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                            <h1 class="h6 herald-mod-h herald-color">Tag • NAND</h1>
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                               title="CSP客戶主動找上門！群聯喊「今年睡很好」　股東會紀念品曝光">
                                <img src="/uploads/images/20260309/2e17b4812a4ebd2ba8.png" alt="CSP客戶主動找上門！群聯喊「今年睡很好」　股東會紀念品曝光"/>
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                                        CSP客戶主動找上門！群聯喊「今年睡很好」　股東會紀念品曝光                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-03-09</span>
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                                <p> NAND控制晶片與儲存解決方案大廠群聯電子6日舉行法人說明會，執行長潘健成表示，NAND價格持續上漲，原廠宣布3月合約價調漲5成，顯現缺貨市況，因此雲端服務業者（CSP）也找上群聯合作，將於5月開始...</p>
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                               title="CSP客戶主動找上門！群聯喊「今年睡很好」　股東會紀念品曝光">Read More
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                                            記憶體仍一貨難求！威剛董座：CSP國際巨頭不在乎價格、有量全收                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-06</span>
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                                    <p> 記憶體從去年爆發缺貨漲價潮，「一貨難求」的迫切窘境到了什麼樣的地步？威剛董事長陳立白今（5）日指出，記憶體市場供給仍然非常喫緊，甚至...</p>
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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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                                                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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                                                class="meta-item herald-date"><span class="updated">2026-01-06</span>
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                                    <p> 全球記憶體（DRAM）與儲存元件（NAND/SSD）價格持續飆漲，包含手機、電腦等消費性電子產品漲價壓力已壓不住，華碩開第一槍宣布針...</p>
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                                                class="meta-item herald-date"><span class="updated">2025-12-25</span>
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                                    <p> AI催動記憶體需求爆發之際，傳出輝達找上SK海力士打造全新「人工智慧固態硬碟」（AI SSD），而台廠NAND族群群聯也有望入選此次...</p>
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                                            記憶體超級循環會多久？專家：明年前2季續旺、下半年看這關鍵                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2025-12-16</span>
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                                    <p> 今年記憶體成為市場上的最夯焦點，缺貨、漲價潮使得產業進入超級循環，全球半導體投資專家分析，短期看記憶體產業2026年第一季價格一定好...</p>
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                                    <p> 全球科技大廠紛紛示警，隨著AI基礎建設需求急速攀升，記憶體晶片恐在2026年出現新一輪短缺潮。戴爾（Dell）、惠普（HP）等多家公...</p>
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                                                class="meta-item herald-date"><span class="updated">2025-11-20</span>
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                                    <p> 記憶體模組廠威剛昨（18）日召開法說會，受惠於DRAM與NAND價格自8月底明顯反轉，第三季營收及獲利皆有突破性成長，預估第四季業獲...</p>
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                                    <p> 記憶體題材還沒完！台股昨日血洗慘跌近700點，今（19）日盤中加權指數再失守27000點。不過，記憶體族群逆勢漲，創見今日開黑震盪，...</p>
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                                            記憶體市場再拋震撼彈SanDisk暴漲50%！創見跳空漲停、2檔也亮燈                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2025-11-11</span>
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                                    <p> 全球記憶體市場陷入嚴重缺貨潮，近日又傳出大廠SanDisk（閃迪）已於11月大幅上調NAND閃存合約價格，漲幅最高達50%，再拋下震...</p>
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