EPISODE · May 15, 2026 · 7 MIN
擴產大競賽 超級循環期【談股論金 EP119】
from 談股論金 · host 先探投資週刊
美國五大 CSP 業者資本支出飆升，帶動 AI 基礎設施全面擴張。台灣科技業迎來史上最大規模投資循環，從台積電領軍擴產，到電力與散熱需求的轉向，深度解析 AI 算力如何重塑產業鏈！ 【單集重點】 1. CSP 資本支出飆升七成 2. 台積電建十三座新工廠 3. AI 瓶頸轉向電力與散熱 4. 台廠組裝朝整機櫃轉型 -- Hosting provided by SoundOn
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擴產大競賽 超級循環期【談股論金 EP119】
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