AOD – IC之音竹科廣播 FM97.5

AOD – IC之音竹科廣播 FM97.5


20260115 SK海力士傳停產消費級記憶體 資源轉向B2B與AI伺服器市場 / 三星、SK海力士2026年DRAM擴產腳步 恐只夠滿足一半需求

January 15, 2026
今日科技產業新聞要點:

1. SK海力士傳停產消費級記憶體 資源轉向B2B與AI伺服器市場

2. 三星、SK海力士2026年DRAM擴產腳步 恐只夠滿足一半需求

3. 英特爾18A良率傳已超過6成 領先三星SF2製程

4. 台積AZ擴廠舉步維艱到從容不迫 供應鏈同行迎10年大單

5. 蘋果傳自研AI晶片盼2H26量產 縮短AI基建差距

6. 升級不加價策略奏效 蘋果2025年手機銷售奪冠

7. 輕薄手機熱潮降溫 三星、蘋果2026年同步踩煞車

8. 備戰2027年超薄iPhone Air SDC、LGD布局無偏光片技術

9. 歐洲BEV生存賽局全面位移 價格協議引爆四大車廠權力重組

10. 中加貿易關係和緩 加拿大擬取消中國電動車關稅

收聽《DIGITIMES每日新聞》:https://reurl.cc/yRz9m6

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