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芯片概念
1,854.60
+41.74
2.30%
漲家數:
9
跌家數:
2
平家數:
- -
市盈率:
- -
高:
1,861.63
開:
1,816.32
低:
1,816.32
收:
1,812.86
成交量:
4.34億
成交額:
571.02億
市值:
7.30萬億
流通市值:
7.23萬億
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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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預計於 CES 2026 發佈新款鋭龍 9000X3D 與 9000G 系列處理器","url":"https://stock-news.laohu8.com/highlight/detail?id=2578632940","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578632940?lang=zh_tw&edition=fundamental","pubTime":"2025-10-26 19:55","pubTimestamp":1761479707,"startTime":"0","endTime":"0","summary":"这是自 2024 年初锐龙 8000G 系列发布以来,AMD 首次推出更强的高性能桌面 APU 产品。AMD 在今年初的 CES 上曾发布 R9 9950X3D 与 Strix Halo 平台产品,因此业界普遍认为该公司将延续相同的发布节奏。","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=nesSN20251026195826a475a256&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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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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14A 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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17:24","pubTimestamp":1761384273,"startTime":"0","endTime":"0","summary":"近日,但斌执掌的东方港湾海外基金”Oriental Harbor Investment Fund”向美国证监会SEC提供了最新的13F文件,公布了其2025年三季度的美股持仓数据。美股三季度持仓近92亿,新进阿里巴巴、加仓加密货币!数据显示,2025年三季度末东方港湾共持有17只美股标的,持股市值合计12.92亿美元,折合人民币约92亿元,相比2025年二季度末约11.26亿美元的持股市值略有增长。但斌旗下超9成产品创新高,东方港湾近三年居百亿主观私募第3!","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=nesSN20251025173007a6cd6e65&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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工藝目標 2026 年量產,同階段性能與良率已領先 18A","url":"https://stock-news.laohu8.com/highlight/detail?id=2578755255","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578755255?lang=zh_tw&edition=fundamental","pubTime":"2025-10-25 13:36","pubTimestamp":1761370600,"startTime":"0","endTime":"0","summary":"IT之家 10 月 25 日消息,科技媒体 Wccftech 昨日发布博文,报道称英特尔首席财务官大卫津斯纳透露,其面向外部晶圆代工客户的 14A 工艺节点取得重大进展,在同等开发成熟度下的性能和良率均已超越前代 18A 节点。这一进展表明,14A 工艺的研发进度甚至超过了内部预期,为英特尔的芯片制造蓝图奠定了坚实基础。","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=nesSN20251025133712974182f0&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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Lake將集成Xe3P圖形架構","url":"https://stock-news.laohu8.com/highlight/detail?id=2578471575","media":"DoNews","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578471575?lang=zh_tw&edition=fundamental","pubTime":"2025-10-25 13:30","pubTimestamp":1761370202,"startTime":"0","endTime":"0","summary":"科技媒体Wccftech报道称,英特尔已提交首批Xe3P内核图形驱动补丁,确认下一代Xe3P图形架构将与Nova Lake CPU家族深度绑定。作为Arrow Lake的正式继任者,Nova Lake将覆盖桌面与移动两大市场。补丁代码显示,Nova Lake家族包含S、U、H、HX和UL等多个系列。目前Xe3P图形支持仍处于实验阶段,需通过“force_probe”环境变量手动开启。值得注意的是,光线追踪功能在Nova Lake家族中将受到限制,仅U和H系列具备硬件支持。这些补丁为Linux 6.19内核周期奠定了基础,预计经过几个版本迭代后,Xe3P支持将逐步成熟。","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=nesSN20251025133217a6cd2e94&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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