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高通
158.40
-0.4400
-0.28%
盘后:
159.00
0.6000
+0.38%
19:59 EDT
成交量:
480.82万
成交额:
7.62亿
市值:
1,739.23亿
市盈率:
16.13
高:
159.20
开:
158.90
低:
157.41
收:
158.84
数据加载中...
总览
公司
新闻
公告
美国研究综述-Analog Devices、Constellation Brands、Phibro Animal Health
路透中文
·
07-07
联电获高通先进封装大单,晶圆代工也有新进展
芯智讯
·
07-07
联电与高通达成先进封装交易,计划2026Q1量产
市场资讯
·
07-07
高通或放弃三星代工的第二代骁龙8至尊版:相关标识符已被删除
市场资讯
·
07-07
二季度国内安卓芯片品牌份额出炉:玄戒几乎追平三星
C114通信网
·
07-07
联电先进封装,拿下大客户
半导体行业观察
·
07-07
曝高通放弃三星代工,三星旗舰机首当其冲跌至感人价!
中关村在线
·
07-07
更正-预览-由于人工智能芯片销售疲软,三星电子第二季度利润可能下降 39
路透中文
·
07-07
身价300亿!舱驾融合成智能化新起点,这家公司的新平台有何看点?
电子发烧友
·
07-07
三星2纳米代工梦碎 传高通剔除名单,由台积电独吞旗舰大单
爱集微
·
07-06
机构:LPDDR6即将问世,高通率先搭载
爱集微
·
07-05
消息称高通放弃三星代工,第二代骁龙 8至尊版芯片全由台积电代工
市场资讯
·
07-05
高通孟朴:AI为芯片业带来结构性新需求
市场资讯
·
07-05
【新品发布】艾为推出SIM卡电平转换AW39103,成功通过高通平台认证
艾为之家
·
07-04
专访高通汽车业务负责人,点赞中国技术创新,分享最新合作成果,支招车企出海
爱集微
·
07-04
赛道Hyper | 高通Snapdragon Ride:ADAS普及破局
华尔街见闻
·
07-04
高通将于7月30日举办骁龙汽车日 地点在印度新德里
手机中国
·
07-03
高通7月2日成交额为14.41亿美元
市场透视
·
07-03
2nm版高通骁龙8 Elite 2首曝:三星代工
市场资讯
·
07-02
高通7月1日成交额为14.27亿美元
市场透视
·
07-02
更多
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18:01","pubTimestamp":1751882475,"startTime":"0","endTime":"0","summary":"报道称,联电2024年斥资新台币156亿元投入研发,专注开发5G通信、AI、物联网及车用电子等领域所需的制程技术,并钻研特殊制程,在12nm和14nm特殊制程及3D IC先进封装研发也有进展。此外,在先进封装方面,传闻联电也成功拿到了高通的大单。早在2024年底,联电就携手高通展开HPC进封装合作,锁定AI PC、车用,以及AI服务器市场。","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=nesSN20250707181619a43ba135&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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15:22","pubTimestamp":1751872920,"startTime":"0","endTime":"0","summary":"同时联华电子还在寻求发展先进封装业务,并考虑通过收购的方式获得相关设施,寻求成熟制程节点以外的发展。据TrendForce报道,联华电子的努力没有白费,已经与高通达成先进封装交易,获得了重要订单。有供应链消息人士透露,联华电子首批中介层已通过电气测试,并进入试生产阶段,预计2026年第一季度量产。联华电子与高通从2024年末开始展开合作,开发用于高性能计算的先进封装。","market":"other","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/2025-07-07/doc-inferrrp6289500.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00BGHQDM52.EUR","UMC","BK4575","BK4579","LU0079474960.USD","LU1035775433.USD","LU0868494617.USD","BK4512","LU1261432733.SGD","LU2023250504.SGD","BK4585","LU2106854487.HKD","BK4581","BK4527","LU1069344957.HKD","GB00BDT5M118.USD","LU0081259029.USD","BK4554","BK4534","BK4604","LU0061475181.USD","LU1917777945.USD","SG9999015952.SGD","BK4532","BK4526","BK4588","BK4141","BK4605","LU1084165304.USD","BK4573","IE00BSNM7G36.USD","LU2247934214.USD","LU1823568750.SGD","BK4612","LU1046421795.USD","SG9999001424.SGD","IE00BVYPNP33.GBP","QCOM","BK4515","IE00BVYPNQ40.USD","LU0942090050.USD","LU1974910355.USD","SG9999015945.SGD","SG9999015986.USD","BK4561","LU0868494708.USD","BK4598","SG9999015978.USD","LU1119994496.HKD"],"gpt_icon":0},{"id":"2549588105","title":"高通或放弃三星代工的第二代骁龙8至尊版:相关标识符已被删除","url":"https://stock-news.laohu8.com/highlight/detail?id=2549588105","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549588105?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 14:51","pubTimestamp":1751871060,"startTime":"0","endTime":"0","summary":"此前有报道称,三星与高通接近达成2nm合作协议,高通可能成为三星代工首个2nm主要客户,2026年第一季度开始生产代号“Kaanapali S”的第二代骁龙8至尊版芯片,用于明年发布的Galaxy S26系列智能手机。高通很早之前就开始与三星就2nm订单进行了谈判,传闻正在对多款芯片进行量产测试,而第二代骁龙8至尊版是讨论的主要话题。从高通暂停三星代工的第二代骁龙8至尊版来看,有可能在预定时间内难以达到良品率目标。","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/2025-07-07/doc-inferrrn4386480.shtml","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":"sina","symbols":["BK4554","LU1046421795.USD","LU2247934214.USD","LU1974910355.USD","LU1035775433.USD","BK4604","SG9999001424.SGD","LU0868494708.USD","BK4573","BK4585","LU2023250504.SGD","BK4561","BK4588","LU1917777945.USD","LU0081259029.USD","LU1069344957.HKD","BK4512","IE00BSNM7G36.USD","IE00BVYPNP33.GBP","BK4534","BK4527","LU1823568750.SGD","BK4575","BK4605","GB00BDT5M118.USD","BK4141","QCOM","LU0942090050.USD","BK4579","LU1261432733.SGD","SG9999015986.USD","LU1084165304.USD","SG9999015945.SGD","LU2106854487.HKD","BK4581","SG9999015952.SGD","IE00BVYPNQ40.USD","BK4598","LU0079474960.USD","BK4532","LU0868494617.USD","SG9999015978.USD","IE00BGHQDM52.EUR","BK4515","BK4612","LU1119994496.HKD","LU0061475181.USD"],"gpt_icon":0},{"id":"2549130727","title":"二季度国内安卓芯片品牌份额出炉:玄戒几乎追平三星","url":"https://stock-news.laohu8.com/highlight/detail?id=2549130727","media":"C114通信网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549130727?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 13:59","pubTimestamp":1751867940,"startTime":"0","endTime":"0","summary":"近日,安兔兔公布了2025年第二季度安卓阵营处理器的市场份额分布数据。其中,小米玄戒的市场份额几乎与三星持平。数据显示,高通依然以73%的份额占据绝对主导地位,联发科以25%的份额紧随其后,而三星和小米则分别以0.7%和0.6%的份额位列第三、四位。值得注意的是,小米玄戒处理器在短短一个月内市场份额迅速攀升,几乎追平三星,成为本次数据中最引人瞩目的亮点。2025年第一季度小米公司研发支出达到人民币67亿元,同比增长30.1%。","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=nesSN20250707140038979ca938&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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08:55","pubTimestamp":1751849731,"startTime":"0","endTime":"0","summary":"联电跨足先进封装大跃进,夺下高通大单,自行开发的高阶中介层也获得高通验证,迈入量产出货倒数计时阶段。联电去年底携手高通展开高速运算先进封装合作,锁定AI PC、车用,以及当红的AI服务器市场,陆续传出捷报。业界人士指出,联电布局先进封装,先前在制程端仅供应中介层,应用在RFSOI制程,对营收贡献有限。","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=nesSN20250707090314a699ca02&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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08:33","pubTimestamp":1751848400,"startTime":"0","endTime":"0","summary":"7 月6日消息,消息源 @Jukanlosreve 昨日在 X 平台发布推文,曝料称高通已取消了三星的 2nm 工艺代工计划,不再委托其生产第二代骁龙 8 至尊版芯片。值得一提的是,由于三星新机的曝光,导致三星S25价格持续走低。而最新消息称高通内部已不再区分版本,只剩下基础的 SM8850 型号,推测指的是台积电制造的 3 纳米芯片。援引科技媒体 Android Headline 观点,认为从种种迹象表明,高通第二代骁龙 8 至尊版可能完全依赖台积电代工。","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=nesSN202507071013359538fe83&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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39","url":"https://stock-news.laohu8.com/highlight/detail?id=2549943371","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549943371?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 07:04","pubTimestamp":1751843062,"startTime":"0","endTime":"0","summary":"更正-预览-由于人工智能芯片销售疲软,三星电子第二季度利润可能下降 39更正第 2 段,删除连续第四个季度下滑的内容三星第二季度利润为 6.3 万亿韩元,低于去年同期的 10.4 万亿韩元分析师称,向Nvidia供应先进人工智能芯片的进度落后于目标计划美国贸易政策的不确定性仍是风险所在Heekyong Yang. 路透悉尼7月7日 - 三星电子005930.KS周二预计第二季度营业利润将大跌39%,原因是向人工智能芯片领军企业NvidiaNVDA.O供应先进存储芯片的计划推迟。","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:20250706:nL4T3T3066:1","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":null,"symbols":["LU2023250504.SGD","LU1119994496.HKD","IE00B7SZLL34.SGD","LU2125909247.SGD","LU2265009873.SGD","LU0820562030.AUD","NVDU","SG9999014906.USD","SNVD.UK","NVDD","LU0109392836.USD","LU0289961442.SGD","NVDA","LU0965509010.AUD","QCOM","LU0354030511.USD","NVD","LU1242518857.USD","LU0061474960.USD","IE00B1XK9C88.USD","LU0787776722.HKD","LU2471134523.USD","MACW.SI","LU0342679015.USD","LU2360106780.USD","LU0347712357.USD","NVDY","IE00B1BXHZ80.USD","BK4571","IE00B775SV38.USD","LU1934455863.HKD","NVDS","LU0274383776.USD","NVIW.SI","2NVD.UK","LU0472753341.HKD","SG9999018865.SGD","NVDS.UK","BK4575","LU2106854487.HKD","LU2236285917.USD","NVD3.UK","NVD2.UK","LU0345769128.USD","LU1935042991.SGD","NVDX","3NVD.UK"],"gpt_icon":1},{"id":"2549308367","title":"身价300亿!舱驾融合成智能化新起点,这家公司的新平台有何看点?","url":"https://stock-news.laohu8.com/highlight/detail?id=2549308367","media":"电子发烧友","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549308367?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 06:03","pubTimestamp":1751839380,"startTime":"0","endTime":"0","summary":"德赛西威的2025年第一季度报告显示,公司实现营业总收入67.92亿元,同比增长20.26%;归母净利润5.82亿元,同比增长51.32%;扣非净利润4.97亿元,同比增长34.08%。黄锦昌表示,从智能座舱到辅助驾驶,德赛西威积累了丰富的高通舱驾平台开发经验。2018年,德赛西威首次量产了基于高通820A芯片的座舱域控制器,正式开拓了在智能座舱领域的新业务。到了2024年,德赛西威智能座舱业务全年营收已经达到182.30亿元,占总营收的66%,其中新项目订单年化销售额超过160亿元。","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=nesSN202507070937429538f3b9&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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传高通剔除名单,由台积电独吞旗舰大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2549320240","media":"爱集微","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549320240?lang=zh_cn&edition=fundamental","pubTime":"2025-07-06 20:38","pubTimestamp":1751805509,"startTime":"0","endTime":"0","summary":"据最新市场消息,高通已经决定放弃原先规划的双供应商策略,取消三星作为Snapdragon 8 Elite Gen 2芯片的代工厂商,转而由台积电独家生产这款旗舰处理器。据悉,三星近期目标是将2纳米制程良率提升至50%,但要达到真正量产所需的门槛,至少需要达到70%。这一决定将影响包括三星Galaxy S26系列在内的多款Android旗舰手机,这些设备原本计划采用三星代工的芯片版本,现在将统一使用台积电生产的SM8850芯片。","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=nesSN2025070620390895386eab&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, 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22:36","pubTimestamp":1751726178,"startTime":"0","endTime":"0","summary":"据佐思汽车研究最新研报显示,三星已经确认LPDDR6将于2025年下半年量产,第一个使用LPDDR6的是高通即将于2025年10月底发布的骁龙8至尊二代,汽车领域应该也会有至尊二代座舱和Ride,鉴于汽车至尊一代刚刚开始推广,至尊二代预计要等到明年。LPDDR6与LPDDR5最大区别之一是速度。LPDDR6起步是10.6Gbps,然后有12.8Gbps、14.4Gbps和16.0Gbps几档。目前三星的LPDDR5X就有10.667Gbps,LPDDR5T则有9.6Gbps。","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=nesSN20250705223850979b13d0&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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14:04","pubTimestamp":1751695440,"startTime":"0","endTime":"0","summary":"AI成为新UI 为芯片业带来结构性新需求孟朴指出,过去十年,半导体产业的快速增长,很大程度上得益于移动互联网和智能终端的广泛普及。这一趋势,不仅将重塑用户体验,终端侧AI正在成为新一代计算平台的必备能力,也为整个芯片产业带来了结构性的新需求。展望未来,AI 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12:12","pubTimestamp":1751602353,"startTime":"0","endTime":"0","summary":"6月27日,高通汽车技术与合作峰会在苏州举行。本次活动有近2000名生态伙伴和专业观众参与,展现出高通汽车业务生态以及中国汽车行业的蓬勃生机。今年是高通成立四十周年,也是高通汽车业务发展的二十周年。而中国已成为高通汽车业务极为重要的市场。高通为汽车行业提供的所有产品均符合车规级标准","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=nesSN20250704121326953606b4&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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