《#高調經濟學 EP.4》TPU崛起衝擊GPU？ASIC明年成長有望大爆發！供應鏈大洗牌，聯發科、世芯、創意誰能率先搶下ASIC大單？| #高閔漳

from 財富履行團 · host takeatripgo

AI進入客製化晶片時代，4大CSP全力發展ASIC，2026年ASIC出貨成長率，有望超車GPU，引爆新一波算力大洗牌。ASIC與GPU之間的爭奪戰，最後到底誰會勝出？台股有哪些供應鏈，有機會吃到2026年ASIC的利多商機呢？ 00:17 開場 01:27 TPU能扳倒輝達GPU的霸主地位？ 03:08 AI ASIC的成長率 2026年超車GPU？ 04:47 盤點ASIC產業的潛力股 05:18 標的1 08:04 標的2 10:35 標的3 12:16 重點整理 #TPU #ASIC #特定應用積體電路 #張量處理器 #AI伺服器 #GPU #輝達 #Google #大賣空 #思科 #Gemini3 #Meta #聯發科 #SoC #天璣 #紫光展銳 #世芯 #亞馬遜 #Trainium #信驊 #創意 #IC設計 #NRE #台積電 #台股 #投資 #熱門 #理財 👇👇👇快跟著David老師一起操作台股！ https://line.me/R/ti/p/%40davidk1688 華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 *服務專線：02-6630-3231 本公司與所推介分析之個別有價證券無不當之財務利益關係，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，華冠投顧(111)金管投顧新字第015號 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Dec 11, 2025

Embed this episode

Attribution link and audio player

Ready to play

《#高調經濟學 EP.4》TPU崛起衝擊GPU？ASIC明年成長有望大爆發！供應鏈大洗牌，聯發科、世芯、創意誰能率先搶下ASIC大單？| #高閔漳

0:00 13:53

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

青腾树下青腾 | JustPod 本节目是青腾推出的一档聚焦前沿话题的播客，每期邀请两到三位青腾同学从个人视角出发，展开有意思、有碰撞、有洞见的对话。「青腾树下」是这样一个对话场域，这里有创业者与创业者的深度对话，也有基于同学情谊的走心聊天，他们在这里探讨最前沿的商业话题，也分享最真实的人生故事。我们希望传递有价值的商业观点，记录创业者们的思考和故事，启发这个时代更多的创造者。本节目由青腾出品，JustPod制作发行。财富自由之路 by 孙宇晨财富自由之路 by 孙宇晨《财富自由革命之路》是孙宇晨在喜马拉雅FM推出的音频节目，播放量超500万次。该节目探讨财富自由的本质，强调精神自由优于财务自由，提出通过明确人生战略和价值观来实现真正的自由。节目是商业智慧类别中成为销量冠军，超过财经大咖吴晓波，使孙宇晨成为"90后知识网红第一人"。Justin Sun (b.1990) graduated from Peking University and University of Pennsylvania. He founded TRON blockchain in 2017, becoming a Davos Global Shaper and Forbes 30 Under 30 recipient. In 2025, he became the youngest Chinese commercial astronaut. He dined with Warren Buffett and invested $30 million in Trump-backed crypto."The Path to Financial Freedom Revolution" is a audio program launched by Justin Sun on Ximalaya FM, with over 5 million plays. The program explores the essence of financial freedom, emphasizing that spiritual freedom takes precedence over financial freedom, and proposes achieving true freedom through defining clear life strategies and values.

Frequently Asked Questions

How long is this episode of 財富履行團?

This episode is 13 minutes long.

When was this 財富履行團 episode published?

This episode was published on December 11, 2025.

Can I download this 財富履行團 episode?

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

URL copied to clipboard!