{"schema":"hottub-news/story/v1","story":"st_hbxwxcncydgmo7upz6sa","title":"台積電要做AI記憶體？傳應輝達要求研擬生產3D DRAM","title_en":"Yinghuida requests 3D DRAM? TSMC responds","outlets":9,"brief":null,"page":"https://hottub.news/stories/story-hbxwxcncyd","count":11,"items":[{"id":"n_tlzpz63aq3yqv6slyj3q","seq":8676353,"kind":"article","title":"應輝達要求揮軍3D DRAM？台積電回應了","title_en":"Yinghuida requests 3D DRAM? TSMC responds","url":"https://ec.ltn.com.tw/article/breakingnews/5633550","summary":"〔財經頻道／綜合報導〕科技媒體《The Information》日前引述兩名知情人士透露，台積電正應最大客戶輝達要求，研擬生產新一代3D DRAM，可能打破長期專注邏輯晶片代工的經營模式。不過，...…","published":"2026-11-08T06:09:54Z","seen":"2026-11-08T06:20:00Z","lang":"zh","country":"TW","source":{"id":"kite-news-ltn-com-tw-159e73","name":"news.ltn.com.tw","domain":"news.ltn.com.tw"},"via":"kite-news-ltn-com-tw-159e73","entities":[{"id":"Q713418","name":"TSMC","type":"org"}],"mentions":2,"story":"st_hbxwxcncydgmo7upz6sa","category":"science-technology","category_p":0.550000011920929,"sentiment":"neutral","tone":0.23000000417232513,"political":0.1899999976158142},{"id":"n_3wc6dsclxkdcqyodv3iq","seq":8515435,"kind":"article","title":"輝達要求台積電進軍先進記憶體市場？傳組建 3D DRAM 產線解 AI 缺貨荒","url":"https://technews.tw/2026/11/07/3d-dram","published":"2026-11-07T13:00:00Z","seen":"2026-11-07T13:56:54Z","lang":"zh","country":"TW","source":{"id":"technews.tw","name":"technews.tw","domain":"technews.tw","outlet":{"wikidata":"Q106689593","name":"TECHNEWS INC.","type":"other","country":"TW","designations":["communications media","corporation"]}},"via":"gdelt-gkg-translingual","topics":["economy","health"],"authors":["&#x59DA","&#x60E0","&#x8339"],"story":"st_hbxwxcncydgmo7upz6sa","category":"science-technology","category_p":0.5799999833106995,"category2":"economy-business","sentiment":"neutral","tone":0.07999999821186066,"political":0.10000000149011612},{"id":"n_yidxzmgzjtreqkrozafa","seq":8459806,"kind":"article","title":"為輝達進軍先進記憶體？傳台積電布局3D DRAM 專家分析「短期計畫」 | 科技產業 | 產經","url":"https://udn.com/news/story/7240/9863909","published":"2026-11-07T09:00:00Z","seen":"2026-11-07T09:52:49Z","lang":"zh","country":"TW","source":{"id":"udn.com","name":"udn.com","domain":"udn.com","outlet":{"wikidata":"Q697153","name":"United Daily News","type":"newspaper","country":"TW","designations":["newspaper","online newspaper"]}},"via":"gdelt-gkg-translingual","topics":["science","health","economy","education"],"authors":["&#x806F","&#x5408","&#x65B0","&#x805E","&#x7DB2"],"story":"st_hbxwxcncydgmo7upz6sa","category":"economy-business","category_p":0.4300000071525574,"category2":"science-technology","sentiment":"neutral","tone":0.18000000715255737,"political":0.12999999523162842},{"id":"n_ehv4wvb3azclwpocv26a","seq":8394729,"kind":"article","title":"台積電將進軍先進記憶體戰場？傳應輝達要求規劃生產3D DRAM、評估建廠","url":"https://tw.news.yahoo.com/%E5%8F%B0%E7%A9%8D%E9%9B%BB%E5%B0%87%E9%80%B2%E8%BB%8D%E5%85%88%E9%80%B2%E8%A8%98%E6%86%B6%E9%AB%94%E6%88%B0%E5%A0%B4-%E5%82%B3%E6%87%89%E8%BC%9D%E9%81%94%E8%A6%81%E6%B1%82%E8%A6%8F%E5%8A%83%E7%94%9F%E7%94%A23d-dram-%E8%A9%95%E4%BC%B0%E5%BB%BA%E5%BB%A0-031027299.html","summary":"[Newtalk新聞] AI（人工智慧）產業迅速發展，記憶體供應吃緊、價格上漲，晶片業者尋求更多供應來源。科技媒體The Information報導披露，全球晶片代工龍頭台積電正考慮擴大業務版圖，進軍先進記憶體晶片製造，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為記憶體生產設施，進而在AI硬體市場中取得更大的市占率。 The Information引述兩名知情人士說法揭露，台積電應AI晶片巨擎輝達公司（Nvidia）要求，近期已開始規劃一種名為3D DRAM的先進記憶體晶片製造計畫...","published":"2026-11-07T03:10:27Z","seen":"2026-11-07T03:58:00Z","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":0.46000000834465027,"category2":"economy-business","sentiment":"neutral","tone":0.029999999329447746,"political":0.1899999976158142},{"id":"n_iy6wdk4xmo2eaglrfqya","seq":8402616,"kind":"article","title":"台積電將進軍先進記憶體戰場？傳應輝達要求規劃生產3D DRAM、評估建廠 | 財經","url":"https://newtalk.tw/news/view/2026-11-07/1069818","published":"2026-11-07T03:10:00Z","seen":"2026-11-07T04:45:39Z","lang":"zh","country":"TW","source":{"id":"newtalk.tw","name":"newtalk.tw","domain":"newtalk.tw","outlet":{"wikidata":"Q11084535","name":"Newtalk News","type":"website","country":"TW","designations":["joint-stock company","news website"]}},"via":"gdelt-gkg-translingual","topics":["economy","health","science"],"story":"st_hbxwxcncydgmo7upz6sa","category":"economy-business","category_p":0.5799999833106995,"category2":"science-technology","sentiment":"neutral","tone":-0.05000000074505806,"political":0.20000000298023224},{"id":"n_5f7yhyjojhouie7ytp2q","seq":8385426,"kind":"article","title":"輝達下一步瞄準記憶體！傳找台積電操刀3D DRAM 挑戰三星、SK海力士","title_en":"Nvidia targets memory next! Rumored to seek TSMC for 3D DRAM, challenging Samsung and SK Hynix","url":"https://tw.stock.yahoo.com/news/%E8%BC%9D%E9%81%94%E4%B8%8B-%E6%AD%A5%E7%9E%84%E6%BA%96%E8%A8%98%E6%86%B6%E9%AB%94-%E5%82%B3%E6%89%BE%E5%8F%B0%E7%A9%8D%E9%9B%BB%E6%93%8D%E5%88%803d-dram-%E6%8C%91%E6%88%B0%E4%B8%89%E6%98%9F-022600309.html","summary":"[FTNN新聞網]記者蕭廷芬／綜合報導台積電（2330）除了替輝達（NVIDIA）生產AI晶片，如今可能連先進記憶體也要跨足。科技媒體《TheInformation》6日引述兩名知...","published":"2026-11-07T02:26:00Z","seen":"2026-11-07T02:57:00Z","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","entities":[{"id":"Q182477","name":"Nvidia","type":"org"},{"id":"Q713418","name":"TSMC","type":"org"},{"id":"Q124989916","name":"Samsung","type":"org"},{"id":"Q370719","name":"SK Hynix","type":"org"}],"story":"st_hbxwxcncydgmo7upz6sa","category":"science-technology","category_p":0.6600000262260437,"sentiment":"neutral","tone":0.1899999976158142,"political":0.05000000074505806},{"id":"n_bvxqtw4fas2vv4gtbmfq","seq":8385685,"kind":"article","title":"解AI缺貨荒！台積電傳進軍先進記憶體 為輝達生產3D DRAM","url":"https://finance.ettoday.net/news/3267930","summary":"台積電（2330）傳出正評估跨足先進記憶體晶片製造，並已開始規劃生產新一代3D DRAM，此舉將使其能夠使該公司進一步擴大在人工智慧（AI）硬體供應鏈的佔有率，改變目前由三星、SK海力士及美光主導的記憶體市場。 《詳全文...》","published":"2026-11-07T01:53:00Z","seen":"2026-11-07T03:03:00Z","lang":"zh","country":"TW","source":{"id":"kite-feedburner-com-c31c9e","name":"feedburner.com","domain":"feeds.feedburner.com"},"via":"kite-feedburner-com-c31c9e","mentions":2,"story":"st_hbxwxcncydgmo7upz6sa","category":"science-technology","category_p":0.8199999928474426,"sentiment":"positive","tone":0.41999998688697815,"political":0.03999999910593033},{"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":0.7400000095367432,"sentiment":"positive","tone":0.47999998927116394,"political":0.03999999910593033},{"id":"n_x7yiinymwcurerrhsxwq","seq":8381667,"kind":"article","title":"台積電傳搶攻記憶體市場！應輝達要求研發「3D DRAM」","url":"https://news.tvbs.com.tw/tech/4047034","published":"2026-11-07T00:11:00Z","seen":"2026-11-07T02:10:00Z","lang":"zh","country":"TW","source":{"id":"tvbs.com.tw","name":"tvbs.com.tw","domain":"tvbs.com.tw","outlet":{"wikidata":"Q707252","name":"TVBS Media Inc.","type":"other","country":"TW","designations":["business"]}},"via":"gdelt-gkg-translingual","topics":["science","economy","health"],"story":"st_hbxwxcncydgmo7upz6sa","category":"science-technology","category_p":0.4699999988079071,"category2":"economy-business","sentiment":"neutral","tone":-0.05000000074505806,"political":0.07000000029802322},{"id":"n_hbxwxcncydgmo7upz6sa","seq":8241993,"kind":"article","title":"重大戰略轉型！傳台積電將進軍先進記憶體 為輝達生產3D DRAM","url":"https://ec.ltn.com.tw/article/breakingnews/5632298","published":"2026-11-06T16:30:00Z","seen":"2026-11-06T17:35:28Z","lang":"zh","country":"TW","source":{"id":"ltn.com.tw","name":"ltn.com.tw","domain":"ltn.com.tw","outlet":{"wikidata":"Q697462","name":"Liberty Times","type":"newspaper","country":"TW","designations":["newspaper","online newspaper"]}},"via":"gdelt-gkg-translingual","topics":["economy","science"],"authors":["&#x81EA","&#x7531","&#x6642","&#x5831","&#x96FB"],"mentions":3,"story":"st_hbxwxcncydgmo7upz6sa","category":"science-technology","category_p":0.46000000834465027,"category2":"economy-business","sentiment":"positive","tone":0.28999999165534973,"political":0.10000000149011612},{"id":"n_evb5i25ze4mkooxmrqwq","seq":8279377,"kind":"article","title":"台積電要做AI記憶體？傳應輝達要求研擬生產3D DRAM","url":"https://news.cnyes.com/news/id/6651567","summary":"輝達要求下，台積電研擬3D DRAM生產計畫，評估新建晶圓廠或收購既有廠房改造。 計畫由徐國晉主導，台積電與輝達均未回應；投產時程尚未明朗。 若量產，台積電將進入先進記憶體市場，與三星、SK海力士、美光競爭。","published":"2026-11-06T15:13:33Z","seen":"2026-11-06T19:29:17Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["台股新聞"],"authors":["鉅亨網編譯段智恆"],"image":"https://cimg.cnyes.cool/static/rss/default/m/06.jpg","story":"st_hbxwxcncydgmo7upz6sa","category":"science-technology","category_p":0.8600000143051147,"sentiment":"neutral","tone":0.009999999776482582,"political":0.10999999940395355}]}