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                            <h1 class="h6 herald-mod-h herald-color">Tag • DRAM</h1>
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                               title="宜鼎4月獲利年增45倍　EPS高達31.41元　前4月賺超越過去5年總和">
                                <img src="/uploads/images/20260516/438351c4bb0716ba17.png" alt="宜鼎4月獲利年增45倍　EPS高達31.41元　前4月賺超越過去5年總和"/>
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                                        宜鼎4月獲利年增45倍　EPS高達31.41元　前4月賺超越過去5年總和                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-05-16</span>
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                                <p> ✕ 宜鼎今（15）日因有價證券近期達公布注意交易資訊標準，公告自結財務資訊。宜鼎4月營收66.71億元，年增583%；稅前淨利37.97億元，年增4706%；歸屬母公司業主淨利29.87億元，年增4...</p>
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                                            記憶體漲不完！集邦：行動DRAM合約價續強　壓縮智慧手機產量                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-16</span>
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                                    <p> ✕ 記憶體還是漲不完！根據集邦科技（TrendForce）最新調查指出，第二季行動DRAM合約價持續大幅上揚，智慧手機品牌面臨更沉重...</p>
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                                            獲利年飆2607%太震撼！十銓首季EPS衝27元　毛利率狂升近39%                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-29</span>
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                                    <p> 記憶體模組大廠十銓今（28）日公布第一季財報，受惠於記憶體超級景氣週期，單季合併營收衝上90.45億元，營業毛利達34.38億元，毛...</p>
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                                            記憶體旺！南亞科總座：DRAM價格Q2雙位數成長　訂單無法滿足客戶                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-14</span>
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                                    <p> 記憶體榮景依舊不滅！南亞科今（13）日舉行法說會，總經理李培瑛仍看好DRAM價格未來走勢，他預期，第二季價格將比第一季「更好」，很有...</p>
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                                            記憶體搶貨大戰！蘋果傳高價買斷行動DRAM　不惜犧牲利潤擴張市佔                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-05</span>
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                                    <p> 記憶體市場缺貨漲價潮持續，科技巨頭正上演搶貨大戰。外媒報導，蘋果傳出正已極高價格採購市場上所有可用的行動DRAM，「甚至不惜犧牲利潤...</p>
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                                        <img src="/uploads/images/20260403/700b07897786ac4d9c.png" alt="記憶體還是很猛！南亞科3月自結營收年增560%　市場需求復甦帶動"/>
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                                            記憶體還是很猛！南亞科3月自結營收年增560%　市場需求復甦帶動                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-03</span>
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                                    <p> 記憶體還是很猛！記憶體大廠南亞科今（2）日公布3月自結合併營收達181.7億元，較上月增加16.42%，較去年同期暴增560.04%...</p>
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                                        <img src="/uploads/images/20260331/592be1465fe9505669.png" alt="宜鼎董座看好今年邊緣AI系統業務倍數成長！啟動宜蘭三廠設計規劃"/>
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                                            宜鼎董座看好今年邊緣AI系統業務倍數成長！啟動宜蘭三廠設計規劃                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-31</span>
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                                    <p> AI發展正火熱，席捲百工百業，宜鼎今（30）日舉行法說會，董事長簡川勝看好邊緣AI系統落地，將會越來越快，「開始倍數在跑」，預期今年...</p>
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                                            記憶體缺貨漲價燒到AI PC也跟進？英特爾：今年將逐月、逐季緩解                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-26</span>
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                                    <p> DRAM記憶體從去年第四季起，出現前所未見的全球大缺貨，且持續漲價，也影響英特爾筆電與伺服器處理器最近兩、三個月跟著缺貨、漲價，面對...</p>
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                                        <img src="/uploads/images/20260313/ca355685e2d283b324.png" alt="台股跌幅收斂回穩　股王寫歷史新高價、旺宏強勢攻上漲停"/>
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                                            台股跌幅收斂回穩　股王寫歷史新高價、旺宏強勢攻上漲停                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-13</span>
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                                    <p> 台北股市今（13）日陷入月線保衛戰，開盤後一度下跌逾500點；截至11點半，暫報33489.08點，下跌92.78點，跌幅收斂。權王...</p>
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                                            台股下跌近200點失守月線　群創法說會變法會慘收跌停                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-13</span>
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                                    <p> 台北股市今（13）日收盤跌落月線，仍在周線上。加權指數早盤最低，觸及33013.46點，十點後一度翻紅上漲到33639.18點，但隨...</p>
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                                            黃仁勳一句話讓記憶體族群又復活！晶豪科漲停　群聯、南亞科大漲                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-10</span>
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                                    <p> 輝達執行長黃仁勳近日對記憶體廠發下豪語，「產能擴多少，我們（輝達）就會用多少」，一句話也激勵記憶體族群再度活起來！晶豪科今（10）日...</p>
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                                            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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                                            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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