美股详情

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半导体精选

4,382.08

+58.221.35%

涨家数：12

跌家数：5

平家数：- -

市盈率：- -

高：4,385.56

开：4,330.56

低：4,323.47

收：4,323.87

数据加载中...

大亏损，大裁员！英特尔第二季度继续爆雷

ASIC对债务管理和信用修复行业审查的重要性

澳洲财经见闻

英特尔 “Diamond Rapids” 处理器被曝砍掉超线程，最大256核心

英特尔启动近15%裁员方案，年内裁员规模已超2万人

意法半导体(STM.US)斥资9.5亿美元收购恩智浦(NXPI.US)MEMS传感器业务

ST十多年来首次亏损，创下单日最大跌幅，收购恩智浦MEMS业务

半导体行业观察

英特尔陈立武：朝着正确方向迈进

半导体行业观察

Intel拟在下一代Nova Lake架构中以超大缓存对抗AMD 3D V-Cache技术

美国超微公司7月24日成交额为78.33亿美元

亚德诺7月24日成交额为10.77亿美元

【券商聚焦】中金公司：看好SoC芯片持续受益于端侧AI硬件新一轮创新周期关注模型端、应用端催化

焦点板块及个股 | 集采优化；饮料行业；恩智浦；SK海力士

中信证券财富管...

英特尔启动大裁员英特尔CEO称每笔投资都必须符合逻辑

英特尔宣布启动一轮重大重组计划，首席执行官称“不再开空头支票”

英特尔首次认败：若 14A 无法获得外部大客户青睐，可能取消该节点及后续先进制程

特朗普逼4国买单，波音股价狂飙，竟涨赢英伟达2倍

AIoT SoC芯片领军者，拥抱端侧AI新机遇

英特尔首席执行官表示，工厂仍是芯片制造商至关重要的环节。

意法半导体将收购恩智浦Mems传感器业务

英特尔发布乐观销售展望本轮计划裁员15%

环球市场播报

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09:29","pubTimestamp":1753406953,"startTime":"0","endTime":"0","summary":"在AMD的3D V-Cache技术带来的市场竞争压力下，Intel正密谋在下一代Nova Lake架构中实施重大变革，旨在重新夺回游戏CPU市场的领先地位。据最新传闻，Intel正考虑推出配备大容量缓存的CPU版本，以直接抗衡AMD的3D V-Cache产品线。据悉，Intel的这次反击将不同于AMD的策略，他们不打算在这一细分市场中推出仅包含性能核心的CPU。目前，关于Intel的大容量L3缓存将如何集成仍是个谜。随着Intel在Nova Lake上的布局逐渐明朗，其对AMD的挑战也将愈发激烈。","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=nesSN20250725093306a6c08d9b&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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中金公司发研报指，瑞芯微公告预计2025年半年度实现营业收入约20.5亿元，同比增长约64%；预计2025年半年度实现归母净利润5.2-5.4亿元，同比增长185%-195%。泰凌微2025年半年度业绩预告营业收入预计为5.03亿元，同比增长37%；归母净利润预计为9,900万元，同比增长267%。该机构看好以上三个趋势有望在2H25得以延续。该机构看好SoC芯片持续受益于端侧AI硬件新一轮创新周期，建议关注模型端、应用端催化。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962865","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861215975.USD","BK4588","LU1861219969.SGD","LU2357305700.SGD","LU2360107325.USD","IE00BD6J9T35.USD","IE00BZ199S13.USD","BK1516","LU1548497426.USD","159813","BK1501","SG9999002828.SGD","LU0348723411.USD","LU2298322129.HKD","BK0276","BK4141","LU1720051017.SGD","LU0124384867.USD","LU1720051108.HKD","LU1854104046.USD","LU1861220033.SGD","BK1564","03908","ON","LU1854103824.USD","LU1978683503.SGD","LU0724618433.USD","BK1147","BK4605","BK4512","601995","BK4585","LU1861214812.USD"],"gpt_icon":0},{"id":"2554374137","title":"焦点板块及个股 | 集采优化；饮料行业；恩智浦；SK海力士","url":"https://stock-news.laohu8.com/highlight/detail?id=2554374137","media":"中信证券财富管...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554374137?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 09:09","pubTimestamp":1753405779,"startTime":"0","endTime":"0","summary":"2025国采/国谈：集采政策优化，支持创新发展2025年以来政府多次提出优化药品集采、支持创新药等相关政策，同时商保创新药目录出台在即，医药政策环境向好。虽然与HBM客户的2026年供应谈判仍在进行中，公司目前可见性高，并正在加速资本支出，以积极应对预期的需求。在HBM4方面，由于其先进功能导致生产成本增加，公司正与客户商讨平均售价，目的是维持当前HBM的盈利水平。","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=nesSN20250725102104a462499a&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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英特尔CEO称每笔投资都必须符合逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2554731154","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554731154?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 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无法获得外部大客户青睐，可能取消该节点及后续先进制程","url":"https://stock-news.laohu8.com/highlight/detail?id=2554731689","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554731689?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 08:26","pubTimestamp":1753403199,"startTime":"0","endTime":"0","summary":"英特尔表示，若 Intel 14A 无法获得重要的外部客户，也未能达到重要里程碑，公司可能放缓甚至取消 14A 及后续领先制程节点的开发。这是英特尔首次承认考虑退出某一主要节点的前沿半导体技术竞赛，本质上是将制程领先地位让给台积电和三星电子。在此情况下，我们可能暂停或终止对 Intel 14A 及后续节点的追求，以及各种制造扩张项目。因此，英特尔在重金投资前需确保其技术能被内部产品与外部客户使用。","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=nesSN20250725083649971d1451&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, 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