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요약
記憶體市場近期雜音頻傳，包括現貨價格在美國與中國大陸同步回檔，加上資本支出擴張與新技術問世，引發市場對後市疑慮，拖累族群股價修正，不過，台灣業者包括南亞科、華邦電、威剛、宜鼎等，普遍共識皆為價格循環尚未反轉，產業仍處於漲勢延續階段，甚至直言「別擔心」。
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