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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

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。

Acm Research, Inc.盘中异动早盘股价大涨5.17%报20.75美元

存储供应商对DRAM提价8-10%，行业供需关系或将逐步改善

金十数据整理：每日科技要闻速递（4月24日）

SK海力士预计二季度DRAM销售额将同比增速为个位数，预计二季度NAND销售额将同比增长超过20%。

Acm Research, Inc.盘中异动急速上涨12.12%

机构：存储供应商对DRAM提价8-10%

【SK海力士完成基于CXL 2的DDR5 96GB产品客户验证】SK海力士宣布，公司成功完成CMM（CXL Memory Module）- DDR5 96GB（千兆字节）产品的客户验证，是基于CXL 2标准的DRAM解决方案产品。SK海力士表示，将此产品应用于服务器系统，相较于现有的DDR5模组，其容量增长了50%，宽带扩展了30%，可处理每秒最多36GB的数据。

集邦咨询：国际形势变化带动拉货潮预估第二季存储器合约价涨幅将扩大

三星李在镕跌落韩国首富宝座，此前称三星已是“生死一线”

每日经济新闻

Acm Research, Inc.盘中异动股价大涨5.05%报19.35美元

SK海力士全球DRAM市场占比夺冠

Acm Research, Inc.盘中异动急速下挫5.41%报19.05美元

Acm Research, Inc.盘中异动股价大跌5.02%

SK海力士在一季度首次超过三星电子成为全球第一大DRAM供应商

Acm Research, Inc.盘中异动急速跳水6.21%报19.04美元

Acm Research, Inc.盘中异动早盘股价大跌6.18%报21.95美元

消息称SK海力士完成利川M10F封装厂产线改造 HBM月产能提升1万片晶圆

韩国第二季度出口增长可能受到芯片复苏的支持

【美光发函确认内存与存储产品涨价涨幅或在10%-15%】据IT之家，美光全球销售高级副总裁Mike Cordano向渠道和合作伙伴发函，确认了该企业将调涨DRAM内存与NAND闪存产品价格。另据CFM中国闪存市场的消息，美光此次涨价幅度将在10%-15%。Mike Cordano在函件中表示，最近的市场动态显示内存和存储市场已开始走入复苏轨道，美光各个部门收到的计划外需求都在增加，这导致了供应紧张，因此涨价。

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21:46","pubTimestamp":1744811180,"startTime":"0","endTime":"0","summary":"三星Everland大股东，三星集团实际控制人，三星电子会长。据韩联社3月17日报道，韩国三星电子会长李在镕称三星集团处于生死存亡关头，要求高管“背水一战”。根据视频中传达的信息，李在镕表示三星集团已失去内生动力，正处于生死存亡关头，应从高层开始深刻反省。在社交平台上以及韩国热门论坛，均有韩国网友呼吁三星集团换掉李在镕，用职业经理人取代家族掌管财阀的模式。","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=nesSN20250417060154a45b991c&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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Hldg Ltd、Valens Semiconductor Ltd.、Peraso Inc.涨幅较大，Wolfspeed, Inc.、Sealsq Corp、安森美半导体较为活跃，换手率分别为6.00%、3.29%、2.47%，振幅较大的相关个股有Wisekey International Hldg Ltd、纳比特、旭明光电，振幅分别为31.34%、15.22%、12.00%。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=nesSN20250412005735aa2c6cfe&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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03:14","pubTimestamp":1744312457,"startTime":"0","endTime":"0","summary":"SK海力士的逆袭主要得益于其在高端产品高带宽存储器领域的优势。三星电子的DRAM市场份额从2023年第四季度的45.5%持续下滑，同期SK海力士则从31.8%稳步攀升，至2024年第四季度两者差距已缩至2个百分点。报告同时指出，尽管短期内SK海力士可依托HBM的技术优势维持领先，但如全球经济出现衰退，HBM市场的增长势头或将受挫。","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=nesSN20250411031421a455443e&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3.30%。其相关个股中，旭明光电、Mobix Labs, Inc.、Gct Semiconductor Holding, Inc.涨幅较大，Wolfspeed, Inc.、Sealsq Corp、美光科技较为活跃，换手率分别为0.67%、0.35%、0.18%，振幅较大的相关个股有Wolfspeed, Inc.、Axt Inc、Nlight, Inc.，振幅分别为4.43%、3.97%、2.23%。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=nesSN20250410213115a6b6a876&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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Hldg Ltd、Gct Semiconductor Holding, Inc.涨幅较大，Aehr Test Systems、Wolfspeed, Inc.、Sealsq Corp较为活跃，换手率分别为3.79%、2.32%、1.28%，振幅较大的相关个股有Aehr Test Systems、旭明光电、Smartkem, Inc.，振幅分别为19.76%、12.03%、11.86%。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=nesSN20250409221429973355cc&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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16:21","pubTimestamp":1744186896,"startTime":"0","endTime":"0","summary":"由于HBM是将多层DRAM芯片垂直堆叠在一起，一种基于3D堆栈工艺的高性能DRAM，HBM的需求大增，也就推升了SK海力士在DRAM市场的份额。有市场研究机构最新的数据就显示，SK海力士在今年一季度就超过了长年稳居第1的三星电子，首次成为了全球第1大DRAM供应商。外媒在报道中也提到，SK海力士在今年一季度能超越三星电子，成为全球第1大DRAM供应商，是得益于HBM的强劲销量。","market":"hk","thumbnail":"https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180409/fS-8-fyvtmxe2860194.png/w120h90l50t1c56.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180409/fS-8-fyvtmxe2860194.png/w120h90l50t1c56.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-04-10/detail-inesqeru4033940.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, 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Inc.股票出现异动，股价急速下挫6.21%。截至发稿，该股报19.04美元/股，成交量5.7374万股，换手率0.09%，振幅0.00%。Acm Research, Inc.股票所在的半导体行业中，整体跌幅为3.57%。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=nesSN2025040721311894ce4fa6&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4.05%。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=nesSN20250403213641a6ae989c&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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