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科技早餐 5/26|黃仁勳稱中國仍在 2,000 億美元市場內,記憶體缺貨把台灣供應鏈推向下半年高峰 episode artwork

EPISODE · May 25, 2026 · 6 MIN

科技早餐 5/26|黃仁勳稱中國仍在 2,000 億美元市場內,記憶體缺貨把台灣供應鏈推向下半年高峰

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* 黃仁勳稱中國仍在兩千億美元 CPU 市場內,台灣供應鏈下半年非常忙 * 記憶體缺貨恐拖到 2028,美光示警、NVIDIA 早已提前卡位 * Anthropic 融資估值上看九千億美元,AI 新創 IPO 前哨戰升溫 * Anthropic Mythos 找出上萬漏洞,歐洲央行要求銀行補資安缺口 * Cloudflare 執行長揭裁員邏輯,AI 先改寫白領後台工作 延伸閱讀 📖 DeepSeek 大砍價 75%!華為晶片助攻,中國 AI 成本戰衝擊西方模型 https://techorange.com/2026/05/25/chinas-deepseek-price-flagship-ai-model-75-shift/ 每日閱讀 📊【科技早餐】更多則新聞 https://techorange.com/2026/05/26/nvidia-taiwan-supply-memory-shortage-mythos-cybersecurity-risks/ -- Hosting provided by SoundOn

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科技早餐 5/26|黃仁勳稱中國仍在 2,000 億美元市場內,記憶體缺貨把台灣供應鏈推向下半年高峰

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