{extend name="layout/layout" /}

{block name="content"}
<div id="content" class="herald-site-content herald-slide">
    <div class="herald-section container ">
        <div class="row">
            <div class="herald-module col-mod-main herald-main-content col-lg-9 col-md-9">
                <div class="herald-mod-wrap">
                    <div class="herald-mod-head herald-cat-136">
                        <div class="herald-mod-title">
                            <h1 class="h6 herald-mod-h herald-color">Tag • 集邦</h1>
                        </div>
                    </div>
                    <div class="herald-mod-desc">

                    </div>
                </div>
                <div class="row row-eq-height herald-posts posts-list" data-ajax-page="2">
                                        <article
                            class="herald-lay-a post type-post status-publish format-standard hentry category-pr-newswire">
                        <div class="herald-post-thumbnail">
                            <a href="/post/144518.html"
                               title="北美CSP大掃貨輝達GB／Rubin機櫃　今年AI推論算力將躍升1.2倍">
                                <img src="/uploads/images/20260521/4ed3a49ba325c44c1b.png" alt="北美CSP大掃貨輝達GB／Rubin機櫃　今年AI推論算力將躍升1.2倍"/>
                            </a>
                        </div>
                        <div class="herald-lay-over">
                            <div class="entry-header herald-pf-invert">
                                <h2 class="entry-title h2">
                                    <a href="/post/144518.html">
                                        北美CSP大掃貨輝達GB／Rubin機櫃　今年AI推論算力將躍升1.2倍                                    </a>
                                </h2>
                                <div class="entry-meta">
                                    <div class="meta-item herald-date"><span class="updated">2026-05-21</span>
                                    </div>
                                </div>
                            </div>
                            <div class="entry-content">
                                <p> ✕ 根據TrendForce（集邦）最新AI產業研究指出，北美五大雲端服務供應商（CSP）為擴大AI訓練和推論應用部署，今年對整櫃式AI伺服器的採購意願明顯提高，不僅有望佔據全球60%以上的輝達GB...</p>
                            </div>
                            <a class="herald-read-more"
                               href="/post/144518.html"
                               title="北美CSP大掃貨輝達GB／Rubin機櫃　今年AI推論算力將躍升1.2倍">Read More
                            </a>
                        </div>
                    </article>
                                                            <article
                            class="herald-lay-b post type-post status-publish format-standard hentry category-pr-newswire">
                        <div class="row">
                            <div class="col-lg-4 col-md-4 col-sm-4">
                                <div class="herald-post-thumbnail herald-format-icon-middle">
                                    <a href="/post/144223.html"
                                       title="AI伺服器帶旺MLCC　集邦：價格循環來到反轉關鍵">
                                        <img src="/uploads/images/20260519/68e7de81f0a7dd77ee.png" alt="AI伺服器帶旺MLCC　集邦：價格循環來到反轉關鍵"/>
                                    </a>
                                </div>
                            </div>
                            <div class="col-lg-8 col-md-8 col-sm-8">
                                <div class="entry-header">
                                    <h2 class="entry-title h3">
                                        <a href="/post/144223.html">
                                            AI伺服器帶旺MLCC　集邦：價格循環來到反轉關鍵                                        </a>
                                    </h2>
                                    <div class="entry-meta">
                                        <div
                                                class="meta-item herald-date"><span class="updated">2026-05-19</span>
                                        </div>
                                    </div>
                                </div>
                                <div class="entry-content">
                                    <p> ✕ AI伺服器拉高零組件規格，也讓沉寂一段時間的MLCC行情出現翻轉訊號，研調機構集邦（TrendForce）今（18）日指出，高階...</p>
                                </div>
                            </div>
                        </div>
                    </article>
                                                            <article
                            class="herald-lay-b post type-post status-publish format-standard hentry category-pr-newswire">
                        <div class="row">
                            <div class="col-lg-4 col-md-4 col-sm-4">
                                <div class="herald-post-thumbnail herald-format-icon-middle">
                                    <a href="/post/130834.html"
                                       title="北美CSP廠加強對AI投資　集邦：2026年AI伺服器出貨年增28%">
                                        <img src="/uploads/images/20260121/82e28e7e9e7852a576.png" alt="北美CSP廠加強對AI投資　集邦：2026年AI伺服器出貨年增28%"/>
                                    </a>
                                </div>
                            </div>
                            <div class="col-lg-8 col-md-8 col-sm-8">
                                <div class="entry-header">
                                    <h2 class="entry-title h3">
                                        <a href="/post/130834.html">
                                            北美CSP廠加強對AI投資　集邦：2026年AI伺服器出貨年增28%                                        </a>
                                    </h2>
                                    <div class="entry-meta">
                                        <div
                                                class="meta-item herald-date"><span class="updated">2026-01-21</span>
                                        </div>
                                    </div>
                                </div>
                                <div class="entry-content">
                                    <p> 研調機構集邦（TrendForce）今（20）日發布最新AI 伺服器（server）研究報告，北美雲端服務供應商（CSP）持續加強對...</p>
                                </div>
                            </div>
                        </div>
                    </article>
                                                            <article
                            class="herald-lay-b post type-post status-publish format-standard hentry category-pr-newswire">
                        <div class="row">
                            <div class="col-lg-4 col-md-4 col-sm-4">
                                <div class="herald-post-thumbnail herald-format-icon-middle">
                                    <a href="/post/94859.html"
                                       title="群創證實川普關稅戰有利台廠！押注面板報價走揚　外資大買雙虎">
                                        <img src="/uploads/images/20250306/61da2d53d09cab9291.png" alt="群創證實川普關稅戰有利台廠！押注面板報價走揚　外資大買雙虎"/>
                                    </a>
                                </div>
                            </div>
                            <div class="col-lg-8 col-md-8 col-sm-8">
                                <div class="entry-header">
                                    <h2 class="entry-title h3">
                                        <a href="/post/94859.html">
                                            群創證實川普關稅戰有利台廠！押注面板報價走揚　外資大買雙虎                                        </a>
                                    </h2>
                                    <div class="entry-meta">
                                        <div
                                                class="meta-item herald-date"><span class="updated">2025-03-06</span>
                                        </div>
                                    </div>
                                </div>
                                <div class="entry-content">
                                    <p> 面板雙虎群創、友達股價近一年始終處在整理區間，近期力拚表態，5日一舉站上所有均線，而川普關稅戰助推面板報價上漲，群創總經理楊柱祥也證...</p>
                                </div>
                            </div>
                        </div>
                    </article>
                                                            <article
                            class="herald-lay-b post type-post status-publish format-standard hentry category-pr-newswire">
                        <div class="row">
                            <div class="col-lg-4 col-md-4 col-sm-4">
                                <div class="herald-post-thumbnail herald-format-icon-middle">
                                    <a href="/post/86836.html"
                                       title="集邦：12月電視面板價格有望走揚　友達、群創股價回神走高">
                                        <img src="/uploads/images/20241223/98729e9ff00059cdf2.png" alt="集邦：12月電視面板價格有望走揚　友達、群創股價回神走高"/>
                                    </a>
                                </div>
                            </div>
                            <div class="col-lg-8 col-md-8 col-sm-8">
                                <div class="entry-header">
                                    <h2 class="entry-title h3">
                                        <a href="/post/86836.html">
                                            集邦：12月電視面板價格有望走揚　友達、群創股價回神走高                                        </a>
                                    </h2>
                                    <div class="entry-meta">
                                        <div
                                                class="meta-item herald-date"><span class="updated">2024-12-23</span>
                                        </div>
                                    </div>
                                </div>
                                <div class="entry-content">
                                    <p> 面板開始出現回溫訊號嗎？研調集邦科技指出，進入12月，整體電視面板需求穩定，大尺寸電視面板價格有機會率先調漲，另外，品牌廠擔憂川普明...</p>
                                </div>
                            </div>
                        </div>
                    </article>
                                                            <article
                            class="herald-lay-b post type-post status-publish format-standard hentry category-pr-newswire">
                        <div class="row">
                            <div class="col-lg-4 col-md-4 col-sm-4">
                                <div class="herald-post-thumbnail herald-format-icon-middle">
                                    <a href="/post/82190.html"
                                       title="台積電7奈米以下晶片禁銷中國　集邦：估計影響5%到8%營收">
                                        <img src="/uploads/images/20241112/e3cf0457a0fe8e7744.png" alt="台積電7奈米以下晶片禁銷中國　集邦：估計影響5%到8%營收"/>
                                    </a>
                                </div>
                            </div>
                            <div class="col-lg-8 col-md-8 col-sm-8">
                                <div class="entry-header">
                                    <h2 class="entry-title h3">
                                        <a href="/post/82190.html">
                                            台積電7奈米以下晶片禁銷中國　集邦：估計影響5%到8%營收                                        </a>
                                    </h2>
                                    <div class="entry-meta">
                                        <div
                                                class="meta-item herald-date"><span class="updated">2024-11-12</span>
                                        </div>
                                    </div>
                                </div>
                                <div class="entry-content">
                                    <p> 市場傳出台積電通知中國客戶將暫緩7奈米含以下先進製程AI相關晶片出貨，以及未來若中國欲在先進製程開案，皆須接受嚴格審查以確保晶片非用...</p>
                                </div>
                            </div>
                        </div>
                    </article>
                                                            <article
                            class="herald-lay-b post type-post status-publish format-standard hentry category-pr-newswire">
                        <div class="row">
                            <div class="col-lg-4 col-md-4 col-sm-4">
                                <div class="herald-post-thumbnail herald-format-icon-middle">
                                    <a href="/post/65204.html"
                                       title="上遊回補庫存＋需求增溫　集邦：Q3全球伺服器出貨增幅4-5%">
                                        <img src="/uploads/images/20240701/b67437706c7ef0466b.png" alt="上遊回補庫存＋需求增溫　集邦：Q3全球伺服器出貨增幅4-5%"/>
                                    </a>
                                </div>
                            </div>
                            <div class="col-lg-8 col-md-8 col-sm-8">
                                <div class="entry-header">
                                    <h2 class="entry-title h3">
                                        <a href="/post/65204.html">
                                            上遊回補庫存＋需求增溫　集邦：Q3全球伺服器出貨增幅4-5%                                        </a>
                                    </h2>
                                    <div class="entry-meta">
                                        <div
                                                class="meta-item herald-date"><span class="updated">2024-07-01</span>
                                        </div>
                                    </div>
                                </div>
                                <div class="entry-content">
                                    <p> 研調機構集邦（TrendForce）最新報告指出，今年整體環境雖然受到AI預算排擠影響，導致全年通用型伺服器成長不如預期。不過近期相...</p>
                                </div>
                            </div>
                        </div>
                    </article>
                                                            <article
                            class="herald-lay-b post type-post status-publish format-standard hentry category-pr-newswire">
                        <div class="row">
                            <div class="col-lg-4 col-md-4 col-sm-4">
                                <div class="herald-post-thumbnail herald-format-icon-middle">
                                    <a href="/post/56411.html"
                                       title="冬天真的要過去了？電視面板報價全面續揚　雙虎股價強勢站5日線">
                                        <img src="/uploads/images/20240423/ae3643da7d21bb7d6d.png" alt="冬天真的要過去了？電視面板報價全面續揚　雙虎股價強勢站5日線"/>
                                    </a>
                                </div>
                            </div>
                            <div class="col-lg-8 col-md-8 col-sm-8">
                                <div class="entry-header">
                                    <h2 class="entry-title h3">
                                        <a href="/post/56411.html">
                                            冬天真的要過去了？電視面板報價全面續揚　雙虎股價強勢站5日線                                        </a>
                                    </h2>
                                    <div class="entry-meta">
                                        <div
                                                class="meta-item herald-date"><span class="updated">2024-04-23</span>
                                        </div>
                                    </div>
                                </div>
                                <div class="entry-content">
                                    <p> 研調機構集邦科技（TrendForce）昨（22）日公布最新面板報價，電視面板全面續揚，因此帶動今（23）日面板雙虎股價攀高，群創上...</p>
                                </div>
                            </div>
                        </div>
                    </article>
                                                            <article
                            class="herald-lay-b post type-post status-publish format-standard hentry category-pr-newswire">
                        <div class="row">
                            <div class="col-lg-4 col-md-4 col-sm-4">
                                <div class="herald-post-thumbnail herald-format-icon-middle">
                                    <a href="/post/54602.html"
                                       title="群創3月營收「雙增」！法人：兩利多、面板雙虎為持「買進」評等">
                                        <img src="/uploads/images/20240409/75d6e02a6a7f0579a3.png" alt="群創3月營收「雙增」！法人：兩利多、面板雙虎為持「買進」評等"/>
                                    </a>
                                </div>
                            </div>
                            <div class="col-lg-8 col-md-8 col-sm-8">
                                <div class="entry-header">
                                    <h2 class="entry-title h3">
                                        <a href="/post/54602.html">
                                            群創3月營收「雙增」！法人：兩利多、面板雙虎為持「買進」評等                                        </a>
                                    </h2>
                                    <div class="entry-meta">
                                        <div
                                                class="meta-item herald-date"><span class="updated">2024-04-09</span>
                                        </div>
                                    </div>
                                </div>
                                <div class="entry-content">
                                    <p> 群創今（9）日公告3月合併營收為201.26億元，月增45.1%、年增15%；第一季自結合併營收為504.92億元，季減5.6%，年...</p>
                                </div>
                            </div>
                        </div>
                    </article>
                                                            <article
                            class="herald-lay-b post type-post status-publish format-standard hentry category-pr-newswire">
                        <div class="row">
                            <div class="col-lg-4 col-md-4 col-sm-4">
                                <div class="herald-post-thumbnail herald-format-icon-middle">
                                    <a href="/post/48537.html"
                                       title="AI供貨紓解帶動廣達、緯創、英業達訂單回升　蘋果手機Q1掉近2成">
                                        <img src="/uploads/images/20240220/150f9679d2a9313d39.png" alt="AI供貨紓解帶動廣達、緯創、英業達訂單回升　蘋果手機Q1掉近2成"/>
                                    </a>
                                </div>
                            </div>
                            <div class="col-lg-8 col-md-8 col-sm-8">
                                <div class="entry-header">
                                    <h2 class="entry-title h3">
                                        <a href="/post/48537.html">
                                            AI供貨紓解帶動廣達、緯創、英業達訂單回升　蘋果手機Q1掉近2成                                        </a>
                                    </h2>
                                    <div class="entry-meta">
                                        <div
                                                class="meta-item herald-date"><span class="updated">2024-02-20</span>
                                        </div>
                                    </div>
                                </div>
                                <div class="entry-content">
                                    <p> 雖受限全球經濟發展趨緩，科技產業成長動能趨保守，但研調機構集邦（TrendForce）今（19）日釋出最新報告顯示，輝達、超微AI晶...</p>
                                </div>
                            </div>
                        </div>
                    </article>
                                                        </div>
            </div>
            <div class="herald-sidebar col-lg-3 col-md-3 herald-sidebar-right">
                <div id="categories-3 tags_read" class="widget widget_categories">
  <h4 class="widget-title h6"><span>tags</span></h4>
  <ul>
        <li class="cat-item cat-item-137">
      <a href="/tags/197.html">
        <span class="category-text">蘋果</span>
        <span class="count">1</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/196.html">
        <span class="category-text">新機消息</span>
        <span class="count">2</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/66.html">
        <span class="category-text">台積電</span>
        <span class="count">3</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/4452.html">
        <span class="category-text">川普</span>
        <span class="count">4</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/235.html">
        <span class="category-text">產業新聞</span>
        <span class="count">5</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/67.html">
        <span class="category-text">台股</span>
        <span class="count">6</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/208.html">
        <span class="category-text">AI</span>
        <span class="count">7</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/257.html">
        <span class="category-text">三星</span>
        <span class="count">8</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/155.html">
        <span class="category-text">中國</span>
        <span class="count">9</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/345.html">
        <span class="category-text">賴清德</span>
        <span class="count">10</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/31.html">
        <span class="category-text">美國</span>
        <span class="count">11</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/207.html">
        <span class="category-text">Google</span>
        <span class="count">12</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/195.html">
        <span class="category-text">谷歌</span>
        <span class="count">13</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/72.html">
        <span class="category-text">美股</span>
        <span class="count">14</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/3553.html">
        <span class="category-text">柯文哲</span>
        <span class="count">15</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/807.html">
        <span class="category-text">輝達</span>
        <span class="count">16</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/339.html">
        <span class="category-text">國民黨</span>
        <span class="count">17</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/1031.html">
        <span class="category-text">台灣</span>
        <span class="count">18</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/348.html">
        <span class="category-text">民進黨</span>
        <span class="count">19</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/777.html">
        <span class="category-text">iOS</span>
        <span class="count">20</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/2992.html">
        <span class="category-text">關稅</span>
        <span class="count">21</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/760.html">
        <span class="category-text">娛樂遊戲</span>
        <span class="count">22</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/64.html">
        <span class="category-text">日本</span>
        <span class="count">23</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/258.html">
        <span class="category-text">Android</span>
        <span class="count">24</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/3556.html">
        <span class="category-text">民眾黨</span>
        <span class="count">25</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/203.html">
        <span class="category-text">iPhone</span>
        <span class="count">26</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/86.html">
        <span class="category-text">經濟部</span>
        <span class="count">27</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/102.html">
        <span class="category-text">半導體</span>
        <span class="count">28</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/108.html">
        <span class="category-text">美元</span>
        <span class="count">29</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/685.html">
        <span class="category-text">新台幣</span>
        <span class="count">30</span>
      </a>
    </li>
      </ul>
</div>
<div id="categories-4" class="widget widget_categories sticky-r">
  <h4 class="widget-title h6"><span>本周熱門</span></h4>
  <ul>
        <li class="cat-item cat-item-137">
      <a href="/post/143857.html">
        <span class="category-text">蔡幸娟女兒高調炫富害她緋聞遭起底！曾在飯店密會台塑少東王文堯</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143825.html">
        <span class="category-text">AI算力競賽燒！Anthropic估值衝9000億美元　這檔ETF卡位先機</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/144001.html">
        <span class="category-text">永豐餘工紙4月起零星調漲　衛生紙減少促銷、價格苦撐中</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143850.html">
        <span class="category-text">看好川習會緩解美中緊張！美股道瓊重回5萬點　思科股價大漲逾13%</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143863.html">
        <span class="category-text">不在電腦前也能操控AI！手機版ChatGPT支援Codex遠端控制</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143749.html">
        <span class="category-text">iPhone 18 Pro鏡頭蓋流出！傳4色定案　深櫻桃走沈穩暗色系</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/144067.html">
        <span class="category-text">現在買iPhone 17還是等iPhone 18？買錯這款恐成盤子</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143826.html">
        <span class="category-text">愛的禮物！宏碁施振榮贈妻葉紫華1.7萬張股票　市值約4.76億元</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143864.html">
        <span class="category-text">Google超車蘋果奪全球最有價值品牌！Gemini成最大功臣</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143867.html">
        <span class="category-text">Google帳戶15GB免費雲端空間恐縮水！沒做這動作只給5GB</span>
      </a>
    </li>
      </ul>
</div>
            </div>
        </div>
    </div>
</div>
{/block}

{block name='script'}
<script>
    $(function () {
        let parent = $('.posts-list');
        loadMore('/tags/685.html', function (response) {
            parent.append(response.html)
        }, parent)
    })
</script>
{/block}