January 26, 202600:07:49

20260126 從製程良率到執行力考驗 英特爾復甦仍受供應瓶頸制約 / 台積電、三星縮減8吋晶圓產能 供過於求仍未達反轉

今日科技產業新聞要點:

1. 從製程良率到執行力考驗 英特爾復甦仍受供應瓶頸制約

2. 台積電、三星縮減8吋晶圓產能 供過於求仍未達反轉

3. AI推升NAND廠鎧俠市值增10倍 SSD價格比黃金更貴

4. NVIDIA H200伺服器遭海關強力圍堵貨源稀缺 中國黑市喊價人民幣230萬元

5. 先進製程材料 中國布局T1000級碳纖維半導體供應鏈

6. 貴金屬成本猛拉升 台灣LED廠醞釀跟進調漲

7. IT應用導入OLED DDI有案無量 業者感受整體升級節奏緩慢

8. Elon Musk預告Optimus 2027年開賣 批川普關稅政策扼殺太陽能發展

9. 歐洲深度、中國速度雙重夾擊 Tesla BEV護城河進入轉折期

10. 美製車關稅動向受矚 台灣賓士率先表態:若調降優惠將回饋消費者

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