EPISODE · Jul 31, 2026 · 3 MIN
20260731-E：美系CSP龍頭資本支出成長不變 「AI變現」仍持續發酵 / 成熟製程、後段產能皆吃緊 IC設計業恐「有單沒貨、加價無解」
from DIGITIMES每日新聞 · host ida.lee
✉️ 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. 美系CSP龍頭資本支出成長不變 「AI變現」仍持續發酵2. 成熟製程、後段產能皆吃緊 IC設計業恐「有單沒貨、加價無解」3. DRAM現貨價全面回升 3Q26合約價談判拉鋸仍難擋漲勢4. AIT：台美汽車供應鏈合作緊密 將持續推動雙邊汽車貿易收聽《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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20260731-E：美系CSP龍頭資本支出成長不變 「AI變現」仍持續發酵 / 成熟製程、後段產能皆吃緊 IC設計業恐「有單沒貨、加價無解」
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