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三星、SK海力士、美光衝產能,記憶體行情掀波動!HBM供需失衡仍難解,華邦電、旺宏...台廠外溢單還能接多久? | Morning早安學 EP1514 episode artwork

EPISODE · Jul 12, 2026 · 9 MIN

三星、SK海力士、美光衝產能,記憶體行情掀波動!HBM供需失衡仍難解,華邦電、旺宏...台廠外溢單還能接多久? | Morning早安學 EP1514

from 今周大耳朵 · host 今周刊Business Today

韓國大舉擴產、記憶體股價震盪,市場開始擔心新一波供過於求危機。但AI浪潮持續爆發,短期供需失衡仍難解,超級循環週期還有戲? - 撰文|王子承 文章連結|https://pse.is/9baneb - 【今周三十數位策展|更好的台灣】 響應今周倡議,免費抽百項好禮 https://btoday.cc/94nuxa -- Hosting provided by SoundOn

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三星、SK海力士、美光衝產能,記憶體行情掀波動!HBM供需失衡仍難解,華邦電、旺宏...台廠外溢單還能接多久? | Morning早安學 EP1514

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