半導體循環周期現在走到哪？搶救Intel大兵行動開始 非AI半導體復甦有疑慮？ ft.資深產業顧問 陳子昂【#財經相對論 EP31】CC字幕 @cteevideo
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October 27, 2024
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2025年最重要的投資關鍵字大概依舊是半導體與AI人工智慧，此刻正逢全球各大企業陸續舉行法說會並公布財報，同時談論他們對於明年市場環境與產業脈動的展望，本集節目特別邀請資深產業顧問陳子昂先生，與我們一塊深入探討未來半導體與科技產業各大板塊的前景趨勢與可能隱憂。 #半導體 #景氣 #ai #asml #台積電 #intel #pc #高通 #成熟製程 #ic設計 #2奈米 🎙️主持人：#財女珍妮 🎙️來賓：資深產業顧問 #陳子昂 ⚡️本集節目重點： 00:00 節目開始 01:15 ASML與台積電財報兩樣情 03:35 AI與非AI半導體週期不同 07:00 Intel殞落的背後 13:30 靠分拆或收購能起死回生？ 16:25 高通評估收購Intel的盤算 21:20 成熟製程市場競爭激烈 24:20 中國晶圓廠大量產能即將開出 27:00 台灣IC設計未來的隱憂 30:20 台積電晶圓設備國產化助推相關台廠 32:40 日本全力衝刺2奈米對台灣的影響 34:15 科技巨頭大撒錢 AI投資回收真無憂? =========================== 讓您掌握先機，投資無往不利 一鍵訂閱本頻道：https://pse.is/4uhbph 工商時報，您投資理財的第一選擇 ： https://www.ctee.com.tw/ 追蹤 工商時報FB： https://www.facebook.com/ctee.fans/ 加入 工商時報LINE： https://line.me/ti/p/@ccf6523h
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