January 19, 202600:08:27

20260119 台美經貿談判收尾 台廠美國布局不確定性降低 / 受VRAM短缺衝擊NVIDIA傳砍單20% 2026年恐無新顯示卡上市

今日科技產業新聞要點:

1. 台美經貿談判收尾 台廠美國布局不確定性降低

2. 受VRAM短缺衝擊NVIDIA傳砍單20% 2026年恐無新顯示卡上市

3. NVIDIA上調HBM4傳輸速度 三星擁邏輯裸晶設計搶佔優勢

4. 中國AI晶片市佔華為首度追平NVIDIA 2026年不排除翻盤

5. AI、記憶體市場同步擴張 愛德萬ATE設備交期續緊

6. AI趨勢Google成大贏家? 語言模型「蛙跳競賽」 挹注伺服器出貨動能

7. 任天堂Switch 2日本2025年末銷售微減 新作遊戲助力市場續熱

8. 記憶體價格壓力浮現 二手手機商機向中高階集中

9. 美國排規放寬與高車價夾擊 本田策略轉向優先生產平價燃油車

10. 不敵價格競爭與電動車成長放緩 三菱電機擬出售汽車設備業務

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