A China-South Korea embodied intelligence industry cooperation forum took place in Seoul on the 3rd. Government, research institute, university and corporate delegates discussed core technologies, industry applications, commercialization challenges and technical standards, and explored bilateral technology-industry cooperation paths.

2026-11-04

A China-South Korea embodied intelligence industry cooperation forum took place in Seoul on the 3rd. Government, research institute, university and corporate delegates discussed core technologies, industry applications, commercialization challenges and technical standards, and explored bilateral technology-industry cooperation paths.

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2026-11-04

日經225指數失守61000點,日內跌幅3.31%。

2026-11-04

全球半導體設備供應鏈正出現罕見的提前訂貨潮。韓國《電子新聞》11月3日報道,應用材料、阿斯麥、泛林集團、東京電子和科磊等全球主要半導體設備商,已進入2028年設備供應合同的收尾階段,部分廠商甚至開始討論2029年的採購訂單。AI基礎設施投資推動全球芯片製造商同步擴大晶圓廠資本開支,設備交付週期較正常水平延長一倍以上,部分設備最長超過兩年。此前,芯片製造商通常在設備導入前6—12個月啓動合同談判,採購訂單下達後3—6個月即可交付。如今,設備供應能力已成爲擴產瓶頸,臺積電、美光和英特爾等廠商正提前鎖定關鍵設備。設備商雖在擴大產能、縮短安裝調試時間,但仍難以滿足需求。業內人士預計,這輪提前鎖單趨勢可能持續至2030年。