EPISODE · Jan 31, 2026 · 4 MIN
S2E2| 被AI吞噬的記憶體：美光「含笑」斷尾求生
from 經管視野：產業趨勢與校友之聲 · host 國立陽明交通大學經營管理研究所
本集你會聽到 ：從「退出消費」看策略轉向：為什麼美光砍掉消費通路，把資源優先投向 AI 高毛利市場。一手擴 NAND、另一手吞 DRAM：「新加坡長線儲存」＋「銅鑼收購速效 DRAM」解讀美光的產能擴張。投資 3 雷達快速檢查表：看 AI 伺服器搭載與出貨、HBM/DRAM 供給與 Capex、以及合約價與 DOI 的循環訊號，判斷行情是續強還是準備轉折。加入會員，支持節目： https://nycuibm-podcast.firstory.io/join 留言告訴我你對這一集的想法： Powered by Firstory Hosting
Embed this episode
NOW PLAYING
S2E2| 被AI吞噬的記憶體：美光「含笑」斷尾求生
0:00
4:10
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of 經管視野：產業趨勢與校友之聲?
This episode is 4 minutes long.
When was this 經管視野：產業趨勢與校友之聲 episode published?
This episode was published on January 31, 2026.
Can I download this 經管視野：產業趨勢與校友之聲 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!