EPISODE · Aug 29, 2025 · 8 MIN
AI晶片戰 輝達+台積電攻占2奈米【談股論金 EP83】
from 談股論金 · host 先探投資週刊
台積電二奈米洩密案震撼半導體圈，Rapidus暗中追趕、全球產能大戰開打！ 從九名員工涉案，到日本巨資力挺對手、科技巨頭搶單、AI新平台搶量產，本集揭開台積電的全球競爭壓力與供應鏈動能，看懂先進製程如何牽動產業升級與股價評價。 【單集重點】 1.二奈米成兵家必爭之地 2.科技巨頭搶台積電產能 3.創意迎接成長期 -- Hosting provided by SoundOn
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AI晶片戰 輝達+台積電攻占2奈米【談股論金 EP83】
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