EP1904【吳淡如】就算輝達不行，台積電也很OK ？
AI應用程式不斷推陳出新， 繼ChatGpt橫空出世後，Deepseek也跟著加入搶市， 揭示了另外一條發展路徑，或許主要的路徑不是雲端的G P U而是邊緣G P U(這一點會在節目中解釋），不過，毫無懸念，這些頂尖AI的高端晶片，都得找同一個供應商！ 沒錯，就是台積電， 但是台積電也有隱憂，他該怎麼樣幫忙英特爾呢？ 簡單幾分鐘，就能大致了解大家在爭什麼？ -- Hosting provided by SoundOn
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