502.【財經時事放大鏡】SpaceX x Google x 半導體設備

from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台

▍Elon Musk 的科技帝國 03:16 討論 SpaceX 包入 Starlink、xAI 背後的邏輯。 06:40 探討 Elon Musk 的科技帝國，與 AI 與 Dojo 晶片的佈局。 14:12 台灣有哪些產業鏈可望受惠於 Elon Musk 近期的佈局。 ▍探討中國記憶體廠擴產 15:50 討論近期傳出中國記憶體廠擴產，這件事對全球記憶體產業的影響。 22:56 近期修正的可能原因＆相關產業鏈的狀況。 ▍Google 在 AI 的佈局整理 26:25 討論 Google 透過 OCS 和 CXL 取代 HBM 的佈局。 28:18 Google 大幅上調 Capex 帶來的影響。 31:14 AI 會取代 SaaS 嗎？＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單：https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：[email protected]

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502.【財經時事放大鏡】SpaceX x Google x 半導體設備

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