January 22, 202600:08:05

20260122 NVIDIA H200銷中受阻 英業達:問題卡在中國 / 美國威脅記憶體100%關稅 南韓李在明:頂多跟台灣一樣不利

今日科技產業新聞要點:

1. NVIDIA H200銷中受阻 英業達:問題卡在中國

2. 美國威脅記憶體100%關稅 南韓李在明:頂多跟台灣一樣不利

3. 不設廠就課稅 三星可能將部分記憶體產線轉向美國德州?

4. NAND價格進入上行循環 三星、SK海力士轉向「控量優先」

5. 大功率AI伺服器檢測資質稀缺 待測機櫃實驗室外「排排站」

6. 英特爾人事組織重整 強化AI與資料中心戰略

7. 記憶體衝擊中系手機備貨量 中低階機種與SoC恐遇嚴峻寒冬

8. 中國撐起折疊機半成需求 三星、華為2026較勁銷冠寶座

9. iPhone 17熱銷助攻 蘋果重奪中國手機市佔冠軍

10. 川普關稅加碼、加拿大降稅開門 美、加、中博弈衝擊底特律三雄

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service@ic975.com

Podcast廣告合作請洽sharon.wang@ic975.com
03-5163975分機208 王小姐

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
No transcript available.