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J.P. Morgan Global Research報告預測，至2026年底，動態隨機存取記憶體（DRAM）供不應求，價格將較2024年初累計上漲數倍。背後的原因，是因為記憶體大廠為了資料中心利潤高出數倍的訂單，把傳統的消費車載與工業存儲記憶體市場產能轉為生產高頻寬記憶體(HBM)使用，導致了一波記憶體價格狂飆的熱潮。 這也為全球所有記憶體相關企業創造了傳統產品漲價的空間，以及股價上漲的空間。 然而，NAND控制晶片大廠慧榮科技終端與車用儲存事業處(CAS)資深副總段喜亭不但沒有因此欣喜，反而強烈示警市場盲目追逐資料中心近利將帶來的嚴重後果。慧榮科技（Silicon Motion, NASDAQ: SIMO）是全球獨立第三方 NAND Flash 控制晶片的龍頭廠商，佔有全球市場半壁江山，長期密切觀察市場趨勢走向。 資料中心如同「黑洞」般，導致邊緣裝置所需零組件供應減少、成本大幅上升，最終轉嫁給消費者，使PC、手機等終端產品需求快速萎縮。 IDC 預測 2026 全年全球個人電腦（PC）出貨量將下滑 11.3%，且市況預計將一路惡化至第四季，屆

As memory makers chase higher-margin data center demand, Silicon Motion’s Nelson Duann warns that shortages and soaring costs for automotive, industrial and consumer storage risk starving the very edge devices needed to turn AI investment into real-world value. While much of the discussion surrounding Apple’s reported interest in sourcing memory chips from China’s CXMT and YMTC has focused on geopolitics and supply-chain diversification, industry insiders warn it may signal a

Natalia Mykhaylova Building on its previous success in developing high-precision sensors with Taiwanese partners to monitor air quality, Canadian startup WeavAir is returning to Taiwan this December with a new mission: to co-develop an AI-powered, contactless health monitoring system that shifts senior care from reactive response to proactive prevention. With Asia’s elderly population projected to double by 2050, WeaveAir sees Taiwan as the ideal partner to pioneer proactive