20260205 英特爾雙線布局GPU、記憶體挑戰NVIDIA主導地位 / NAND繼續漲三星、SK海力士1H26利潤率上看50%

今日科技產業新聞要點：1. 英特爾雙線布局GPU、記憶體　挑戰NVIDIA主導地位2. NAND繼續漲　三星、SK海力士1H26利潤率上看50%3. 鎧俠NAND恐削減供貨　蘋果不得不求助三星接受高價合約？4. 中國本地需求旺　傳長鑫存儲、長江存儲擴張DRAM、HBM產能搶市佔5. Tesla外的大型客戶有譜？　三星揚言2奈米訂單年增130%6. 任天堂Switch 2全球銷量逾1,700萬台　記憶體飆漲恐危及銷售獲利7. 讀墨攜聯發科、元太組「閱讀台灣隊」　手機型彩色電子書閱讀器打造MIT供應鏈8. 蘋果折疊再添亮點　傳搭iPhone最大容量電池、Touch ID9. 高通橫掃車用晶片市場　南韓憂心產業生存空間急速萎縮10. Waymo獲160億美元融資、估值翻倍　加速Robotaxi全球擴張收聽《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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20260205 英特爾雙線布局GPU、記憶體挑戰NVIDIA主導地位 / NAND繼續漲三星、SK海力士1H26利潤率上看50%

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