1.ASML：Q3净销售额75亿欧元，首台先进封装光刻机TWINSCAN XT:260发运；2.三星电子考虑解散1c DRAM良率专项小组 拼年内量产HBM4；3.AMD获甲骨文AI芯片大单 力争赶超英伟达；4.博通推出新款网络芯片 与英伟达竞争愈演愈烈；5.鸿海刘扬伟：中国大陆稀土禁令目前影响有限；6.英特尔追击 喊年年推芯片 罕见未揭露供应链名单；7.集邦看市况 半导体脱离库存修正周期；1....
Source Link1.ASML：Q3净销售额75亿欧元，首台先进封装光刻机TWINSCAN XT:260发运；2.三星电子考虑解散1c DRAM良率专项小组 拼年内量产HBM4；3.AMD获甲骨文AI芯片大单 力争赶超英伟达；4.博通推出新款网络芯片 与英伟达竞争愈演愈烈；5.鸿海刘扬伟：中国大陆稀土禁令目前影响有限；6.英特尔追击 喊年年推芯片 罕见未揭露供应链名单；7.集邦看市况 半导体脱离库存修正周期；1....
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