一周概念股:英伟达 H20遭遇“过山车”,半导体后端设备需求大增

爱集微
Aug 03

本周,因安全风险引发约谈,英伟达 H20遭遇“过山车”,引发行业和市场关注。7月31日,国家互联网信息办公室约谈英伟达,要求就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。与此同时,国际半导体产业协会(SEMI)日前发布了最新的预测数据,为全球半导体制造设备市场的发展勾勒出清晰的蓝图。SEMI总裁兼首席执行官Ajit Manocha表示:“在2024年实现强劲增长之后,...

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