半导体
受伊朗战争信号不一影响,首尔股市小幅收跌
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周五,受美国关于对伊朗战争的信号不一以及芯片行业担忧有所缓解的影响,韩国股市小幅收跌。基准股指韩国综合股价指数(KOSPI)下跌0.4%,收于5,438.87点,韩元兑美元汇率走弱。
东芝宣布将与三菱电机及罗姆开启谈判,旨在合并各自的功率半导体业务。此举标志着日本企业在功率芯片领域可能出现整合。
北京邮电大学吴振平团队在《科学进展》杂志上发表的研究证实,kappa-氧化镓在室温下表现出稳定的铁电性,可同时作为存储设备和高功率传输组件。该发现可能使中国军用雷达缩小并增强功率,领先于美国F-22的旧技术。
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Analysts maintain a buy rating on TSMC amid a recent correction in Asian semiconductor stocks. The company faces capacity constraints and geopolitical risks but benefits from strong demand in AI chips. Competitive pressures from Samsung and Intel are noted, yet TSMC's technological edge persists.
Chonnam National University is enhancing its support systems to attract and retain international students as part of a broader globalization push. President Lee Keun-bae announced plans to establish a dedicated Office of International Affairs this year to streamline services for its growing international community. The efforts focus on aligning with regional industries like AI and semiconductors.
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Meta has announced a multi-year partnership with AMD to purchase up to six gigawatts of custom AI chips, potentially gaining a 10% stake in the chipmaker through performance-based shares. The deal, valued in double-digit billions per gigawatt, aims to support Meta's expanding AI infrastructure across its platforms. This arrangement mirrors a similar agreement AMD made with OpenAI last year.
SK海力士启动赴美上市筹备工作
March 22, 2026 21:23韩国3月前20天出口额飙升50.4%
March 19, 2026 19:56AMD 首席执行官苏丽莎与韩国政府和企业讨论人工智能关系
March 18, 2026 16:44Micron Technology beats Q2 2026 earnings estimates
March 18, 2026 11:06SK Group chairman warns of RAM shortage until 2030
March 07, 2026 08:50罗姆股价因电装收购提议飙升创26年来最大涨幅
March 02, 2026 05:54Kospi 2月日均交易额超30万亿韩元
February 28, 2026 09:50韩国2月出口额跃升29%创月度纪录 芯片需求推动
February 27, 2026 21:51Micron trades at low free cash flow yield in cyclical market
February 26, 2026 06:59韩国投资者涌入MiniMax等中国AI和芯片股