科技早餐 3/3|當高階記憶體被 AI 吸走,IDC:2026 年手機出貨恐降 12.9% episode artwork

EPISODE · Mar 2, 2026 · 6 MIN

科技早餐 3/3|當高階記憶體被 AI 吸走,IDC:2026 年手機出貨恐降 12.9%

from 科技報橘 · host TechOrange 科技報橘

* IDC 示警:記憶體短缺衝擊,2026 年全球手機出貨恐萎縮 12.9% * NVIDIA:遊戲晶片供應仍吃緊,短缺恐延續至年底 * 製造業產值突破 20 兆元,電子零組件成主要動能 * Meta 取消最先進 AI 訓練晶片,轉向租用 Google TPU * 黃仁勳談太空資料中心,Hopper GPU 已進入太空運行 延伸閱讀 📖 IBM 商業與技術趨勢報告:依賴單一地區算力極度危險,93% 高管將 AI 主權納入商業戰略 https://techorange.com/2026/02/28/ibm-5-trends-for-2026/ 每日閱讀 📊【科技早餐】更多則新聞 https://techorange.com/2026/03/03/idc-says-smartphone-market-set-biggest-decline-2026-memory-price-surge/ -- Hosting provided by SoundOn

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科技早餐 3/3|當高階記憶體被 AI 吸走,IDC:2026 年手機出貨恐降 12.9%

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