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台股收黑，量能掉回 0.92 兆Taiex Retreats as Turnover Drops Back to NT$0.92 Trillion加權指數 9 月 8 日收 47,105.78 點，下跌 220.49 點、跌幅 0.5%，距 7 月 6 日高點 47,395 點僅 289 點；成交金額降至 0.92 兆元，未達 1 兆的日均量。The Taiwan Capitalization Weighted Stock Index fell 220.49 points, or 0.5%, to 47,105.78 on Sept. 8, sitting 289 points below its July 6 record of 47,395 points; trading volume shrank to NT$0.92 trillion, slipping under the NT$1.00 trillion daily average. 讀全文 →Read →

現貨買超縮水，期貨空單反而加碼Foreign Cash Buying Moderates as Index Futures Shorts Expand外資現貨買超 132 億元，較前一交易日的 883.08 億元大幅收斂；台指期外資淨空單增至 82,262 口，前一交易日為 79,399 口。Foreign institutional investors bought a net NT$13.2 billion in cash equities, slowing sharply from NT$88.3 billion in the prior session; net short holdings in Taiex futures widened to 82,262 contracts from 79,399. 讀全文 →Read →

油價連 6 個交易日走高Crude Rallies for Sixth Consecutive Session西德州原油期貨收 93.03 美元、單日漲 1.7%，9 月以來累計上漲 8.5%，中東衝突升溫使通膨與升息疑慮同步升高。West Texas Intermediate crude settled up 1.7% at $93.03 a barrel, extending its September advance to 8.5% as heightened Middle East tensions revived inflation and interest-rate concerns. 讀全文 →Read →

費半獨強，道瓊創 3 週最大單日跌幅Chip Stocks Diverge as Dow Suffers Worst Drop in Three Weeks費城半導體指數上漲 1.3%，道瓊下跌 1.2%；台積電ADR上漲 2.4%、英特爾上漲 9.1%、超微上漲 5.9%，輝達下跌 2.0%。The Philadelphia Semiconductor Index gained 1.3% while the Dow Jones Industrial Average dropped 1.2%; TSMC ADR rose 2.4%, Intel surged 9.1%, AMD climbed 5.9%, and Nvidia slipped 2.0%.

記憶體：高頻寬記憶體把成熟產能吃掉Memory: HBM Stacking Diverts Wafer Allocation From Commodity Lines研究機構口徑指出，高頻寬記憶體 8 層堆疊已成必要規格，排擠標準型DRAM與NAND產能，兩者短期均不存在供過於求。Industry research indicates that eight-layer HBM stacks have become standard customer specifications, cannibalizing production lines for conventional DRAM and NAND and eliminating near-term oversupply across both categories. 讀全文 →Read →

華邦電第 2 季營益率 48%Winbond Posts 48% Q2 Operating Margin華邦電 2026 年第 2 季營益率 48%、每股盈餘 5.40 元，8 月單月營收年增 289%、累計年增 177%，報價走揚集中在NOR Flash與利基型記憶體兩塊。Winbond Electronics reported a 48% operating margin and NT$5.40 in EPS for the second quarter of 2026, alongside an August revenue surge of 289% year-over-year that brought cumulative annual growth to 177%, driven by pricing power in NOR Flash and specialty DRAM. 讀全文 →Read →

光通訊：磷化銦產能成為瓶頸Optical Networking: Indium Phosphide Capacity Pinches Transceiver Output全新 8 月營收年增 71%、第 2 季每股盈餘 1.14 元；上游基板擴產緩慢，業者預期第 4 季報價再調升逾 1 成。Visual Photonics Epitaxy (2455) reported August revenue climbed 71% year-over-year following second-quarter EPS of NT$1.14; sluggish upstream substrate expansion has prompted suppliers to project fourth-quarter price increases topping 10%. 讀全文 →Read →

8 月營收群像：創高名單拉長August Revenue Roundup: New Peaks Multiply Across Tech and Cyclicals緯創 8 月營收 4,600 億元創單月新高，國巨前 8 月營收突破千億元，欣興連 6 個月創高，長榮與萬海年月雙增，台塑四寶全面年增。Wistron set an all-time monthly high with NT$460.0 billion, Yageo surpassed NT$100.0 billion in eight-month cumulative revenue, Unimicron marked its sixth straight record month, shippers Evergreen Marine and Wan Hai Lines posted month-over-month and year-over-year gains, and the Formosa Plastics Group showed across-the-board annual growth. 讀全文 →Read →

設備投資上修至 1,659 億美元Global Chip Equipment Forecast Lifted to $165.9 Billion國際半導體產業協會把今年的全球設備銷售推估至 1,659 億美元，較去年增加 23.2%；2028 年可望達 2,295 億美元。投資金額前 3 大依序為中國、台灣與韓國。SEMI raised its projection for worldwide semiconductor equipment sales this year to $165.9 billion, up 23.2% from a year ago, with total spending projected to reach $229.5 billion by 2028; China, Taiwan, and South Korea rank as the three largest regional spenders. 讀全文 →Read →