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川普關稅豁免急轉彎 AI伺服器、蘋果鏈仍加速逃離中國/中國GPU搶購起因「並非關稅」? IC通路業者說分明 episode artwork

EPISODE · Apr 14, 2025 · 9 MIN

川普關稅豁免急轉彎 AI伺服器、蘋果鏈仍加速逃離中國/中國GPU搶購起因「並非關稅」? IC通路業者說分明

from DIGITIMES每日新聞 · host yoga.wu

今日科技產業新聞要點:1.川普關稅豁免急轉彎 AI伺服器、蘋果鏈仍加速逃離中國2.中國GPU搶購起因「並非關稅」? IC通路業者說分明3.IC設計2Q補貨續強有望 下半年旺季不旺陰影籠罩4.中美持久戰 中國打半導體原材料牌反制5.蘋果在美投資還未獲關稅減免 川普半導體徵稅台積電能豁免?6.蘋果因AI Ready受惠 Mac市佔逆勢成長7.矽光子技術開始收斂 完整生態鏈最快2H25形成8.機械業應對關稅無妄之災 慎防中國傾銷與洗產地9.南韓半導體產業解鎖加班制 三星率先獲准10.美國汽車關稅猛藥出現恐慌搶購 供應鏈擔憂後遺症11.趁Tesla疲弱強勢突圍 福斯電動車銷售大增12.台航太鏈布局鍛造高階製程 挑戰國際大廠寡佔收聽《DIGITIMES每日新聞》:https://reurl.cc/yRz9m6更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 [email protected]廣告合作請洽 [email protected]分機208 王小姐

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川普關稅豁免急轉彎 AI伺服器、蘋果鏈仍加速逃離中國/中國GPU搶購起因「並非關稅」? IC通路業者說分明

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