businessJun 18, 202536:55pending
EP244. 從雲端到地端、從伺服器到PC和手機，下半年AI如何帶動晶片成長？ ft.半導體專家吳金榮
About this episode
今年上半年影響半導體業的三個因素：關稅、AI和台幣升值。
當關稅和匯率衝擊逐漸淡化，下半年主導半導體業的力量回到AI，只是重點會從雲端轉到地端，從伺服器擴大到手機和PC。
在大方向明朗之下，私底下則是廠商各自較勁搶著出招，從輝達到博通、從三星到華為，牽動與台灣業者的合作和競爭。
半導體專家吳金榮試圖從中理出脈絡，協助聽眾掌握。
Powered by Firstory Hosting
Get every episode summarized
Each time 數位時代 Business Next publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from 數位時代 Business Next
EP308. 兩家搶著綁椿聯發科，輝達 vs. Google誰是AI新霸主？ ft.科技專家吳金榮
數位時代 Business Next
Sep 9, 202652:38skipped_language
記者茶水間235.SK海力士如何從「慘業」翻身？AI讓記憶體變印鈔機，中韓大戰下一步打到哪？
數位時代 Business Next
Sep 7, 202619:32pending
東京在線EP40_ 終生雇用即將消失？聘雇日本人才前你一定得知道的人事雇用新趨勢！
數位時代 Business Next
Sep 7, 202622:19skipped_language
數位關鍵字256.Claude 怎麼讓看不見的記號埋進文字？IBM 首席科學家陳品諭拆解 AI 浮水印
數位時代 Business Next
Sep 4, 20261:06:37skipped_language