EPISODE · Aug 27, 2026 · 32 MIN
548.【財經時事放大鏡】NVIDIA x Hotchips x FOPLP
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
▍NVIDIA 法說重點00:08 本次 NVIDIA 法說重點。07:29 RSI 技術介紹，以及相關發展對未來 Agentic AI 的算力需求的成長預期。10:50 討論 NVIDIA 在推論端的市佔，以及 ASIC/XPU 的滲透狀況。▍Hot Chips 2026 重點介紹16:53 記憶體產業的前沿技術展示。▍FOPLP 技術討論23:15 力成 FOPLP 火力展示，以及相關技術介紹。31:15 Sky 的投資想法。＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣Podcast 回饋表單：https://statementdog.cc/PMOa8Podcast 業務合作聯絡信箱：[email protected]
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548.【財經時事放大鏡】NVIDIA x Hotchips x FOPLP
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