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                            <h1 class="h6 herald-mod-h herald-color">Tag • 記憶體</h1>
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                               title="記憶體賺瘋了！三星電子市值破1000兆韓元創紀錄　領韓股續創新高">
                                <img src="/uploads/images/20260205/f8585389855540c335.png" alt="記憶體賺瘋了！三星電子市值破1000兆韓元創紀錄　領韓股續創新高"/>
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                                        記憶體賺瘋了！三星電子市值破1000兆韓元創紀錄　領韓股續創新高                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-02-05</span>
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                                <p> 記憶體報價自去年下半年以來持續上漲，帶動全球相關記憶體族群股價表現，韓國股市（KOSPI）在記憶體雙雄三星與SK海力士帶動下，不斷飆出歷史新高，今（4）日收報5371.1點，再度刷新新高紀錄。三星電...</p>
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                               title="記憶體賺瘋了！三星電子市值破1000兆韓元創紀錄　領韓股續創新高">Read More
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                                       title="台股開低走高終場收32289.81點漲45點　台積電收黑下跌15元">
                                        <img src="/uploads/images/20260204/da2a83cc281aef2198.png" alt="台股開低走高終場收32289.81點漲45點　台積電收黑下跌15元"/>
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                                            台股開低走高終場收32289.81點漲45點　台積電收黑下跌15元                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-04</span>
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                                    <p> 台股今（4）日開盤受美股拖累迅速跳水，一度跌至盤面下，失守32000點關卡，但盤中買盤強勁湧入電子零組件、記憶體族群，上演「開低走高...</p>
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                                    <a href="/post/132437.html"
                                       title="台灣記憶卡蛙垂涎！小摩指韓記憶體雙雄還沒漲完　韓股上望7500點">
                                        <img src="/uploads/images/20260204/f8585389855540c335.png" alt="台灣記憶卡蛙垂涎！小摩指韓記憶體雙雄還沒漲完　韓股上望7500點"/>
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                                            台灣記憶卡蛙垂涎！小摩指韓記憶體雙雄還沒漲完　韓股上望7500點                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-04</span>
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                                    <p> 記憶體報價自去年下半年以來持續上漲，帶動美國、韓國、與台灣的記憶體族群股價表現，韓國股市在記憶體雙雄三星與SK海力士帶動下不斷飆出歷...</p>
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                                    <a href="/post/132436.html"
                                       title="美股早盤記憶體開高走低！川普「金庫計畫」帶稀土概念股飆漲">
                                        <img src="/uploads/images/20260204/80c20f3c32e439bc6f.png" alt="美股早盤記憶體開高走低！川普「金庫計畫」帶稀土概念股飆漲"/>
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                                            美股早盤記憶體開高走低！川普「金庫計畫」帶稀土概念股飆漲                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-04</span>
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                                    <p> 美股主要指數周二（3日）早盤漲跌互見，記憶體族群開高走低呈現震盪，在美國總統川普宣布進行關鍵礦產儲備「金庫計畫」（Project V...</p>
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                                       title="記憶卡蛙別緊張！美股早盤SanDisk再飆7%　集邦預告DRAM報價漲95%">
                                        <img src="/uploads/images/20260203/c47fcc79ccaacfcbbd.png" alt="記憶卡蛙別緊張！美股早盤SanDisk再飆7%　集邦預告DRAM報價漲95%"/>
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                                            記憶卡蛙別緊張！美股早盤SanDisk再飆7%　集邦預告DRAM報價漲95%                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-03</span>
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                                    <p> 美股主要指數今(2日)早盤開低走高，記憶體族群從上周五的恐慌式跌幅中甦醒，兩大指標SanDisk與美光，今日開盤分別上漲逾7%及2%...</p>
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                                       title="力成董座：AI才剛開始　FOPLP 2027年量產、滿載月營收衝30億">
                                        <img src="/uploads/images/20260203/ca355685e2d283b324.png" alt="力成董座：AI才剛開始　FOPLP 2027年量產、滿載月營收衝30億"/>
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                                            力成董座：AI才剛開始　FOPLP 2027年量產、滿載月營收衝30億                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-03</span>
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                                    <p> 力成董事長蔡篤恭2日直白點出，公司正在被客戶的先進封裝需求追著跑，尤其扇出型面板級封裝（FOPLP）目前是需求大於產能，供不應求的狀...</p>
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                                       title="記憶體對AI至關重要　黃仁勳：輝達與所有HBM供應商都合作">
                                        <img src="/uploads/images/20260130/e620e9dce6e15e6229.png" alt="記憶體對AI至關重要　黃仁勳：輝達與所有HBM供應商都合作"/>
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                                            記憶體對AI至關重要　黃仁勳：輝達與所有HBM供應商都合作                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-30</span>
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                                    <p> 記憶體近年漲價缺貨嚴重，然而記憶體對AI而言是不可或缺的，輝達執行長黃仁勳今（29）日表示，記憶體對AI的未來至關重要，因為AI需要...</p>
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                                    <a href="/post/131692.html"
                                       title="記憶體缺貨利多！法說會後旺宏爆20萬張大量衝漲停">
                                        <img src="/uploads/images/20260128/a9f7ed4028d4a0d021.png" alt="記憶體缺貨利多！法說會後旺宏爆20萬張大量衝漲停"/>
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                                            記憶體缺貨利多！法說會後旺宏爆20萬張大量衝漲停                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-28</span>
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                                    <p> 記憶體大廠旺宏昨日舉行法說會，旺宏指出，去年第四季虧損收斂，並稱感受到SLC NAND快閃記憶體缺貨最嚴重，將投入220億元擴產，利...</p>
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                                    <a href="/post/131614.html"
                                       title="聚焦記憶體指標！華邦電2/10法說會登場　小摩目標價140元">
                                        <img src="/uploads/images/20260128/38666d78a0d816a614.png" alt="聚焦記憶體指標！華邦電2/10法說會登場　小摩目標價140元"/>
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                                        <a href="/post/131614.html">
                                            聚焦記憶體指標！華邦電2/10法說會登場　小摩目標價140元                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-28</span>
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                                    <p> 華邦電27日公告將在2月10日舉行第四季法人說明會，將對外說明去年第四季財務數字與營運概況，市場也將藉此檢視公司對記憶體景氣與後續接...</p>
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                                    <a href="/post/131509.html"
                                       title="美股早盤記憶體「南下載客」？SanDisk一度暴力拉回飆4%">
                                        <img src="/uploads/images/20260127/80c20f3c32e439bc6f.png" alt="美股早盤記憶體「南下載客」？SanDisk一度暴力拉回飆4%"/>
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                                        <a href="/post/131509.html">
                                            美股早盤記憶體「南下載客」？SanDisk一度暴力拉回飆4%                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-27</span>
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                                    <p> 美股主要指數周一(26日)早盤小漲，記憶體族群早盤開低走高震盪，美光下跌2%，SanDisk則開低走高，一度拉回飆出4%漲幅。 我是...</p>
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                                    <a href="/post/131406.html"
                                       title="記憶體漲價潮還沒完？韓媒曝三星Q1將NAND價格上調100％">
                                        <img src="/uploads/images/20260126/f8585389855540c335.png" alt="記憶體漲價潮還沒完？韓媒曝三星Q1將NAND價格上調100％"/>
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                                            記憶體漲價潮還沒完？韓媒曝三星Q1將NAND價格上調100％                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-26</span>
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                                    <p> 記憶體漲價潮恐怕還沒有停止，根據韓國媒體《ETNEWS》今（25）日報導指出，市場消息人士透露，在NAND快閃記憶體位居龍頭老大的三...</p>
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                                       title="台股早盤攻破「3萬2」午盤漲逾200點　台積電漲10元">
                                        <img src="/uploads/images/20260123/b18d94068fb568ed2b.png" alt="台股早盤攻破「3萬2」午盤漲逾200點　台積電漲10元"/>
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                                            台股早盤攻破「3萬2」午盤漲逾200點　台積電漲10元                                        </a>
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                                        <div
                                                class="meta-item herald-date"><span class="updated">2026-01-23</span>
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                                    <p> 台股今（23）日開紅上漲42.69點，報31788.77點，早盤一度走高正式衝上32000點大關，最高來到32042.44點，不過盤...</p>
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                                       title="台股收盤未能站上3萬2漲逾200點　台積電漲10元報收1770元">
                                        <img src="/uploads/images/20260123/da2a83cc281aef2198.png" alt="台股收盤未能站上3萬2漲逾200點　台積電漲10元報收1770元"/>
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                                            台股收盤未能站上3萬2漲逾200點　台積電漲10元報收1770元                                        </a>
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                                        <div
                                                class="meta-item herald-date"><span class="updated">2026-01-23</span>
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                                    <p> 台股今（23）日開紅上漲42.69點，報31788.77點，早盤一度走高正式衝上32000點大關，但盤面因獲利了結賣壓湧現翻黑，盤中...</p>
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