20260213 台積電、記憶體大廠擴產點火 AI需求帶動廠務設備鏈大單湧入 / 8吋晶圓代工醞釀漲價功率半導體甜蜜點浮現成本壓力

今日科技產業新聞要點：1. 台積電、記憶體大廠擴產點火 AI需求帶動廠務設備鏈大單湧入2. 8吋晶圓代工醞釀漲價功率半導體甜蜜點浮現成本壓力3. 亞馬遜新款ASIC伺服器2Q上線然液冷散熱比重急縮受矚4. 台廠切入日本商用車鏈鴻海、和泰車插旗「三菱Fuso+日野」陣營收聽《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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20260213 台積電、記憶體大廠擴產點火 AI需求帶動廠務設備鏈大單湧入 / 8吋晶圓代工醞釀漲價功率半導體甜蜜點浮現成本壓力

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