February 13, 202600:03:26

20260213 台積電、記憶體大廠擴產點火 AI需求帶動廠務設備鏈大單湧入 / 8吋晶圓代工醞釀漲價 功率半導體甜蜜點浮現成本壓力

今日科技產業新聞要點:


1. 台積電、記憶體大廠擴產點火 AI需求帶動廠務設備鏈大單湧入

2. 8吋晶圓代工醞釀漲價 功率半導體甜蜜點浮現成本壓力

3. 亞馬遜新款ASIC伺服器2Q上線 然液冷散熱比重急縮受矚

4. 台廠切入日本商用車鏈 鴻海、和泰車插旗「三菱Fuso+日野」陣營

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

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留言心得回饋https://pse.is/4ee2ft

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03-5163975分機208 王小姐

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