不只世芯!尋找下一個ASIC股王,聯發科、創意誰能搶下AI客製化大餅?|財經鏡來談|2025-07-31 episode artwork

EPISODE · Jul 31, 2025 · 19 MIN

不只世芯!尋找下一個ASIC股王,聯發科、創意誰能搶下AI客製化大餅?|財經鏡來談|2025-07-31

from 投資不踩雷 · host 鏡週刊理財組,鏡週刊財經組

【本集節目由元大投信贊助播出】 全球局勢動盪,推動各國國防預算進入激增成長期! 00965 元大航太防衛科技ETF,雙引擎佈局歐美與亞太市場,精選全球航太、防衛科技領域龍頭企業,掌握國防長期成長動能,防禦力、成長力一次到位,成為你資產配置中不可或缺的戰略夥伴!無論你是想掌握全球國防預算成長的商機,還是想追求長期抗震韌性,00965都是你不容錯過的好選擇。  立即搜尋00965,為你的投資組合打造專屬防衛護城河,啟動成長與抗震的雙引擎價值!瞭解更多>>> https://go.yuantafunds.com/7l6453   — AI熱潮持續延燒,但除了NVIDIA的GPU,你聽過ASIC(客製化晶片)嗎?為何Google、Amazon等雲端巨擘紛紛投入自家晶片開發,這背後隱藏著什麼樣的盤算?當AI應用走向邊緣端,從機器人到無人機,低功耗、客製化的ASIC似乎開創了新藍海。在這波浪潮下,台廠扮演什麼關鍵角色,又有哪些公司已悄悄卡位?AI晶片的未來,會是GPU一家獨大,還是ASIC將帶來新變局?   主持:林哲良(《鏡週刊》產業趨勢組主任) 來賓:盧佳柔(《鏡週刊》產業趨勢組記者)   📌到鏡週刊看更多! 產業前鋒/DeepSeek掀平價AI熱浪 台IC設計大軍爭奪ASIC新商機   【本集節目是由《鏡好聽》製作播出的《財經鏡來談》】 製作人:吳芳怡 錄音後製:劉寶苓 攝影:鏡週刊提供

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不只世芯!尋找下一個ASIC股王,聯發科、創意誰能搶下AI客製化大餅?|財經鏡來談|2025-07-31

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