公众号记得加星标⭐️，第一时间看推送不会错过。 韩 媒 报 导 ， 受 记 忆 体 需 求 强 劲 影 响 ， 南 韩 的 三 星 与 SK 海 力 士 据 悉 把 服 务 器 DRAM 报 价 调 涨 多 达 70%。在记忆体晶片买气畅旺之际，南韩系统半导体出口今年预估下滑2.6%，也引发外界对半导体 产业结构失衡的疑虑。 韩国经济日报报导，知情人士透露，三星电子与SK海力士已把对微软、AWS、Google等云端业者的 服务器DRAM报价，较去年第4季调涨60-70%。 DRAM供应商和客户通常在前一季末或本季初签订 季度供应合约。 市场预期，在「记忆体超级荣景」带动下，今年三星电子与SK海力士的营业利益，将分别增加1.5倍 至2倍，双双上看约150兆韩元（约1,000亿美元）。花旗、摩根士丹利等投银为反映DRAM的「超级 多头」，大幅上调三星电子与SK海力士的目标价与今年营业利益预测。 业界普遍预期，客户将接受三星与SK海力士的报价。市调机构DRAMeXchange分析指出：「大型客 户认为，为建置AI基础设施所需的支出『完全可以承受』；由于将推论型AI变现已成紧要任务，客 户对DRAM涨价的反弹并不强烈 ...

67元支持 vs 74元阻力：中芯國際震盪中的輪證策略 隨著全球半導體行業在人工智慧（AI）等新興應用的驅動下市場情緒回暖，港股半導體板塊近期備受關注。作為行業龍頭，中芯國際（00981）在12月22日 一度漲超8%，收盤漲逾5%，成交額活躍。然而，在急漲之後，股價正逼近關鍵的技術分水嶺，短線走勢進入敏感時刻。截止今日（29日）股价最新报72 元，升幅1.34%。以下將結合截至12月29日的最新技術圖表、市場多空觀點及衍生工具數據，為投資者提供一份聚焦短線的分析與部署策略。 技術分析與關鍵價位 從技術面審視，中芯國際的股價正處於多空力量相互角力的關鍵位置。截至12月24日的數據顯示，股價在強勁反彈後，已成功收復10天移動平均線（約 66.64元），並正挑戰作為短期生命線的30天均線（約69.13元）。市場上一個廣泛的共識是，能否有效企穩於30日均線之上，將是判斷此輪反彈能否延續的 核心依據。根據分析，股價下方的兩級重要支持位分別位於67.2元（第一支持）和更為關鍵的64.3元（第二支持）。上行空間方面，能否有效突破74.1元的 第一阻力位至關重要，若能成功，下一目標將指向77.8元。 | | | 多個技術指標 ...

Group 1 - Brookfield Asset Management announced a $100 billion artificial intelligence (AI) infrastructure initiative, including the establishment of a $10 billion Brookfield AI Infrastructure Fund (BAIIF) [1] - The BAIIF aims to raise $10 billion in equity commitments, leveraging additional funds from co-investments and debt financing to create and acquire up to $100 billion in AI infrastructure assets [1] - BAIIF has already secured $5 billion from Nvidia, the Kuwait Investment Authority (KIA), and its own balance sheet [1] Group 2 - Brookfield plans to deploy funds across all segments of the AI value chain, including energy, land, data centers, and semiconductor manufacturing, with most investments focused on developing undeveloped land [1] - The fund will prioritize investments in physical infrastructure assets that support AI operations, focusing on transactions with high credit reliability and contractual cash flow [1] - Brookfield has signed a $5 billion framework agreement with Bloom Energy to install up to 1 GW of power equipment for data centers [1] Group 3 - Brookfield has established partnerships with the governments of France and Sweden to develop dedicated and secure AI infrastructure in these countries [1] - As the largest infrastructure investment institution globally, Brookfield manages over $1 trillion in assets and has invested over $100 billion in digital infrastructure and clean energy [2] - Brookfield estimates that the infrastructure costs driving AI will reach $7 trillion over the next decade [2]

Group 1: Company Overview and Market Conditions - The LED driver power business is experiencing a contraction in market size due to the impact of U.S. tariffs, with demand for new installations slowing down in the first half of 2025. However, demand is expected to recover in the second half of 2025 as tariff policies ease [2]. - The global market for LED plant lighting is projected to reach $1.366 billion in 2025, with a year-on-year growth rate of 3.9% [3]. - The company’s core energy storage components are primarily sold in Europe, South Asia, and Africa, targeting energy product integrators and installers [4]. Group 2: Business Developments and Financials - The gross margin for LED driver power products in the first half of 2025 was 23.59%, with higher margins observed in high-power products compared to low-power products [10][11]. - The company has decided not to exercise the early redemption rights for its convertible bonds, with a review scheduled for December 18, 2025, should the conditions for redemption arise again [6]. Group 3: Future Prospects and Orders - The National Development and Reform Commission projects that by 2027, the new energy storage installed capacity in China will exceed 180 million kilowatts, driving direct investment of approximately 250 billion yuan [8]. - TrendForce estimates that global energy storage installations will reach 82 GW/216 GWh in 2025, representing a year-on-year growth of 28%/36% [8]. Group 4: Competitive Advantages - The company is one of the few LED driver power manufacturers with capabilities in customized R&D, large-scale manufacturing, and global supply, which enhances its competitive edge in the market [9].

Core Viewpoint - The article discusses the shift in the semiconductor industry towards advanced materials for thermal management, particularly the adoption of 12-inch silicon carbide (SiC) substrates by TSMC, moving away from gallium nitride (GaN) [2][5]. Group 1: Thermal Management Challenges - The increasing density and power consumption of chips due to AI accelerators and high-performance computing (HPC) applications are creating significant thermal management challenges [2][3]. - Traditional ceramic substrates are becoming inadequate for the thermal flux demands of modern chip designs, necessitating a shift to more efficient materials [2][3]. Group 2: Advantages of Silicon Carbide (SiC) - SiC is recognized for its high thermal conductivity, reaching approximately 500 W/mK, which is significantly higher than common ceramic substrates like alumina or sapphire [2]. - The material's unique properties, including high mechanical strength and thermal shock resistance, make it suitable for both 2.5D and 3D packaging architectures [4][5]. - TSMC's transition to SiC is seen as a strategic move to enhance thermal management capabilities, aligning with the industry's need for efficient heat dissipation solutions [5][6]. Group 3: TSMC's Strategic Shift - TSMC plans to phase out its GaN business by 2027, reallocating resources to SiC, which is viewed as more aligned with long-term market needs for thermal management [5]. - The company aims to leverage its existing 12-inch wafer manufacturing experience to facilitate the integration of SiC, minimizing the need for new manufacturing systems [3][5]. - TSMC's focus on ensuring crystal integrity and surface flatness in SiC substrates is critical for achieving high yield rates in production [3][5]. Group 4: Competitive Landscape - Other leading companies, such as Intel, are also prioritizing thermal management as a core competitive advantage, indicating a broader industry trend [6]. - While alternatives like diamond and graphene offer high thermal conductivity, their cost and scalability issues limit their mainstream adoption, positioning SiC as a practical compromise [6].

Group 1 - Apple has announced a product launch event scheduled for September 9, where it is expected to unveil the new iPhone series (tentatively named iPhone 17) and new Apple Watch models, which could positively impact the operations of related companies like Largan Precision and Yujingguang [1][2] - The upcoming iPhone launch is seen as a critical test of Apple's innovation capabilities in the AI era, especially after the company delayed significant upgrades to Siri, missing opportunities to compete with OpenAI's ChatGPT and Google's Gemini [2] - Analysts predict that Apple's strategy may continue to focus on ultra-thin iPhones, which are being compared to a MacBook Air, although this may come at the cost of battery life and camera performance [2] Group 2 - Largan Precision and Yujingguang, key suppliers for iPhone lenses, are expected to benefit from the new iPhone 17 launch, with Largan's revenue reaching 5.413 billion TWD in July, marking a 31% month-over-month increase [2] - Despite challenges such as exchange rate fluctuations and tariffs, Largan's chairman expressed optimism for August's revenue performance to surpass that of July [2]

Group 1 - The company, Yunfeng Financial, announced its strategic expansion into cutting-edge fields such as Web 3.0, real-world assets (RWA), digital currencies (e.g., stablecoins), ESG zero-carbon assets, and artificial intelligence (AI) [1]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克为何抛弃政治？ 2. 特斯拉生产经营 方面的消息 3.德国车企的最新消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 马斯克为何抛弃政治？ 6月16日至17日 创投公司 Y Combinator（YC） 在美国旧金山首次 举办的一场 免费人工智慧（AI） 创业会议 AI Startup School 旨在聚集全球顶尖的 AI领域人才 启发并培养 下一代AI创业家 不少业界大咖 都在会议上发言 马斯克也通过 远程连线方式 回答了大家 最关心的几个问题 让我们来看看这位 硅谷钢铁侠 到底在想些什么！ 马斯克在川普政府中 担任DOGE的特别顾问 试图用他的商业思维 来精简联邦政府的运作 但现实可没那么简单 官僚体系的阻力 让他吃了不少苦头 虽然取得一些成果 但远没有达到最初的目标 看来他还是应该回到 他最擅长的领域 技术创新 在这次连线中说得很直白 华盛顿是个 有趣的支线任务 但是我还是要回到 我的主线任务 那就是打造技术 这话听起来就像他在 玩一场大型RPG游戏 华盛顿只是用来换换脑子 涨涨经验 真正的BOSS战 还在科 ...

Group 1 - Intel is undergoing significant reforms under new CEO Pat Gelsinger, who took office in March 2023, with plans to meet supply chain partners in Taiwan during the 40th anniversary dinner in May [1] - Gelsinger will not deliver a keynote speech at COMPUTEX but is expected to share insights on industry prospects at the anniversary event [1] - Intel's annual report indicated that the company's performance in 2024 did not meet shareholder expectations, prompting a commitment to transformation and strengthening its product and foundry businesses [2] Group 2 - The upcoming COMPUTEX event will feature key industry figures, including NVIDIA's CEO Jensen Huang and Qualcomm's CEO Cristiano Amon, discussing future technologies such as AI and edge computing [2] - Gelsinger emphasized the need for Intel to develop competitive rack-scale system solutions to meet customer demands for lower costs and higher efficiency in cloud AI data centers [2]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 来自 technews ，谢谢。 陈立武在3月27日发布的英特尔年度报告中提到，英特尔2024年的表现确实未达到股东们的期望， 他将持续推动转型，并承诺打造更强大的产品业务和晶圆代工业务。 陈立武也在年度报告中表示，将强化英特尔在云端AI数据中心市场的地位；有鉴于客户对更低成 本 、 更 高 效 能 运 算 的 显 著 需 求 ， 英 特 尔 必 须 开 发 具 竞 争 力 的 机 架 级 系 统 解 决 方 案 （ rack-scale system solutions），「这将会是我和团队的关键优先事项。」 参考链接 https://technews.tw/2025/04/22/lip-bu-tan-may-computex-taiwan/ 点这里加关注，锁定更多原创内容 美国芯片大厂英特尔（Intel）正逢多事之秋，新CEO陈立武3月上任后大刀阔斧改革，根据供应链 消息，英特尔将于5 月中旬于台北国际电脑展（COMPUTEX）开展前举办在台40周年晚宴，陈立 武也将亲自来台与供应链伙伴会面，固桩意味浓厚。 据了解，陈立武不会在5月20日至23日举行的 ...