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半導體精選
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四年五個節點已投入900億美元!Intel:18A今年量產
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11:48","pubTimestamp":1745984896,"startTime":"0","endTime":"0","summary":"Intel披露的数据显示,在2021年提出“四年五个工艺节点”计划至2024年这四年间,Intel在全球的资本支出达到了900亿美元。Intel表示,18A制程节点已进入风险试产阶段,预计将在今年实现量产,而18A之后的下一代14A工艺制程,则将在2027年前后进入风险生产阶段。成熟节点方面,Intel代工流片的首批基于16纳米制程的产品已经进入晶圆厂生产,还正在与主要客户洽谈与UMC合作开发的12纳米节点及其演进版本。","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/8iyGTTnnJLR","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":"fenghuang_stock","symbols":["BK4515","BK4533","BK4141","BK4575","LU0081259029.USD","LU0321505868.SGD","BK4535","BK4554","BK4612","LU0321505439.SGD","BK4550","LU2543165471.USD","BK4585","BK4588","BK4543","BK4534","BK4602","INTC","BK4527","BK4512","BK4605","BK4579","BK4529"],"gpt_icon":1},{"id":"2531726954","title":"德州儀器4月29日成交額為10.55億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2531726954","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2531726954?lang=zh_tw&edition=fundamental","pubTime":"2025-04-30 10:53","pubTimestamp":1745981596,"startTime":"0","endTime":"0","summary":"美东时间2025年4月29日,德州仪器成交额为10.55亿美元,成交额较昨日增加26.07%,当日成交量为656.65万股。德州仪器于2025年4月29日跌1.03%,报160.77美元,该股过去5个交易日涨9.55%,年初至今跌13.63%,过去60日跌12.91%。德州仪器是全球最大的模拟芯片制造商,该芯片用于处理诸如声音和功率之类的真实信号。德州仪器在处理器和微控制器的市场份额方面也处于领先地位,这些处理器和微控制器广泛应用于各种电子应用。","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=nesSN20250430105325a6ce31d6&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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10:52","pubTimestamp":1745981527,"startTime":"0","endTime":"0","summary":"美东时间2025年4月29日,台积电成交额为16.21亿美元,成交额较昨日减少12.74%,当日成交量为983.01万股。台积电于2025年4月29日涨0.66%,报164.48美元,该股过去5个交易日涨8.64%,年初至今跌16.43%,过去60日跌21.17%。台积电成立于1987年。1997年,台积电以ADR的形式在美国上市。台积电的规模和高质量的技术使该公司即使在竞争激烈的代工业务中也能产生稳定的营业利润。此外,向无晶圆厂商业模式的转变也为台积电创造了有利条件。","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=nesSN20250430105217a46d0a74&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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10:51","pubTimestamp":1745981488,"startTime":"0","endTime":"0","summary":"国务院台办今天(30日)举行例行新闻发布会。有记者问:据报道,2024年台积电美国亚利桑那厂持续亏损,而在大陆的厂大幅盈利。在此情况下,台积电还宣布要扩大投资美国一千亿美元。岛内舆论指出,应该认清哪些市场更值得加码投资。对此有何评论?国务院台办发言人朱凤莲表示,民进党当局为谋取私利,对外部势力予取予求,把台湾的半导体产业和台积电作为“倚美谋独”的投名状,当成“伴手礼”拱手奉送,一再出卖台湾民众和企业的利益福祉。这种不以“卖台”为耻、反以“媚美”为荣的行径,遭到越来越多台湾民众和企业的反对。","market":"us","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/2025/04/30105150032840.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":["LU1989764664.SGD","LU2125154778.USD","LU0056508442.USD","IE00BQXX3D17.EUR","LU2087625088.SGD","LU0109392836.USD","LU2471134796.USD","LU1267930813.SGD","LU2750360641.GBP","LU0541501648.USD","BK4554","LU2506951792.HKD","LU2750360997.AUD","LU0889566641.SGD","IE00BQXX3C00.GBP","LU0572939691.SGD","LU0082616367.USD","LU1974910355.USD","LU2237443549.SGD","SG9999000418.SGD","IE0004445239.USD","SG9999004220.SGD","LU2471134523.USD","TSM","LU1868837565.USD","BK4585","IE00B5TLWC47.USD","LU2458330243.SGD","LU2491050154.USD","LU2357125470.USD","LU0792757196.USD","LU1282649067.USD","LU2089284900.SGD","LU0158827781.USD","BK4534","LU2471134952.CNY","03145","BK4141","LU2089283258.USD","LU2458330169.SGD","LU0353189680.USD","BK4605","LU2360032135.SGD","LU0143863784.USD","LU0889565833.HKD","LU2491050071.SGD","IE00BYQQ9H92.USD","LU0823414551.USD","LU1989764748.USD","159582"],"gpt_icon":0},{"id":"2531725397","title":"國台辦回應台積電在美鉅虧在大陸盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2531725397","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2531725397?lang=zh_tw&edition=fundamental","pubTime":"2025-04-30 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10:40","pubTimestamp":1745980834,"startTime":"0","endTime":"0","summary":"美东时间2025年4月29日,意法半导体成交额为1.31亿美元,成交额较昨日增加2.52%,当日成交量为569.19万股。意法半导体于2025年4月29日跌0.73%,报22.98美元,该股过去5个交易日涨10.16%,年初至今跌7.68%,过去60日涨2.68%。意法半导体是各种半导体产品的领导者,包括模拟芯片、分立功率半导体、微控制器和传感器。","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=nesSN20250430104038a6ce2e28&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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10:25","pubTimestamp":1745979921,"startTime":"0","endTime":"0","summary":"美东时间2025年4月29日,高通成交额为9.83亿美元,成交额较昨日增加16.44%,当日成交量为669.20万股。高通于2025年4月29日跌0.5%,报146.88美元,该股过去5个交易日涨5.87%,年初至今跌3.87%,过去60日跌14.6%。|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)|#|2025-04-29|9.83亿|16.44%|669.20万|#|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|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=nesSN20250430102529a46d0280&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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10:16","pubTimestamp":1745979418,"startTime":"0","endTime":"0","summary":"美东时间2025年4月29日,安森美半导体成交额为3.08亿美元,成交额较昨日增加27.40%,当日成交量为791.43万股。安森美半导体于2025年4月29日跌2.95%,报38.86美元,该股过去5个交易日涨9.62%,年初至今跌38.37%,过去60日跌25.75%。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=nesSN20250430101701a6ce2758&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":1745979345,"startTime":"0","endTime":"0","summary":"美东时间2025年4月29日,恩智浦成交额为12.70亿美元,成交额较昨日增加50.46%,当日成交量为695.08万股。恩智浦于2025年4月29日跌6.94%,报182.62美元,该股过去5个交易日涨4.56%,年初至今跌11.71%,过去60日跌12.0%。|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)|#|2025-04-29|12.70亿|50.46%|695.08万|#|2025-04-28|8.44亿|76.64%|433.75万|#|2025-04-25|4.78亿|-41.47%|248.61万|#|2025-04-24|8.16亿|14.53%|424.72万|#|2025-04-23|7.13亿|42.03%|391.77万|恩智浦半导体公司是高性能混合信号产品的领先供应商。恩智浦半导体还为工业和物联网,移动和通信基础设施提供服务。","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=nesSN20250430101553a6ce26fc&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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Pro入網:最高90W快充","url":"https://stock-news.laohu8.com/highlight/detail?id=2531740042","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2531740042?lang=zh_tw&edition=fundamental","pubTime":"2025-04-30 10:07","pubTimestamp":1745978874,"startTime":"0","endTime":"0","summary":"快科技4月30日消息,据国家质量认证官网显示,荣耀400和荣耀400 Pro已经通过认证,型号分别为DNN-AN00和DNP-AN00,支持支持80W、90W快充。按照此前爆料,这两款新机将于5月发布。Geekbench 6显示,其多核跑分成绩为4850分,较骁龙7 Gen3提升23%。荣耀400 Pro搭载高通骁龙8 Gen3,配备6.69英寸等深四曲屏,同样是1.5K分辨率。据此前爆料,荣耀400系列外观采用三角排列+圆角矩形底座异形设计,辨识度很高。影像方面,荣耀400 Pro将搭载2亿像素主摄像头。","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/8iy7bjv2g3l","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":"fenghuang_stock","symbols":["LU1974910355.USD","LU2106854487.HKD","BK4588","LU1119994496.HKD","BK4527","LU1917777945.USD","LU1823568750.SGD","BK4573","LU1261432733.SGD","LU2247934214.USD","BK4512","BK4612","BK4534","BK4604","SG9999015978.USD","LU0868494617.USD","IE00BVYPNP33.GBP","BK4141","GB00BDT5M118.USD","LU1084165304.USD","LU0079474960.USD","QCOM","SG9999001424.SGD","IE00BSNM7G36.USD","LU0061475181.USD","LU1069344957.HKD","LU1035775433.USD","IE00BVYPNQ40.USD","BK4605","LU2023250504.SGD","LU0081259029.USD","BK4532","LU1046421795.USD","BK4515","SG9999015952.SGD","BK4581","LU0868494708.USD","LU0942090050.USD","BK4579","SG9999015945.SGD","BK4554","SG9999015986.USD","BK4585","BK4561","IE00BGHQDM52.EUR","BK4575","BK4598"],"gpt_icon":0},{"id":"2531272894","title":"美光科技4月29日成交額為13.19億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2531272894","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2531272894?lang=zh_tw&edition=fundamental","pubTime":"2025-04-30 10:06","pubTimestamp":1745978791,"startTime":"0","endTime":"0","summary":"美东时间2025年4月29日,美光科技成交额为13.19亿美元,成交额较昨日减少0.23%,当日成交量为1709.80万股。美光科技于2025年4月29日跌2.14%,报76.88美元,该股过去5个交易日涨9.5%,年初至今跌8.53%,过去60日跌15.63%。|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)|#|2025-04-29|13.19亿|-0.23%|1709.80万|#|2025-04-28|13.22亿|-15.28%|1688.24万|#|2025-04-25|15.60亿|-14.34%|1974.62万|#|2025-04-24|18.21亿|-6.34%|2387.56万|#|2025-04-23|19.45亿|37.58%|2638.55万|美光是全球最大的半导体公司之一,专注于内存和存储芯片。","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=nesSN20250430100638a6ce2426&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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10:03","pubTimestamp":1745978635,"startTime":"0","endTime":"0","summary":"美东时间2025年4月29日,迈威尔科技成交额为8.72亿美元,成交额较昨日增加8.57%,当日成交量为1483.19万股。迈威尔科技于2025年4月29日跌0.03%,报58.68美元,该股过去5个交易日涨15.92%,年初至今跌46.79%,过去60日跌47.95%。|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)|#|2025-04-29|8.72亿|8.57%|1483.19万|#|2025-04-28|8.03亿|15.65%|1384.00万|#|2025-04-25|6.95亿|-43.22%|1192.96万|#|2025-04-24|12.24亿|18.52%|2140.48万|#|2025-04-23|10.32亿|29.77%|1893.46万|美满电子科技有限公司是一家专注于有线网络的无晶圆厂芯片设计公司,在该领域拥有第二高的市场份额。","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=nesSN20250430100357a6ce233e&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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Z Fold8 / Flip8 摺疊手機首發自家代工芯片,消息稱三星將承接高通部分 2nm 芯片訂單","url":"https://stock-news.laohu8.com/highlight/detail?id=2531747001","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2531747001?lang=zh_tw&edition=fundamental","pubTime":"2025-04-30 09:53","pubTimestamp":1745978002,"startTime":"0","endTime":"0","summary":"IT之家 4 月 30 日消息,韩媒 sedaily 昨日发布博文,报道称三星晶圆代工业务重获高通青睐,将承接高通的 2nm 芯片生产订单。该媒体援引供应链消息,三星晶圆代工业务就 2 纳米移动应用处理器的生产细节,和高通公司展开协商,并推测在 2026 年下半年推出的Galaxy Z Fold8 和 Galaxy Z Flip8两款折叠旗舰手机中,率先装备三星代工的高通骁龙 8 至尊版 2 芯片,而明年的Galaxy S26系列所用芯片继续由台积电代工。这是时隔 3 年,三星公司再次为高通生产手机芯片。","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=nesSN2025043009535094e8408c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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09:45","pubTimestamp":1745977536,"startTime":"0","endTime":"0","summary":"美东时间2025年4月29日,英特尔成交额为14.39亿美元,成交额较昨日减少27.40%,当日成交量为7003.19万股。英特尔于2025年4月29日跌0.83%,报20.34美元,该股过去5个交易日涨4.25%,年初至今涨1.45%,过去60日涨4.68%。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=nesSN20250430094546a46cf5db&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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09:35","pubTimestamp":1745976933,"startTime":"0","endTime":"0","summary":"美东时间2025年4月29日,格芯成交额为4855.00万美元,成交额较昨日增加14.59%,当日成交量为139.82万股。格芯于2025年4月29日跌1.65%,报34.65美元,该股过去5个交易日涨9.27%,年初至今跌19.25%,过去60日跌16.45%。|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)|#|2025-04-29|4855.00万|14.59%|139.82万|#|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|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=nesSN20250430093542a6ce183a&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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年內正式量產","url":"https://stock-news.laohu8.com/highlight/detail?id=2531747016","media":"C114通信网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2531747016?lang=zh_tw&edition=fundamental","pubTime":"2025-04-30 09:23","pubTimestamp":1745976180,"startTime":"0","endTime":"0","summary":"今天,2025英特尔代工大会开幕,英特尔分享了多代核心制程和先进封装技术的最新进展,并宣布了全新的生态系统项目和合作关系。同时,Intel 18A制程节点已进入风险试产阶段,并将于今年内实现正式量产。英特尔代工的生态系统合作伙伴为Intel 18A提供了EDA支持,参考流程和知识产权许可,让客户可以基于该节点开始产品设计。此外,英特尔代工流片的首批基于16纳米制程的产品已经进入晶圆厂生产。","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=nesSN20250430092753a6ce147e&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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