
台積電傳將為輝達生產3D DRAM進軍先進記憶體市場,華邦電董事長焦佑鈞表示,台積電追求卓越,若確定投入應會先默默準備,等技術成熟後才對外公開,並需面對技術掌握與專利問題。
AI-generated summary
台積電傳將為輝達生產3D DRAM,進軍先進記憶體市場,引發半導體產業關注。華邦電為記憶體廠商,董事長焦佑鈞於劍湖山世界主題樂園家庭日受訪時發表看法。
台積電(2330)傳將為輝達生產3D DRAM,進軍先進記憶體市場,引發半導體產業關注。對此,記憶體廠華邦電(2344)董事長焦佑鈞今(7)日表示,台積電是追求卓越的公司,不會只做半吊子,若確定要投入,應會先默默準備,等技術成熟後才對外公開。
華邦電今日在劍湖山世界主題樂園舉辦家庭日。焦佑鈞受訪時指出,台積電若要跨入DRAM市場,首先面臨的是技術掌握問題,必須評估是否願意投入相應資金,自行掌握相關技術。此外,進入新領域也必須處理專利問題,並非單純投入資金就能完成。
焦佑鈞認為,台積電是一家追求卓越的公司,如果真的要做,不會只做一半,也不會在尚未準備完成前就先對外釋出消息,若真的投入,應該會等到技術發展到一定程度後才公開。
AI outlook — possibilities, not facts
台積電若確定投入3D DRAM生產,將在技術成熟後才對外公開。
Possible · Within months

The 7th Marine Cooperation and Governance Forum was held in Sanya, Hainan. Officials and scholars from ASEAN countries such as Thailand, Malaysia, and Indonesia made suggestions on Hainan Free Trade Port and ASEAN blue economic cooperation, covering areas such as fishery processing logistics, marine disaster early warning, and the linkage between the Pinglu Canal and the New Western Land-Sea Corridor.

Taiwan and the United States signed a reciprocal trade agreement (ART). TSMC Deputy General Manager Zhuang Zishou personally purchased 34,000 Yunlin peanut blessing bags worth 15 million yuan. The Huwei Town Farmers Association held a peanut field pulling event for thousands of people. Affected by the collapse of the Taiwan stock market, people sought solace in agricultural experience. The farmers' association's contract purchase price was 2 to 3 yuan higher than the market to ensure farmers' income.

ASE Semiconductor has passed the review of the "Welcome Taiwanese Businessmen to Return to Taiwan Investment Action Plan" and plans to invest 123.7 billion yuan to add smart production lines in Tainan City and Kaohsiung City to expand high-end packaging and testing capacity, covering the Tainan Park of Southern Taiwan, and promote the development of southern Taiwan's semiconductor industry cluster.
The 2026 Global Aviation Medical Rescue Conference and the first Huantian International Rescue Conference were held in Guangzhou on November 6. The Huantian International Rescue Center systematically introduced the three core businesses of professional aviation medical rescue, international rescue, and international air tourism. The rescue covers more than 100 countries and regions. Zhang Chao, director of the Marketing Department of the Marketing Center of COMAC, predicts that China’s aviation medical service market will reach US$1.2 billion by 2030.

On November 6, the "China Airlines 900" sailed from Chishui Port in Wuzhou, Guangxi, marking the completion of customs declaration and shipment of Wuzhou's first foreign trade cargo via the Pinglu Canal, and the official opening of the Wuzhou-Pinglu Canal-Ho Chi Minh, Vietnam foreign trade route. The new route's single-container comprehensive logistics cost has been reduced by about 10%, and the transfer link has been greatly streamlined. It has changed the long-term pattern of Wuzhou's foreign trade going eastward and has shortened the time and space distance between eastern Guangxi, southern Hunan and Vietnam and other ASEAN countries.

On November 7, 2026, the Taiwan stock market opened with a plunge of more than 3,700 points, falling below the 40,000-point mark. Investor Chen Zhiqiang laughed at himself that his book loss was about one million yuan in one week, which is equivalent to a golf card. He also revealed that the stock continued to fall while his wife continued to shop, which made him dumbfounded.