盈率：- -

高：3,041.65

开：2,932.34

低：2,932.34

收：2,931.97

数据加载中...

重塑英特尔，陈立武背水一战

财经天下WEEKLY

英国收购委员会给予高通更多时间竞购 Alphawave

联电：不需要3nm工艺，靠着28nm芯片，一样能赚大钱

Ofweek光电信息网

【Canalys：2025年中国市场L2级及以上功能渗透率将达62%】Canalys最新报告预计，2025年中国市场L2级及以上功能渗透率将达62%，较2024年显著提升，高速NOA与城市NOA分别达到10.8%和9.9%。预计2027–2028年，城市NOA增速将反超高速NOA ，市场结构快速演变，将重塑SoC竞争格局。

Canalys：2025年中国市场L2级及以上功能渗透率将达62%

英特尔：撤回一个拆分计划

国际电子商情

为特朗普上任百天站台，英伟达CEO黄仁勋将造访白宫

凤凰网科技

高通4月28日成交额为8.45亿美元

安森美半导体4月28日成交额为2.42亿美元

英特尔4月28日成交额为19.83亿美元

下一代光刻机，台积电观望

半导体行业观察

传英伟达或将剥离中国业务

ZOL中关村在线

格芯4月28日成交额为4236.95万美元

恩智浦半导体CEO年底退休内部人士Sotomayor接任

亚德诺4月28日成交额为6.57亿美元

恩智浦宣布新任CEO，并就不确定性发出警告

【芯成推出车规级智慧驾驶SoC设计平台】芯原股份近日宣布其车规级高性能智慧驾驶系统级芯片 (SoC) 设计平台已完成验证，并在客户项目上成功实施。基于芯原的芯片设计平台即服务 (Silicon Platform as a Service, SiPaaS) 业务模式，该平台可为自动驾驶、智能驾驶辅助系统 (ADAS) 等高性能计算需求提供技术支持。

恩智浦半导体(NXPI.O)2025年Q1营收28.4亿美元，市场预期28.3亿美元，去年同期31.3亿美元。

3nm智能座舱芯片抢镜！五大厂商齐现上海车展，哪些“顶流”方案不容错过

电子发烧友

英特尔(INTC.O)盘初涨超5%。

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12:02","pubTimestamp":1745899361,"startTime":"0","endTime":"0","summary":"国际电子商情28日讯 近日，英特尔 发布一季度财报。目前，公司正准备采取一系列重组计划，其中包括裁员，以削减成本并调整业务战略。值得一提的是，英特尔同时宣布，将放弃今年1月发布的投资部门Intel Capital拆分计划，即保留Intel Capital，聚焦战略投资组合优化。对于拆分原因，英特尔在公告中表示，此次独立计划旨在为英特尔资本引入外部投资人，从而更灵活地进行投资布局。“英特尔资本的拆分是一个双赢之举。”","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=nesSN20250429191533a6cd387f&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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10:39","pubTimestamp":1745894381,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 北京时间4月29日，据彭博社报道，多家企业领袖将于当地时间周三造访白宫，其中包括英伟达CEO黄仁勋 、软银集团CEO孙正义。届时，美国总统特朗普将在活动上重点介绍这些企业在其第二任期前100天内宣布的美国投资计划。特朗普预计将在此次活动上大力宣传其政府从各大公司争取到的众多投资承诺，这些承诺总额预计达到2万亿美元。","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/2025/04/29103949984866.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":["3NVD.UK","LU0823421333.USD","LU1066051225.USD","LU0979878070.USD","NVD2.UK","SGXZ51526630.SGD","LU2491050071.SGD","LU1815333072.USD","BK4608","SG9999004303.SGD","2NVD.UK","LU1804176565.USD","NVIW.SI","SNVD.UK","LU1935043536.SGD","NVDA","LU0965508806.USD","LU0094547139.USD","NVDU","LU1989772923.USD","NVD3.UK","NVDD","BK4532","LU0354030511.USD","IE0005OL40V9.USD","BK4605","LU0354030438.USD","LU0965509010.AUD","IE00BMPRXR70.SGD","LU2552382058.USD","IE0034235188.USD","BK4581","IE00B3M56506.USD","BK4533","LU0077335932.USD","NVDY","HK0000320223.HKD","NVDX","LU0323591593.USD","LU0476273544.USD","LU0127658192.USD","NVDS","NVDS.UK","LU2361044949.HKD","NVD","LU0708995401.HKD","LU0203202063.USD","LU2417539215.USD","LU0107464264.USD"],"gpt_icon":1},{"id":"2531394217","title":"高通4月28日成交额为8.45亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2531394217","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2531394217?lang=zh_cn&edition=fundamental","pubTime":"2025-04-29 10:24","pubTimestamp":1745893452,"startTime":"0","endTime":"0","summary":"美东时间2025年4月28日，高通成交额为8.45亿美元，成交额较昨日增加10.94%，当日成交量为574.35万股。高通于2025年4月28日跌0.63%，报147.62美元，该股过去5个交易日涨8.43%，年初至今跌3.38%，过去60日跌13.67%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-04-28|8.45亿|10.94%|574.35万|#|2025-04-25|7.61亿|-41.02%|514.56万|#|2025-04-24|12.91亿|0.60%|881.06万|#|2025-04-23|12.83亿|12.75%|907.35万|#|2025-04-22|11.38亿|3.61%|822.80万|高通公司开发和授权无线技术，并为智能手机设计芯片。高通公司 的 IP 已获得几乎所有无线设备制造商的许可。","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=nesSN20250429102423a6cc83c0&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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10:15","pubTimestamp":1745892931,"startTime":"0","endTime":"0","summary":"美东时间2025年4月28日，安森美半导体成交额为2.42亿美元，成交额较昨日减少18.94%，当日成交量为608.91万股。安森美半导体于2025年4月28日涨1.03%，报40.04美元，该股过去5个交易日涨15.26%，年初至今跌36.49%，过去60日跌24.84%。Onsemi是全球第二大动力芯片制造商，也是汽车市场最大的图像传感器供应商。","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=nesSN20250429101538a46b51f1&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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09:45","pubTimestamp":1745891114,"startTime":"0","endTime":"0","summary":"美东时间2025年4月28日，英特尔成交额为19.83亿美元，成交额较昨日减少32.50%，当日成交量为9662.44万股。英特尔于2025年4月28日涨2.29%，报20.51美元，该股过去5个交易日涨8.86%，年初至今涨2.29%，过去60日涨2.5%。英特尔在个人电脑和服务器终端市场的中央处理器领域仍然保持着市场份额领先地位。此外，英特尔希望将其芯片制造能力运用到外包代工模式中，为其他公司制造芯片。","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=nesSN20250429094523a6cc77c8&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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09:43","pubTimestamp":1745890989,"startTime":"0","endTime":"0","summary":"在半导体新元素的采用方面，台积电多年来一直是先驱，并经常引领潮流。这一消息是在数值孔径技术研讨会上透露的，台积电高级副总裁Kevin Zhang在会上宣布了这一进展。Kevin 表示，台积电将不会使用High NA EUV光刻技术来对A14芯片进行图案化，该芯片的生产计划于2028年开始。High NA推高成本的另一个原因是，台积电的A14芯片单层设计需要多个光罩，而使用最新的光刻工具只会抬高成本，却得不到太多好处。","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://tech.ifeng.com/c/8iwUxs2yBaE","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":"fenghuang_stock","symbols":["IE00BQXX3F31.USD","SG9999000418.SGD","LU0792757196.USD","LU0719512351.SGD","LU2089283258.USD","BK4527","LU0572940350.SGD","LU2054465674.USD","IE00BQXX3D17.EUR","LU2023250504.SGD","BK4503","BK4612","IE0004445239.USD","LU2360106780.USD","LU1974910355.USD","LU2237443978.SGD","LU0541502299.USD","IE0004091025.USD","BK4533","LU2125154778.USD","LU2491049909.HKD","IE00BYQQ9H92.USD","LU2506951792.HKD","LU0348723411.USD","LU0878004406.USD","LU2211814178.USD","LU1868838027.USD","SGXZ99366536.SGD","BK4505","LU0109392836.USD","LU1989772923.USD","LU0823414551.USD","LU2750360641.GBP","LU0823414478.USD","BK4526","SGXZ51526630.SGD","LU0158827781.USD","BK4588","LU2133065610.SGD","LU0316494557.USD","LU0889565833.HKD","LU2089284900.SGD","03145","BK4550","BK4605","LU1803068979.SGD","LU1508157978.USD","BK4543","LU2663582299.SGD","TSM"],"gpt_icon":1},{"id":"2531731272","title":"传英伟达或将剥离中国业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2531731272","media":"ZOL中关村在线","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2531731272?lang=zh_cn&edition=fundamental","pubTime":"2025-04-29 09:41","pubTimestamp":1745890897,"startTime":"0","endTime":"0","summary":"【ZOL中关村在线原创新闻】据《电子时报》报道，NVIDIA 打算在中国作为独立公司运营，通过与中国国内公司建立合资企业来实现业务分拆。分拆后，NVIDIA 将作为独立实体运作，首先可能从 CUDA 生态系统入手，以防止中国国内 AI 科技巨头在技术上赶超。这是因为在硬件领域，华为等强劲竞争对手已崭露头角。NVIDIA 很可能在针对中国市场做出某种决策，包括以独立实体运营来规避美国监管。但目前这些都只是传言，尚未得到 NVIDIA 或其他相关方的官方确认。英伟达中国区（包括香港）2025 财年收入 171.08 亿美元（1245 亿元人民币）。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-04-29/detail-ineuvaiw4387199.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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09:35","pubTimestamp":1745890508,"startTime":"0","endTime":"0","summary":"美东时间2025年4月28日，格芯成交额为4236.95万美元，成交额较昨日减少15.60%，当日成交量为120.83万股。格芯于2025年4月28日跌0.17%，报35.23美元，该股过去5个交易日涨12.34%，年初至今跌17.9%，过去60日跌15.11%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-04-28|4236.95万|-15.60%|120.83万|#|2025-04-25|5019.96万|-5.71%|142.89万|#|2025-04-24|5323.92万|-21.20%|152.54万|#|2025-04-23|6756.53万|-1.55%|201.72万|#|2025-04-22|6863.09万|23.51%|217.21万|格芯有限公司是全球前五大合同半导体制造商。格芯于2009年与 Chartered Semiconductor Manufacturing 合并，并于2015年收购了IBM的芯片制造业务。","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=nesSN20250429093519a6cc72c4&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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内部人士Sotomayor接任","url":"https://stock-news.laohu8.com/highlight/detail?id=2531221514","media":"爱集微","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2531221514?lang=zh_cn&edition=fundamental","pubTime":"2025-04-29 09:20","pubTimestamp":1745889654,"startTime":"0","endTime":"0","summary":"恩智浦半导体周一表示，首席执行官库尔特·西弗斯将于今年年底退休，内部人士拉斐尔·索托马约尔将接任他的职位。恩智浦预计，第二季度营收将在28亿美元至30亿美元之间，其中值高于分析师平均预估的28.7亿美元。截至3月30日的第一季度，恩智浦实现营收28.4亿美元，略高于市场预期的28.3亿美元。作为全球最大的汽车控制芯片制造商之一，恩智浦曾在2月宣布以3.07亿美元的全现金交易收购人工智能公司Kinara。","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=nesSN2025042909212994e6a833&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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