記者茶水間219.台積電點名下一波大商機!拆解「AI Token飛輪」,與黃仁勳五層蛋糕下的晶片秘密 episode artwork

EPISODE · May 18, 2026 · 21 MIN

記者茶水間219.台積電點名下一波大商機!拆解「AI Token飛輪」,與黃仁勳五層蛋糕下的晶片秘密

from 數位時代 Business Next · host 數位時代 Business Next

​AI 正從「模型訓練」走向「推論應用」,這正式啟動了台積電提出的「Token飛輪」:Token 提升生產力、創造價值與收入,收入再投入算力產出更多 Token。而在這場算力大戰背後,台積電更將輝達執行長黃仁勳的「五層蛋糕」再度細分,點出晶片內部的電晶體運算、3D IC 堆疊,以及用光取代電的全新技術「COUPE」。今天這集,我們就跟著第一線記者,看懂台積電如何判斷 AI 的下一階段影響!本集重點:​推論成AI最大推手: 什麼是 Token 經濟?自我強化的「Token飛輪」如何運作?​切開黃仁勳的蛋糕: 晶片層如何再拆三層?台積電點名的光子引擎「COUPE」是什麼?​AI外溢終端: 手機、智慧眼鏡、汽車到機器人,邊緣 AI 的下一個前沿戰場延伸閱讀》台積電:AI需求只有一個方向,就是越來越高!token飛輪啟動,半導體產值將提前破兆美元https://www.bnext.com.tw/article/90941/tsmc-ai-token-flywheel-----------🤩訂閱數位時代YouTube 》https://www.youtube.com/@bnext_official-----------🤩有合作需求請洽:[email protected] Powered by Firstory Hosting

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記者茶水間219.台積電點名下一波大商機!拆解「AI Token飛輪」,與黃仁勳五層蛋糕下的晶片秘密

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