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                            <h1 class="h6 herald-mod-h herald-color">Tag • HBM</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="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">Read More
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                                       title="快訊／三星全面罷工急轉彎！工會宣布暫緩　薪資案交會員投票">
                                        <img src="/uploads/images/20260521/5fc858480aaf6ae3f6.png" alt="快訊／三星全面罷工急轉彎！工會宣布暫緩　薪資案交會員投票"/>
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                                            快訊／三星全面罷工急轉彎！工會宣布暫緩　薪資案交會員投票                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-21</span>
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                                    <p> ✕ 韓國三星電子工會原訂21日發動全面罷工，不過在最後關頭出現轉圜。根據韓聯社報導，三星電子勞資雙方在罷工前約1小時達成暫時協議，工...</p>
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                                    <a href="/post/140844.html"
                                       title="成長太強！傳三星擬將HBM開發週期縮短為1年　滿足AI晶片客戶需求">
                                        <img src="/uploads/images/20260419/60badeb5ae1da66a80.png" alt="成長太強！傳三星擬將HBM開發週期縮短為1年　滿足AI晶片客戶需求"/>
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                                        <a href="/post/140844.html">
                                            成長太強！傳三星擬將HBM開發週期縮短為1年　滿足AI晶片客戶需求                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-19</span>
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                                    <p> &nbsp;AI成長快速，也不斷提升對記憶體市場的需求，三星、SK Hynix（海力士）及美光三大高階記憶體廠商也積極將資源投入先進記憶體開發...</p>
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                                    <a href="/post/136107.html"
                                       title="SK海力士看旺記憶體景氣　不只HBM熱　DRAM、NAND供需缺口仍大">
                                        <img src="/uploads/images/20260310/4740d20536f736e342.png" alt="SK海力士看旺記憶體景氣　不只HBM熱　DRAM、NAND供需缺口仍大"/>
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                                        <a href="/post/136107.html">
                                            SK海力士看旺記憶體景氣　不只HBM熱　DRAM、NAND供需缺口仍大                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-10</span>
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                                    <p> SK海力士近期對記憶體市況釋出偏多訊號，認為這一波記憶體上行循環不只力道強，持續時間也可能比市場原先預期更久。主因為AI帶動的需求已...</p>
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                                       title="MSCI南亞科、華邦電再度擦肩而過　外資曝關鍵原因">
                                        <img src="/uploads/images/20260212/1b464c1c6afc71d7ea.png" alt="MSCI南亞科、華邦電再度擦肩而過　外資曝關鍵原因"/>
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                                            MSCI南亞科、華邦電再度擦肩而過　外資曝關鍵原因                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-12</span>
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                                    <p> 南亞科、華邦電連兩次被市場點名有望「叩關」MSCI新增成分股，但明晟最新調整結果11日清晨揭曉，兩檔最終仍無緣入列。外資高盛先前就提...</p>
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                                    <a href="/post/132377.html"
                                       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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                                       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/130701.html"
                                       title="記憶體派對繼續狂歡？美光全球營運副總裁研判未來走勢">
                                        <img src="/uploads/images/20260120/8dcf07b46c46f69000.png" alt="記憶體派對繼續狂歡？美光全球營運副總裁研判未來走勢"/>
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                                        <a href="/post/130701.html">
                                            記憶體派對繼續狂歡？美光全球營運副總裁研判未來走勢                                        </a>
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                                        <div
                                                class="meta-item herald-date"><span class="updated">2026-01-20</span>
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                                    <p> 全球記憶體短缺情況持續升溫，隨著記憶體報價不斷上漲，帶動記憶體概念股股價噴射。美光科技營運執行副總裁巴蒂亞(Manish Bhati...</p>
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                                    <a href="/post/130579.html"
                                       title="大摩唱多記憶體目標價！華邦電130、愛普555、南亞科298元">
                                        <img src="/uploads/images/20260119/e8928f0566ab18d0d8.png" alt="大摩唱多記憶體目標價！華邦電130、愛普555、南亞科298元"/>
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                                        <a href="/post/130579.html">
                                            大摩唱多記憶體目標價！華邦電130、愛普555、南亞科298元                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-19</span>
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                                    <p> 在南亞科19日將開法說會的前夕，大摩最新點名「記憶體五傑」目標價，認為舊世代記憶體還沒到轉空的時候，甚至直接把華邦電、南亞科、旺宏、...</p>
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                                    <a href="/post/129240.html"
                                       title="記憶體「超級週期」還沒結束？全球市場專家：第二季價格再漲40%">
                                        <img src="/uploads/images/20260107/8dcf07b46c46f69000.png" alt="記憶體「超級週期」還沒結束？全球市場專家：第二季價格再漲40%"/>
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                                    <h2 class="entry-title h3">
                                        <a href="/post/129240.html">
                                            記憶體「超級週期」還沒結束？全球市場專家：第二季價格再漲40%                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-07</span>
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                                    <p> 全球記憶體市場在去年下半年經歷了一場前所未有的超級週期。由於供應短缺以及產業鏈產能分配的調整，記憶體晶片的現貨價格一路攀升至今年，這...</p>
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                                    <a href="/post/128483.html"
                                       title="台積電小心！傳SK海力士豪砸38.7億美元　擬在美建先進封裝廠">
                                        <img src="/uploads/images/20251230/b2fb7a4e1370f4ee8f.png" alt="台積電小心！傳SK海力士豪砸38.7億美元　擬在美建先進封裝廠"/>
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                                    <h2 class="entry-title h3">
                                        <a href="/post/128483.html">
                                            台積電小心！傳SK海力士豪砸38.7億美元　擬在美建先進封裝廠                                        </a>
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                                    <div class="entry-meta">
                                        <div
                                                class="meta-item herald-date"><span class="updated">2025-12-30</span>
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                                <div class="entry-content">
                                    <p> 台積電小心了！由於美國沒有先進封裝廠，有消息指出，韓國記憶體大廠SK海力士積極搶攻美國半導體先進封裝市場，計畫在美國印第安納州西拉法...</p>
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                                    <a href="/post/125669.html"
                                       title="AI太熱記憶體DDR遭取代　外媒：明年電腦價格恐面臨至少20%上漲">
                                        <img src="/uploads/images/20251203/2e17b4812a4ebd2ba8.png" alt="AI太熱記憶體DDR遭取代　外媒：明年電腦價格恐面臨至少20%上漲"/>
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                                    <h2 class="entry-title h3">
                                        <a href="/post/125669.html">
                                            AI太熱記憶體DDR遭取代　外媒：明年電腦價格恐面臨至少20%上漲                                        </a>
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                                        <div
                                                class="meta-item herald-date"><span class="updated">2025-12-03</span>
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                                <div class="entry-content">
                                    <p> AI投資火熱，供應商正將主力放在高頻寬記憶體（HBM）生產，相較之下，規模較小的電腦記憶體（DDR）與SSD需求被擠壓，不僅面臨供貨...</p>
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                                    <a href="/post/120299.html"
                                       title="南亞科Q3轉盈AI浪潮推升DRAM價格　展望明年「會是不錯的一年」">
                                        <img src="/uploads/images/20251014/3d145ed868e4b60457.png" alt="南亞科Q3轉盈AI浪潮推升DRAM價格　展望明年「會是不錯的一年」"/>
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                                            南亞科Q3轉盈AI浪潮推升DRAM價格　展望明年「會是不錯的一年」                                        </a>
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                                        <div
                                                class="meta-item herald-date"><span class="updated">2025-10-14</span>
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