January 21, 202600:07:45

20260121 三星晶圓代工稼動率升破6成 台積產能吃緊下浮現契機 / 資料中心將吃掉2026年全球70%記憶體 業者估DDR5價格漲勢有望放緩

今日科技產業新聞要點:

1. 三星晶圓代工稼動率升破6成 台積產能吃緊下浮現契機

2. 晶圓代工前景看漲 英特爾大量招工加速Ohio One晶圓廠建設

3. 資料中心將吃掉2026年全球70%記憶體 業者估DDR5價格漲勢有望放緩

4. 記憶體漲價衝擊 傳中系四大手機廠商下修2026年出貨目標

5. 手機晶片2奈米升級感面臨考驗 系統整合力成為廠商最後救贖

6. 蘋果引入Gemini處於「套殼」和「蒸餾」之間 OpenAI遭「邊緣化」成最大輸家

7. 中國加嚴稀土出口管制 供應鏈採China+1與更改製程降低斷鏈風險

8. 鴻海啟動中國製造再深化 鄭州合資國資成立鴻創

9. 美國關稅大棒輕輕放 供應鏈南遷腳步放緩

10. 南韓電池投資寒冬、印度訂單熱騰騰 韓設備商寧吞低價也要把握

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