PLAY PODCASTS
【天下零時差03.04.26】下一個AI飆股?晶片載板兩年後缺四成 欣興法說預警「記憶體劇本」重演

【天下零時差03.04.26】下一個AI飆股?晶片載板兩年後缺四成 欣興法說預警「記憶體劇本」重演

聽天下:天下雜誌Podcast

March 3, 20265m 54sFull

Audio is streamed directly from the publisher (track.fstry.me) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes


AI帶動的缺貨漲價潮,從記憶體延燒到晶片基板。更有外資預估,缺口將持續擴大到四成。前聯電總座接任欣興董事長,加碼擴廠、投資設備,能填補產能瓶頸?

文: 鄧凱元
製作團隊:莊志偉、張雅媛、鄭子鴻

*閱讀零時差,點這看全文👀:https://bit.ly/4u4QEp1
*訂閱天下全閱讀:https://bit.ly/3STpEpV
*意見信箱:[email protected]
--
Hosting provided by SoundOn

Topics

AI記憶體晶片缺貨聯電欣興科技