台積明年CoWoS產能翻倍 NVIDIA續佔6成 AMD等訂單同步揚/GB200蓄勢待發帶旺伺服器零組件2025業績

今日科技產業新聞要點：1.台積明年CoWoS產能翻倍 NVIDIA續佔6成 AMD等訂單同步揚2.GB200蓄勢待發帶旺伺服器零組件2025業績3.HBM供給大開 2025年DRAM市場唯一亮點4.黃仁勳感謝名單獨漏三星 HBM3E何時能供應？5.強碰本土算力卡黃仁勳難啃的中國主權AI大餅6.伺服器CPU市場霧霾散英特爾和超微同回春7.PCB、CCL摩拳擦掌 1Q25迎AI伺服器放量8.AI PC應用場景有限出貨成長然買氣平平9.車用市場疲軟意法：年營收突破200億美元得再等10.小鵬3Q24營收樂觀新車型推動4Q成長11.中華車前三季銷量成長15% MG回歸有譜？12.落腳墨西哥不懼川普新政？車用LED供應鏈抱緊Tesla光環收聽《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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台積明年CoWoS產能翻倍 NVIDIA續佔6成 AMD等訂單同步揚/GB200蓄勢待發帶旺伺服器零組件2025業績

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