20260611-E:800VDC傳延遲至2028年? 供應鏈強調未收到NVIDIA正式通知 / 南亞科DDR4私募大股東「底部支撐」 3Q26加劇緊缺推升合約價

20260611-E:800VDC傳延遲至2028年? 供應鏈強調未收到NVIDIA正式通知 / 南亞科DDR4私募大股東「底部支撐」 3Q26加劇緊缺推升合約價

From DIGITIMES每日新聞 by IC之音節目部

June 11, 2026 · 3 min

About this episode

The episode discusses the delay of 800VDC technology until 2028 and highlights the supply chain's lack of formal notification from NVIDIA, along with insights on the DDR4 market and other technology trends.

掌握前瞻趨勢與科技脈動,立即訂閱 IC之音電子報:https://pse.is/8wpwwx--今日科技產業新聞要點:1. 800VDC傳延遲至2028年? 供應鏈強調未收到NVIDIA正式通知2. 南亞科DDR4私募大股東「底部支撐」 3Q26加劇緊缺推升合約價3. HVLP4銅箔接棒T-glass玻纖布喊缺 NVIDIA親上PCB火線調料4. 中國新勢力品牌銷量暴衝 台系車用供應鏈備戰「金九銀十」旺季收聽《DIGITIMES每日新聞》:https://reurl.cc/yRz9m6更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 service@ic975.comPodcast廣告合作請洽 sharon.wang@ic975.com03-5163975分機208 王小姐

Topics covered

  • 800VDC delay
  • NVIDIA supply chain
  • DDR4 market
  • HVLP4 copper foil
  • Chinese automotive brands
  • technology trends

Keywords

  • 800VDC
  • NVIDIA
  • DDR4
  • supply chain
  • technology news
  • HVLP4
  • T-glass
  • Chinese brands

Mentioned in this episode

Organizations: NVIDIA, 南亞科, HVLP4, T-glass

Products: DDR4, 800VDC

Places: 中國, 台系

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