{
  "id": "Z04",
  "lang": "zh",
  "question": "南亞科主要做 DRAM 還是 NAND？跟華邦電有什麼不同？",
  "answer": "南亞科公開說明其業務聚焦消費型與低功耗 DRAM 的研發、設計、製造與銷售。[來源1](https://www.nanya.com/Content/InvestorCalendar/4669_20251013_Press%20Release_NTC%203Q25%20Financial%20Report.pdf) 華邦電的2025年年報則同時列出 DRAM、NOR Flash 與 SLC NAND Flash 製程及產品，兩家的產品範圍不同。[來源2](https://www.winbond.com/export/sites/winbond/about-winbond/investor/financial-information/annual-report/report/2025-Winbond-Annual-Report_ZH.pdf) 本次南亞科公告沒有揭露 NAND 製造業務，因此不能把它說成 NAND 晶片製造商。[來源1](https://www.nanya.com/Content/InvestorCalendar/4669_20251013_Press%20Release_NTC%203Q25%20Financial%20Report.pdf)",
  "facts": [
    {
      "claim": "南亞科公開定位",
      "value": "消費型及低功耗DRAM研發、設計、製造與銷售",
      "as_of": "2025-10-13",
      "source": "https://www.nanya.com/Content/InvestorCalendar/4669_20251013_Press%20Release_NTC%203Q25%20Financial%20Report.pdf",
      "quote": "DRAM products"
    },
    {
      "claim": "華邦電記憶體種類",
      "value": "年報列NOR Flash、SLC NAND Flash及DRAM",
      "as_of": "2026-03-15",
      "source": "https://www.winbond.com/export/sites/winbond/about-winbond/investor/financial-information/annual-report/report/2025-Winbond-Annual-Report_ZH.pdf",
      "quote": "SLC NAND Flash"
    }
  ],
  "not_disclosed": [
    "本次核對的南亞科2025年第三季公告未揭露NAND晶片製造業務；未據此宣稱其永遠不會從事NAND。"
  ],
  "related_companies": [
    {
      "name": "南亞科",
      "ticker": "TWSE:2408"
    },
    {
      "name": "華邦電",
      "ticker": "TWSE:2344"
    }
  ],
  "verified_at": "2026-10-22T16:41:27.244961+08:00"
}