EPISODE · Feb 6, 2026 · 5 MIN
ASIC鏈戰力大對決 誰能以最低功耗、提供最高運算價值？ 【談股論金 EP106】
from 談股論金 · host 先探投資週刊
生成式 AI 點燃算力軍備競賽，決勝關鍵已從通用 GPU 轉向追求「極致能效」的 ASIC！研究預估 2028 年其出貨量將正式超越資料中心 GPU。本集深入解析聯發科、世芯與創意，如何從代工轉型協同設計，聯手 Google、AWS 等科技巨頭，在這場低功耗運算賽局中，築起台灣最強護城河！ 【單集重點】 算力版圖大洗牌 聯發科成新火車頭 世芯-KY 營收翻倍 創意長線動能強 -- Hosting provided by SoundOn
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ASIC鏈戰力大對決 誰能以最低功耗、提供最高運算價值？ 【談股論金 EP106】
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