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                            <h1 class="h6 herald-mod-h herald-color">Tag • 伺服器</h1>
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                               title="美超微盤前挫20%！涉走私輝達AI晶片伺服器至中國　經濟部回應了">
                                <img src="/uploads/images/20260321/a068825c3f75683d83.png" alt="美超微盤前挫20%！涉走私輝達AI晶片伺服器至中國　經濟部回應了"/>
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                                    <a href="/post/137452.html">
                                        美超微盤前挫20%！涉走私輝達AI晶片伺服器至中國　經濟部回應了                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-03-21</span>
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                                <p> 美超微高層涉非法將內含輝達AI晶片的伺服器轉運至中國，引發外界關注。對此，經濟部20日提出兩大重點，首先表示，嚴正提醒，唯有確實遵循我國及國際出口管制規範，才能確保台灣企業在國際供應鏈中維持可信賴地...</p>
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                               title="美超微盤前挫20%！涉走私輝達AI晶片伺服器至中國　經濟部回應了">Read More
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                                       title="緯創將發現金股利5.5元！再砸10.46億擴大墨西哥AI伺服器產能">
                                        <img src="/uploads/images/20260313/150f9679d2a9313d39.png" alt="緯創將發現金股利5.5元！再砸10.46億擴大墨西哥AI伺服器產能"/>
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                                        <a href="/post/136492.html">
                                            緯創將發現金股利5.5元！再砸10.46億擴大墨西哥AI伺服器產能                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-13</span>
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                                    <p> 緯創今（12）日召開董事會，決議114年股利每股將配發現金股利5.5元。同時，旗下百分之百持股之子公司Wistron InfoCom...</p>
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                                    <a href="/post/136471.html"
                                       title="AI伺服器助攻！技嘉去年EPS 18.2元寫歷史次高　今年樂觀看再成長">
                                        <img src="/uploads/images/20260313/f6da773070a626d718.png" alt="AI伺服器助攻！技嘉去年EPS 18.2元寫歷史次高　今年樂觀看再成長"/>
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                                        <a href="/post/136471.html">
                                            AI伺服器助攻！技嘉去年EPS 18.2元寫歷史次高　今年樂觀看再成長                                        </a>
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                                        <div
                                                class="meta-item herald-date"><span class="updated">2026-03-13</span>
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                                    <p> 技嘉公布去年財報，受惠主機板、顯示卡與伺服器三大產品線同步成長，全年合併營收衝上3369.37億元，年增27%，改寫歷史新高；歸屬母...</p>
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                                    <a href="/post/136432.html"
                                       title="和碩今年伺服器出貨有望年增10倍！今噴漲停收盤仍2.3萬張排隊買">
                                        <img src="/uploads/images/20260312/217785e7ae50b941bb.png" alt="和碩今年伺服器出貨有望年增10倍！今噴漲停收盤仍2.3萬張排隊買"/>
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                                            和碩今年伺服器出貨有望年增10倍！今噴漲停收盤仍2.3萬張排隊買                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-12</span>
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                                    <p> 代工大廠和碩昨日召開法說會，表示看好AI伺服器業務今年將迎來爆發式成長，出貨動能有望成長10倍以上，並帶動整體營運逐季增溫，且董事會...</p>
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                                       title="華碩估首季AI伺服器營收年增4到5倍！今年成長「超越行業平均」">
                                        <img src="/uploads/images/20260311/c597d35e35ef5c5cd4.png" alt="華碩估首季AI伺服器營收年增4到5倍！今年成長「超越行業平均」"/>
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                                        <a href="/post/136239.html">
                                            華碩估首季AI伺服器營收年增4到5倍！今年成長「超越行業平均」                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-11</span>
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                                    <p> 電腦品牌大廠華碩去年大賺445.58億元、每股盈餘（EPS）高達60元，展望今年第一季，華碩表示，PC因傳統季節性因素，營收季減10...</p>
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                                    <a href="/post/135605.html"
                                       title="過年假期工作天數較少　英業達2月營收509億元、月減17%　">
                                        <img src="/uploads/images/20260305/d30a5b85d2f8c4c0de.png" alt="過年假期工作天數較少　英業達2月營收509億元、月減17%　"/>
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                                            過年假期工作天數較少　英業達2月營收509億元、月減17%　                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-05</span>
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                                    <p> 英業達（2356）今（5）日公告2月營收為新台幣509.3億元，月減17.6%、年減1.43%。累計前2月累計營收為新台幣1,127...</p>
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                                       title="記憶體喫緊到明年！仁寶總座：預估第一季PC出貨季減15%至20%">
                                        <img src="/uploads/images/20260303/4dbbb54bfdafe850b7.png" alt="記憶體喫緊到明年！仁寶總座：預估第一季PC出貨季減15%至20%"/>
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                                            記憶體喫緊到明年！仁寶總座：預估第一季PC出貨季減15%至20%                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-03</span>
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                                    <p> 代工大廠仁寶今（2）日舉行法說會，總經理伯納多羅（Anthony Peter Bonadero）直言，目前記憶體供應喫緊情況恐延續至...</p>
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                                       title="力積電2025年Q4毛利轉正　與美光合作獲HBM後段代工訂單">
                                        <img src="/uploads/images/20260206/1eeeab91b799b0f7a6.png" alt="力積電2025年Q4毛利轉正　與美光合作獲HBM後段代工訂單"/>
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                                            力積電2025年Q4毛利轉正　與美光合作獲HBM後段代工訂單                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-06</span>
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                                    <p> 力積電今（5）日舉行法說會，力積電2025年第四季毛利轉正，營業毛利7.94億元，毛利率6%，但仍淨損6.54億元，力積電強調，第四...</p>
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                                       title="高盛把信驊目標價一口氣拉到12000元　2027年EPS上看266元">
                                        <img src="/uploads/images/20260203/7a0ea1fab8a5e99c11.png" alt="高盛把信驊目標價一口氣拉到12000元　2027年EPS上看266元"/>
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                                            高盛把信驊目標價一口氣拉到12000元　2027年EPS上看266元                                        </a>
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                                        <div
                                                class="meta-item herald-date"><span class="updated">2026-02-03</span>
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                                    <p> 外資再替股王信驊加碼背書。美系券商高盛證券最新報告把信驊目標價一口氣從7300元上修到12000元，並把2027年每股盈餘（EPS）...</p>
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                                       title="旺年會後英業達一飛沖天逼近漲停　分析師：還有向上比價空間">
                                        <img src="/uploads/images/20260121/e85cab4e36d93cecad.png" alt="旺年會後英業達一飛沖天逼近漲停　分析師：還有向上比價空間"/>
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                                            旺年會後英業達一飛沖天逼近漲停　分析師：還有向上比價空間                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-21</span>
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                                    <p> 英業達昨日舉行旺年會，董座葉力誠信心發下豪語，表示讓AI再創巔峰，今年AI伺服器再拼兩位數成長，消息激勵今（21）日英業達開盤就不斷...</p>
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                                       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%"/>
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                                            北美CSP廠加強對AI投資　集邦：2026年AI伺服器出貨年增28%                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-21</span>
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                                    <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>
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                                       title="上市公司去年營收達47.62兆創歷史新高！受惠AI這產業成長最多">
                                        <img src="/uploads/images/20260114/2a7bc4cc6725b2a4de.png" alt="上市公司去年營收達47.62兆創歷史新高！受惠AI這產業成長最多"/>
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                                            上市公司去年營收達47.62兆創歷史新高！受惠AI這產業成長最多                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-14</span>
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                                    <p> 上市公司去年業績表現出爐！證交所今（13）日公布全體上市公司去年全年營收47兆6287億元，較上年同期成長5兆7845億元，年增13...</p>
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                                       title="輝達AI伺服器整合度提高台廠獲利被侵蝕！郭明錤：3招大反攻">
                                        <img src="/uploads/images/20260113/3a8654391f876f2776.png" alt="輝達AI伺服器整合度提高台廠獲利被侵蝕！郭明錤：3招大反攻"/>
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                                            輝達AI伺服器整合度提高台廠獲利被侵蝕！郭明錤：3招大反攻                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-13</span>
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                                    <p> 受惠AI強勁需求，也帶動國內組裝廠業績營收表現，不過，知名分析師郭明錤表示，由於輝達持續提升AI伺服器的設計程度，指定用料比重提升，...</p>
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