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                            <h1 class="h6 herald-mod-h herald-color">Tag • HBM4</h1>
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                               title="韓國半導體景氣急速升溫！專家分析三星佈局　AI超級循環曝">
                                <img src="/uploads/images/20260317/79a66466a6212926a3.png" alt="韓國半導體景氣急速升溫！專家分析三星佈局　AI超級循環曝"/>
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                                        韓國半導體景氣急速升溫！專家分析三星佈局　AI超級循環曝                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-03-17</span>
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                                <p> 隨著生成式人工智慧（AI）由模型訓練逐步擴展至大規模推論與邊緣運算，高效能運算基礎設施的需求呈現指數式成長。長期關注亞洲政經局勢的我國駐新加坡代表童振源指出，在「AI超級循環」帶動下，全球AI伺服器...</p>
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                                       title="三星領先業界量產全球首款HBM4並率先出貨　問鼎記憶體市場">
                                        <img src="/uploads/images/20260213/60badeb5ae1da66a80.png" alt="三星領先業界量產全球首款HBM4並率先出貨　問鼎記憶體市場"/>
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                                            三星領先業界量產全球首款HBM4並率先出貨　問鼎記憶體市場                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-13</span>
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                                    <p> ▲三星旗下HBM4記憶體產品。（圖╱三星電子提供） 韓國半導體巨頭三星電子今（12）日宣布，正式量產全球首款、業界領先的商用第六代高...</p>
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                                       title="外資點火！華邦電、南亞科雙雙獲調升目標價　HBM4題材添動能">
                                        <img src="/uploads/images/20250928/a9f7ed4028d4a0d021.png" alt="外資點火！華邦電、南亞科雙雙獲調升目標價　HBM4題材添動能"/>
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                                            外資點火！華邦電、南亞科雙雙獲調升目標價　HBM4題材添動能                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2025-09-28</span>
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                                    <p> 華邦電與南亞科連續吸引買盤進駐，近20日分別獲外資大買37.4萬張與22.9萬張，並同步調高評等與目標價。大摩最新報告指出，華邦電評...</p>
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                                       title="SK海力士研發HBM4率先領跑！台廠成贏家？專家：挹注多少還不好說">
                                        <img src="/uploads/images/20250913/640057c194144094c1.png" alt="SK海力士研發HBM4率先領跑！台廠成贏家？專家：挹注多少還不好說"/>
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                                            SK海力士研發HBM4率先領跑！台廠成贏家？專家：挹注多少還不好說                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2025-09-13</span>
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                                    <p> 韓國晶片製造商SK海力士今（12）日宣布，已完成HBM4研發，並率全球之先完成量產準備。對於以DDR4為主力產品的台灣廠商如華邦電和...</p>
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                                       title="全球首發！美光HBM4正式送樣　挑戰海力士霸主地位">
                                        <img src="/uploads/images/20250612/8dcf07b46c46f69000.png" alt="全球首發！美光HBM4正式送樣　挑戰海力士霸主地位"/>
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                                            全球首發！美光HBM4正式送樣　挑戰海力士霸主地位                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2025-06-12</span>
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                                    <p> 美光12日宣布，旗下最新的12層堆疊36GB高頻寬記憶體（HBM4）已率先送樣給多家主要客戶，成為業界第一家公開送樣的廠商，展現搶下...</p>
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