探索下一站 EP58 | AI旋風再起！AMD蘇姿丰對決Nvidia 台廠AI受惠股全出列 #3583辛耘、#2449京元電子 | 劉烱德

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AMD執行長蘇姿丰來台，這位同樣出身台灣的半導體女王，是否能像Nvidia創辦人黃仁勳那樣，帶領AI族群掀起一波新的高潮呢? 所謂鷸蚌相爭，漁翁得利，不管AMD大戰Nvidia最後的勝利者會是誰，台廠AI供應鏈都能因此從中受惠其中最大的受益者，當屬護國神山台積電，目前台積電正在急速增加先進封裝的產能，業界推估到了今年底，台積電的CoWoS產能，每個月將要達到1.2萬片，明年更是要直接翻倍，成長動能十分強勁 AMD大戰Nvidia，最有機會從中獲利的台廠有哪些?精彩內容敬請收看! YT版本：https://youtu.be/Y7TWf-daCnU 🎤分析師 #劉烱德 #AI #AMD #Nvidia #蘇姿丰 #黃仁勳 #台積電 #辛耘 #京元電子 #探索下一站 #財富履行團 #劉烱德 ⏰每週二、四晚上七點線上首播 ※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。 -- Hosting provided by SoundOn

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探索下一站 EP58 | AI旋風再起！AMD蘇姿丰對決Nvidia 台廠AI受惠股全出列 #3583辛耘、#2449京元電子 | 劉烱德

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