中國記憶體注入DeepSeek強心針估有3~5年黃金期/面對AI晶片反抗軍聯盟 NVIDIA合縱連橫固樁動作頻頻

今日科技產業新聞要點：1.中國記憶體注入DeepSeek強心針估有3~5年黃金期2.面對AI晶片反抗軍聯盟 NVIDIA合縱連橫固樁動作頻頻3.NVIDIA新品、美國白名單助攻台封測鏈2Q25有底氣4.傳蘋果2026進入2奈米世代 Android陣營是否跟進受關注5.原廠合約價齊調漲記憶體2Q25優於實質需求6.記憶體市場迎復甦三星、SK海力士預期獲利飆4成7.光學產業2Q順順過關稅議題不緊張8.「廣告看板」寶劍出鞘電子紙陣營2Q看好9.PBGN成員傳爭取零件採購主導權 Gogoro回應市場傳聞10.現代汽車ADAS晶片遲未拍板恐影響三星代工量產時程11.關稅車輪戰、歐美車市不易評估 2Q汽車景氣難料12.愷森能源台、日儲能雙軌耕耘日本捷報迎收割收聽《DIGITIMES每日新聞》：https://reurl.cc/yRz9m6更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 [email protected]廣告合作請洽 [email protected]分機208 王小姐

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中國記憶體注入DeepSeek強心針估有3~5年黃金期/面對AI晶片反抗軍聯盟 NVIDIA合縱連橫固樁動作頻頻

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