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                            <h1 class="h6 herald-mod-h herald-color">Tag • 記憶體</h1>
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                            <a href="/post/138606.html"
                               title="宜鼎董座看好今年邊緣AI系統業務倍數成長！啟動宜蘭三廠設計規劃">
                                <img src="/uploads/images/20260331/592be1465fe9505669.png" alt="宜鼎董座看好今年邊緣AI系統業務倍數成長！啟動宜蘭三廠設計規劃"/>
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                                    <a href="/post/138606.html">
                                        宜鼎董座看好今年邊緣AI系統業務倍數成長！啟動宜蘭三廠設計規劃                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-03-31</span>
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                                <p> AI發展正火熱，席捲百工百業，宜鼎今（30）日舉行法說會，董事長簡川勝看好邊緣AI系統落地，將會越來越快，「開始倍數在跑」，預期今年邊緣AI系統類業務將以倍數成長，並為中長期具成長潛力的領域，也帶動...</p>
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                               title="宜鼎董座看好今年邊緣AI系統業務倍數成長！啟動宜蘭三廠設計規劃">Read More
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                                    <a href="/post/138561.html"
                                       title="記憶體漲價潮蔓延非記憶體也開漲！外媒：英特爾等大廠將調漲價格">
                                        <img src="/uploads/images/20260330/6aa33cf5176af2b836.png" alt="記憶體漲價潮蔓延非記憶體也開漲！外媒：英特爾等大廠將調漲價格"/>
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                                        <a href="/post/138561.html">
                                            記憶體漲價潮蔓延非記憶體也開漲！外媒：英特爾等大廠將調漲價格                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-30</span>
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                                    <p> 漲價潮正從記憶體晶片蔓延至非記憶體晶片領域。繼AI基礎設施投資熱潮推升 DRAM與NAND快閃記憶體價格後，類比晶片、功率半導體、通...</p>
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                                    <a href="/post/138181.html"
                                       title="私募救不了？南亞科開漲停收盤翻黑　專家點出記憶體股兩大隱憂">
                                        <img src="/uploads/images/20260327/aed33b63027a44c35e.png" alt="私募救不了？南亞科開漲停收盤翻黑　專家點出記憶體股兩大隱憂"/>
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                                        <a href="/post/138181.html">
                                            私募救不了？南亞科開漲停收盤翻黑　專家點出記憶體股兩大隱憂                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-27</span>
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                                    <p> 南亞科挾私募引進Sandisk等大廠資金題材，26日早盤一度亮燈漲停249元，不過盤中賣壓迅速出籠，股價由強轉弱，終場反而下跌1元，...</p>
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                                    <a href="/post/138111.html"
                                       title="台股高檔震盪午盤上漲153.39點　台積電漲5元">
                                        <img src="/uploads/images/20260326/ca355685e2d283b324.png" alt="台股高檔震盪午盤上漲153.39點　台積電漲5元"/>
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                                        <a href="/post/138111.html">
                                            台股高檔震盪午盤上漲153.39點　台積電漲5元                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-26</span>
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                                    <p> 台股今（26）日開盤上漲136.49點，報33575.6點，呈現開高走低、高檔震盪的格局，早盤一度大漲逾450點，最高觸及33892...</p>
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                                    <a href="/post/138037.html"
                                       title="記憶體缺貨漲價燒到AI PC也跟進？英特爾：今年將逐月、逐季緩解">
                                        <img src="/uploads/images/20260326/a0a813e902e46b6862.png" alt="記憶體缺貨漲價燒到AI PC也跟進？英特爾：今年將逐月、逐季緩解"/>
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                                            記憶體缺貨漲價燒到AI PC也跟進？英特爾：今年將逐月、逐季緩解                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-26</span>
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                                    <p> DRAM記憶體從去年第四季起，出現前所未見的全球大缺貨，且持續漲價，也影響英特爾筆電與伺服器處理器最近兩、三個月跟著缺貨、漲價，面對...</p>
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                                    <a href="/post/137986.html"
                                       title="記憶體族群近日股價崩跌投資人茫然？分析師建議看這檔：站在買方">
                                        <img src="/uploads/images/20260325/a54092e1395ce18b3a.png" alt="記憶體族群近日股價崩跌投資人茫然？分析師建議看這檔：站在買方"/>
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                                        <a href="/post/137986.html">
                                            記憶體族群近日股價崩跌投資人茫然？分析師建議看這檔：站在買方                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-25</span>
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                                    <p> 記憶體族群近日股價表現不佳，近幾日多檔個股慘吞一根黑K棒，昨日旺宏、南亞科、力積電大跌，模組廠威剛、宜鼎等也慘跌停，面對台股亂流，投...</p>
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                                    <a href="/post/137436.html"
                                       title="記憶體威力炸裂！十銓1月每股大賺10.37元　年增飆破50倍">
                                        <img src="/uploads/images/20260321/60aa9e262958176e88.png" alt="記憶體威力炸裂！十銓1月每股大賺10.37元　年增飆破50倍"/>
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                                        <a href="/post/137436.html">
                                            記憶體威力炸裂！十銓1月每股大賺10.37元　年增飆破50倍                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-21</span>
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                                    <p> 十銓20日公布1月自結財報，獲利8.81億元，年增高達5160.21%，每股純益10.37元，單月獲利表現大幅跳升。 我是廣告 請繼...</p>
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                                    <a href="/post/137397.html"
                                       title="台股開高走低震盪600點收盤跌145點　台積電收1840元">
                                        <img src="/uploads/images/20260320/e5d0cf91d5743e30a6.png" alt="台股開高走低震盪600點收盤跌145點　台積電收1840元"/>
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                                        <a href="/post/137397.html">
                                            台股開高走低震盪600點收盤跌145點　台積電收1840元                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-20</span>
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                                    <p> 台股今（20）日開高，早盤一度來到33989.18點，但盤中劇烈震盪，開高走低，大盤上下劇烈波動超過600點，午盤跌至盤面下，終場跌...</p>
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                                    <a href="/post/137277.html"
                                       title="記憶體之後　外媒：功率半導體也漲！聯電、力積電傳下月開始漲價">
                                        <img src="/uploads/images/20260319/6aa33cf5176af2b836.png" alt="記憶體之後　外媒：功率半導體也漲！聯電、力積電傳下月開始漲價"/>
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                                        <a href="/post/137277.html">
                                            記憶體之後　外媒：功率半導體也漲！聯電、力積電傳下月開始漲價                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-19</span>
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                                    <p> 記憶體之後，功率半導體也將跟著漲價，外媒報導，業界人士近日透露，包括聯電、世界先進、力積電在內的成熟製程代工廠，計劃最快在下個月開始...</p>
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                                    <a href="/post/137273.html"
                                       title="台股市值破108兆卻體感薪資貧窮？阮慕驊提醒：不投資會變底層">
                                        <img src="/uploads/images/20260319/ca355685e2d283b324.png" alt="台股市值破108兆卻體感薪資貧窮？阮慕驊提醒：不投資會變底層"/>
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                                        <a href="/post/137273.html">
                                            台股市值破108兆卻體感薪資貧窮？阮慕驊提醒：不投資會變底層                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-19</span>
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                                    <p> AI浪潮之下，記憶體供不應求，就連輝達執行長黃仁勳都喊出記憶體廠「產能開多少，他照單全收」，也反映出記憶體產業榮景。宜鼎日前公布驚人...</p>
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                                    <a href="/post/137202.html"
                                       title="輝達不要買？谷月涵改挺這2大題材　示警已到末升段牛市">
                                        <img src="/uploads/images/20260319/2a17fedce15eb20f74.png" alt="輝達不要買？谷月涵改挺這2大題材　示警已到末升段牛市"/>
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                                        <a href="/post/137202.html">
                                            輝達不要買？谷月涵改挺這2大題材　示警已到末升段牛市                                        </a>
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                                        <div
                                                class="meta-item herald-date"><span class="updated">2026-03-19</span>
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                                    <p> 外資圈資深分析師，被稱為「台灣先生」的聚界潔能公司董事長谷月涵18日表示，現階段他對輝達看法仍偏保守，直言「輝達不要買」，反而更看好...</p>
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                                    <a href="/post/137097.html"
                                       title="美股收盤台積電ADR勁揚！記憶體美光再飆新高　布蘭特原油仍破百">
                                        <img src="/uploads/images/20260318/18c7f5b662b3858a4e.png" alt="美股收盤台積電ADR勁揚！記憶體美光再飆新高　布蘭特原油仍破百"/>
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                                    <h2 class="entry-title h3">
                                        <a href="/post/137097.html">
                                            美股收盤台積電ADR勁揚！記憶體美光再飆新高　布蘭特原油仍破百                                        </a>
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                                        <div
                                                class="meta-item herald-date"><span class="updated">2026-03-18</span>
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                                <div class="entry-content">
                                    <p> 美股主要指數週二(17日)收盤齊揚，台積電ADR表現回穩小漲近2%，記憶體族群在創新高，美光漲幅超過4%；國際油價持續上漲，布蘭特原...</p>
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                                    <a href="/post/137011.html"
                                       title="電子股回神！台積電秒填息收1870元　台股終場上漲494點">
                                        <img src="/uploads/images/20260317/1b464c1c6afc71d7ea.png" alt="電子股回神！台積電秒填息收1870元　台股終場上漲494點"/>
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                                    <h2 class="entry-title h3">
                                        <a href="/post/137011.html">
                                            電子股回神！台積電秒填息收1870元　台股終場上漲494點                                        </a>
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                                        <div
                                                class="meta-item herald-date"><span class="updated">2026-03-17</span>
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                                <div class="entry-content">
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