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EP124:【產業觀察小教室】記憶體漲勢一去不回頭,三星意欲單獨力抗台積、海力士聯盟 ft.DIGITIMES分析師張嘉紋 episode artwork

EPISODE · Feb 10, 2026 · 23 MIN

EP124:【產業觀察小教室】記憶體漲勢一去不回頭,三星意欲單獨力抗台積、海力士聯盟 ft.DIGITIMES分析師張嘉紋

from Tech666 · host alex.sun

本集必聽:(00:00:00) 開場(00:01:54) (00:13:06) 回顧2025年三大記憶體營收表現,關鍵在於擴產保守與關稅議題(00:06:52) 記憶體、邏輯一把抓,三星意欲單獨力抗台積、海力士聯盟(00:15:40) 海力士在美布局成焦點,美韓關稅談判後續關鍵應在記憶體 ------------------------------------------製作 | 孫聖峰科技產業瞬息萬變,訊息有真有假、有輕有重, 我們如何在最短的時間內,掌握最重要的資訊?DIGITIMES 與商周攜手推出聯合方案,帶你看懂商業,也看透科技,雙重專業視角幫助你全方位掌握產業趨勢。了解「DIGITIMES 與商周聯購方案」:https://dgt.ms/app_subscribe

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EP124:【產業觀察小教室】記憶體漲勢一去不回頭,三星意欲單獨力抗台積、海力士聯盟 ft.DIGITIMES分析師張嘉紋

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