🎙️【多空對話所】EP06｜🧠 ASIC大爆發：AI巨頭不說的晶片戰爭(下)

🎙️【多空對話所】EP06｜🧠 ASIC大爆發：AI巨頭不說的晶片戰爭(下) 當AI熱潮來襲，你以為每家晶片公司都在賺同樣的錢？這一集，我們聊的是台灣三大ASIC公司背後的商業模式與生存邏輯。我們談到： NRE模式：為什麼接一單就能賺一大筆？但穩不穩？ Turnkey模式：包山包海的案子，為什麼做到手軟毛利也沒辦法拉高卻大家都想切入？ Google超級雲端大客戶，為什麼只願意付設計費，不願意給量產利潤？我們也聊聊：世芯、創意、智原這三家公司，各自策略、客戶、接單型態有多不一樣？該怎麼從ASIC產業裡調整你在這個族群投資的比重？還有：輝達切入ASIC的原因是什麼? 這一集，給你真的有在交易的操作者不同角度，去討論ASIC產業。 — 📲 更多市場觀察與投資思考 👉 @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

Episode metadata supplied by the publisher feed · Published Jul 1, 2025

Embed this episode

Attribution link and audio player

Ready to play

🎙️【多空對話所】EP06｜🧠 ASIC大爆發：AI巨頭不說的晶片戰爭(下)

0:00 44:14

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Crypto Education Cypher Funk Elevate your crypto game with the University's Audio Channel! Enjoy free education that uncovers the secrets of blockchain and investment strategies. Perfect for all levels – unlock your potential in the crypto world now!__00___¡Eleva tu juego cripto con el Canal de Audio de la Universidad! Disfruta de educación gratuita que revela los secretos de la cadena de bloques y las estrategias de inversión. Perfecto para todos los niveles – ¡desbloquea tu potencial en el mundo cripto ahora!__00___提升你的加密游戏，加入大学音频频道！享受免费教育，揭示区块链的秘密和投资策略。适合所有水平的人士——现在就在加密世界中释放你的潜力吧！

Frequently Asked Questions

How long is this episode of 【我交易過人生】?

This episode is 44 minutes long.

When was this 【我交易過人生】 episode published?

This episode was published on July 1, 2025.

Can I download this 【我交易過人生】 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!