EPISODE · Mar 18, 2026 · 19 MIN
記憶體最狂時代來了!黃仁勳喊「產能全包」、三星釀罷工加劇缺貨,群聯、威剛、南亞科…台廠卡位戰略曝光|編輯室好好說226
from 今周大耳朵 · host 今周刊Business Today
「儘管蓋新廠吧!有多少產能,輝達收多少,全包了!」輝達執行長黃仁勳霸氣喊話。加上記憶體晶片龍頭三星擔子勞資談判破裂,將全面罷工18天。 消息一出,立刻讓記憶體價格衝上雲霄,相關記憶體族群股價皆聞聲大漲。台廠趁巨人轉身之際,正重新定義全球戰略位置。 主持人 | 今周刊總編輯許秀惠 與談人 | 今周刊撰述委員范文正 期數主題 | 1526期 記憶體最狂時代來了 --- ★當期雜誌 https://bty.pse.is/8uc2r4 ★今周三十週年數位策展 | https://30th.businesstoday.com.tw/ -- Hosting provided by SoundOn
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記憶體最狂時代來了!黃仁勳喊「產能全包」、三星釀罷工加劇缺貨,群聯、威剛、南亞科…台廠卡位戰略曝光|編輯室好好說226
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