February 11, 202600:23:16

EP124:【產業觀察小教室】記憶體漲勢一去不回頭,三星意欲單獨力抗台積、海力士聯盟 ft.DIGITIMES分析師張嘉紋

本集必聽:
(00:00:00) 開場

(00:01:54)
(00:13:06)
回顧2025年三大記憶體營收表現,關鍵在於擴產保守與關稅議題

(00:06:52) 記憶體、邏輯一把抓,三星意欲單獨力抗台積、海力士聯盟

(00:15:40) 海力士在美布局成焦點,美韓關稅談判後續關鍵應在記憶體
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製作 | 孫聖峰科技產業瞬息萬變,訊息有真有假、有輕有重, 我們如何在最短的時間內,掌握最重要的資訊?
DIGITIMES 與商周攜手推出聯合方案,帶你看懂商業,也看透科技,雙重專業視角
幫助你全方位掌握產業趨勢。了解「DIGITIMES 與商周聯購方案」:https://dgt.ms/app_subscribe

 

 

 

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