EP286 編輯室On Air/AI暢旺HBM成記憶體主流 DRAM市場價格漫天喊漲 台廠春天真的來了? episode artwork

EPISODE · Dec 4, 2025 · 21 MIN

EP286 編輯室On Air/AI暢旺HBM成記憶體主流 DRAM市場價格漫天喊漲 台廠春天真的來了?

from 聽經濟 · host 經濟日報

由於AI需求發展暢旺,DRAM與Flash需求全面攀升,各大記憶體大廠陸續把重心放進HBM記憶體,和AI伺服器應用,直接導致DDR5現貨價格在短短一週內暴漲25%,由三星開第一槍,先暫停DDR5 DRAM的合約報價,甚至連SK海力士、美光也相繼跟進,到底這波記憶體缺貨潮會燒到何時呢,今天就讓我們一起聊聊。 看影音內容:https://user3387.psee.ly/8et8yg 加入會員,支持節目: https://ednpodcast.firstory.io/join 留言告訴我你對這一集的想法: https://open.firstory.me/user/ckni85syu2z270833yv5yheas/comments Powered by Firstory Hosting

Episode metadata supplied by the publisher feed · Published Dec 4, 2025

Embed this episode

Ready to play

EP286 編輯室On Air/AI暢旺HBM成記憶體主流 DRAM市場價格漫天喊漲 台廠春天真的來了?

0:00 21:03

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of 聽經濟?

This episode is 21 minutes long.

When was this 聽經濟 episode published?

This episode was published on December 4, 2025.

Can I download this 聽經濟 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!