{"id":"n_iobvkzcs4vf53oix5aoa","seq":8367737,"kind":"article","title":"傳台積電進軍「先進記憶體」！為輝達生產「3D DRAM」","url":"https://tw.stock.yahoo.com/news/%E5%82%B3%E5%8F%B0%E7%A9%8D%E9%9B%BB%E9%80%B2%E8%BB%8D-%E5%85%88%E9%80%B2%E8%A8%98%E6%86%B6%E9%AB%94-%E7%82%BA%E8%BC%9D%E9%81%94%E7%94%9F%E7%94%A2-3d-dram-002117866.html","summary":"財經中心／李明融報導全球晶圓代工龍頭台積電（TSMC）傳出將打破長期專注「純邏輯晶片」的營運界線，震撼跨足記憶體戰場！根據科技媒體《The Information》與外媒報導，因應人工智慧（AI）硬體需求爆發引發的全球記憶體嚴重短缺與價格飆漲，台積電已應最大客戶輝達（Nvidia）的強烈要求，著手制定先進「3DDRAM」記憶體晶片的生產計畫；台積電目前正審慎評估是否興建全新專用晶圓廠，或是透過收購現有廠房進行改建。這項重大戰略轉型若成真，不僅讓台積電在AI核心供應鏈的主導地位無可撼動，更將直接殺入長期由南韓...","published":"2026-11-07T00:21:17Z","seen":"2026-11-07T00:53:00Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","story":"st_hbxwxcncydgmo7upz6sa","category":"science-technology","category_p":0.74,"sentiment":"positive","tone":0.48,"political":0.04}