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【會員內容節選】雲端服務商加速開發 ASIC 晶片！ 引爆台廠新商機｜ #上流投資術 EP138 #財訊 episode artwork

EPISODE · Dec 4, 2025 · 6 MIN

【會員內容節選】雲端服務商加速開發 ASIC 晶片！ 引爆台廠新商機｜ #上流投資術 EP138 #財訊

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

Google Gemini 的強勢逆襲，驗證雲端巨頭自研晶片的成效，也讓市場聚焦 ASIC 的趨勢 本集《上流投資術》深入剖析，當 AI 伺服器走向客製化，哪些台廠早已卡位關鍵節點？ 《各節重點》 ＊ 雲端巨頭的逆襲 ＊ ASIC 供應鏈大解密 ＊ 封測與檢測商機 加入會員，支持節目： https://wealth1974.firstory.io/join 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments ★ 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｜吳雨軒 攝影｜吳雨軒 剪輯｜吳雨軒 錄影時間｜2025.12.2 -- Hosting provided by SoundOn

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【會員內容節選】雲端服務商加速開發 ASIC 晶片！ 引爆台廠新商機｜ #上流投資術 EP138 #財訊

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This episode is 6 minutes long.

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This episode was published on December 4, 2025.

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