January 29, 202600:03:18

20260129 (獨家)台積電先進封裝擴產方向大改 AP8、AP7、美國廠全變 / AI熱潮吞噬傳統記憶體產能 大摩示警汽車產業恐再陷結構性「缺芯」危機

今日科技產業新聞要點:


1. (獨家)台積電先進封裝擴產方向大改 AP8、AP7、美國廠全變

2. AI熱潮吞噬傳統記憶體產能 大摩示警汽車產業恐再陷結構性「缺芯」危機

3. DRAM漲價效應蔓延至材料端 長華擬3月調漲封膠樹酯價格

4. 力拚矽光出貨「持續3倍成長」 聯亞擴產布局2027、供應鏈風險有準備

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03-5163975分機208 王小姐

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