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 | 12 | Founded | a month ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | BusinessTechnology |
Listen to this Podcast
Latest Episodes
當先進製程吸走市場目光，聯電如何在 22/28nm 與特殊製程重建議價能力
解剖對象：聯電（2303.TW）｜Round 1（2026H1）
名詞速查 - 成熟製程：通常指 28nm、40nm、55nm、65nm、90nm 等已量產多年、設備折舊較充分、應用廣泛的節點。不同機構對「成熟」定義不同，有時也會將 22/28nm 視為主流成熟節點 - 特殊製程（Specialty Technology）：在主流邏輯製程之上做差異化的平台，如 BCD（電源）、RFSOI（射頻）、eHV（高壓）、eN... more
解剖對象：緯穎（6669.TW）｜Round 1（2026H1）
名詞速查 - ODM Direct：緯穎自身定位。ODM（Original Design Manufacturer，代設計製造）的一種，差別在於直接服務 hyperscale 雲端客戶的設計+製造模式（vs 透過品牌商出貨） - hyperscaler：超大規模雲端服務商，AWS、Meta、Microsoft、Google 等需要大量伺服器的公司是市場代表類型，不等於緯穎已揭露的客戶名單 - L10 / L11 rack int... more
解剖對象：台達電（2308.TW）｜Round 1（2026H1）
名詞速查 - 800VDC：800 伏特直流電架構。白話說，就是把資料中心內部部分供電鏈路的電壓拉高，讓同樣功率下的電流變小，進而降低線路損耗、提升高密度機櫃供電效率。實際效益仍取決於整套電源轉換與配電設計 - 液冷散熱：使用液體介質帶走晶片或伺服器熱量的技術。在高熱密度 AI 機櫃中通常比傳統風冷更有效，但部署成本、維運複雜度也更高 - PUE（Power Usage Effectiveness）：資料中心能源使用效率指標，... more
解剖對象：聯發科（2454.TW）｜Round 1（2026H1）
名詞速查 - ASIC（Application-Specific Integrated Circuit）：針對特定應用客製化設計的晶片，相對於通用處理器具備更高效能與功耗優勢 - CoWoS（Chip on Wafer on Substrate）：台積電的先進封裝技術，將 AI 加速器 / GPU / ASIC 與 HBM 等高頻寬記憶體整合在同一封裝基板上，是 AI 晶片量產的關鍵瓶頸之一
* TPU（Tensor Pro... more
劉揚偉押注「3+3」五年：AI server 率先兌現、EV 平台化仍待真正量產驗證
解剖對象：鴻海（2317.TW）｜Round 1（2026H1）
名詞速查 - EMS（Electronic Manufacturing Services）：電子製造服務，代工廠接單製造客戶設計的電子產品 - ODM/OEM：ODM是設計+製造，OEM是純製造；鴻海主要做OEM但也有部分ODM業務 - 3+3 戰略：鴻海集團 2019 年底正式提出、2020 後系統化推進的轉型策略；三大新產業（電動車 / ... more
在AI晶片需求爆發下，TSMC如何將製程與封裝優勢轉化為不可替代的製造平台地位
解剖對象：台積電（2330.TW）｜Round 1（2026H1）
名詞速查（首次接觸半導體可先看這段；後文首次出現會再附短註，之後省略） - CoWoS（Chip-on-Wafer-on-Substrate）：台積電的 2.5D 先進封裝技術，把 GPU die 與多顆 HBM 記憶體並排放在同一個矽中介層上，讓資料以接近單一晶片的速度傳輸。AI 訓練 GPU 的供應瓶頸常出在這。 - HBM（High Ban... more
⚡ 30 秒掌握本期重點
AI 產業不再只拼模型能力，也開始拼規則制定權。法律、供應鏈與治理框架，正在成為模型性能之外的第二競爭戰場。
* Musk v. Altman 訴訟：4/27 起在加州奧克蘭挑選陪審員。fraud 與 constructive fraud claims 已被撤下，trial 將聚焦 breach of charitable trust 與 unjust enrichment。這不是單純的「開源承諾」案，而是 AI 公司創辦使命、公益敘事與商業化轉型是否可能產生法律責... more
⚡ 30 秒掌握本期重點
這週的核心是查核責任前移——企業必須從「事後應對」轉向「事前預防」的合規布局。
* 虛擬資產服務法：你的 AML/KYC 盤點清單必須重新檢視，因為 VASP 許可制和高額刑責已經改寫交易對手的風險等級
* 刑事訴訟法修正：預防性羈押擴大適用，員工酒駕或業務詐欺的突發性人身拘束風險升高，企業需重新盤點僱傭合約解僱條款與董監事治理風險
* AI 決策成本降低：Model Distillation 技術讓 AI 自動決策門檻大幅下降，你必須提前建立 AI 決策的內控... more
Key Facts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #206 |  Taiwan/Technology |
Top Technology Podcasts
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 | ||||
Frequently Asked Questions About WiseUp AI 情報週報 Podcast
Where can I find podcast stats for WiseUp AI 情報週報 Podcast?
Rephonic provides a wide range of podcast stats for WiseUp AI 情報週報 Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to WiseUp AI 情報週報 Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does WiseUp AI 情報週報 Podcast get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for WiseUp AI 情報週報 Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for WiseUp AI 情報週報 Podcast?
Rephonic provides comprehensive predictive audience data for WiseUp AI 情報週報 Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does WiseUp AI 情報週報 Podcast have?
To see how many followers or subscribers WiseUp AI 情報週報 Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
How many episodes of WiseUp AI 情報週報 Podcast are there?
WiseUp AI 情報週報 Podcast launched a month ago and published 12 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact WiseUp AI 情報週報 Podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for WiseUp AI 情報週報 Podcast?
Rephonic pulls ratings and reviews for WiseUp AI 情報週報 Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for WiseUp AI 情報週報 Podcast?
Rephonic provides full transcripts for episodes of WiseUp AI 情報週報 Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.