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台灣AI雙亮點：智慧醫療攻「非紅」！台經院揭景氣新風口

EPISODE · May 3, 2026 · 25 MIN

台灣AI雙亮點：智慧醫療攻「非紅」！台經院揭景氣新風口

from 貓貓AI 科技與財經脈動

本集節目深入探討Google世界模型等通用AI發展，如何加速催生HBM4、CoWoS-L等關鍵硬體需求的爆發性增長，以及液冷散熱技術從GPU擴展至CPU、儲存和交換器機櫃的趨勢，為台灣供應鏈帶來實質「本賺比」商機。節目揭示台灣經濟受AI紅利帶動，GDP預測大幅上修至7.56%，外銷訂單創歷史新高；同時也點出電力、地緣政治風險及油價波動等「灰犀牛」與「黑天鵝」挑戰，並分析中東「主權AI」策略及台灣智慧醫療在「非紅鏈」供應中的戰略價值。結論強調，台灣能否將AI短期紅利轉化為長期經濟實力，關鍵在於基礎設施的應對與產業結構的升級轉型。 本 Podcast 由 NewsTune 生成提供

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台灣AI雙亮點：智慧醫療攻「非紅」！台經院揭景氣新風口

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