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黃仁勳颳起AI旋風！伺服器四大族群受惠 各家台廠擁獨門技術 | 上流投資術 EP72 episode artwork

EPISODE · Jun 8, 2023 · 17 MIN

黃仁勳颳起AI旋風！伺服器四大族群受惠 各家台廠擁獨門技術 | 上流投資術 EP72

from 財訊 《Wealth Magazine》 · host 財訊雙週刊

#上流投資術 #財訊 #AI伺服器 #黃仁勳 各位財團好！這裡是財訊雙週刊！ 「財團」就是財訊粉絲團，未來我們都會用財團來稱呼大家噢！ 台灣面臨GDP保二困境，但黃仁勳在Computex上宣布台灣將誕生DGX GH200超級電腦，使台股活躍起來。全球伺服器市場約有1400萬台，AI伺服器正處於快速成長初期階段。未來物聯網、雲端、醫療和工業等領域都需要AI伺服器，高速晶片、高階PCB板和散熱系統等零組件將起關鍵作用。 台灣企業在AI伺服器供應鏈中佔重要地位，在伺服器供應鏈的4大領域中，廣達和緯創是與輝達合作密切的組裝代工廠商。技鋼作為技嘉子公司，其4U伺服器機箱在算力密度和液態散熱系統方面領先。高速晶片由台積電提供，股價也有所回升。高階PCB板方面，欣興、南電、金像電和健鼎等公司扮演重要角色。光纖通訊傳輸系統方面，眾達、智邦、波若威和上詮等公司具備CPO矽光技術而受到關注。 《各節重點》 00:00 開場 00:34 財訊週年慶 00:46 台股的近況，AI伺服器相關產業分析 02:54 組裝代工族群分析，台廠各家擁高階技術！ 06:12 伺服器零組件族群，製造難度高，提高台廠自製率！ 07:35 散熱族群分析，台廠掌握商機！ 09:09 除了算力提升以外，光通訊也是強大商機！ 13:34 回覆網友留言 😎延伸閱讀： AI造王者3》4大族群蓄勢待發 迎接AI伺服器黃金10年 https://www.wealth.com.tw/articles/84e82ac0-9281-4e7f-ac0f-1ecfa264b716 AI造王者5》CPO躍升資料中心主流 眾達搶先布局2025大商 https://www.wealth.com.tw/articles/1868d399-8189-489b-a060-bf6bf3d2c683 AI造王者6》小金雞達明即將登興櫃 廣明深耕7年成最大贏家 https://www.wealth.com.tw/articles/b87e8968-c52b-42b1-a934-49ebc2169d96 ★財訊週年慶活動開跑囉！ 現在訂購財訊雜誌，全年最低價！ 要買要快喔～ 手刀訂購去：https://pse.is/4wam9s 活動日期：2023/5/11-8/31 ★ 訂閱財訊這裡請→https://www.wealthstore.com.tw/ ★ 打電話也可以訂財訊→(02)2551-5228 轉 10。 ★ 商業合作請洽 [email protected]，或撥專線 (02)2551-2561 轉 255。 製作｜財訊雙週刊 主持｜尚清林 來賓｜劉志明 企劃｜吳尚哲 攝影｜吳尚哲 剪輯｜李國奉 -- Hosting provided by SoundOn -- Hosting provided by SoundOn

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黃仁勳颳起AI旋風！伺服器四大族群受惠 各家台廠擁獨門技術 | 上流投資術 EP72

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This episode is 17 minutes long.

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This episode was published on June 8, 2023.

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