探索下一站 EP79 | 輝達擺脫AI產能限制！L40S帶出投資新方向更多台廠晉升AI概念股？#2357華碩、#6213聯茂 | 賴昇楷

from 財富履行團 · host takeatripgo

AI熱潮來得太快太急，全球都在搶Nvidia的AI晶片，可是現在的問題是，台積電的CoWoS產能，根本就跟不上Nvidia A100和H100的需求所以Nvidia也很聰明，推出新款的L40S GPU，不只擺脫先進封裝產能的限制，還讓更多的台廠有機會晉升AI概念股輝達的L40S是什麼樣的AI產品?又有哪些公司可以受惠?精彩內容敬請收看! YT版本：https://www.youtube.com/@takeatripgo 🎤分析師 #賴昇楷 #AI #Nvidia #L40S #CoWoS #HBM #GPU #PCB #CCL #華碩 #聯茂 #探索下一站 #財富履行團 #賴昇楷 📢 「財富履行團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 EP79 | 輝達擺脫AI產能限制！L40S帶出投資新方向更多台廠晉升AI概念股？#2357華碩、#6213聯茂 | 賴昇楷

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