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
| Publishes | Twice weekly | Episodes | 17 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | TechnologyBusiness |
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Latest Episodes
從 Denny's 的餐桌上，到 5 兆美元市值
解剖對象：輝達（NVDA）｜Round 1（2026H1）
名詞速查 - CUDA：輝達 2006 年推出的平行運算平台，讓開發者用熟悉的 C/C++ 驅動 GPU，是它最深的軟體護城河 - GPU：原為圖形與遊戲加速設計，因大量平行運算能力，後來成為 AI 訓練與推論的主力加速器 - AI 訓練晶片：用於訓練大型模型的加速器，包含 GPU、TPU、Trainium 等 ASIC／專用晶片 - Hyperscaler：超大規模雲端業者（Goo... more
整套配套型擴張遇上 AI server 液冷化——更大的戰場，不等於更自由的報價權
解剖對象：奇鋐（3017.TW）｜Round 1（2026H1）
為什麼解剖奇鋐？
Top 500 商業解剖書｜R1（2026H1）= AI 製造主軸
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 整合等關鍵環節；已陸續解剖 台積電（晶圓代工先進製程）、聯電（成熟製程 +... more
湖口廠賣矽格、資本支出加碼 340 億、董座換成聯電系，欣興會更專心做高階載板嗎？
解剖對象：欣興（3037.TW）｜Round 1（2026H1）
為什麼解剖欣興？
Top 500 商業解剖書｜R1（2026H1）= AI 製造主軸
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 整合等關鍵環節；已陸續解剖 TSMC（晶圓代工先進製程）、聯電（成熟製程 ... more
從宏碁分家到緯穎拆分，從退出iPhone到押注AI伺服器，台灣電子業最徹底的「斷捨離」實踐者
解剖對象：緯創（3231.TW）｜Round 1（2026H1）
名詞速查 - EMS（Electronic Manufacturing Services）：電子製造服務，提供代工、組裝、測試、採購等一站式製造服務 - ODM（Original Design Manufacturer）：原始設計製造商，除了製造還參與產品設計 - Pass-through：高價零組件（如GPU、HBM）由代工廠代採購... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #91 |  Taiwan/Technology |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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WiseUp AI 情報週報 Podcast launched 2 months ago and published 17 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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