About this episode
▍台積電法說前瞻
13:14 有哪些值得注意的重點資訊。
15:44 相關的受惠族群。
▍AI 帶動雞犬升天
28:30 市場傳 MLCC 因爲 AI 伺服器需求快速擴大。
38:20 其他受惠環節。
39:57 美國電力需求與太陽能產業討論。
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￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣
Podcast 回饋表單：https://statementdog.cc/PMOa8
Podcast 業務合作聯絡信箱: [email protected]
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