April 7, 202600:07:59

20260407 NVIDIA合作Marvell ASIC客戶是否買單NVLink Fusion整合? / AI伺服器ABF載板供不應求 三星電機提升高階議價能力

今日科技產業新聞要點:

1. NVIDIA合作Marvell ASIC客戶是否買單NVLink Fusion整合?

2. AI伺服器ABF載板供不應求 三星電機提升高階議價能力

3. SK海力士傳重新設計頂規HBM4 能否供貨NVIDIA年底定奪

4. 旭化成進軍AI晶片玻纖布市場 低熱膨脹技術挑戰日東紡龍頭地位

5. CCL擴產潮引發設備荒 高階含浸機台交期大延長上看2年

6. 記憶體價格傳鬆動? NB缺料依舊嚴峻

7. 記憶體排擠效應衝擊手機供應鏈 鴻海結構分化發揮緩衝作用

8. Anthropic發下架通知救火 資安業者示警後門風險

9. 新車補貼歸零重創買氣 美國二手電動車市場1Q26銷量季增17%

10. Tesla 1Q26交車量估37萬輛、年增11% 交車量低迷恐成常態

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duVqm1eeliIv7n55UGnzS9njHeNywUgZks55vqCHO4jNif6YKSIfqtieeYvCGWWyValMwFhrVU9oL41lKabg6kuwtc2lVE31vuz8nPSbAOHwpPbJKTEuis9UhTa3RDTn9QodWqlvEeeiYDUGDP5fNgL3Ce6VCN1NoxIu2OGeX0yC3C2VOqar1wWqcQzOhHtKnABnvPyHO4lr2W7nZdhwvHMY8xBoJVbwXhD3GRySoy8C8uGdaP8E99iqCk5utzXkFEFhnETjZFohcHtYIa4sxjeuUOMIN6VwRx99CTmbGPGvM5uceRmmCeAUGrpnEvjtxZuDqVTndvjvQOiE8dRZNWmQVzwTzMeuLIoT9x2c9mk95I6NlIes1JNPTxE2z2Rtqzh9Z9kgPxAJxq0Z73npg7nPUasQuPFYenCaYweIpc0X3LQghVWXS4PWOXuWa8VGgeBA1DZv11DOyKXBT6oP6vaiKt7VWkcZaCuRnVgJwtB3BS4XcbImxFvddrNI1te4aYDMDLGI2dIacTih4JVEFQ6j6L065zp1ODABiQbePqYAa9ASxDGzgFL5VKQadkRLGw8FfkychGKPELoFQ407MA6WsqmCsKgJHhlQSEx9i1PLFJRJEWyKkhwg35SNVHijP50g2wxLcGnPjsNPKrazLei0m4jjKlVuSPVCEKVb9tC9i88ScxJPdiMM9uRFG0SfeXpGthnDvfqZr51pKDHV9pGyctntQrjs6DKp1hEibCNokp1HvlN0rIjPWC04Qqsbdgm4Pt5DU9hU298p6gxMoD7H00yd64PDQxWVWeeRfDBBiB3NcusrhPJUME6FVNimVCSI9EuiICGXgDC0YEdnjvcMSG8LpbLmC3sTVbJtQjFK5drFja1Gjtr8S79XX4IqM5oJmaSNvvPXSxJFg8eLmcQF6G5FNBrjuqXZTgg4GZs3CMT1gVjM0BJUG1gvQhnmWX3ANTr7vwNOOrMLAAbNsq55fqaXfiWtMqsJx8mSjBGESBd9HOhPkcyHLOmEbE62G2PPmpMz835DVP6v8DBjpEh09n1mz8n03Ky8fLF487f6N5qrW29D6FwfnBRx6L1S0TEwbfC9wwur6Nd42KjiJhGZOCjLlaFAXsOopnEKBL1GVfL19g3ujJPfmCWuANqNlnbNJuknWPkomUNn3XjNCB5rCBFUPn3RS10Gc3ctdbSNzJ0eeLbE7JCxOObX7NFO6ANaSS8CYlWnYDVmjMGwjBsbAwrDami4wC1YQ72TGrwr8yE7Cvo5z8KZaEoRi72XHyIeHEK9rDnE7jCUCIuZkwrhtHtxOyxYj0Z2fXrh7lejK3sES6ZZvm8KNlkSATh0qNjodQ2boxGi4os6FSod6aX9xsdzEaL9rov46YLDrDXIprcoe0HtSFyRinfI2nL1m0g9z1o0JZOMrFnVWPHwaAsxwjVh57i0dVEGed45pZbHWicy7OOb7C3OmDCNgqLtGc5xrwO25Zuk3LsfVS6ePLkl9ghMWhYYPU4KXl60dKbDxR7yUZrE8ee0U2Eo5ZKv7KVelJFeQgcMyMI27jACJME9iSncRyg9b9W6qiMO6HVkAKYGJ91MwssDi8aXUrthHnuhLnGl5c2OeZqXB45fRXABynRCBDzjxpYf8tmXhxddsGYE8C0QIpUhNsjOmtlqQWxER6Nw9eiHpGCElSu6oMlWTqXyjPPBMregCyoivp1XABQaCsepKJY7EdzNxYxD631HZrHVIPYqLW4H3GC4aYB0eKOIQIUu9RCWf3Kx6k8PCmtEQDEyULx0q4ZZmQUr66rRsidKLBJgVagabpoGOO8RQYZgGO68v7KpUtn7mu9jcfakKDszNAMMxgbDNl3Fc35Rkf2b6PaGGOtwNmOHZBtTqpzCgrLznc8qljoMIEny7QTAdSLYKRFwhLl1ea6gZtMfTVRavgLrA5E6fiviR59E7ydWjMq52qLeUAgqljaf3sKpZ1mUJ5Cq1glFZyk2Qg665fME0D72oT0V95m2hm5UGz3ftH09sEtRa2Ky9UN3FcEBGYcT4WpHDy18Zx2MeslU1v9zrL4nBC9KFpLBCNTSDjwOay9Uxz1x8Jk7rMsftIrolgH0mVDazdxySMPjc9nScgiNNiZqmrvqVkzLR0MIImf204v3BkbWDdhDBcYJsN66U6ElnRaLxZogmSdNs5BuHnTFpzSPqXpEMUzqpM0pP1o0Frj0uL8HfG62Cr0pWPHKeKKIVQbmOFKq1fIVd8CsoclKiPZM7QjfLP6fY8luimfkKhSus00lblMJ8T83TOF2W2OdpvK2iZTt2xEJ9golLvdIiIyavRygieIQmvVhcPdFdQz2YJDreXJ3n4J8i6Ze8j3Bagy1ER4gkUfhvhBRwUxgGI0kP6NVK5BF2Y10YeWzTnBVd4u8oE3ycpVjC3VabGpgwPXprPZfNQZZFwqWFlIlpOKLPmajFQMLXvt7Bm0sKVgqmTaEvShLOEUfA3FouGuwpyu0RRUwu7wFcpi6bbrseYBfcI7aJWdlQ9rakbme5SdwMehQfNYXUM0ZUQMMfYVYbJ6ZwEJb81Pre7xjOK9iFcg4GeFYy8UmMNUAfyM7MZZNQF2y5uyd72PSRdZtyoWal3QY2aQRfuFZq6eDz3iTKnQzhTX7ErcI7XyYzfkRkBCYZ3DgbSvRdwsELa5RPywm69Xw4xVA0rB6TciODOfbsQHL96Cb4IvStVPoFzxOkfdtRKMHSVGtAcIyFlHSbl14IpOMUgIHK6Q20hiFUWh51cXxex3omTNxl429610kmFSnAAIppNbRJxgtD3CAYjdwkqQbSHQ6bILuPaI1vn74DU3QtFVUM08GdVGZQTkvCxaYoqCxlDmVxHam1UJkSzJeLr8lrk364laDLZq6OXLYF3ZaR6uzZFBYx2PNwTOUTxsaB50wpJRi6kdpOo1gAAKPmwMAVm495TYnkfhFi2WbgLm48KuW7pqp3yS802mMNMqoLsqyaWm3Uj6SciNP1EQmILPF
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