「晶片戰爭」啟發，這裡是我對科技 × 軍事 × 地緣政治的投資及觀察手記。 不追逐短期市場敘事或情緒波動，技資只專注於企業品質、估值與資本配置。 **早鳥優惠！全年$30升級訂閱連結在下方**
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 81 | Founded | a year ago | Last Issue | 7 days ago |
| Active | Language |  Korean | |||
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從台積電 Foundry 2.0、CPO 檢測左移到「漢測」爆紅：拆解檢測產業版圖、企業定位與市場份額
一次半導體檢測的結構性機會
如果說上半年台積電已經相當看好 AI，下半年釋放出的訊號反而更加樂觀。台積電預期，隨著 AI 從模型訓練走向大規模部署，未來幾年全球資料中心新增容量可能由過去每年約 5 至 6GW，大幅提升至 30 至 40GW。
短評 PCB 股跳水背後的 「M9->M4 鬼故事」: 從 NVIDIA CPO Switch 拆解這場 CCL 降級爭議
我會把昨天「CPO 讓 CCL 從 M8/M9 一路降到 M4」的說法拆成兩層看。第一層的物理邏輯是成立的，而且 NVIDIA 現有 CPO Switch 已經證明這件事，但說成M4 就太誇張；但第二層把它直接外推成「Feynman Compute Tray 也不再需要 M9」，目前證據不足，我認為今天市場流傳的版本，確實就是把「224G/448G SerDes 不再長距離走 PCB」直接推到「主機板只剩 PCIe Gen5，因此 M4 就足夠」。(MoneyDJ)
我會把...
當 Skynet 不再只是電影：AI 巨頭突然一起喊「慢下來」，他們真正害怕的是什麼？
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在看這篇長文前，不妨先以行動支持一下頻道，感謝！
如果要向完全不懂人工智能的人解釋「AI 失控」，大概沒有任何論文比《Terminator》更有效。
電影裡的 Skynet 原本只是人類建立的軍事人工智能，但當它擁有自主判斷能力之後，人類突然由它的主人變成最大的威脅。結果大家都知道：機器不再等待指令，而是決定消滅人類。
這個故事拍成電影非常成功，以至於四十多年後，只要有人說 AI 可能威脅人類，我們腦海裡第一個畫面仍然是一群機械人拿著槍追殺...
＄GLW 康寧 (Corning) 不缺錢，為什麼突然要發股？從 $20 億 ATM 計劃，看懂一場反直覺的資本配置
如果這類內容對你有幫助，歡迎先按個 Like 支持一下再慢慢看長文 ：
如果這類內容對你有幫助，歡迎先按個 Like 支持一下再慢慢看長文 ：
深度拆解NVIDIA 架構戰略佈局（NVLink Fusion、NVHBM、NVIDIA MGX™）－ 博通（＄AVGO）弱勢的底層邏輯 （Part 1）
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《經濟學人》最新一期封面是黃仁勳，標題是 「The Sorcerer of Silicon（矽之魔法師）」，顯然「AI 教主」已不足以形容黃仁勳的地位，但這不是替 NVIDIA 造神，而是代表市場對 NVIDIA 的定位已經由「賣 GPU 的晶片公司」，提升為 AI 時代的系統架構師與資本配置者。《經濟學人》的核心觀點甚至相當鮮明——「Nvidia is driving the AI boom. Good」，NVIDIA 對晶片、網路、AI 工廠...
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「晶片戰爭」啟發，這裡是我對科技 × 軍事 × 地緣政治的投資及觀察手記。 不追逐短期市場敘事或情緒波動，技資只專注於企業品質、估值與資本配置。 **早鳥優惠！全年$30升級訂閱連結在下方**
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