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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

需求回暖之际三星电子(SSNLF.US)借势上调DRAM产品价格

三星与主要客户就提高DRAM售价达成一致

环球市场播报

Acm Research, Inc.盘中异动急速拉升5.02%报21.04美元

机构：一季度DRAM整体表现优于预期 SK海力士市场份额反超三星

IT厂商争相囤购芯片，4月DRAM价格飙升22%、NAND上涨11%

全球DRAM龙头易主一季度SK海力士市场份额反超三星

三大DRAM供应商停产DDR3/4，PC DRAM涨价，NAND闪存价现分化

中关村在线

海力士DRAM颗粒价格上调超10%

Acm Research, Inc.盘中异动早盘股价大涨5.00%报19.52美元

Acm Research, Inc.盘中异动临近收盘大幅跳水5.06%报18.49美元

Acm Research, Inc.盘中异动下午盘急速上涨5.02%

三星电子：预计第二季度DRAM出货量将比第一季度增长10%出头。

Acm Research, Inc.盘中异动早盘急速下跌15.05%报17.67美元

兆易创新：利基型内存部分产品需求回暖

为赶超SK海力士，三星计划三年内量产V-DRAM

三星电子计划在1d nm传统结构内存后导入VCT DRAM技术

【存储芯片概念局部异动好上好直线涨停】好上好直线拉升涨停，香农芯创、兴森科技、深南电路、力源信息、盈方微、中电港等跟涨。消息面上，根据集邦咨询最新的内存现货价格趋势报告，在DRAM方面，供应商上调了DRAM产品的现货价格，幅度在8-10%之间。美光、三星电子、SK海力士等厂商均将从4月起提高NAND闪存报价，NAND价格回涨速度高于原先预期。

金十数据整理：每日科技要闻速递（4月25日）

郭明𫓹：至少三款2H25新款iPhone 17机型将配备12GB DRAM

天风国际分析师郭明𫓹表示：至少三款2025新款iPhone 17机型将配备12GB DRAM。Micron与SK Hynix为Apple DRAM升级策略较预期积极的主要受惠者。

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DRAM涨价，NAND闪存价现分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2533455545","media":"中关村在线","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533455545?lang=zh_cn&edition=fundamental","pubTime":"2025-05-06 00:05","pubTimestamp":1746461113,"startTime":"0","endTime":"0","summary":"依据TrendForce发布的内存现货价格趋势报告，全球三大DRAM供应商宣布即将停产DDR3与DDR4 DRAM，这一决策迅速在现货市场激起波澜，买家为避免供应短缺风险，纷纷提前囤积相关内存产品。在PC DRAM模块领域，供应商的停产决定改变了市场走向，买家囤货热情高涨，询价数量显著增加，价格也顺应市场预期稳步攀升，采购与交易情况有所好转。与之形成对比的是，NAND闪存现货价格走势有别。因生产削减引发的价格上涨，在现货市场比合约市场更为突出。","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=nesSN20250506001111a6d3ff11&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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Inc.股票出现异动，股价急速拉升5.00%。截至发稿，该股报19.52美元/股，成交量6.6466万股，换手率0.10%，振幅1.29%。Acm Research, Inc.股票所在的半导体行业中，整体涨幅为2.33%。其相关个股中，Wolfspeed, Inc.、科休半导体、康特科技涨幅较大，Peraso Inc.、Wolfspeed, Inc.、Intest Corporation较为活跃，换手率分别为1.74%、1.02%、0.19%，振幅较大的相关个股有Peraso Inc.、Axt Inc、美国像素，振幅分别为4.60%、4.44%、3.55%。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=nesSN2025050221313994eac247&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=nesSN2025050221313994eac247&s=b","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":"tencent","symbols":["BK4575","BK4147","DRAM","ACMR","BK4505"],"gpt_icon":0},{"id":"2532835922","title":"Acm Research, Inc.盘中异动 临近收盘大幅跳水5.06%报18.49美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2532835922","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2532835922?lang=zh_cn&edition=fundamental","pubTime":"2025-05-02 03:52","pubTimestamp":1746129120,"startTime":"0","endTime":"0","summary":"北京时间2025年05月02日03时52分，Acm Research, Inc.股票出现波动，股价急速下跌5.06%。截至发稿，该股报18.49美元/股，成交量135.046万股，换手率2.11%，振幅6.68%。Acm Research, Inc.股票所在的半导体行业中，整体涨幅为1.44%。其相关个股中，Aeluma, Inc.、Everspin Technologies, Inc.、Sitime Corporation涨幅较大，Peraso Inc.、Wolfspeed, Inc.、Aeluma, Inc.较为活跃，换手率分别为36.28%、15.55%、4.37%，振幅较大的相关个股有Peraso Inc.、Mobix Labs Inc C/Wts 、Aeluma, Inc.，振幅分别为35.43%、26.53%、24.10%。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=nesSN20250502035200aa2c8111&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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Inc.股票所在的半导体行业中，整体跌幅为0.66%。其相关个股中，Qorvo, Inc.、慧荣科技、Acm Research, Inc.涨幅较大，Wolfspeed, Inc.、Qorvo, Inc.、慧荣科技较为活跃，换手率分别为12.68%、3.81%、2.61%，振幅较大的相关个股有Smartkem, Inc.、Aeluma, Inc.、Wolfspeed, Inc.，振幅分别为12.77%、10.67%、10.36%。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=nesSN20250501021040974bd5a4&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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Inc.股票出现异动，股价大幅跳水15.05%。截至发稿，该股报17.67美元/股，成交量21.0118万股，换手率0.33%，振幅10.75%。Acm Research, Inc.股票所在的半导体行业中，整体跌幅为0.54%。其相关个股中，聪链集团、Atomera Incorporated、Wolfspeed, Inc.涨幅较大，Wolfspeed, Inc.、Sealsq Corp、Acm Research, Inc.较为活跃，换手率分别为5.11%、0.38%、0.33%，振幅较大的相关个股有Acm Research, Inc.、Wolfspeed, Inc.、超科林半导体，振幅分别为10.75%、9.69%、6.70%。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=nesSN20250429213206a6cd69b6&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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报导，三星电子已确定将在三年内量产被称为次世代内存的“垂直信道晶体管 DRAM”的蓝图。三星电子目前正量产10nm级的第五代DRAM，并以今年量产第六代产品为目标。据悉，SK海力士则规划第七代DRAM，再来依序是1奈米级第1代、垂直DRAM的导入时间表。由此来看，如果三星计划顺利推进，将领先一步开启“V DRAM时代”。对于这项消息，三星电子则回应称“尚未确定具体的DRAM产品蓝图”。","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=nesSN20250429084829a46b34df&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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DRAM技术在性能和效率上更具优势。三星电子一直以来都在DRAM内存领域处于领先地位，其DRAM内存产品以高性能、低功耗和高稳定性等特点获得了市场的认可。三星电子对于VCT DRAM技术的研发，也得到了业界的高度关注。三星电子的这一决策，无疑将对DRAM内存市场产生重要影响。","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=nesSN2025042821101894e5eb13&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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17机型将配备12GB DRAM","url":"https://stock-news.laohu8.com/highlight/detail?id=2529777937","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529777937?lang=zh_cn&edition=fundamental","pubTime":"2025-04-24 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17机型将配备12GB DRAM。Micron与SK Hynix为Apple DRAM升级策略较预期积极的主要受惠者。","url":"https://stock-news.laohu8.com/highlight/detail?id=2529305909","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529305909?lang=zh_cn&edition=fundamental","pubTime":"2025-04-24 22:39","pubTimestamp":1745505598,"startTime":"0","endTime":"0","summary":"天风国际分析师郭明𫓹表示：至少三款2025新款iPhone 17机型将配备12GB DRAM。Micron与SK Hynix为Apple DRAM升级策略较预期积极的主要受惠者。","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://24h.jrj.com.cn/2025/04/24223949854139.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":["LU2360032135.SGD","LU2592432038.USD","LU1720051017.SGD","LU2108987350.USD","LU2552382058.USD","MU","BK4585","LU1582987324.SGD","LU0545039389.USD","IE0009356076.USD","LU0444971666.USD","LU1232071149.USD","LU0149725797.USD","LU1839511570.USD","LU1778281490.HKD","LU2360106780.USD","IE00BLSP4239.USD","BK4170","LU0889566641.SGD","LU0096362180.USD","LU0289739343.SGD","LU0787776722.HKD","LU1868836591.USD","LU2092937148.SGD","IE0034235303.USD","IE00B775H168.HKD","LU2430703095.HKD","AAPL","LU0011850046.USD","LU2213496289.HKD","BK4571","LU0640476718.USD","SG9999018857.SGD","LU1935043536.SGD","IE00B7KXQ091.USD","IE00BFSS7M15.SGD","IE00B3S45H60.SGD","LU0792757196.USD","LU0957808578.USD","LU1046421795.USD","LU1244550221.USD","DRAM","IE00BZ1G4Q59.USD","LU1066051811.HKD","IE00B19Z3B42.SGD","LU0354030511.USD","LU2065170008.USD","MACW.SI","LU1814569148.SGD","LU1791710400.SGD"],"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":3,"totalSize":141,"code":"91000000","status":"200"}],"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/DRAM\",params:#limit:5,,,undefined,":[{"date":"2017-06-26","symbol":"DRAM","newSymbol":"USAU","type":"symbolChange","dateTimestamp":1498449600000},{"market":"US","date":"2016-12-15","symbol":"DRAM","fiscalQuarterEnding":null,"expectedEps":null,"name":null,"time":"","type":"earning","dateTimestamp":1481778000000,"reportTimeType":"","actualEps":null},{"market":"US","date":"2016-09-15","symbol":"DRAM","fiscalQuarterEnding":null,"expectedEps":null,"name":null,"time":"","type":"earning","dateTimestamp":1473912000000,"reportTimeType":"","actualEps":null}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"DRAM\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"DRAM\",market:\"US\",delay:false,,,undefined,":{}}}