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財經要雯 EP140 I ASIC 百花齊放，2027 年迎放量大年！誰能搶下雲端巨頭訂單，成為 AI 下一波贏家？ episode artwork

EPISODE · Jul 21, 2026 · 32 MIN

財經要雯 EP140 I ASIC 百花齊放，2027 年迎放量大年！誰能搶下雲端巨頭訂單，成為 AI 下一波贏家？

from 凱基證券樂活投資人 · host 凱基證券

🚀 推論降本與供應鏈自主化加速，2027 年有望成為自研晶片放量分水嶺！ ⚔️ 博通霸主地位鬆動、聯發科挑戰萬金股，世芯-KY與創意誰更有爆發力？訂單、量產進度與客戶分散度決定股價續航！ 🔌 AI 商機不只在晶片！CPU、先進封裝、測試介面到高階被動元件，算力升級正帶動新一輪供應鏈價值重估！ 本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。 影片由凱基證券製作播出。 -節目主持：許娸雯 -成音剪輯：林佳欣 -製作團隊：凱基證券Ｘ聲動創意 -音樂來源：https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn

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財經要雯 EP140 I ASIC 百花齊放，2027 年迎放量大年！誰能搶下雲端巨頭訂單，成為 AI 下一波贏家？

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This episode is 32 minutes long.

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This episode was published on July 21, 2026.

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