近日，北京嫣然天使儿童医院被曝因欠租面临关停，引发广泛关注。不少网友开始为嫣然天使 基金会捐款。 来，她像只受惊的鹿，总在人群目光触及前仓皇低头，连吞咽时食物从鼻孔溢出的狼狈，都要 用衣袖悄悄抹去。 1月 21 日，第三方数据显示， 7天以来，李亚鹏的粉丝增量超过 197万 ，仅1月 20 日就涨粉 超过 64 万，位居涨粉榜第一。另有数据显示，目前李亚鹏的1—20s、21—60s、60s以上视频 广告报价分别为5.4万、6.7万、8.1万。 1月20日，李亚鹏发布视频称，日前一共有两场内容直播、两场直播带货，四场统计收到平台 分账金额超过29万元。当日下午， 其向嫣然天使儿童医院转账约29.11万元，附言为"替网友 捐赠"。 同时，他还特别澄清了 嫣然天使儿童医院和嫣然天使基金的区别 ，嫣然天使儿童医院不具备 公开募集善款的资质，无法在网络上公开募款路径或渠道；嫣然天使基金是中国红十字基金会 旗下的唇腭裂专项基金，旨在全国范围内救助贫困家庭的唇腭裂儿童，提供全免费手术。 李 亚鹏带货品牌因销量过大停播，王菲十年捐3268万引爆热搜，嫣然基金会最新发声 记者丨季媛媛 闫硕 编辑丨 张伟贤 来源：李亚鹏社交平台 ...

存储芯片概念延续强势 ，盈方微2连板，普冉股份、佰维存储、江波龙、香农芯创等强势股跟涨。 GPU概念爆发 ，龙芯中科20cm涨停，海光 信息涨逾13%创新高。昨夜美股存储芯片股逆势大涨，美光、希捷、闪迪等股集体刷新记录新高。 美国股债汇三杀，纳指跌超2%，芯片股、 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4123.49 | 14266.18 | 1858.65 | | +9.84 +0.24% +110.56 +0.78% +38.17 +2.10% | | | | 万得全A | 创业板指 | 北证50 | | 6797.06 | 3315.35 | 1530.62 | | +38.13 +0.56% +37.37 +1.14% +13.01 +0.86% | | | | 沪深300 | 中证500 | 中证A500 | | 4745.83 | 8297.15 | 5920.86 | | +26.95 +0.57% +49.34 +0.60% +42.12 +0.72% | | | | 中证1000 | 深证100 | 中证红利 | | 8245.40 | 5 ...

格隆汇1月21日｜据21财经，集邦咨询报告显示，全球8英寸晶圆供需正步入失衡期。受台积电、三星电 子战略性削减产能影响，2026年全球8英寸代工总产能将萎缩2.4%。而AI驱动的电源管理芯片(Power IC)等产品需求维持强劲，正拉动行业平均产能利用率回升至90%的高位。在此背景下，中国大陆晶圆 代工厂正在崛起，成为满足8英寸芯片需求的替代方案。晶圆代工厂正提高报价，预计调价幅度在5%至 20%之间。 具体来看，目前台积电在中国台湾有4座8英寸晶圆厂和1座6英寸晶圆厂，若要在2027年全 面退出，2026年就需要持续削减产能。目前台积电的8英寸晶圆代工月产能约为52.8万片。 三星电子同 样于2025年下半年启动8英寸晶圆厂减产，且态度更为积极，希望将更多的资源投入到12英寸晶圆市场 的竞争当中。此前，三星为了应对持续亏损的晶圆代工业务以及8英寸晶圆厂的低产能利用率，就已经 计划削减8英寸晶圆厂规模，并传闻对8英寸代工制造和技术团队裁员30%以上。目前三星电子的8英寸 晶圆代工月产能亦约为52.8万片。 联电旗下8英寸晶圆月产能曾超36万片，现阶段产能利用率约70%。 展望后市，联电正向看待2026年营运有 ...

记者丨彭新 编辑丨骆一帆 人工智能（AI）浪潮之下，先进制程芯片难求、身价飙升。与此同时，曾被晶圆厂加速剥离的 8英寸晶圆产线，正因国际巨头集体转向12英寸以及AI外围芯片需求的增长，上演了一场从产 能过剩到提价满载的结构性反转。在此变局下，中国大陆晶圆代工厂正承接这一全球产能真 空，其角色变化引起市场瞩目。 1月13日，市场调研机构集邦咨询（TrendForce）发布最新报告显示， 全球8英寸晶圆供需正 步入失衡期。 受台积电、三星电子战略性削减产能影响，2026年全球8英寸代工总产能将萎缩 2.4%。与此同时，AI驱动的电源管理芯片（Power IC）等产品需求维持强劲，正拉动行业平 均产能利用率回升至90%的高位。 在此背景下，中国大陆晶圆代工厂正在崛起，成为满足8英寸芯片需求的替代方案。同时， 晶 圆代工厂正提高报价，预计调价幅度在5%至20%之间。 8英寸晶圆供需失衡 8英寸晶圆主要用于生产电源管理芯片（PMIC）、驱动IC、微控制器（MCU）及功率器件 （IGBT、MOSFET）等。长期以来，该市场因工艺成熟、设备折旧完毕， 被视为先进制程巨 头资产组合中的"现金奶牛"，利润丰厚。 然而，随着制程 ...

Core Viewpoint - The global foundry market is witnessing a shift as leading companies like TSMC and Samsung Electronics reduce traditional processes such as 8-inch wafer production, focusing instead on advanced nodes. This presents an opportunity for Chinese foundries like SMIC and Hua Hong Semiconductor to capture market share, especially with the rising demand for power semiconductors driven by the AI industry [1][2]. Group 1: Market Dynamics - TSMC has announced plans to close its 6-inch and 8-inch wafer production lines next year, while Samsung is also expected to cut some of its 8-inch wafer capacity. TrendForce predicts a 2.4% decline in global 8-inch wafer production this year due to these reductions [1]. - Despite lower single-chip output from 8-inch processes compared to the mainstream 12-inch processes, 8-inch production is favored for small-batch, multi-variety manufacturing, making it a key focus for smaller foundries [1]. - The demand for power semiconductors, primarily produced on 8-inch lines for home appliances, automotive, and data centers, is increasing due to the growth of AI, leading to a projected price increase of 5% to 20% for older process nodes this year [1]. Group 2: Chinese Foundries' Position - Chinese foundries are emerging as alternatives for 8-inch chip production, with companies like SMIC, Hua Hong Semiconductor, and Huazhong Microelectronics providing these services. Due to surging demand, Chinese foundries have raised 8-inch chip prices by approximately 10% [2]. - Hua Hong Semiconductor's 8-inch production lines are nearing full utilization, largely due to orders from leading automotive chip manufacturers like Infineon and ON Semiconductor [2]. - Analysts note that as the U.S. imposes restrictions on advanced semiconductors in China, Chinese firms are strengthening their capabilities in older nodes, solidifying their position in the 8-inch wafer foundry market [2]. Group 3: Industry Outlook - TSMC plans to invest between $52 billion to $56 billion in capital expenditures this year to meet AI market demands, exceeding market expectations by over 20%. The company has also raised its revenue growth target for 2029 from an annual average of 20% to 25% [2]. - Samsung is accelerating the production of 3nm and below process technologies to cater to the orders from major global tech clients [2]. - Ongoing semiconductor industry conflicts between the U.S. and China may pose risks, as global automakers are hesitant to rely on Chinese foundries for semiconductor production to mitigate dependency on Chinese components [2].