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做愈多賠愈多? 晶圓代工產業異象 靠政府打續命針/中國自研AI架構浮現 華為昇思號稱市佔達3成 episode artwork

EPISODE · Dec 23, 2024 · 9 MIN

做愈多賠愈多? 晶圓代工產業異象 靠政府打續命針/中國自研AI架構浮現 華為昇思號稱市佔達3成

from DIGITIMES每日新聞 · host yoga.wu

今日科技產業新聞要點:1.做愈多賠愈多? 晶圓代工產業異象 靠政府打續命針2.中國自研AI架構浮現 華為昇思號稱市佔達3成3.GB200/GB300作先鋒 台AI鏈2025營收季季高4.台積擴產列車啟動 相關供應鏈2025滿載真金白銀5.美調查將鎖定中國成熟製程 台IC業者投片超前部署6.晶圓製造2.0凸顯跨入先進封裝 中系OSAT首梯忙布局7.三星3Q24行動AP市佔維持5% Exynos 2500成希望8.不只FOPLP 群創矽光子也有戲9.中國兩大IDM身處逆境 SiC產業進入考驗階段10.中車企價格戰延燒2年 財務頻爆雷、供應鏈陷惡性循環11.Tesla歐洲銷量年減14% 歐洲BEV銷量不計Tesla年增1.3%12.太陽能產業烏雲罩頂 中企紛延後投擴產收聽《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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做愈多賠愈多? 晶圓代工產業異象 靠政府打續命針/中國自研AI架構浮現 華為昇思號稱市佔達3成

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