美股详情

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半导体精选

3,627.45

+1.410.04%

涨家数：16

跌家数：1

平家数：- -

市盈率：- -

高：3,671.11

开：3,627.73

低：3,605.94

收：3,626.04

数据加载中...

分析机构Jon Peddie：未来五年独立显卡在台式机中的渗透率将达到86%

珠海市联电科技有限公司等四家公司中标广西电网公司河池供电局项目

跃居全球最大封装厂，台积电要颠覆电源

半导体行业观察

存储芯片的两个输家，再拼一把

半导体行业观察

中国台湾地区半导体薪资榜：瑞昱居首，台积电涨21.6%未进前十

英伟达 RTX 5050 已列入 PCI ID 列表，预计 7 月发布

英特尔PC显卡份额，降至0

赛道Hyper | 锐捷网络携手AMD想干嘛？

华尔街见闻

意法半导体申请具有包括污染减少结构的外部流体耦合的微机电传感器专利，减少污染

意法半导体6月6日成交额为1.58亿美元

消息称三星加速1c DRAM工艺量产LPDDR6内存计划下半年供货高通

英特尔6月6日成交额为14.16亿美元

扬州高通光电科技有限公司中标徐州斯尔克纤维科技股份有限公司电缆询价采购项目

媒体-以巴克莱为首的银行为银湖持有的 Altera 股份提供 15 亿美元贷款--彭博新闻社

长鑫成功研发并量产LPDDR5X：冲刺LPDDR6

英伟达澄清AI推理疑虑，分析师称“唱空论站不住脚”

博通(AVGO.O)美股盘前下跌3.3%，其第二季度营收前景未能超出预期。

美光出货首款基于1γ制程节点的LPDDR5X内存

英特尔产品CEO称下代至强性能核处理器Diamond Rapids将于明年推出

高通V2X重大收购！

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21:04","pubTimestamp":1749301498,"startTime":"0","endTime":"0","summary":"中国台湾地区证券交易所近日公布了2024年上市公司全体员工薪酬情况，半导体行业企业在薪酬排行榜中表现突出，占据前十名中的六个席位。值得关注的是，作为中国台湾地区半导体产业龙头企业的台积电，尽管员工平均薪资同比大幅增长21.6%，达到332.9万新台币，排名也上升至第14位，但仍未能跻身前十强。此次薪酬排行榜显示，中国台湾地区半导体产业在人才竞争方面投入巨大，高薪资水平反映了该行业对专业人才的强烈需求以及企业间的激烈竞争。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060721063295127244&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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RTX 5050 已列入 PCI ID 列表，预计 7 月发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2541814900","media":"市场资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541814900?lang=zh_cn&edition=fundamental","pubTime":"2025-06-07 18:29","pubTimestamp":1749292140,"startTime":"0","endTime":"0","summary":"IT之家 6 月 7 日消息，@harukaze5719发现，英伟达 GeForceRTX 5050 桌面显卡 已经出现在了 PCI ID 库中，方便 GPU-Z 等工具识别。根据 VideoCardz 消息，英伟达计划于今年 7 月推出 RTX 5050 显卡。类似于 RTX 5060 系列，英伟达可能会同时推出桌面和移动版本。结合IT之家此前报道，RTX 5050 将是“Blackwell”架构已知最小 dGPU —— GB207 在桌面平台的首秀，其预计将启用 GB207 上的完整 2560 个 CUDA 核心，配备 8GB 显存，功耗为 130W。桌面端的 RTX 5050可能会换用与移动端 RTX 5050 相同的 GDDR7 显存，即实现 \"Blackwell\" 世代的全 GDDR7 化。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-06-07/doc-inezfyqx9436457.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["2NVD.UK","LU0274383776.USD","IE00BYXW3230.USD","LU1066051225.USD","LU1430594728.SGD","LU2413666426.HKD","LU2430703095.HKD","LU2168564222.USD","LU1951200564.SGD","NVDY","LU0289961442.SGD","IE0034235295.USD","LU1066051498.USD","NVD2.UK","LU0124676726.USD","LU0234572021.USD","RTX","SG9999000418.SGD","LU2106854487.HKD","LU2125909247.SGD","NVD3.UK","LU2249611893.SGD","LU2746668461.USD","IE00B5949003.HKD","LU1037948541.HKD","LU0965509101.SGD","SNVD.UK","LU2360032135.SGD","NVDS.UK","NVDA","LU1435385759.SGD","LU2505996509.AUD","NVDX","LU1145028129.USD","NVDD","IE0004445015.USD","NVD","BK4581","NVDS","NVDU","LU0289739343.SGD","LU0097036916.USD","NVIW.SI","LU1366333091.USD","BK4605","LU0965509283.SGD","LU0979878070.USD","3NVD.UK","LU1815336760.USD"],"gpt_icon":1},{"id":"2541811678","title":"英特尔PC显卡份额，降至0","url":"https://stock-news.laohu8.com/highlight/detail?id=2541811678","media":"天天IC","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541811678?lang=zh_cn&edition=fundamental","pubTime":"2025-06-07 17:41","pubTimestamp":1749289283,"startTime":"0","endTime":"0","summary":"数据显示，英伟达市场份额在2025年第一季度增长了8.5%，达到了92%的惊人水平，相比此前一度下降到84%的份额有了显著提升。与此同时，AMD的市场份额在同期下降了7.3%，仅占8%，而英特尔的市场份额则下降了1.2%，降至0%。这一数据表明英伟达在显卡市场处于无可争议的领先地位，几乎没有有效竞争对手。在整体PC市场方面，台式机CPU市场同比下降了14.5%，环比下降了20.6%。从细分市场来看，桌面显卡下降了16%，笔记本电脑下降了10%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250607174231a6fe1b23&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Gen2”将首发支持LPDDR6内存，并计划于今年9月23日的骁龙峰会上亮相。此外，三星还在HBM4等高端存储产品中部署1c DRAM技术，构建覆盖AI全场景的内存解决方案。目前，三星已制定1c DRAM扩产计划，预计最早于今年年底完成韩国华城工厂生产线建设。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060711451697752073&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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注：路透社未核实此报导，不保证其准确性(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250606:nL3T3S91DW:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4512","BK4588","BK4515","BK4602","LU0321505439.SGD","BK4141","LU0047473722.SGD","BK4534","BK4550","BK4554","BK4585","LU1023061713.HKD","LU0964806797.USD","LU0345777659.USD","LU0161305163.EUR","BK4529","LU1035777561.USD","BARC.UK","BK4605","LU0048578792.EUR","BK4527","BK5152","BK4535","LU0550127509.SGD","BK4579","LU1064927863.SGD","LU0997586606.USD","LU1668664300.SGD","LU0171281750.USD","LU0081259029.USD","BK4543","LU0106831901.USD","LU1791807156.HKD","LU2543165471.USD","BK4533","BK4575","LU1023061473.USD","LU0321505868.SGD","BK4612","LU0345777147.USD","LU1078025761.USD","LU0047473722.EUR"],"gpt_icon":0},{"id":"2541508488","title":"长鑫成功研发并量产LPDDR5X：冲刺LPDDR6","url":"https://stock-news.laohu8.com/highlight/detail?id=2541508488","media":"快科技","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541508488?lang=zh_cn&edition=fundamental","pubTime":"2025-06-06 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领域取得了显著进展，已经成功开发并量产了LPDDR5X，并且今年就正在向LPDDR6发起冲刺。有分析认为，考虑到当前技术开发速度，长鑫最早可能在2026年实现LPDDR6量产，这能与三星的LPDDR6量产时间相差不到一年。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8jyHngeQGbm","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU1069344957.HKD","LU0081259029.USD","LU1917777945.USD","IE00BSNM7G36.USD","SG9999015978.USD","BK4598","LU1119994496.HKD","LU1046421795.USD","LU1035775433.USD","LU1974910355.USD","IE00BVYPNP33.GBP","BK4585","BK4604","BK4612","BK4141","BK4515","LU2247934214.USD","LU0868494617.USD","BK4554","GB00BDT5M118.USD","BK4605","LU0868494708.USD","BK4534","LU1261432733.SGD","BK4573","BK4575","SG9999015945.SGD","BK4561","BK4532","BK4581","QCOM","SG9999015952.SGD","IE00BVYPNQ40.USD","BK4512","BK4579","SG9999015986.USD","LU0061475181.USD","LU1084165304.USD","LU1823568750.SGD","BK4588","LU2023250504.SGD","SG9999001424.SGD","BK4527","LU0942090050.USD","LU2106854487.HKD","LU0079474960.USD","IE00BGHQDM52.EUR"],"gpt_icon":0},{"id":"2541070839","title":"英伟达澄清AI推理疑虑，分析师称“唱空论站不住脚”","url":"https://stock-news.laohu8.com/highlight/detail?id=2541070839","media":"金十数据","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541070839?lang=zh_cn&edition=fundamental","pubTime":"2025-06-06 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