20260204 推論效能成關鍵　傳OpenAI尋NVIDIA替代方案 / 逾9家中國AI晶片廠出貨規模破萬　NVIDIA中國遇螞蟻雄兵

今日科技產業新聞要點：1. 推論效能成關鍵傳OpenAI尋NVIDIA替代方案2. 逾9家中國AI晶片廠出貨規模破萬 NVIDIA中國遇螞蟻雄兵3. NVIDIA HBM4測試近尾聲 SK海力士傳拉升1b DRAM產能4. 記憶體漲價推升手機ASP 品牌業者憂喜參半5. AI重塑資料中心電源鏈台達電、光寶科受惠架構升級6. Mac購買配置介面大改版 M5 Pro、M5 Max封裝技術揭曉7. Elon Musk宣布SpaceX收購xAI 布局太空AI資料中心8. 三星SDI 2025年虧損1.7兆韓元 2026年以ESS、美國LFP力拚翻身9. 恩智浦看好汽車與工業市場復甦預期1Q26需求將持續回升10. 吸引資料中心投資印度推20年免海外服務稅政策收聽《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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20260204 推論效能成關鍵　傳OpenAI尋NVIDIA替代方案 / 逾9家中國AI晶片廠出貨規模破萬　NVIDIA中國遇螞蟻雄兵

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