聊不膩的投資話題【EP44】｜博通可以靠ASIC搶奪AI市場?｜ASIC概念股看"這一檔"就好｜台積電準備換老闆?｜財富履行團 #王曈

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生成式AI讓GPU非常缺貨被動的市場都要變成主動市場像OPEN AI就找上另一家廠商博通打算用ASIC也就是客製化晶片來克服提到ASIC就會想到兩家公司博通和邁威爾從2022年底ChatGPT一路走到現在博通的市值從2200億美元翻了三倍後來甚至飆漲到8076億美元 Google、Meta、亞馬遜、微軟都想研發自製晶片究竟AI會是競爭市場還是壟斷市場? 錄影時間：2025.02.25 #王曈 #台積電 #美積電 #生成式AI #AI #2363矽統 #ASIC #6462神盾 #晶片 #OpenAI #Chatgpt #3661世芯-KY #3443創意 #2454聯發科 #3034聯詠 #聊不膩的投資話題 #財富履行團 #投資自己 📢 「財富履行團 APPLE Podcast」 https://supr.link/RFfFp 📢 「財富履行團 SOUNDON Podcast」https://reurl.cc/8qLj6d 節目不只用看的，健身、開車、煮飯時也可以用聽的哦！ ⏰每週三 PODCAST晚上五點線上首播 ⏰每週三 YOUTUBE晚上七點線上首播 ※本節目內容僅供參考，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 -- Hosting provided by SoundOn

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聊不膩的投資話題【EP44】｜博通可以靠ASIC搶奪AI市場?｜ASIC概念股看"這一檔"就好｜台積電準備換老闆?｜財富履行團 #王曈

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