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Artwork for WiseUp AI 情報週報 Podcast

WiseUp AI 情報週報 Podcast

WiseUp AI 情報週報

AI 不缺新聞,缺的是終局推演。每週一份產業情報,幫你從雜訊裡撈出真正會改變賽局的訊號。 Weekly AI industry intelligence in Traditional Chinese — separating signal from noise. www.wiseup.cc

PublishesTwice weeklyEpisodes22Founded3 months ago
Language
Korean
Number of ListenersCategories
TechnologyBusiness

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Artwork for WiseUp AI 情報週報 Podcast

Latest Episodes

三個人,和一張連虧近十年的帳單

2000 年,技嘉成立網路事業單位要做伺服器,葉培城從英特爾挖來李宜泰,從零建隊。這支隊伍有多小?李宜泰後來只用一句話形容:「我們是從三個人的小部門開始。」(來源:今周刊 2022)

三個人,做一件當時技嘉還沒有明確優勢、也看不出何時能回本的事。葉培城講得很坦白:「前面八到十年都虧錢,雖然不多,一年幾千萬台幣,最多不超過一億。」(來源:經理人)

於是這篇真正要探討的,不是「技嘉今天 AI 伺服器做得多大」,而是:一家靠主機板、顯示卡、通路穩穩賺錢的公司,為什... more

解剖對象:華碩(ASUS,2357.TW)| Round 1(台灣 AI 製造主軸)

為什麼解剖華碩?

Top 500 商業解剖書|R1(台灣 AI 製造主軸)= AI 價值鏈的「位置陷阱」

這個系列不是一次寫一家公司、而是系統性解剖 AI 價值鏈每一層的關鍵公司。Round 1 鎖定台灣 AI 製造主軸的 10 家公司,涵蓋晶圓代工(台積電)、IC 設計(聯發科)、系統組裝(華碩、緯創、緯穎)、載板(欣興)、電源與散熱等關鍵環節;已陸續解剖 聯發科的 ASIC 賭注。華碩補上的是最容易被... more

解剖對象:永擎電子股份有限公司(ASRock Rack,7711.TW)|Round 1(台灣 AI 製造主軸)

為什麼解剖永擎電子?

Top 500 商業解剖書|R1(台灣 AI 製造主軸)= 供應鏈中最會被忽略的那一層

這個系列不是一次寫一家公司、而是系統性解剖 AI 價值鏈每一層的關鍵公司。R1 鎖定台灣 AI 製造主軸 10 家、涵蓋晶圓代工、IC 設計、系統組裝、電源與散熱、ODM 整合等關鍵環節。到目前為止我們已經看過晶圓代工的「護城河怎麼來」、現在要看 AI 伺服器組裝的「為... more

美超微:AI 伺服器跑得最快的人,為什麼賺不到最厚的錢?

在供應鏈權力遊戲裡,速度可以換來位置;真正決定利潤的,是誰握著定價權。

解剖對象:美超微(Supermicro, SMCI)|Round 1

為什麼解剖美超微?

Top 500 商業解剖書|R1(AI 製造主軸)= 系統整合層的極速實驗

這個系列不是一次寫一家公司,而是系統性解剖 AI 價值鏈每一層的關鍵公司。Round 1 鎖定台灣 AI 製造主軸 10 家,涵蓋晶圓代工、IC 設計、系統組裝、電源與散熱、ODM 整合等關鍵環... more

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