數位孿生、人形機器人...下一波AI浪潮?先進封裝、矽光子CPO...下個半導體決勝關鍵 Ft.知識力專家社群創辦人 曲博【#財經相對論 EP06】CC字幕 @cteevideo

工商時報 May 5, 2024
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專業財經媒體第一選擇,帶您掌握全球財經重要趨勢與觀點洞察。 《工商時報》創刊於1978年12月1日,是一份積極報導經濟事務、國際貿易、國際財經、兩岸財經、投資理財、股市分析為主軸的專業財經報紙,創刊40多年來,以一貫堅持的新聞理念,追求優質新聞報導,深獲華人地區專業經理人的肯定與青睞,更是企業經營者不可不閱讀的專業財經媒體。

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#先進封裝 #cowos #先進製程 #台積電 #英特爾 #特斯拉 #NVIDIA #AMD #記憶體 #矽光子 #cpo #自動駕駛 #AI #機器人 #數位孿生 自ChatGPT問世以來,生成式AI成為全球焦點,產業蓬勃發展,商機遍地開花,帶動台股、美股接連創新高。究竟現在AI發展來到什麼階段?下一步推動AI應用更普及的關鍵為何?台灣引以為傲的半導體產業,在AI浪潮下要持續保持領先又得靠哪些新技術?本集財經相對論邀請知識力專家社群創辦人曲博,為我們重點解析AI人工智慧及相關半導體產業的未來趨勢。 🎙️主持人:#財女珍妮 🎙️來賓:知識力專家社群創辦人 #曲博 ⚡️本集節目重點: 00:00 節目開始 01:21 從#決策式到#生成式 AI商機持續爆發 05:00 #通用人工智慧 短期內難成熟 09:34 #輝達 的最大優勢 11:40 #數位孿生 是什麼?應用有哪些? 14:24 #特斯拉 算AI概念股嗎? 19:22 AI趨勢從訓練轉向推論 有何影響? 25:21 群聯電子 切出平民AI商機 29:40 #先進封裝 成下個主戰場 32:57 共同封裝光學#CPO 的應用與商機 34:40 AI類股的未來走勢 👉相關閱讀: 矽光子、CPO技術是什麼?相關概念股一表看! https://www.ctee.com.tw/news/20240426700900-430501 台積先進封裝 成AI算力關鍵 https://www.ctee.com.tw/news/20240502700059-430501 從科幻到現實 人形機器人元年來了? https://www.ctee.com.tw/news/20240206701167-430701 推生成式AI微服務 輝達軟硬整合時代來臨 https://www.ctee.com.tw/news/20240319700361-430704 =========================== 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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