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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

东方证券-电子行业动态跟踪：存储需求回暖，NAND Flash和DRAM价格上涨持续-250602

巴克莱：韩国科技产品出口前景短期仍然强劲

Acm Research, Inc.5月30日成交额为1858.53万美元

Acm Research, Inc.5月28日成交额为1379.83万美元

【TrendForce：预计2025年第三季度DRAM整体价格涨幅减缓】根据TrendForce最新的内存现货价格趋势报告，DRAM方面，DDR5价格已出现放缓迹象，预计2025年第三季度DRAM整体价格涨幅将有所减缓。NAND闪存方面，现货价格自2月下旬以来上涨，目前已达到相对高位，购买动能正在降温。

TrendForce：预计2025年第三季度DRAM整体价格涨幅减缓

【三星目标今年7~8月通过英伟达HBM3E验证】三星目标在2025年7~8月通过英伟达的12层HBM3E品质验证测试。此前，三星传针对HBM3E使用的第四代10纳米级DRAM进行结构重整，不过英伟达以速度未达标准为由，未给予供货批准。韩国业界人士指出，若三星2025年无法供应12层HBM3E给英伟达，其2026年的HBM策略将势必要大幅修正，甚至可能放弃该HBM3E产品，转而专注第六代HBM。

三星目标今年7~8月通过英伟达HBM3E验证

Acm Research, Inc.盘中异动股价大涨5.04%

三星HBM3E基本通过英伟达单芯片认证成品认证或延迟到下半年完成

国联民生证券-电子行业专题研究：原厂或停产DDR4，DRAM提前涨价-250525

【三星电子拟扩建1c DRAM产能】三星电子已制定计划在华城工厂建设1c DRAM（第六代10纳米级）生产线，预计该项投资最早将于今年年底完成。此前，三星电子在平泽第四园区（P4）建设第一条1c DRAM量产线，规划产能为每月3万片。

三星电子拟扩建1c DRAM产能

Acm Research, Inc.盘中异动股价大跌5.06%报23.05美元

TrendForce：DDR4产品价格涨幅大于DDR5产品价格

Acm Research, Inc.盘中异动早盘股价大跌5.01%

卖4亿的光刻机，DRAM大厂推迟引进

半导体行业观察

慧荣消费级主流PCIe 5.0 DRAM-less SSD主控SM2504XT即将正式亮相

Acm Research, Inc.盘中异动早盘急速下挫5.09%

需求回暖之际三星电子(SSNLF.US)借势上调DRAM产品价格

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Research, Inc.盘中异动 股价大涨5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2538070467","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2538070467?lang=zh_cn&edition=fundamental","pubTime":"2025-05-27 22:34","pubTimestamp":1748356490,"startTime":"0","endTime":"0","summary":"北京时间2025年05月27日22时34分，Acm Research, Inc.股票出现波动，股价大幅上涨5.04%。Acm Research, Inc.股票所在的半导体行业中，整体涨幅为2.96%。其相关个股中，纳微半导体、Aehr Test Systems、Sealsq Corp涨幅较大，纳微半导体、Sealsq Corp、Wolfspeed, Inc.较为活跃，换手率分别为20.51%、16.12%、8.49%，振幅较大的相关个股有纳微半导体、聪链集团、Sealsq Corp，振幅分别为20.20%、20.06%、12.64%。Acm Research, Inc.公司简介：ACM Research Inc为全球半导体行业提供先进、创新的资本设备。","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=nesSN20250527223451aa2c9a3b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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11:50","pubTimestamp":1748145000,"startTime":"0","endTime":"0","summary":"受减产影响，DRAM指数已于2025年3月触底　　三大原厂降低旧制程的产能趋势不变。由于三星、海力士等供应商均逐步停产DDR4，导致供给快速收缩，客户提高备货力度以对冲涨价压力，下半年价格或出现逐季上涨。根据CFM，2025年5月20日DRAM指数为568.27，同比下滑9.29%，价格较去年同期仍有较大回调。年初至今，DRAM指数涨幅为19.48%，近一周度涨幅为6.61%。　　受部分原厂停产DDR4影响，部分现货DDR4颗粒近半月以来价格涨幅已超50%，涨价效应持续传导至内存条端。","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/roll/2025-05-25/doc-inextxhe6723423.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":"sina","symbols":["161027","601456","01456","BK1564","BK0276","DRAM","BK1147"],"gpt_icon":0},{"id":"2537901332","title":"【三星电子拟扩建1c DRAM产能】三星电子已制定计划在华城工厂建设1c DRAM（第六代10纳米级）生产线，预计该项投资最早将于今年年底完成。此前，三星电子在平泽第四园区（P4）建设第一条1c DRAM量产线，规划产能为每月3万片。","url":"https://stock-news.laohu8.com/highlight/detail?id=2537901332","media":"金融界","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537901332?lang=zh_cn&edition=fundamental","pubTime":"2025-05-23 13:53","pubTimestamp":1747979638,"startTime":"0","endTime":"0","summary":"三星电子已制定计划在华城工厂建设1c DRAM（第六代10纳米级）生产线，预计该项投资最早将于今年年底完成。此前，三星电子在平泽第四园区（P4）建设第一条1c DRAM量产线，规划产能为每月3万片。","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/2025/05/23135350613387.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["SSNLF","BK4170","BK4543","DRAM"],"gpt_icon":0},{"id":"2537790971","title":"三星电子拟扩建1c 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股价大跌5.06%报23.05美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2537550599","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537550599?lang=zh_cn&edition=fundamental","pubTime":"2025-05-22 03:07","pubTimestamp":1747854452,"startTime":"0","endTime":"0","summary":"北京时间2025年05月22日03时07分，Acm Research, Inc.股票出现异动，股价快速下跌5.06%。截至发稿，该股报23.05美元/股，成交量85.7341万股，换手率1.34%，振幅4.22%。Acm Research, Inc.股票所在的半导体行业中，整体跌幅为1.23%。其相关个股中，Mobix Labs Inc C/Wts 、Sealsq Corp、联电涨幅较大，Wolfspeed, Inc.、Sealsq Corp、Wisekey International Hldg Ltd较为活跃，换手率分别为150.88%、55.28%、3.36%，振幅较大的相关个股有Sealsq Corp、Smartkem, Inc.、Wolfspeed, Inc.，振幅分别为33.54%、20.90%、18.53%。Acm Research, Inc.公司简介：ACM Research 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架构即将发生的变化。这意味着，即使引进价值超过4亿美元的最新设备，其用于量产尖端DRAM的时间也不会太长。这种存储器的量产需要 EUV 工艺，三星电子称之为 VCT DRAM，SK 海力士称之为垂直栅极  DRAM。台积电正在尽可能推迟使用High NA EUV设备。","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=nesSN2025051710070294f98c2e&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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PCIe 5.0 SSD 主控的战火逐渐从支持外置 DRAM 缓存的旗舰级延烧到 DRAM-less 的主流级，而慧荣对这一趋势的回应就是 SM2504XT。SM2504XT 基于台积电 6nm 工艺，采用 PCIe 5.0×4 接口，符合 NVMe 2.0 协议，支持最新 3D TLC / QLC NAND 闪存。SM2324 针对 3D TLC / QLC NAND 闪存进行了优化，最大容量可达 32TB。","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://tech.ifeng.com/c/8jOeFrzsbsh","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["SSD","BK4086","LU1815336091.USD","LU0274383776.USD","DRAM","LU0053671581.USD","LU0757428866.USD"],"gpt_icon":0},{"id":"2535366821","title":"Acm Research, Inc.盘中异动 早盘急速下挫5.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2535366821","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535366821?lang=zh_cn&edition=fundamental","pubTime":"2025-05-15 21:50","pubTimestamp":1747317059,"startTime":"0","endTime":"0","summary":"北京时间2025年05月15日21时50分，Acm Research, Inc.股票出现异动，股价快速下挫5.09%。Acm Research, Inc.股票所在的半导体行业中，整体跌幅为1.27%。其相关个股中，旭明光电、Peraso Inc.、纳比特涨幅较大，Sealsq Corp、Wolfspeed, Inc.、美国超微公司较为活跃，换手率分别为1.20%、1.11%、0.42%，振幅较大的相关个股有Gct Semiconductor Holding, Inc.、Atomera Incorporated、Axt Inc，振幅分别为7.27%、6.88%、6.25%。Acm Research, Inc.公司简介：ACM Research Inc为全球半导体行业提供先进、创新的资本设备。","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=nesSN20250515215100aa2c8fd0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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21:34","pubTimestamp":1747056889,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，据报道，三星电子 上调了其DRAM芯片的价格。报道提到，据称DDR4 DRAM价格上调20%，DDR5 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