20260407 NVIDIA合作Marvell ASIC客戶是否買單NVLink Fusion整合? / AI伺服器ABF載板供不應求 三星電機提升高階議價能力 episode artwork

EPISODE · Apr 6, 2026 · 7 MIN

20260407 NVIDIA合作Marvell ASIC客戶是否買單NVLink Fusion整合? / AI伺服器ABF載板供不應求 三星電機提升高階議價能力

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今日科技產業新聞要點:1. NVIDIA合作Marvell ASIC客戶是否買單NVLink Fusion整合?2. AI伺服器ABF載板供不應求 三星電機提升高階議價能力3. SK海力士傳重新設計頂規HBM4 能否供貨NVIDIA年底定奪4. 旭化成進軍AI晶片玻纖布市場 低熱膨脹技術挑戰日東紡龍頭地位5. CCL擴產潮引發設備荒 高階含浸機台交期大延長上看2年6. 記憶體價格傳鬆動? NB缺料依舊嚴峻7. 記憶體排擠效應衝擊手機供應鏈 鴻海結構分化發揮緩衝作用8. Anthropic發下架通知救火 資安業者示警後門風險9. 新車補貼歸零重創買氣 美國二手電動車市場1Q26銷量季增17%10. Tesla 1Q26交車量估37萬輛、年增11% 交車量低迷恐成常態收聽《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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20260407 NVIDIA合作Marvell ASIC客戶是否買單NVLink Fusion整合? / AI伺服器ABF載板供不應求 三星電機提升高階議價能力

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