美国拟出台新法案,H20恐再对华禁售;传三星重启平泽P5建设布局HBM4产能;AMD:x86仍将主导消费级硬件市场

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Sep 08, 2025

【热点速读】1、美国拟出台法案:给予美国买家“优先购买 AI GPU 的权利”,H20恐再对华禁售2、消息称三星电子重启平泽P5工厂建设,加快布局HBM4产能3、AMD:Arm架构能效优势被夸大,x86仍将主导消费级硬件市场4、亚太及美洲地区需求强劲,7月全球半导体销售额同比增长20.6%5、机构:先进逻辑和DRAM应用推动,Q2全球半导体设备销售额环比增长3%1、美国拟出台法案:给予美国买家“...

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