20260127 H200「賣給誰、用在哪、怎麼合規」仍模糊　黃仁勳中國行目的外界揣測 / 鴻海受惠AI伺服器、蘋果加持　EMS/ODM排名一騎絕塵

今日科技產業新聞要點：1. H200「賣給誰、用在哪、怎麼合規」仍模糊黃仁勳中國行目的外界揣測2. 鴻海受惠AI伺服器、蘋果加持 EMS/ODM排名一騎絕塵3. Craig Federighi接管蘋果AI團隊雲端策略恐大轉彎4. 三星HBM4傳2月供貨NVIDIA、超微 3月GTC隨Rubin正式亮相5. 三星NAND價格傳1Q26上調逾100% 2Q26恐將續漲6. Sony業績亮眼恐延後PS6問世記憶體成本飆升同步拉長PS5週期7. 量子電腦工業級系統最後一哩路台灣預定5年內達標8. 智慧眼鏡專利戰開打 Solos向Meta、Ray-Ban母公司求償9. 纖維IC可「織入」拓及腦機介面、VR新應用10. 藍色起源推TeraWave衛星通訊網鎖定企業與資料中心高速通訊需求收聽《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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20260127 H200「賣給誰、用在哪、怎麼合規」仍模糊　黃仁勳中國行目的外界揣測 / 鴻海受惠AI伺服器、蘋果加持　EMS/ODM排名一騎絕塵

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