🎙️【多空對話所】EP05｜🧠 ASIC大爆發：AI巨頭不說的晶片戰爭(上)

🎙️【多空對話所】EP05｜🧠 ASIC大爆發：AI巨頭不說的晶片戰爭(上) 當大家還在看GPU的時候，下一場比賽，其實已經開打了。這一集，我們聊的是 AI 時代最安靜、但最關鍵的主角——ASIC 客製化晶片。我們談到：什麼是 ASIC？它跟 CPU、GPU 到底有什麼不同？為什麼 Google、AWS、Meta 這些雲端巨頭，都紛紛開始自研晶片？從 Broadcom 到 Marvell，再聊到我們台股：台灣三大 ASIC 廠商——世芯、創意、智原，各自的商業模式差在哪？ NRE高毛利，為什麼卻不一定代表穩定？Turnkey又是什麼樣的生意？美國制裁下，中國需求轉單，台廠能接住多少？這一集，給你一個完整的產業鏈透視，從AI訓練、AI推論、到ASIC的設計、封裝與供應鏈，帶你看懂未來AI晶片戰場，誰有機會留下來。 — 📲 更多市場觀察與產業筆記 👉 @btwtrades 留言告訴我你對這一集的想法： https://open.firstory.me/user/cmbdy47yj1cjk01y31kwdb6i8/comments Powered by Firstory Hosting

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🎙️【多空對話所】EP05｜🧠 ASIC大爆發：AI巨頭不說的晶片戰爭(上)

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