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                            <h1 class="h6 herald-mod-h herald-color">Tag • 長鑫存儲</h1>
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                               title="台股震盪！專家看AI需求成長趨勢未變　選股成關鍵掌握訂單能見度">
                                <img src="/uploads/images/20261018/712d497fcfcfe89fad.png" alt="台股震盪！專家看AI需求成長趨勢未變　選股成關鍵掌握訂單能見度"/>
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                                        台股震盪！專家看AI需求成長趨勢未變　選股成關鍵掌握訂單能見度                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-10-18</span>
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                                <p> ✕ 近期市場擔憂中國長鑫存儲擴產恐加劇記憶體供給壓力，加上美國9月CPI年增3.7%，略高於市場預期的3.6%，再度引發升息及AI投資融資成本疑慮，伴隨獲利了結賣壓，市場波動加劇。不過，法人認為，短...</p>
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                                       title="蘋果也扛不住記憶體荒！傳測試中國晶片　川普政府急喊「別用」">
                                        <img src="/uploads/images/20260817/856aa9eb19f3e61bd7.png" alt="蘋果也扛不住記憶體荒！傳測試中國晶片　川普政府急喊「別用」"/>
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                                            蘋果也扛不住記憶體荒！傳測試中國晶片　川普政府急喊「別用」                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-17</span>
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                                    <p> ✕ 全球人工智慧（AI）資料中心瘋狂搶購記憶體，導致供應喫緊、價格飆漲，就連蘋果（Apple）也開始尋找更多供應來源。《華爾街日報》...</p>
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                                       title="記憶體漲勢恐反轉？三星前高層：明年下半年價格恐回落">
                                        <img src="/uploads/images/20260520/6522ef87a797617d97.png" alt="記憶體漲勢恐反轉？三星前高層：明年下半年價格恐回落"/>
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                                            記憶體漲勢恐反轉？三星前高層：明年下半年價格恐回落                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-20</span>
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                                    <p> ✕ 根據外媒報導，三星電子前高層、現任常務顧問慶桂顯（Kye-hyun Kyung）在韓國國家工程院論壇上表示，受中國記憶體業者大舉...</p>
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                                       title="中國記憶體業快速崛起！資策會：台廠需留意業者擴產、大舉挖角">
                                        <img src="/uploads/images/20260428/fe920e983f8e826014.png" alt="中國記憶體業快速崛起！資策會：台廠需留意業者擴產、大舉挖角"/>
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                                            中國記憶體業快速崛起！資策會：台廠需留意業者擴產、大舉挖角                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-28</span>
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                                    <p> 中國記憶體產業正在急起直追，積極搶佔全球市場版圖，資策會今（28）日表示，中國廠商持續追趕，長鑫存儲積極擴產，產能正在以相當快的速度...</p>
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                                       title="中國記憶體大廠解禁？長鑫、長江存儲一度從美軍方黑名單消失">
                                        <img src="/uploads/images/20260215/e8928f0566ab18d0d8.png" alt="中國記憶體大廠解禁？長鑫、長江存儲一度從美軍方黑名單消失"/>
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                                            中國記憶體大廠解禁？長鑫、長江存儲一度從美軍方黑名單消失                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-15</span>
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                                    <p> 美國國防部「1260H」涉中軍工關聯企業名單疑似出現重大轉折。加拿大科技網站Wccftech 13日披露，五角大廈最新一版建議更新的...</p>
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                                       title="中國長鑫DDR4「價砍四成倒貨」是假的？大摩打臉：價格反而在漲">
                                        <img src="/uploads/images/20260204/b9164bb8070c47dd03.png" alt="中國長鑫DDR4「價砍四成倒貨」是假的？大摩打臉：價格反而在漲"/>
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                                            中國長鑫DDR4「價砍四成倒貨」是假的？大摩打臉：價格反而在漲                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-04</span>
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                                    <p> 市場昨（3）日一度被「中國記憶體大廠長鑫存儲（CXMT）低價拋售DDR4」的傳聞嚇到，台系記憶體族群3日盤中出現急殺，不過，摩根士丹...</p>
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                                       title="長鑫存儲傳拚上市！中國記憶體追兵來了？韓廠：有錢買不到良率">
                                        <img src="/uploads/images/20260203/b9164bb8070c47dd03.png" alt="長鑫存儲傳拚上市！中國記憶體追兵來了？韓廠：有錢買不到良率"/>
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                                            長鑫存儲傳拚上市！中國記憶體追兵來了？韓廠：有錢買不到良率                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-03</span>
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                                    <p> 中國記憶體供應鏈近來動作頻頻，中國DRAM主力廠長鑫存儲（CXMT）被傳正在籌備上市，是否會威脅韓美同業引發關注。不過韓國產業界認為...</p>
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                                    <p> 中國記憶體廠長鑫存儲今（23）日在中國國際半導體博覽會IC China 2025正式推出全新DDR5系列，最高速度達8000Mbps...</p>
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