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🔥 当日 2026年8月10日 · 周一
核心内容概览 · 08/10
S级重大事件 1条
服务器 AI算力 华尔街日报:苹果在iPhone/MacBook产品线测试长鑫存储芯片,已就零部件供应初步洽谈
A级重要动态 3条
服务器 AI算力 长鑫科技8/10正式纳入MSCI中国全股票指数,瑞银首次覆盖给予'买入'与70元目标价
AI算力 服务器 寒武纪2026年半年报:营收59.96亿元(+108.1%)、归母净利23.11亿元(+122.6%),毛利率55%
AI算力 数据中心 SpaceX与特斯拉官宣168亿美元建设德州Terafab芯片厂,项目已破土动工
B级值得关注 1条
OpenAI以网络安全评估未达门槛为由,暂停下一代模型Astra部分研发工作
🧠 行业洞察
✅ 机遇关注
国产DRAM进入苹果等一线客户验证阶段,服务器内存国产化替代路径中长期更清晰
寒武纪上半年净利同比+122.6%、毛利率55%,国产AI芯片供应链盈利与供货保障能力增强
⚠️ 风险提示
瑞银判断全球DRAM供需偏紧至少延续至2028年二季度、2025-2027服务器DRAM需求年均增约66%,内存成本上行压力中期化
美方针对光模块的相关限制风波余波未消,海外交付节奏与供应链合规成本存在政策不确定性
🏆 竞品动态
寒武纪H1营收59.96亿元(+108.1%)、归母净利23.11亿元(+122.6%),毛利率55%国产AI芯片供应商盈利能力与议价能力同步提升,AI服务器芯片采购成本空间可能收窄,需做方案组合敏感性测算
长鑫科技获苹果产品线测试(WSJ)+ 纳入MSCI + 瑞银首次覆盖国产存储客户验证提速,服务器内存国产化替代路径中长期更清晰,建议跟踪其服务器级DDR供货优先级
📅 上周 8月3日 — 8月9日 · 7期日报 📅 周报概览 ➜
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🎯 专题 深度竞争分析 2篇
🔥 Today August 10, 2026 · Monday
International Perspective · August 10, 2026
WSJ: Apple Testing CXMT Memory Chips Across iPhone and MacBook Lines, Holds Preliminary Supply Talks [详见中文版] — The Wall Street Journal reported on Aug 9, citing people familiar with the matter, that Apple is testing memory chips from ChangXin Memory Technologies (CXMT) across product lines including iPhone and MacBook to ease AI-driven memory shortages, and has held preliminary talks with CXMT on component supply, initially targeting devices sold in China. Reuters said it could not independently confirm the report. The Financial Times had reported in early July that Apple began qualifying CXMT DRAM for China-market devices while lobbying Washington for broader approval; CXMT remains on the Pentagon's Chinese military companies list. On the FY2026 Q3 earnings call Tim Cook said Apple is 'evaluating all options' and that having more suppliers is a good thing. (The Wall Street Journal / Reuters)
DIGITIMES: Proposed US Ban on New Chinese Optical Transceivers Risks Slowing AI Data Center Build-out [详见中文版] — DIGITIMES reported on Aug 7 that a proposed US ban on new Chinese optical transceivers could disrupt AI data center build-outs before Western suppliers have sufficient capacity to replace Chinese production, raising the risk of higher costs, delayed cluster deployments and stranded GPUs. A related Aug 6 piece noted that US curbs on Chinese optical modules cloud the outlook for Taiwan-based suppliers even as some posted record revenue. (DIGITIMES)
Nvidia Executive Details CPO Production Progress and the Continued Role of Pluggable Optics — In a DIGITIMES interview published Aug 7, an Nvidia executive discussed the progress of co-packaged optics (CPO) production for the company's switch platforms and how pluggable optical modules continue to be positioned alongside CPO in AI networking deployments. (DIGITIMES)
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