NB 2024旺季不旺已定2025年3股力量匯聚換機潮可期 / AI軍備競賽開跑台積電CoWoS產能CAGR逾5成

今日科技產業新聞要點：1. NB 2024旺季不旺已定2025年3股力量匯聚　換機潮可期2. AI軍備競賽開跑　台積電CoWoS產能CAGR逾5成3. NVIDIA Blackwell延遲1季範圍可控華為Ascend 910C攜手中芯難突圍4. AI PC、AI手機動搖SoC競爭格局　高通、聯發科市佔有望突破5. 雲端GPU爆發近尾聲　明後年逐步穩健成長6. 群聯企業級SSD衝向第一梯隊　市場雜音拖累下半年動能7. 晶技董座林萬興看旺AI、5G+　估2024車用突破2成大關8. 惠特打入CoWoS設備代工　2025年設備銷售上看6成9. 台灣電動車未來5年維持成長期　車樁比如何趕上？10. 航太斷鏈衝擊2Q表現　漢翔美國設廠底定11. 儲能櫃出貨挹注2Q　宸鴻全年本業拚損平12. 追趕EUV領域　三星傳2024年底引進High-NA設備13. 中廠車用晶片25%自主紅線　兼採高壓與懷柔手段14. Tesla東南亞設廠計畫傳告吹　泰國、大馬政府回應收聽《DIGITIMES每日新聞》：https://reurl.cc/yRz9m6更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 [email protected]廣告合作請洽 [email protected]分機208　王小姐

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NB 2024旺季不旺已定2025年3股力量匯聚換機潮可期 / AI軍備競賽開跑台積電CoWoS產能CAGR逾5成

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