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达泰莱

3.03

-0.0100-0.33%

成交量：91.39万

成交额：276.90万

市值：365.11万

市盈率：-2.89

高：3.26

开：3.04

低：2.98

收：3.04

数据加载中...

总览公司新闻公告

研报掘金丨天风证券：维持江波龙“买入”评级，预计25年业绩逐季度改善

东方证券-电子行业：需求端迭代滞后于原厂产能收缩，利基DRAM行情景气度有望持续-250717

阿斯麦（ASML）总裁兼首席执行官傅恪礼表示“我们看到光刻机投资在晶圆厂总体投资中所占的比重持续保持强劲尤其是在DRAM

【产业信息速递】DRAM，大洗牌

北京半导体行业...

25年6月暨2季度台股电子板块景气跟踪：AI 算力高景气持续向上

申万宏源研究

TrendForce集邦咨询：预计Q3整体DRAM价格季增15%至20%

行业迎来重磅利好，计算机ETF南方(159586)、科创芯片ETF南方(588890)、半导体ETF南方( 159325)涨超1%

摩根大通于近日发布内存市场研究报告称HBM市场供需紧张将持续至2027年该市场在供需紧张、技术迭代与AI需求共振下持续扩

TrendForce：2025 年三季度 DRAM 世代交替，老款内存涨声一片

谦合益邦云申请软硬件DRAM冗余修复方法专利，增加DRAM修复功能的冗余度

三星业绩下滑：下半年会有所不同，基于第六代DRAM HBM 4的反击！

曝三星有望重夺DRAM冠军 S25跌至白菜价果粉直呼按打买！

中关村在线

东方证券：利基DRAM供需格局重塑中行情景气度持续

【量价齐升全球DRAM市场规模有望创历史新高】据CFM闪存市场发布最新报告显示，2025年年初至今，NAND Flash市场综合价格指数上涨9.2%，DRAM市场综合价格指数上涨47.7%。其中，6月NAND Flash市场综合价格指数上涨0.8%，DRAM市场综合价格指数上涨19.5%。以DDR4/LPDDR4X为代表的传统DRAM产品，从2024年下半年供应过剩到2025年上半年供不应求的剧烈反转，对服务器和消费类终端造成较大冲击。在AI驱动的内存升级浪潮、原厂保利润的供应策略与下游长尾刚性需求的叠加作用下，传统通用型DRAM和服务器高价值DRAM量价齐升双重驱动，预计将推动2025年DRAM市场创下历史新高。

消息称三星电子完成 1c 纳米 DRAM 内存工艺开发，准备向量产转移

研报掘金丨湘财证券：首予兆易创新“买入”评级，DRAM产品打开成长空间

哈曼国际申请控制车辆系统启动的系统和方法专利，将微控制器的高速缓存数据存储到动态随机存取存储器

这类芯片，寒冬已过？

半导体行业观察

DRAM现货价格因中国DDR4淘汰报告而翻倍

【AI热潮助推下Q3业绩超预期美光科技(MU.US)获分析师力挺】智通财经APP获悉，美光科技(MU.US)第三财季业

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年三季度 DRAM 世代交替，老款内存涨声一片","url":"https://stock-news.laohu8.com/highlight/detail?id=2549586121","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549586121?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 15:48","pubTimestamp":1751874480,"startTime":"0","endTime":"0","summary":"IT之家 7 月 7 日消息，TrendForce 集邦咨询在今日发布的报告中指出，由于三大 DRAM 内存原厂相继宣布以 DDR4、LPDDR4x 为代表的老款产品即将 EOL，今年三季度将成为新旧世代交替的关键节点。▲ 图源：TrendForce 集邦咨询具体来看，PC、服务器和消费电子领域的 DDR4 内存价格涨幅预期分别在 38~43%、28~33%、40~45% 区间；移动领域的 LPDDR4x 涨幅则在 23~28%；同样受到世代转换影响的 GDDR6 也将价格上涨 28~33%。相比之下，以 DDR5、LPDDR5x、GDDR7 为代表的新世代内存的合约价上涨比例皆不会显著突破 10% 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18:12","pubTimestamp":1751710362,"startTime":"0","endTime":"0","summary":"金融界2025年7月5日消息，国家知识产权局信息显示，北京谦合益邦云信息技术有限公司申请一项名为“一种软硬件DRAM冗余修复方法、设备、系统及介质”的专利，公开号CN120260656A，申请日期为2025年02月。专利摘要显示，本发明实施例公开了一种软硬件DRAM冗余修复方法、计算设备、系统及介质；方法，包括：基于MC模块的硬件逻辑，完成对DRAM的硬件测试；基于NoC系统数据总线，完成对DRAM的软件测试；基于硬件/软件测试结果，完成DRAM的离线修复。","market":"sh","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/2025/07/05181251511048.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":"jinrongjie_stock","symbols":["DRAM"],"gpt_icon":0},{"id":"2548235683","title":"三星业绩下滑：下半年会有所不同，基于第六代DRAM HBM 4的反击！","url":"https://stock-news.laohu8.com/highlight/detail?id=2548235683","media":"Semi Display","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548235683?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 11:38","pubTimestamp":1751600326,"startTime":"0","endTime":"0","summary":"Semi Display 编译 / 三星电子今年第二季度营业利润较第一季度减少超1万亿韩元。三星电子将于8日公布第二季度初步业绩。三星电子计划于本月推出Galaxy折叠屏手机新品，并于下半年量产10纳米第六代DRAM。市场预计，三星电子在第二季度触底后，第三季度起业绩将逐步回升。三星显示则对苹果iPhone 17的供应寄予厚望。","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=nesSN20250704120138a72df837&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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08:13","pubTimestamp":1751587999,"startTime":"0","endTime":"0","summary":"值得一提的是，由于三星新机的曝光，导致三星S25价格持续走低。三星据报道，在人事方面，三星考虑任命新内存业务负责人，目的很明确——加强整体业务管理。这一举措源于内部紧迫感，三星担心失去HBM4市场主导权，组织调整聚焦于提升短期绩效。不过，市场竞争格局的变化不得不重视：SK海力士在2025年第一季度DRAM市场份额首次超过三星，美光则在HBM4样品供应上领先。三星相关业务营收跌至91亿美元，让出保持多年的冠军宝座。","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=nesSN2025070411501895360114&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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15:50","pubTimestamp":1751442646,"startTime":"0","endTime":"0","summary":"春节以来，中国台湾省地区DRAM供应商南亚科和华邦电股价显著上涨，主要催化剂为原厂减产消息和利基存储市场行情；中国内地厂商市值尚未受利基DRAM市场行情的显著催化。美光预计，由于停产，LPDDR4的短缺情况也可能加剧。据弗洛斯特沙利文数据，北京君正、兆易创新已分列利基DRAM全球市场排名的第六和第七位，仅位于三大原厂和中国台湾省地区两大供应商之后。","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":"http://www.zhitongcaijing.com/content/detail/1312996.html","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":"stock_zhitongcaijing","symbols":["03958","BK0028","BK0188","BK0276","BK1147","BK0183","600958","BK0012","DRAM","BK1564"],"gpt_icon":0},{"id":"2548485502","title":"【量价齐升 全球DRAM市场规模有望创历史新高】据CFM闪存市场发布最新报告显示，2025年年初至今，NAND Flash市场综合价格指数上涨9.2%，DRAM市场综合价格指数上涨47.7%。其中，6月NAND Flash市场综合价格指数上涨0.8%，DRAM市场综合价格指数上涨19.5%。以DDR4/LPDDR4X为代表的传统DRAM产品，从2024年下半年供应过剩到2025年上半年供不应求的剧烈反转，对服务器和消费类终端造成较大冲击。在AI驱动的内存升级浪潮、原厂保利润的供应策略与下游长尾刚性需求的叠加作用下，传统通用型DRAM和服务器高价值DRAM量价齐升双重驱动，预计将推动2025年DRAM市场创下历史新高。","url":"https://stock-news.laohu8.com/highlight/detail?id=2548485502","media":"金融界","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548485502?lang=zh_cn&edition=fundamental","pubTime":"2025-07-02 11:47","pubTimestamp":1751428022,"startTime":"0","endTime":"0","summary":"据CFM闪存市场发布最新报告显示，2025年年初至今，NAND Flash市场综合价格指数上涨9.2%，DRAM市场综合价格指数上涨47.7%。其中，6月NAND Flash市场综合价格指数上涨0.8%，DRAM市场综合价格指数上涨19.5%。以DDR4/LPDDR4X为代表的传统DRAM产品，从2024年下半年供应过剩到2025年上半年供不应求的剧烈反转，对服务器和消费类终端造成较大冲击。在AI驱动的内存升级浪潮、原厂保利润的供应策略与下游长尾刚性需求的叠加作用下，传统通用型DRAM和服务器高价值DRAM量价齐升双重驱动，预计将推动2025年DRAM市场创下历史新高。","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://24h.jrj.com.cn/2025/07/02114751433412.shtml","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":"jinrongjie_stock","symbols":["DRAM"],"gpt_icon":0},{"id":"2548213040","title":"消息称三星电子完成 1c 纳米 DRAM 内存工艺开发，准备向量产转移","url":"https://stock-news.laohu8.com/highlight/detail?id=2548213040","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548213040?lang=zh_cn&edition=fundamental","pubTime":"2025-07-01 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10:22","pubTimestamp":1751077322,"startTime":"0","endTime":"0","summary":"三星预计其半导体部门第二季度营业利润将达2万亿韩元，环比翻倍增长。值得注意的是，HBM业务成为本季度最大亮点。美光表示，其HBM产品季度收入环比增长约50%。该公司预计到 2025 年下半年，其 HBM 市场份额将与整体 DRAM 市场份额持平。截至6月26日，业内人士估计，HBM3E 12层芯片占SK海力士第二季度HBM出货量的一半以上。预计下半年这一比例将超过80%。","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=nesSN20250628102901a4c248b4&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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