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            <title><![CDATA[記憶體Q3每股獲利王出爐！台廠看缺貨2027更嚴重　低價庫存見底藏隱憂]]></title>
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            <description><![CDATA[AI基礎建設需求推升記憶體價格，台灣記憶體業者第三季獲利普遍亮眼，群聯每股盈餘（EPS）高達138元居冠。不過，十銓、華邦電、宜鼎、威剛、創見及群聯等上週召開法說會的業者普遍預期，2027年缺貨將更加嚴重，供需緊俏可能延續至2028年，但對…]]></description>
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            <description><![CDATA[AI伺服器市場競爭升溫，TrendForce集邦科技研究經理龔明德預估，輝達（NVIDIA）2027年AI伺服器出貨市占率將由今年66.9%降至62.6%，但仍掌握逾六成市場。]]></description>
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            <description><![CDATA[美國期中選舉民主黨拿下參眾兩院，市場擔憂AI監管趨嚴，恐拖慢資料中心投資腳步。不過，TrendForce集邦科技研究經理龔明德指出，目前供應鏈接單仍強勁，尚未出現需求降溫跡象，預估2026年全球AI伺服器出貨達280萬台、年增32%，202…]]></description>
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            <description><![CDATA[AI推升CoWoS先進封裝需求，晶片微縮面臨瓶頸，面板級封裝及異質整合成為產業焦點。從台積電（2330）退休轉戰聯發科（2454）副總經理、負責先進封裝業務的侯上勇6日在第11屆成材產業論壇指出，面板封裝可望改善大型中介層產能問題，但面板尺…]]></description>
            <pubDate>Sun, 08 Nov 2026 12:34:00 +0800</pubDate>
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            <title><![CDATA[華邦電家庭日｜台積電跨足做DRAM？焦佑鈞點出傳聞疑點　揭記憶體大廠合作隱憂]]></title>
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            <description><![CDATA[外媒傳出台積電可能跨足DRAM市場，華邦電董事長焦佑鈞今（7）日對此持保留態度，認為台積電若真要投入，應會先完成技術與人才布局，而非提前釋出消息。]]></description>
            <pubDate>Sat, 07 Nov 2026 13:36:00 +0800</pubDate>
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            <description><![CDATA[華邦電今（7）日舉辦家庭日，董事長焦佑鈞表示，部分記憶體業者毛利率已達70%甚至80%，但價格繼續上漲恐壓抑手機、PC等終端需求。他以「飯不能一家吃」形容AI產業對其他市場的排擠效應，從社會責任角度來看，記憶體價格已經漲得差不多，不希望繼續…]]></description>
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            <dc:creator><![CDATA[呂承哲]]></dc:creator>
            <description><![CDATA[記憶體大廠華邦電（2344）今（7）日舉辦家庭日，董事長焦佑鈞表示，2027至2028年AI資料中心建設及DRAM需求仍明確，但2029年資金限制恐成為下一波景氣下行主因。]]></description>
            <pubDate>Sat, 07 Nov 2026 12:40:00 +0800</pubDate>
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            <dc:creator><![CDATA[呂承哲]]></dc:creator>
            <description><![CDATA[群聯電子（8299）創辦人暨執行長潘健成今（6）日在法說會指出，AI PC最快2027年下半年進入商用市場，群聯今年拿下3家NAND原廠釋出的6項控制晶片專案，命中率達100%，並積極推動aiDAPTIV及AI Data Platform布…]]></description>
            <pubDate>Fri, 06 Nov 2026 18:17:00 +0800</pubDate>
            <category><![CDATA[財經股市]]></category>

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            <title><![CDATA[群聯法說會｜春節後中國AI需求爆發！潘健成：NAND、PCB缺貨延續]]></title>
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            <dc:creator><![CDATA[呂承哲]]></dc:creator>
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            <pubDate>Fri, 06 Nov 2026 18:08:00 +0800</pubDate>
            <category><![CDATA[財經股市]]></category>

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            <dc:creator><![CDATA[呂承哲]]></dc:creator>
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            <pubDate>Fri, 06 Nov 2026 17:42:00 +0800</pubDate>
            <category><![CDATA[財經股市]]></category>

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            <category><![CDATA[財經股市]]></category>

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