{
 "edition": "20261022-18",
 "language": "zh-Hant",
 "period_start": "2026-10-22T18:00:00+09:00",
 "period_end": "2026-10-22T21:00:00+09:00",
 "page": 4,
 "pages": 4,
 "received_in_period": 306,
 "listed_in_period": 306,
 "description": "這裡一次整合 2 個國家／地區的新聞與公告：台灣 3 個來源 204 條、日本 1 個來源 102 條。每 180 分鐘一期，這期入庫的所有來源、每一條都列出，附原文網址。",
 "countries": [
  {
   "code": "TW",
   "name": "台灣",
   "items": 204,
   "sources": 3
  },
  {
   "code": "JP",
   "name": "日本",
   "items": 102,
   "sources": 1
  }
 ],
 "number_of_items": 6,
 "items": [
  {
   "id": 3513156,
   "anchor": "n3513156",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hant-p4.html#n3513156",
   "title": "HBM也要拚散熱！SK海力士新技術讓熱阻降逾30%",
   "title_state": "source",
   "summary": "SK海力士正與上游合作夥伴推進iHBM技術研發及量產準備，透過嵌入熱控元件可將HBM熱阻降低30%以上，計畫導入HBM5等新一代產品，HBM5預計2029年發表。",
   "summary_state": "source",
   "facts": [
    {
     "text": "iHBM技術可將HBM熱阻降低30%以上",
     "state": "source",
     "quote": "透過在熱量集中區域嵌入熱控元件，可將 HBM 熱阻降低 30% 以上"
    },
    {
     "text": "SK海力士於今年5月26日發表iHBM技術",
     "state": "source",
     "quote": "SK 海力士於今年 5 月 26 日發表 iHBM"
    },
    {
     "text": "iHBM在D2D PHY區域嵌入熱控元件（ICE）",
     "state": "source",
     "quote": "iHBM 則直接在熱量最集中的晶粒對晶粒實體層（D2D PHY）區域，嵌入熱控元件（ICE）"
    },
    {
     "text": "熱控元件採用具絕緣性及高導熱性的矽基材料",
     "state": "source",
     "quote": "這類元件採用具絕緣性及高導熱性的矽基材料"
    },
    {
     "text": "iHBM採用MR-MUF晶圓級封裝製程",
     "state": "source",
     "quote": "產品採用已經市場驗證的先進 MR-MUF 晶圓級封裝（WLP）製程"
    },
    {
     "text": "HBM5預計於2029年發表",
     "state": "source",
     "quote": "依照該公司技術藍圖，HBM5 預計於 2029 年發表"
    },
    {
     "text": "SK海力士正使用台積電CoWoS先進封裝技術對HBM5進行驗證",
     "state": "source",
     "quote": "目前，SK 海力士正使用台積電先進封裝技術 CoWoS，對 HBM5 進行驗證"
    },
    {
     "text": "SK海力士計畫將iHBM技術應用於HBM5等新一代產品",
     "state": "source",
     "quote": "SK 海力士計畫將 iHBM 技術應用於 HBM5 等新一代產品"
    }
   ],
   "companies": [
    "SK海力士",
    "台積電"
   ],
   "published_at": "2026-10-22T17:50:05+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台灣",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635667",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406885-zh.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513157,
   "anchor": "n3513157",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hant-p4.html#n3513157",
   "title": "4大公股投信整併案拍板！第一金控持股50.3% 第一金投信存續",
   "title_state": "source",
   "summary": "四家公股金控旗下投信子公司通過整併案，由第一金投信存續，合併後第一金控股持50.3%，旨在強化公股投信競爭力與服務品質。",
   "summary_state": "source",
   "facts": [
    {
     "text": "第一金控、兆豐金控、合庫金控及華南金控等四家公股金控董事會及旗下投信子公司分別於今(22)日通過四家投信子公司整併案。",
     "state": "source",
     "quote": "第一金控(2892-TW)、兆豐金控(2886-TW)、合庫金控(5880-TW)及華南金控(2880-TW)等四家公股金控董事會及旗下投信子公司...等四家董事會，分別於今(22)日通過四家投信子公司整併案"
    },
    {
     "text": "本次整併案由資產管理規模最大、經營績效較佳的第一金投信擔任存續公司。",
     "state": "source",
     "quote": "本整併案由資產管理規模最大、經營績效較佳的第一金投信擔任存續公司。"
    },
    {
     "text": "合併後第一金控持有第一金投信比率為50.3%。",
     "state": "source",
     "quote": "合併後各金控持有第一金投信比率分別為：第一金控50.3%"
    },
    {
     "text": "第一金投信每1股普通股，分別換發兆豐國際投信1.4532股、合作金庫投信2.7321股及華南永昌投信4.4140股。",
     "state": "source",
     "quote": "第一金投信每1股普通股，分別換發兆豐國際投信1.4532股、合作金庫投信2.7321股及華南永昌投信4.4140股"
    },
    {
     "text": "合併後董事會設董事7席及監察人2席，其中董事席次由第一金控取得4席，其餘三家金控各取得1席。",
     "state": "source",
     "quote": "董事會將設董事7席及監察人2席，董事席次由第一金控取得4席，兆豐金控、合庫金控及華南金控各取得1席"
    }
   ],
   "companies": [
    "第一金控",
    "兆豐金控",
    "合庫金控",
    "華南金控",
    "第一金投信",
    "兆豐國際投信",
    "合作金庫投信",
    "華南永昌投信"
   ],
   "published_at": "2026-10-22T17:42:29+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台灣",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635867",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406883-zh.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513158,
   "anchor": "n3513158",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hant-p4.html#n3513158",
   "title": "〈港股盤後〉恒指急跌收挫逾700點 失守二萬三 科指重挫逾5%",
   "title_state": "source",
   "summary": "港股主要指數周四全線重挫，恆生指數失守23,000點，恆生科技指數創近半年新低。受AI資本開支疑慮及財報影響，科技股、AI硬件鏈及新能源股普遍下跌，僅腦動極光-B逆市上漲。",
   "summary_state": "source",
   "facts": [
    {
     "text": "聯想集團閃崩10.92%至23.16港元",
     "state": "source",
     "quote": "聯想集團閃崩10.92%至23.16港元"
    },
    {
     "text": "寧德時代大跌7.24%，主因其第三季歸母淨利潤環比下降5.77%至212.46億元人民幣",
     "state": "source",
     "quote": "鋰電池龍頭寧德時代大跌7.24%收報338.40港元，主因其第三季歸母淨利潤環比下降5.77%至212.46億元人民幣"
    },
    {
     "text": "腦動極光-B受惠於腦機接口參考架構國際標準發布，逆市暴漲27.15%",
     "state": "source",
     "quote": "腦動極光-B受惠於我國牽頭制定的腦機接口參考架構國際標準發布，逆市暴漲27.15%"
    },
    {
     "text": "中金公司指出美國AI七巨頭的資本開支同比增速將由2026年的約90%放緩至2027年的36%",
     "state": "source",
     "quote": "中金公司指出，市場預計美國AI七巨頭的資本開支同比增速將由2026年的約90%放緩至2027年的36%"
    },
    {
     "text": "大盤全日成交金額增至2,560.5億港元",
     "state": "source",
     "quote": "大盤全日成交金額增至2,560.5億港元"
    }
   ],
   "companies": [
    "阿里巴巴",
    "騰訊控股",
    "網易",
    "美團",
    "聯想集團",
    "長飛光纖光纜",
    "芯碁微裝",
    "景旺電子",
    "寧德時代",
    "藥明生物",
    "信達生物",
    "腦動極光-B",
    "中金公司",
    "中信證券"
   ],
   "published_at": "2026-10-22T17:40:07+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台灣",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635831",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406881-zh.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513159,
   "anchor": "n3513159",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hant-p4.html#n3513159",
   "title": "〈陸股盤後〉政策希望落空 中國股市墜入熊市",
   "title_state": "source",
   "summary": "中國股市因消費低迷與AI獲利疑慮墜入熊市，滬深300指數自6月高點累計跌20%，市值蒸發2.4兆美元。儘管政策制定者加碼支持，但缺乏大規模消費方案令投資人失望，分析師預示低迷或延續至明年。",
   "summary_state": "source",
   "facts": [
    {
     "text": "中國股市自5月高點以來市值蒸發2.4兆美元。",
     "state": "source",
     "quote": "自5月高點以來市值蒸發2.4兆美元"
    },
    {
     "text": "滬深300指數自6月高點以來累計跌幅達到20%。",
     "state": "source",
     "quote": "自6月高點以來累計跌幅達到20%"
    },
    {
     "text": "創業板指跌破2,600點，報2,576.90點。",
     "state": "source",
     "quote": "創業板指跌4.37%，跌破2,600點，報2,576.90點"
    },
    {
     "text": "中國缺乏大規模消費支出方案且經濟成長率僅勉強達到官方設定目標。",
     "state": "source",
     "quote": "中國缺乏大規模消費支出方案，且經濟成長率僅勉強達到官方設定目標"
    }
   ],
   "companies": [
    "上海乘舟投資管理公司"
   ],
   "published_at": "2026-10-22T17:30:06+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台灣",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635346",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406884-zh.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513160,
   "anchor": "n3513160",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hant-p4.html#n3513160",
   "title": "電動車需求發酵與中國品牌崛起 歐洲9月車市年增10.2%",
   "title_state": "source",
   "summary": "歐洲9月新車掛牌量年增10.2%至136萬輛，受電動車需求帶動創連續8個月成長。中國品牌市占率躍升至14.6%，本土車廠面臨獲利與市占雙重壓力，歐盟正研擬規範保護在地產業。",
   "summary_state": "source",
   "facts": [
    {
     "text": "歐洲9月新車掛牌量年增10.2%至136萬輛",
     "state": "source",
     "quote": "歐洲(含歐盟、英國及EFTA)9月新車掛牌量年增10.2%至136萬輛"
    },
    {
     "text": "電動化車款占整體新車掛牌量的76.2%",
     "state": "source",
     "quote": "電動化車款(含純電動車、插電式混合動力車與油電混合車)的強勁需求，其合計占整體新車掛牌量的76.2%"
    },
    {
     "text": "純電動車掛牌量大增59.9%至41.6萬輛",
     "state": "source",
     "quote": "純電動車掛牌量大增59.9%至41.6萬輛"
    },
    {
     "text": "中國四家車商在歐洲合計市占率躍升至14.6%",
     "state": "source",
     "quote": "這四家中國車商在歐洲的合計市占率由一年前的9.6%顯著躍升至14.6%"
    },
    {
     "text": "福斯與雷諾9月掛牌量分別下滑2.9%與0.7%",
     "state": "source",
     "quote": "福斯與雷諾(Renault)9月掛牌量分別下滑2.9%與0.7%"
    }
   ],
   "companies": [
    "歐洲汽車製造商協會",
    "ACEA",
    "奇瑞",
    "Chery",
    "比亞迪",
    "BYD",
    "吉利",
    "上汽",
    "彭博行業研究",
    "Bloomberg Intelligence",
    "特斯拉",
    "TSLA-US",
    "福斯",
    "VW",
    "Skoda",
    "雷諾",
    "Renault",
    "Stellantis",
    "歐盟",
    "法國",
    "德國"
   ],
   "published_at": "2026-10-22T17:20:07+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台灣",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635765",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406886-zh.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513161,
   "anchor": "n3513161",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hant-p4.html#n3513161",
   "title": "美光直球回應長鑫4F² 表態不跟進、3D DRAM長期成本更具優勢",
   "title_state": "source",
   "summary": "美光總裁Scott DeBoer回應長鑫科技推進4F² DRAM架構，表示美光經評估後將維持6F²架構並直攻3D DRAM，認為其長期成本與擴展性更具優勢。",
   "summary_state": "source",
   "facts": [
    {
     "text": "美光總裁Scott DeBoer表示公司將維持6F²架構並直接邁向3D DRAM，認為後者在長期擴展性與成本效益上更具優勢。",
     "state": "source",
     "quote": "美光( MU-US ) 總裁暨技術與產品長Scott DeBoer正面回應，公司經長期評估及原型驗證後，仍將維持6F²架構，並直接邁向3D DRAM，認為後者在長期擴展性與成本效益上更具優勢。"
    },
    {
     "text": "長鑫科技計畫年底推出採用4F²架構的新一代DDR5 RDIMM，晶片面積可縮減約30%。",
     "state": "source",
     "quote": "長鑫總裁曹堪宇10月10日揭露，公司計畫年底推出採用4F²架構的新一代DDR5 RDIMM。相較主流6F²架構，晶片面積可縮減約30%"
    },
    {
     "text": "美光認為決定DRAM位元密度與成本能否持續改善的關鍵是電容器間距，而非僅是電晶體結構。",
     "state": "source",
     "quote": "DeBoer表示，決定DRAM位元密度與成本能否持續改善的關鍵，是電容器間距，而非僅是電晶體結構。"
    },
    {
     "text": "三星電子預計2028年底前推進0a奈米節點的4F²導入。",
     "state": "source",
     "quote": "依據相關規畫，三星預計2027年完成1d奈米節點的6F²量產，再於2028年底前推進0a奈米節點的4F²導入"
    },
    {
     "text": "美光展示超過400層的Gen11 NAND技術藍圖，瞄準AI對高IOPS及高頻寬儲存的需求。",
     "state": "source",
     "quote": "公司也展示超過400層的Gen11 NAND技術藍圖，瞄準AI對高每秒輸入／輸出操作次數（IOPS）及高頻寬儲存的需求。"
    }
   ],
   "companies": [
    "長鑫科技",
    "美光",
    "瑞銀",
    "德意志銀行",
    "三星電子",
    "野村證券",
    "中信證券",
    "TrendForce"
   ],
   "published_at": "2026-10-22T17:10:02+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台灣",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635662",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406882-zh.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  }
 ]
}