EPISODE · May 6, 2026 · 41 MIN
EP283. AI ASIC訂單翻轉台灣晶片設計業，世芯、創意和聯發科強勢的背後邏輯？ ft. 科技專家吳金榮
from 數位時代 Business Next · host 數位時代 Business Next
馬斯克的Terafab晶圓廠計畫持續推進，聯手英特爾攏絡三星，同時到台灣來挖人，科技專家吳金榮解讀為對台積電以戰逼和，為接下來上談判桌爭取籌碼。同一時間，台積電北美技術論壇強勢宣告，一路到2029年的1.2奈米製程量產時間表排定，所有客戶和供應商都放心，讓對手繃緊神經。 而跟著AI需求而來的另一大衝擊，是AI客製化晶片持續擴大，亞馬遜、微軟、Google和Meta都來台灣下單委託設計，一波又一波，讓世芯、創意和聯發科這三家公司倍受關注。 AI ASIC的合作邏輯、營運模式和下一步發展，將如何改寫本土晶片設計業的成長空間和國際競爭力？ Powered by Firstory Hosting
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EP283. AI ASIC訂單翻轉台灣晶片設計業，世芯、創意和聯發科強勢的背後邏輯？ ft. 科技專家吳金榮
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