EPISODE · Mar 27, 2026 · 11 MIN
AMD猛攻Nvidia！台AI抗紅鏈？記憶體超週期續發威！
from 貓貓AI 科技與財經脈動
本集節目探討AI產業兩大震撼彈：首先，Google發布的TurboQuant壓縮演算法，大幅降低LLM記憶體需求，引發全球記憶體股價重挫，但分析師指出這對高階HBM需求影響有限，反而加速產業洗牌，台灣在HBM與AI伺服器領域仍具優勢。其次，OpenAI與博通合作開發自研AI晶片，搭配Elon Musk的Terafab計畫，顯示AI巨頭正走向垂直整合硬體以降低對NVIDIA的依賴；然而，這非但未動搖NVIDIA霸主地位，反而預示兆元AI市場蛋糕擴大，而台灣憑藉台積電在高階晶片代工的不可取代性，仍將在全球AI供應鏈中扮演關鍵戰略角色，甚至有機會從AI的普及中獲取更多利潤。 本 Podcast 由 NewsTune 生成提供
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AMD猛攻Nvidia！台AI抗紅鏈？記憶體超週期續發威！
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