EPISODE · Oct 31, 2025 · 3 MIN
20251031 台積電擁「獲利雙馬達」 NVIDIA、蘋果大單合計佔比破4成/台達電打臉「AI泡沫」說 電源、液冷、ICT產能全面吃緊
from DIGITIMES每日新聞 · host ida.lee
今日科技產業新聞要點：1.台積電擁「獲利雙馬達」 NVIDIA、蘋果大單合計佔比破4成2.台達電打臉「AI泡沫」說 電源、液冷、ICT產能全面吃緊3.日月光四度上調資本支出 2026先進封測營收看增10億美元4.AI資料中心引爆電力需求 西門子：軟體將是能源轉型核心收聽《DIGITIMES每日新聞》：https://reurl.cc/yRz9m6更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 [email protected]廣告合作請洽 [email protected]分機208 王小姐
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20251031 台積電擁「獲利雙馬達」 NVIDIA、蘋果大單合計佔比破4成/台達電打臉「AI泡沫」說 電源、液冷、ICT產能全面吃緊
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