不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 12月26日消息，据韩媒报道，三星将在 2026 年 2 月开始大规模量产 HBM4 芯片，其竞争对手 SK 海力士也会在大致相同的时间开始量产，成为全球内存 半导体行业首例。 业内人士透露，SK 海力士将从明年 2 月起，在韩国京畿道利川 M16 工厂、清州 M15X 工厂全面启动生产。而三星也将于同一时间在平泽园区启动 HBM4 量产工作。 据报道，HBM4 不只是一次单纯的性能升级，而是转向客制化产品的重要分水岭。其中 SK 海力士选择与台积电合作，在 HBM4 的基底 Die 上采用 12nm 制程工艺，让带宽相比上代型号提升 2 倍，能效比提升 40% 以上。 而三星则凭借 Turnkey方案、领先制程技术正面迎战，这家厂商选择果断导入 10nm 先进制程，在内部技术评估中实现 11.7Gbps 的行业领先性能，因此有 足够的自信将量产时间提前至 2 月。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 同时，三星生产出的 HBM4 芯片大部分都将供应给英伟达的下一代 AI 加速器系统"Vera Rubin"，计划 2026 年下旬发布 ...

Group 1 - iRobot has officially filed for bankruptcy protection in Delaware, with Shenzhen PICEA Robotics and its subsidiary acquiring all shares, leading to iRobot's delisting from NASDAQ and privatization [3] - Tesla has initiated Robotaxi road tests without human safety operators, with reports of at least one Model Y operating in Austin, Texas, without safety monitoring equipment [3] - Google has introduced its seventh-generation TPU using HBM3E8 chips from Samsung and SK Hynix, with plans to adopt HBM3E12 chips for enhanced performance [3] Group 2 - Luoyang Molybdenum has acquired four operating gold mines in Brazil, marking a significant step in its "copper-gold dual-pole" acquisition strategy to enhance its resource layout in South America [5] - Unisoc has established a central research institute to focus on developing new architectures for edge AI chips [5] Group 3 - Apple faces potential increases in hardware costs as DRAM long-term order agreements expire, with Samsung and SK Hynix planning price hikes starting January [7] - Ford plans to convert an electric vehicle battery plant in Kentucky to produce batteries for grid storage and announced the creation of thousands of new jobs across the U.S. [7] - Novo Nordisk Canada has received conditional marketing authorization from Health Canada for semaglutide injection (Wegovy) for treating certain patients with non-alcoholic steatohepatitis (NASH) [7] Group 4 - Samsung Electronics aims to expand HBM3E chip supply to become Broadcom's largest supplier and plans to exit the consumer electronics SSD market to focus on AI industry supply [9] - Toyota announced plans to build a manufacturing plant in the U.S. and issue bonds worth up to 5 billion Indian Rupees, while recalling nearly 100,000 vehicles due to safety issues [9] - SK Hynix has ordered a hot-press bonding machine from ASMPT for HBM4 production, anticipating DRAM shortages to persist until 2028 [9] Group 5 - Volkswagen Group announced the first closure of a domestic production line in Germany in 88 years, significantly reducing the budget for its battery subsidiary PowerCo [12] - Porsche is adjusting its 718 EV platform to accommodate internal combustion engines due to slowing demand for pure electric vehicles, incurring approximately £6.65 billion in conversion costs [12] - HSBC has sent privatization documents for Hang Seng Bank, with a court meeting and shareholder meeting scheduled for January 1, 2026 [12]

Market Overview - A-shares opened higher on November 25, with the ChiNext Index rising by 3% at one point. The Shanghai Composite Index closed at 3880.22 points, up 1.13%, while the Shenzhen Component Index rose by 2.04% and the ChiNext Index increased by 2.6% [1][3]. Trading Volume and Market Sentiment - The trading volume in the Shanghai and Shenzhen markets reached 1.17 trillion yuan, a significant increase of 149.3 billion yuan compared to the previous trading day. A total of 4888 stocks rose, with 77 hitting the daily limit, while only 458 stocks declined [3]. Sector Performance - The technology sector showed strong performance, particularly in computing hardware and AI applications, with significant rebounds in communication equipment and electronic components. The optical module (CPO), optical chip, optical communication, and ASIC chip sectors led the gains [3][4]. - The precious metals and education sectors also performed well, while previously high-performing sectors like aquaculture experienced notable pullbacks [3]. Notable Stocks and Indices - The CPO concept stock surged by 9%, with major players like Dekoli, Changguang Huaxin, and Guangku Technology hitting the daily limit of 20% increase. Other stocks such as Dongshan Precision and Shijia Photon also saw significant gains [5][6]. - The Hang Seng Technology Index rose over 1.4%, with stocks like Bilibili increasing nearly 6% and Xiaomi Group rising over 4% [4]. Precious Metals Sector - The precious metals sector saw a strong rally, with stocks like Huaxi Nonferrous Metals nearing the daily limit and Shengda Resources rising over 6%. Other notable performers included Western Gold and Zhongjin Gold, both up over 5% [12][13]. - Spot gold prices reached a weekly high of $4155.9 per ounce, driven by market expectations of a potential interest rate cut by the Federal Reserve [14]. Aquaculture Sector Decline - The aquaculture sector faced significant declines, with stocks like Zhongshui Fishery and Zangzi Island hitting the daily limit down, and Guolian Aquatic Products dropping nearly 9% [18][19].

Market Overview - A-shares opened higher and continued to rise, with the ChiNext Index reaching a gain of 3% at one point. As of the midday close, the Shanghai Composite Index was at 3880.22 points, up 1.13%, the Shenzhen Component Index rose 2.04%, and the ChiNext Index increased by 2.6% [3][4]. Sector Performance - The technology growth sector showed strong performance, with significant rebounds in computing hardware and AI applications. The communication equipment and electronic components sectors led the gains, particularly in optical modules (CPO), optical chips, optical communications, and ASIC chip concepts [5][11]. - Precious metals and education sectors also performed well, with stocks related to cross-strait integration and automotive chips rising [6]. - Conversely, the previously high-performing aquaculture sector experienced a notable pullback, with the shipbuilding and shipping sectors weakening [7][28]. Notable Stocks - The optical module sector saw a surge, with the CPO concept rising by 9%. Several stocks hit the daily limit up, including Dekoli, Changguang Huaxin, and Guangke Technology, all achieving a 20% increase [11][12]. - Precious metals stocks also saw significant gains, with Huaxi Nonferrous Metals nearing the limit up, and Shengda Resources rising over 6%. Other notable performers included Xibu Gold and Zhongjin Gold, both up over 5% [21][22]. - In the photovoltaic equipment sector, Guosheng Technology hit the limit up, while Yangguang Electric Power rose nearly 6% [25][26]. Market Sentiment - The market sentiment was buoyed by expectations of a potential interest rate cut by the Federal Reserve, which contributed to the rise in gold prices, reaching a weekly high of $4155.9 per ounce [23][20].