March 2, 202600:07:47

20260302 雲端巨擘AI投資上看6,300億美元 支撐NVIDIA業績與展望 / 三星傳將終結2D NAND生產 最後產線轉攻1c DRAM

今日科技產業新聞要點:

1. 雲端巨擘AI投資上看6,300億美元 支撐NVIDIA業績與展望

2. 三星傳將終結2D NAND生產 最後產線轉攻1c DRAM

3. 玻纖布荒2026年持續蔓延 欣興揭1Q載板漲勢更劇烈

4. 傳DeepSeek推動V4本土化 未向NVIDIA等廠開放早期存取權限

5. 曾稱台灣未受影響 酷澎改口認了:20萬台灣用戶資料外洩

6. 三星Galaxy S26強化AI代理應用 電池、相機效能同步升級

7. 傳三星上調S26 Ultra首批出貨量 或因應晶片通膨

8. Google挑戰亞馬遜、Tesla 整併Intrinsic強化AI機器人平台

9. 電動車需求放緩打擊產能 Lucid保守看2026年產量目標

10. Starlink積極降價擴張市場 全力應對亞馬遜潛在威脅

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