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20260129 (獨家)台積電先進封裝擴產方向大改 AP8、AP7、美國廠全變 / AI熱潮吞噬傳統記憶體產能 大摩示警汽車產業恐再陷結構性「缺芯」危機 episode artwork

EPISODE · Jan 29, 2026 · 3 MIN

20260129 (獨家)台積電先進封裝擴產方向大改 AP8、AP7、美國廠全變 / AI熱潮吞噬傳統記憶體產能 大摩示警汽車產業恐再陷結構性「缺芯」危機

from DIGITIMES每日新聞 · host ida.lee

今日科技產業新聞要點:1. (獨家)台積電先進封裝擴產方向大改 AP8、AP7、美國廠全變2. AI熱潮吞噬傳統記憶體產能 大摩示警汽車產業恐再陷結構性「缺芯」危機3. DRAM漲價效應蔓延至材料端 長華擬3月調漲封膠樹酯價格4. 力拚矽光出貨「持續3倍成長」 聯亞擴產布局2027、供應鏈風險有準備收聽《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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20260129 (獨家)台積電先進封裝擴產方向大改 AP8、AP7、美國廠全變 / AI熱潮吞噬傳統記憶體產能 大摩示警汽車產業恐再陷結構性「缺芯」危機

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