美股詳情

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達泰萊

3.03

-0.0100-0.33%

成交量：91.39萬

成交額：276.90萬

市值：365.11萬

市盈率：-2.89

高：3.26

開：3.04

低：2.98

收：3.04

資料載入中...

總覽公司新聞公告

機構：下游客户庫存去化順利預計2Q25 DRAM價格跌幅將收斂

TrendForce集邦諮詢：下游客戶庫存去化順利預計2Q25 DRAM價格跌幅將收斂

AI高帶寬存儲器+DRAM前景樂觀花旗績前唱多美光科技

“置之死地而後生”！李在鎔發出嚴厲警告：三星已是“生死一線”

每日经济新闻

李在鎔稱三星處於生死存亡關頭

新华社新闻

三星至暗時刻? DRAM/電視/手機...市佔全線下滑!

存儲峯會：服務器內存消耗已經超過手機大容量存儲供不應求

受惠於以舊換新三星在華銷量大幅增長

【中信證券：NAND有望Q2起漲模組環節將迎利潤拐點】中信證券研報指出，隨原廠控產影響顯現，行業庫存逐步消化，AI拉動需求提升，我們預計主流NAND Flash 價格有望於25Q2開漲，DRAM價格有望於25H2企穩向好，存儲模組漲價早於晶圓端，國內模組廠商主要佈局NAND產品，25Q2有望迎利潤拐點，低價存貨有望帶來利潤彈性，估值有望率先提升，建議關注模組環節投資機會。

大跳水！108萬手封死跌停！全球DRAM產業營收突破280億美元，概念股全線上揚

美光科技(MU)盤前漲超1% 新一代DRAM內存開始出貨性能較上一代提升15%

美股異動｜美光科技盤前續漲1.7% 1γ DRAM內存開始出貨性能較上一代提升15%

港股那点事

TrendForce集邦諮詢：4Q24 DRAM產業營收環比上季增9.9%

機構：Server DRAM與HBM持續支撐 2024年第四季全球DRAM產業營收季增9.9%

【機構：Server DRAM與HBM持續支撐 2024年第四季全球DRAM產業營收季增9.9%】根據TrendForce集邦諮詢最新調查，2024年第四季全球DRAM產業營收突破280億美元，較前一季成長9.9%；由於Server DDR5的合約價上漲，加上HBM集中出貨，前三大業者營收皆持續季增。平均銷售單價方面，多數應用產品的合約價皆反轉下跌，只有美系CSP增加採購大容量Server DDR5，成為支撐Server DRAM（服務器內存）價格續漲的主因。展望2025年第一季，隨着進入生產淡季，整體原廠出貨位元量將季減。價格部分，因PC OEM、手機業者持續去化庫存，DRAM供應商將DDR4及部分HBM產能迴流至Server DDR5，CSP採購動能放緩，預估第一季一般型DRAM合約價及一般型DRAM及HBM合併的整體合約價皆下跌。

南亞科：消費電子需求復甦 DRAM市場可望上半年觸底

【美股異動｜美光科技漲超4% 專為下一代CPU設計的DRAM新品開始出貨】美光科技(MU.US)漲超4%，報97美元。消息面上，美光科技宣佈，已率先向生態系統合作伙伴及特定客戶出貨專為下一代CPU設計的1γ(1-gamma)10納米級DDR5內存樣品。據官方介紹，該款16Gb DDR5產品的數據傳輸速率可達 9200MT/s，與前代產品相比，速率提升高達15%，功耗降低超過20%，主要滿足AI產業對高性能、高能效內存解決方案日益增長的需求。

美光科技(MU)10納米DDR5 DRAM新品開始出貨

美光10納米DDR5 DRAM新品開始出貨

【SK海力士韓國龍仁半導體集羣一期晶圓廠動工預計2027年竣工】SK海力士2月25日發佈消息稱，韓國京畿道龍仁半導體集羣內的SK海力士一期晶圓廠於昨日正式破土動工。SK海力士去年7月通過董事會決議，決定投資約9.4萬億韓元（約合66億美元）建設龍仁半導體集羣一期晶圓廠及相關辦公設施。SK海力士計劃在龍仁集羣內分階段建設四座晶圓廠，一期工廠預計2027年5月竣工。該工廠建成後將成為高帶寬存儲器（HBM）等新一代DRAM存儲芯片生產基地。（科創板日報）

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DRAM/電視/手機...市佔全線下滑!","url":"https://stock-news.laohu8.com/highlight/detail?id=2519239817","media":"Semi Display","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2519239817?lang=zh_tw&edition=fundamental","pubTime":"2025-03-14 12:07","pubTimestamp":1741925271,"startTime":"0","endTime":"0","summary":"在设备解决方案部门，2024年三星电子DRAM市场份额为41.5%。三星电子的DRAM市场份额从2022年的43.1%降至2023年的42.2%，呈逐年下降趋势。市场调查机构TrendForce最近公布了去年第四季度的代工市场份额，三星电子以8.1%的市场份额保持了第二位。三星电子的销售额也从上一季度的33.5亿美元下降了1.4%，达到32.6亿美元，与创下268.54亿美元的台积电形成了鲜明对比。市场指出，目前三星电子不仅在半导体，而且在所有业务中都表现不佳，认为需要根本性的对策。","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=nesSN20250314121637a1dc24aa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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16:43","pubTimestamp":1741855419,"startTime":"0","endTime":"0","summary":null,"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://www.ushknews.com/","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":"live_meigang","symbols":["PC","BK4209","399432","DRAM","161631","161033"],"gpt_icon":0},{"id":"2519209001","title":"受惠於以舊換新 三星在華銷量大幅增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2519209001","media":"联合早报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2519209001?lang=zh_tw&edition=fundamental","pubTime":"2025-03-13 16:08","pubTimestamp":1741853280,"startTime":"0","endTime":"0","summary":"据韩联社报道，三星电子星期三（3月12日）公布业务报告显示，公司去年对华出口额同比增加53.9%，为64.9275万亿韩元（595亿新元），超过对美出口额。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/china/story20250313-6011512","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zaobao.com/realtime/china/story20250313-6011512","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":"zaobao_highlight","symbols":["DRAM"],"gpt_icon":0},{"id":"2514350235","title":"【中信證券：NAND有望Q2起漲 模組環節將迎利潤拐點】中信證券研報指出，隨原廠控產影響顯現，行業庫存逐步消化，AI拉動需求提升，我們預計主流NAND Flash 價格有望於25Q2開漲，DRAM價格有望於25H2企穩向好，存儲模組漲價早於晶圓端，國內模組廠商主要佈局NAND產品，25Q2有望迎利潤拐點，低價存貨有望帶來利潤彈性，估值有望率先提升，建議關注模組環節投資機會。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514350235","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514350235?lang=zh_tw&edition=fundamental","pubTime":"2025-02-28 08:27","pubTimestamp":1740702478,"startTime":"0","endTime":"0","summary":"中信证券研报指出，随原厂控产影响显现，行业库存逐步消化，AI拉动需求提升，我们预计主流NAND Flash 价格有望于25Q2开涨，DRAM价格有望于25H2企稳向好，存储模组涨价早于晶圆端，国内模组厂商主要布局NAND产品，25Q2有望迎利润拐点，低价存货有望带来利润弹性，估值有望率先提升，建议关注模组环节投资机会。","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/2025/02/28082748443964.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":["LU1720050803.USD","LU1997245094.SGD","BK1521","BK1516","LU0405327494.USD","LU2495084118.USD","LU0405327148.USD","LU1997244956.HKD","LU1064130708.USD","BK0188","BK1147","LU1328615791.USD","LU1064131003.USD","600030","LU2289578879.USD","BK0012","BK0028","LU2148510915.USD","06030","DRAM","BK0196","LU1794554557.SGD","BK1564","BK0276","LU1997245177.USD","BK0183"],"gpt_icon":0},{"id":"2514880375","title":"大跳水！108萬手封死跌停！全球DRAM產業營收突破280億美元，概念股全線上揚","url":"https://stock-news.laohu8.com/highlight/detail?id=2514880375","media":"数据宝","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514880375?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 19:42","pubTimestamp":1740656520,"startTime":"0","endTime":"0","summary":"　　全球DRAM产业营收突破280亿美元，相关A股公司股价全线上涨。　　医美概念股江苏吴中（维权）今日一字跌停，总市值跌破60亿元，跌停板上有108.71万手封单。若后续被认定触及相关规定的重大违法强制退市情形，公司股票将被实施强制退市。　　根据TrendForce集邦咨询最新调查，2024年第四季全球DRAM产业营收突破280亿美元，较前一季成长9.9%；由于Server DDR5的合约价上涨，加上HBM集中出货，前三大业者营收皆持续季增。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hyyj/2025-02-27/doc-inemxrkc7794173.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":"sina","symbols":["DRAM"],"gpt_icon":0},{"id":"2514871066","title":"美光科技(MU)盤前漲超1% 新一代DRAM內存開始出貨 性能較上一代提升15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514871066","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514871066?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 18:15","pubTimestamp":1740651322,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美光科技(MU)盘前涨超1%，截至发稿，报99.23美元。消息面上，存储芯片大厂美光科技2月26日宣布，已向生态系统合作伙伴及部分客户提供基于1γ节点、第六代DRAM节点的DDR5内存样品。据介绍，基于1γ节点的16Gb DDR5产品DDR5内存速度可达9200MT/s，较上一代提升15%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/NDkzODU1NDI1NzQyOTYxNg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDkzODU1NDI1NzQyOTYxNg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"285869","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":null,"symbols":["BK4575","LU1366333091.USD","LU1852331112.SGD","LU1316542783.SGD","DRAM","BK4579","BK4553","IE00B7SZLL34.SGD","IE00B19Z3B42.SGD","MU","BK4527","BK4566","LU0642271901.SGD","LU2250418816.HKD","IE0002270589.USD","LU0719512351.SGD","BK4585","LU2211815571.USD","BK4512","LU2360106780.USD","BK4588","LU0082616367.USD","LU2286300806.USD","LU2048586759.USD","BK4543","BK4533","IE00B19Z3581.USD","BK4141","LU0889566641.SGD","LU0157215616.USD","BK4605","LU0056508442.USD","LU0081259029.USD","GB00BDT5M118.USD","BK4554","LU0127658192.USD","LU1267930813.SGD","BK4532","LU0792757196.USD"],"gpt_icon":0},{"id":"2514887691","title":"美股異動｜美光科技盤前續漲1.7% 1γ DRAM內存開始出貨 性能較上一代提升15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514887691","media":"港股那点事","labels":["productRelease","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514887691?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 17:34","pubTimestamp":1740648840,"startTime":"0","endTime":"0","summary":"格隆汇2月27日｜昨日涨近5%的美光科技(MU.US)盘前续涨1.7%。消息上，存储芯片大厂美光科技2月26日宣布，已向生态系统合作伙伴及部分客户提供基于1γ节点、第六代DRAM节点的DDR5内存样品。据介绍，基于1γ节点的16Gb DDR5产品DDR5内存速度可达9200MT/s，较上一代提升15%。(格隆汇)\n\n\n海量资讯、精准解读，尽在新浪财经APP","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/stock/bxjj/2025-02-27/doc-inemxmaf7870832.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease,movement","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["DRAM","GB00BDT5M118.USD","IE0002270589.USD","LU2211815571.USD","BK4141","MU","IE00B19Z3581.USD","BK4566","LU1366333091.USD","LU2286300806.USD","LU0719512351.SGD","LU2360106780.USD","LU1316542783.SGD","LU0642271901.SGD","BK4605","BK4575","LU0081259029.USD","BK4585","BK4533","LU0056508442.USD","LU1267930813.SGD","LU1852331112.SGD","BK4527","BK4532","LU0889566641.SGD","BK4543","BK4553","BK4512","BK4554","LU2048586759.USD","IE00B7SZLL34.SGD","BK4579","LU2250418816.HKD","IE00B19Z3B42.SGD","LU0082616367.USD","LU0157215616.USD","LU0127658192.USD","BK4588","LU0792757196.USD"],"gpt_icon":0},{"id":"2514859828","title":"TrendForce集邦諮詢：4Q24 DRAM產業營收環比上季增9.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514859828","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514859828?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 15:03","pubTimestamp":1740639780,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据TrendForce集邦咨询最新调查，2024年第四季全球DRAM产业营收突破280亿美元，较前一季成长9.9%；由于Server DDR5的合约价上涨，加上HBM集中出货，前三大业者营收皆持续季增。排名第二的SK hynix，2024年第四季营收增加至104.6亿美元，季增16.9%，市占上升至36.6%。TrendForce集邦咨询表示，其他DRAM原厂2024年第四季营收普遍呈现季减。其中，Nanya（南亚科）受到Consumer DRAM终端销售动能转弱、DDR4市场竞争影响，营收季减19.3%至2.03亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1255166.html","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":"stock_zhitongcaijing","symbols":["DRAM"],"gpt_icon":0},{"id":"2514884977","title":"機構：Server DRAM與HBM持續支撐 2024年第四季全球DRAM產業營收季增9.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514884977","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514884977?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 13:43","pubTimestamp":1740635008,"startTime":"0","endTime":"0","summary":null,"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://www.ushknews.com/","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":"live_meigang","symbols":["BK4209","N0Z.SI","BK6096","DRAM","PC","BK6505"],"gpt_icon":0},{"id":"2514841540","title":"【機構：Server DRAM與HBM持續支撐 2024年第四季全球DRAM產業營收季增9.9%】根據TrendForce集邦諮詢最新調查，2024年第四季全球DRAM產業營收突破280億美元，較前一季成長9.9%；由於Server DDR5的合約價上漲，加上HBM集中出貨，前三大業者營收皆持續季增。平均銷售單價方面，多數應用產品的合約價皆反轉下跌，只有美系CSP增加採購大容量Server DDR5，成為支撐Server DRAM（服務器內存）價格續漲的主因。展望2025年第一季，隨着進入生產淡季，整體原廠出貨位元量將季減。價格部分，因PC OEM、手機業者持續去化庫存，DRAM供應商將DDR4及部分HBM產能迴流至Server DDR5，CSP採購動能放緩，預估第一季一般型DRAM合約價及一般型DRAM及HBM合併的整體合約價皆下跌。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514841540","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514841540?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 13:42","pubTimestamp":1740634964,"startTime":"0","endTime":"0","summary":"根据TrendForce集邦咨询最新调查，2024年第四季全球DRAM产业营收突破280亿美元，较前一季成长9.9%；由于Server DDR5的合约价上涨，加上HBM集中出货，前三大业者营收皆持续季增。价格部分，因PC OEM、手机业者持续去化库存，DRAM供应商将DDR4及部分HBM产能回流至Server DDR5，CSP采购动能放缓，预估第一季一般型DRAM合约价及一般型DRAM及HBM合并的整体合约价皆下跌。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/27134248422154.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":["PC","DRAM"],"gpt_icon":0},{"id":"2514849772","title":"南亞科：消費電子需求復甦 DRAM市場可望上半年觸底","url":"https://stock-news.laohu8.com/highlight/detail?id=2514849772","media":"爱集微","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514849772?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 13:40","pubTimestamp":1740634848,"startTime":"0","endTime":"0","summary":"2月26日，中国台湾DRAM大厂南亚科总经理李培瑛表示，AI PC、AI手机及消费电子产品等三大应用市场逐步复苏，加上AI机器人、AI服务器、边缘AI计算等AI应用百花齐放助攻，正向看待DRAM市场可望在今年上半年触底。近期，市调机构TrendForce在报告中指出，DRAM市场将在2025年第一季度出现显著的价格下跌，PC、服务器和GPU VRAM细分市场预计将出现大幅下跌。在PC DRAM市场，价格预计将下降8%-13%。这一下降主要是由于消费者需求疲软和DDR4内存模块供过于求。","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=nesSN2025022713411898947274&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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9200MT/s，與前代產品相比，速率提升高達15%，功耗降低超過20%，主要滿足AI產業對高性能、高能效內存解決方案日益增長的需求。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514859849","media":"金融界","labels":["productRelease","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514859849?lang=zh_tw&edition=fundamental","pubTime":"2025-02-26 22:48","pubTimestamp":1740581294,"startTime":"0","endTime":"0","summary":"美光科技(MU.US)涨超4%，报97美元。消息面上，美光科技宣布，已率先向生态系统合作伙伴及特定客户出货专为下一代CPU设计的1γ(1-gamma)10纳米级DDR5内存样品。据官方介绍，该款16Gb DDR5产品的数据传输速率可达 9200MT/s，与前代产品相比，速率提升高达15%，功耗降低超过20%，主要满足AI产业对高性能、高能效内存解决方案日益增长的需求。","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/2025/02/26224848413031.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease,movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK4512","LU2286300806.USD","LU0719512351.SGD","LU0889566641.SGD","LU2250418816.HKD","BK4532","LU1852331112.SGD","BK4527","BK4605","LU2211815571.USD","BK4588","LU0082616367.USD","BK4566","DRAM","IE00B7SZLL34.SGD","LU0642271901.SGD","LU0792757196.USD","LU0127658192.USD","LU0081259029.USD","LU0157215616.USD","GB00BDT5M118.USD","MU","BK4141","BK4575","BK4579","BK4553","BK4533","IE00B19Z3581.USD","LU1316542783.SGD","BK4554","BK4585","LU1267930813.SGD","BK4543","IE0002270589.USD","LU0056508442.USD","LU1366333091.USD","IE00B19Z3B42.SGD","LU2360106780.USD","LU2048586759.USD"],"gpt_icon":0},{"id":"2514838195","title":"美光科技(MU)10納米DDR5 DRAM新品開始出貨","url":"https://stock-news.laohu8.com/highlight/detail?id=2514838195","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514838195?lang=zh_tw&edition=fundamental","pubTime":"2025-02-26 18:54","pubTimestamp":1740567286,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美光科技(MU)2月26日宣布，已率先向生态系统合作伙伴及特定客户出货专为下一代CPU设计的1γ(1-gamma)10纳米级DDR5内存样品。据官方介绍，该款16Gb DDR5产品的数据传输速率可达 9200MT/s，与前代产品相比，速率提升高达15%，功耗降低超过20%，主要满足AI产业对高性能、高能效内存解决方案日益增长的需求。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"285814","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":null,"symbols":["LU2048586759.USD","LU2286300806.USD","IE00B19Z3B42.SGD","LU0081259029.USD","BK4575","BK4588","LU1316542783.SGD","LU0792757196.USD","BK4566","LU0056508442.USD","BK4605","LU0082616367.USD","LU2360106780.USD","LU1366333091.USD","IE0002270589.USD","BK4585","BK4527","LU0889566641.SGD","BK4554","BK4141","BK4553","LU1267930813.SGD","BK4543","LU1852331112.SGD","BK4512","LU0719512351.SGD","MU","IE00B19Z3581.USD","BK4532","LU2211815571.USD","LU0642271901.SGD","DRAM","LU2250418816.HKD","BK4533","LU0157215616.USD","GB00BDT5M118.USD","LU0127658192.USD","IE00B7SZLL34.SGD","BK4579"],"gpt_icon":0},{"id":"2514766000","title":"美光10納米DDR5 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預計2027年竣工】SK海力士2月25日發佈消息稱，韓國京畿道龍仁半導體集羣內的SK海力士一期晶圓廠於昨日正式破土動工。SK海力士去年7月通過董事會決議，決定投資約9.4萬億韓元（約合66億美元）建設龍仁半導體集羣一期晶圓廠及相關辦公設施。SK海力士計劃在龍仁集羣內分階段建設四座晶圓廠，一期工廠預計2027年5月竣工。該工廠建成後將成為高帶寬存儲器（HBM）等新一代DRAM存儲芯片生產基地。（科創板日報）","url":"https://stock-news.laohu8.com/highlight/detail?id=2514086071","media":"金融界","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514086071?lang=zh_tw&edition=fundamental","pubTime":"2025-02-25 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