輝達危險了？Google/亞馬遜聯手造反！揭秘2026年AI晶片「新風暴」，這幾檔台股供應鏈要噴飛
臺視角
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December 19, 2025
臺視角
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🔥 台積電殺瘋了，市佔率衝破71%！三星真的要涼了嗎？ 本期視頻我們深入挖掘2025-2026半導體行業的驚天變局！不只是輝達GPU稱王，Google和亞馬遜的ASIC自研晶片風暴正在席捲全球，這背後誰在默默數錢？從台積電的CoWoS先進封裝產能荒，到SK海力士在HBM戰場反超三星，再到液冷散熱的全面革命，這裡藏著無數個投資機會！ 我們還將分析川普2.0可能帶來的地緣政治風險，以及AI PC/手機換機潮如何引爆消費電子。不想錯過下一個十倍股？這支影片你絕對不能錯過！ 👇 記得訂閱並開啟小鈴鐺，掌握第一手產業財富密碼！ #台積電 #半導體 #AI晶片 #投資理財 #股票#台積電 #熱門 #taiwan #tsmc #台灣 #投資 00:00:00 💥 降維打擊！台積電市佔飆升71%，三星暴跌至6.8%面臨生死存亡？ 00:03:00 🤫 三星絕地求生？傳聞跪求AMD 2奈米訂單，能起死回生嗎？ 00:04:47 🌪️ 2026新風口ASIC爆發！Google/亞馬遜不再甘做輝達打工仔？ 00:08:00 💰 台灣供應鏈贏麻了！鴻海、廣達如何左右逢源賺翻天？ 00:19:17 📉 韓國財閥政變！SK海力士HBM反超三星，記憶體變戰略物資！ 00:21:44 🏗️ 台積電的最大煩惱！CoWoS產能爆了，「賣鏟人」設備股要飛？ 00:24:30 ❄️ 散熱革命來襲！風扇已死？液冷時代的暴利機會在哪裡？ 00:29:17 🇺🇸 川普2.0黑天鵝？地緣政治如何重塑全球半導體版圖？
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