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                            <h1 class="h6 herald-mod-h herald-color">Tag • 美光</h1>
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                               title="記憶體周一迎補漲行情？美光HBM產能拚翻倍　專家分析公司操作">
                                <img src="/uploads/images/20260907/dfddb17305c9398c91.png" alt="記憶體周一迎補漲行情？美光HBM產能拚翻倍　專家分析公司操作"/>
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                                        記憶體周一迎補漲行情？美光HBM產能拚翻倍　專家分析公司操作                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-09-07</span>
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                                <p> ✕ 高頻寬記憶體在AI浪潮之下成為不可或缺的關鍵元件，外媒披露，美光科技（Micron）將大舉擴充高頻寬記憶體（HBM）產能，目標今年底將月產能拉升至約10萬片晶圓，美光股價在上周五大漲6%，SK海...</p>
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                                       title="SEMICON美國館開幕　龔明鑫：台企赴美投資3個月加碼200億美元">
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                                            SEMICON美國館開幕　龔明鑫：台企赴美投資3個月加碼200億美元                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-09-02</span>
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                                    <p> ✕ SEMICON&nbsp;Taiwan 2026國際半導體展今（2）日開幕，共有19個國家設立國家館。經濟部長龔明鑫特地前往美國館開幕，他...</p>
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                                       title="台灣美光醞釀罷工　勞動部：持續與地方政府掌握勞資動態">
                                        <img src="/uploads/images/20260902/4099bc9d996ad00b2e.png" alt="台灣美光醞釀罷工　勞動部：持續與地方政府掌握勞資動態"/>
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                                            台灣美光醞釀罷工　勞動部：持續與地方政府掌握勞資動態                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-09-02</span>
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                                    <p> ✕ 受惠於全球AI商機及高頻寬記憶體（HBM）需求，美光（Micron）近期獲利均創歷史新高，但台灣美光員工因不滿制度不透明，導致現...</p>
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                                            輝達財報超預期　專家點名3類股有望重獲買盤青睞                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-29</span>
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                                    <p> ✕ 在市場高度期待與觀望情緒中，輝達（NVIDIA）再度繳出一份超預期的成績單。從單季營收突破960億美元，到下季營收預估將達到10...</p>
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                                            晶片股大反攻！美股全面收紅　輝達終結「7連跌」、AMD狂飆近5%                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-26</span>
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                                    <p> ✕ 在美國公債殖利率連續第2天下滑，以及半導體類股反彈帶動下，美股週二（25日）全面收紅，輝達（Nvidia）終止連續7個交易日跌勢...</p>
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                                            美股早盤費半重挫400點！美光下殺7%　台指期夜盤跳水                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-25</span>
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                                    <p> ✕ 美股周一（24日）開盤漲跌互見，費城半導體指數重摔400點，記憶體族群在昨日拉到近期新高後陷入多空交戰，今日全面下挫，美光股價大...</p>
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                                            AI記憶體荒！傳輝達與SK海力士、美光新簽多年長約　提前鎖定產能                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-23</span>
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                                    <p> ✕ 全球人工智慧（AI）基礎建設浪潮持續推進，記憶體的嚴重短缺，持續為產業擴張帶來不確定性。對此，有消息指出晶輝達（Nvidia）已...</p>
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                                                class="meta-item herald-date"><span class="updated">2026-08-18</span>
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                                    <p> ✕ 美股周一（17日）開盤漲跌互見，科技股持續上揚，記憶體族群漲勢尤其猛烈，美光股價強勢重返一千美元大關，早盤開漲將近5%。 我是廣...</p>
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                                            美股早盤小漲開出！美光依舊強勢　傳Gemini旗艦模型延後推出                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-14</span>
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                                    <p> ✕ 美股週四（13日）早盤小幅走高，科技股維持小漲態勢，路透稍早披露了Google內部組織變化，以及Gemini旗艦模型將延後推出的...</p>
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                                        <img src="/uploads/images/20260811/a34de0534deb426f74.png" alt="美股早盤小跌！記憶體開低走高　祥茂光電財報加持噴8%"/>
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                                            美股早盤小跌！記憶體開低走高　祥茂光電財報加持噴8%                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-11</span>
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                                    <p> ✕ 美股周一（10日）早盤主要指數小跌，記憶體族群開低走高，美光由跌翻漲2%，光通訊族群表現各異，祥茂光電 （AAOI）財報創下新高...</p>
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                                                class="meta-item herald-date"><span class="updated">2026-08-10</span>
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                                    <p> ✕ 美股科技股自七月以來震盪劇烈，尤其以記憶體族群最為明顯，美光股價自1千美元以上一度跌到740美元，後又回到接近900美元附近，花...</p>
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                                            美股早盤記憶體開低走高！SpaceX「初解禁」首日未跌反漲                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-07</span>
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                                                class="meta-item herald-date"><span class="updated">2026-07-28</span>
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