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本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務
IDC概念
3,229.22
+78.59
2.49%
漲家數:
7
跌家數:
1
平家數:
- -
市盈率:
- -
高:
3,248.10
開:
3,158.93
低:
3,158.93
收:
3,150.63
成交量:
4.61億
成交額:
531.07億
市值:
5.30萬億
流通市值:
5.13萬億
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21:28","pubTimestamp":1761485284,"startTime":"0","endTime":"0","summary":"今天我们不妨聊一聊英特尔的“代工梦”碎没碎。三星虽然份额远不及台积电,但仍维持在10%左右,而英特尔的代工业务客户主要还是自己。比较明确的讲,英特尔的代工业务问题,早已不是“短期波动”可以解释的,究其根源,主要是受制程和产能的影响。","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=nesSN20251026213840a475befc&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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11:19","pubTimestamp":1761448744,"startTime":"0","endTime":"0","summary":"制造成本 50 美分,售价 700 美元考虑到我们掌握的关于AMD Am9080的制造成本和售价的信息,量产这些芯片为AMD奠定了良好的基础,并促进了业务发展。为了避开无休止的法律纠纷,AMD 抓住机会与英特尔签署了交叉许可协议,授权英特尔成为“第二来源”。因此,AMD 和英特尔签署了一项协议,这意味着 AMD 在签约时向英特尔支付 2.5 万美元,并每年支付 7.5 万美元作为授权费用。Am9080 型号运行速度高达 4.0 MHzAMD 推出了 Am9080 的多个版本,以推动其芯片制造业务的发展。","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=nesSN20251026113636a6ce5134&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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11:04","pubTimestamp":1761447853,"startTime":"0","endTime":"0","summary":"AI与其他领域脱节摩根大通 9 月发布的一份报告显示,今年上半年,人工智能相关资本支出对 GDP 增长的贡献率达到 1.1%,且这一支出规模超过了美国消费者支出,成为经济扩张的 “引擎”。美国商务部数据显示,2025 年一季度美国 GDP 下降 0.5%,二季度则以年化 3.8% 的速度增长。美国基银行 9 月发布的一项调查显示,四分之一的小企业主正处于 “生存模式”,艰难应对成本上涨、关税压力等挑战。帕帕斯称,这是他 “关税成本管控” 举措的一部分。","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=nesSN20251026113024a6ce4fa4&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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14A工藝衝擊代工:客户初步反饋令人鼓舞!","url":"https://stock-news.laohu8.com/highlight/detail?id=2578695682","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578695682?lang=zh_tw&edition=fundamental","pubTime":"2025-10-26 10:53","pubTimestamp":1761447189,"startTime":"0","endTime":"0","summary":"终于迎来季度盈利后,Intel还简短披露了一个好消息:“外部客户对14A的初步反馈令人鼓舞!”当然,Intel是不可能主动公布都有哪些代工客户的,只能继续耐心等待了。Intel 14A工艺早在去年初就公布了,号称等效于1.4nm,预计大约2027年量产,还会发展出功能拓展版本14A-E。Intel已经率先拿下了全球第一台,正在俄勒冈州工厂内抓紧测试。按照规划,Intel未来将每两年推出一个新的工艺节点,并一路推出各个节点的演化版本。Intel代工业务也计划在2027年实现盈亏平衡。","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=nesSN20251026110308a6ce499c&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, 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PC處理器催動換機潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2578788685","media":"集微网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578788685?lang=zh_tw&edition=fundamental","pubTime":"2025-10-26 07:18","pubTimestamp":1761434329,"startTime":"0","endTime":"0","summary":"1.英特尔新AI PC处理器 催动换机潮;2.夸克AI眼镜双11上线11小时 销售额登顶天猫智能眼镜榜;3.智元推出“灵创”平台:0代码创作,人形机器人内容生态迎来新变革;4.微软Win11 将强化AI功能1.英特尔新AI PC处理器 催动换机潮英特尔上季财报与未来展望乐观,其中PC设备端业务展现颇强的增长力度。","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=nesSN20251026071956a474d218&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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目標明年量產,新工藝能否挑戰台積電?","url":"https://stock-news.laohu8.com/highlight/detail?id=2578702275","media":"镁客网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578702275?lang=zh_tw&edition=fundamental","pubTime":"2025-10-25 20:10","pubTimestamp":1761394222,"startTime":"0","endTime":"0","summary":"在2025 年第三季度财报中,英特尔宣布实现净利润 41 亿美元,同比扭亏为盈。尽管 14A 量产计划定在 2026 年底,但现有工厂的产能爬坡效率已让市场对其交付能力产生担忧。若 14A 能在 2026 年如期量产,或许能吸引到对成本敏感、且寻求供应链多元化的客户,比如低端 GPU 厂商或 AI 边缘芯片企业。","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=nesSN20251025202103a6cd9bea&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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除了在2025年以个人身份突击入股的葛卫东已小赚约2亿元,持股或与这家公司相关的淳中科技、中科蓝讯、中山公用、七匹狼、友发集团等上市公司的股价,也于近日出现不同程度的涨幅。","market":"sg","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/money/fund/jjzl/2025-10-25/doc-infvauen7431195.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":["BK4529","LU1839511570.USD","HK0000320264.USD","LU0354030511.USD","NVDD","LU2896262040.SGD","IE00BYXW3230.USD","SNVD.UK","LU2211815571.USD","LU0708995401.HKD","NVD2.UK","LU2602419157.SGD","IE00B19Z9505.USD","LU2403377893.USD","LU0354030438.USD","SG9999014898.SGD","IE00BWXC8680.SGD","LU0320765059.SGD","NVDS.UK","BK4532","LU0061474960.USD","NVDU","BK4534","BK4141","NVIW.SI","LU0175139822.USD","NVDY","LU2065171311.SGD","LU1571399168.USD","LU1435385759.SGD","LU0943347566.SGD","LU1629891620.HKD","BK4587","BK4598","NVD3.UK","NVD","LU0823414551.USD","LU1989764748.USD","NVDX","NVDS","IE00BMPRXN33.USD","LU2054465674.USD","LU2487616109.SGD","LU0061475181.USD","LU0158827948.USD","LU0069063385.USD","2NVD.UK","3NVD.UK"],"gpt_icon":1},{"id":"2578755255","title":"英特爾「殺手鐧」14A 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