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收聽《DIGITIMES每日新聞》：https://reurl.cc/yRz9m6更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 [email protected]廣告合作請洽 [email protected]分機208 王小姐

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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

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