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存儲芯片漲價潮席捲全球：AI引爆需求，半導體景氣新週期啟動
Chip Trend Indicator
存儲芯片漲價潮席捲全球：AI引爆需求，半導體景氣新週期啟動

2026年8月，全球存儲芯片市場迎來新一輪漲價週期。AI服務器、電動車及終端需求爆發，DRAM與NAND Flash價格...

2026-08-02 01:22:31 Read Full Article

Semiconductor Market

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2奈米製程量產戰開打！台積電續保先進製程領先 全球半導體進入新競局
Semiconductor Market

2奈米製程量產戰開打！台積電續保先進製程領先 全球半導體進入新競局

2026年8月，台積電正式宣布2奈米製程進入量產，象徵半導體先進製程競賽進入新里程。本文深入剖析台積電2奈米技術優勢、主要對手三星與英特爾的追趕策略，以及這項突...

2026-08-01 23:46:32 Read Full Article
Mature process alert! 8-inch wafer foundries trigger price war; semiconductor cycle divergence intensifies
Semiconductor Market
Mature process alert! 8-inch w
2026-07-31 18:14:13
The memory chip market is booming: DRAM/NAND contract prices rise for three consecutive quarters, industry cycle reversal confirmed
Semiconductor Market
The memory chip market is boom
2026-07-30 20:34:23
Global Semiconductor Equipment Shipments Hit Record High Again, Surge in Chinese Market Drives Growth
Semiconductor Market
Global Semiconductor Equipment
2026-07-29 01:43:10

Why Invest in Chips

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半導體設備出口管制升級！芯片投資邏輯迎來大洗牌
2026-08-02 00:36:04
全球半導體銷售額將破7000億美元 三大趨勢重塑芯片投資邏輯
2026-07-31 18:48:32
AI Edge Computing Sparks New Chip Investment Boom: Key Capital Allocation in H2 2026
2026-07-30 21:12:12
Global Semiconductor Investment in H1 2026 Hits Record, Driven by AI and Advanced Packaging
2026-07-29 20:29:31
Chiplet Architecture: New Chip Investment Hotspot - Data Center Demand Ignites $100B Market
2026-07-28 19:00:47

Chip Trend Indicator

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存儲芯片漲價潮席捲全球：AI引爆需求，半導體景氣新週期啟動
2026-08-02 01:22:31
光子芯片技術突破：有望打破摩爾定律瓶頸，産業化提速
2026-07-28 19:22:13
Chip Compass: Southeast Asia's Rise Reshapes Global Semiconductor Landscape
2026-07-26 11:22:42
Semiconductor: Core Engine of AI Era and Rational Scrutiny
2026-07-10 16:25:32
Semiconductors: The Core of Technology and Industrial Transformation
2026-07-10 16:22:01

Semiconductor Bootcamp

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2026 Summer Semiconductor Bootcamp: AI Chip Design & FPGA Hands-on, Upgraded Industry-Academia Collaboration
Semiconductor Bootcamp
2026 Summer Semiconductor Bootcamp: AI Chip Design & FPGA Hands-on, Upgraded Industry-Academia Collaboration

Coverage of the 2026 Summer Semiconductor Bootcamp, focusing...

2026-07-28 19:43:40
Semiconductor Talent Shortage Solution: Bootcamp Training Model Becomes Industry Favorite
Semiconductor Bootcamp
Semiconductor Talent Shortage Solution: Bootcamp Training Model Becomes Industry Favorite

In July 2026, as global semiconductor demand continues to he...

2026-07-26 11:38:58
Global Semiconductor 2026-2027 Outlook: AI Drives Full-Value-Chain Growth
Semiconductor Bootcamp
Global Semiconductor 2026-2027 Outlook: AI Drives Full-Value-Chain Growth

A report from Manulife Investment Management (Canada) indica...

2026-07-24 17:46:45

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