EPISODE · Aug 12, 2026 · 55 MIN
EP303. 記憶體瘋漲，攪亂南韓股市，肥了中國同行？ ft. 科技專家吳金榮
from 數位時代 Business Next · host 數位時代 Business Next
一年來記憶體之亂，屬於週期變化，還是結構變化？對南韓股市和投資人來說，這已不重要，錯失上車機會被剝奪感暴增則更嚴重。這也導致上半年南韓股市大漲一倍後又重挫四成，連帶全球股市跟著震盪。記憶體需求能見度至少有兩年，但人心更貪婪，其中關係不是AI能算得出來。持續缺貨帶來的大手筆擴廠已經發生，最積極的就是中國的長江和長芯這兩家公司，想彎道超車三星，SK海力士和美光這三強。這個產業四十多年來暴漲暴跌的特性，曾讓美國、日本、德國和台灣業者吃足苦頭、丟盔棄甲，如今會因AI發展跳脫宿命，或是進入另一個輪迴的開始？美國主導要繞開中國的非紅供應鏈，反而加速促成紅色供應鏈閉環？曾經參與其中多年的專家吳金榮分享他的觀察。 Powered by Firstory Hosting
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EP303. 記憶體瘋漲，攪亂南韓股市，肥了中國同行？ ft. 科技專家吳金榮
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