20260707-M：美國貿易逆差難解　美墨加協定展延成談判籌碼 / AI帶動高壓產品價量齊揚　泡沫化疑慮再起、IC通路點出關鍵指標

✉️ 掌握前瞻趨勢與科技脈動，立即訂閱 IC之音電子報：https://pse.is/8wpwwx--今日科技產業新聞要點：1. 美國貿易逆差難解美墨加協定展延成談判籌碼2. AI帶動高壓產品價量齊揚泡沫化疑慮再起、IC通路點出關鍵指標3. 電網老舊撞上AI用電海嘯台重電業者北美訂單能見度拉長4. 提前拉貨潮衝高航線運價 2H26亞太貨運旺季需求存變數5. 9成機器人仍靠遠端遙控？恩智浦CEO揭落地關鍵自主運算是唯一解方6. 全球Tier 1大廠掀跨界轉型潮舍弗勒跨足國防航太市場開展新動能7. 繼兆易創新示警北京君正：DRAM代工產能改善最快落在2H278. FOPLP金屬載板情牽群創、SpaceX估4Q26貢獻有感鑫科BNCT動能看至20289. 台灣6月機車市場開紅盤 SYM市佔45%稱霸、Gogoro掛牌創19個月新高10. 亞洲生技大展聚焦AI生技鏈台灣瞄準亞洲創新樞紐收聽《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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20260707-M：美國貿易逆差難解　美墨加協定展延成談判籌碼 / AI帶動高壓產品價量齊揚　泡沫化疑慮再起、IC通路點出關鍵指標

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