黃仁勳都不懂的AI難題！這群台灣英雄竟成關鍵！- 黃志芳 劉寶傑《寶傑怎麼說》20260605-1

*00:00 Taiwan: The Core of Global AI is in Taiwan – A Technology and Capital Frenzy Ignites by Computex Taipei* This section begins by highlighting the unprecedented success of Computex Taipei, emphasizing that Taiwan has become the core of the future AI world, attracting 6,000 booths from 33 countries worldwide. Tech giants like Jensen Huang flocked to Taiwan primarily because of Taiwan's technological strength in solving core issues such as computing power, packaging, and heat dissipation, successfully transforming from a traditional OEM model to a key global provider of AI infrastructure solutions. *02:27 The Pinnacle of Capital and Technology: TAITRA Chairman Reveals the Showcase of National Strength Behind the Exhibition* TAITRA Chairman Huang Chih-fang was invited to share the highlights of the exhibition, mentioning that it was not only a gathering of industry professionals but also a major event for global capital markets, with Morgan Stanley and major sovereign wealth funds all converging in Taipei. Technology giants from various countries, such as Lisa Su and Cristiano Amon, publicly thanked Taiwan's supply chain in their speeches, demonstrating Taiwan's irreplaceable core position in the AI ​​era. *07:13 Thirty Years of Hard Work: From Traditional OEM to the "Irreplaceable" National Advantage in the AI ​​Era* This section explores the evolution of Taiwan's ICT industry over the past forty years, from PCs and the internet to mobile devices, showcasing the profound skills it has developed to cope with the AI ​​wave. Taiwanese engineers have demonstrated dedication, flexibility, and a "mission accomplished" spirit. For example, Delta Electronics' advanced liquid cooling technology can directly remove heat from the chip. This cross-domain integration capability is key to Taiwan's success in international competition. *16:08 Towards the AI ​​2.0 Agent Era: From Manufacturing Hub to a Paradigm Shift in Enterprise Transformation* This section focuses on the paradigm shift in the AI ​​industry, analyzing the evolution from ChatGPT's 1.0 era to the Agentic AI 2.0 stage. Chairman Huang Chih-fang shared his personal experience using AI agents, reminding businesses to pay attention to the arrival of the "one-man show" era. He also warned that while Taiwan is a major AI manufacturing hub, it still needs to accelerate its development in application to avoid becoming a dwarf in application. *22:51 The Big Bang of Physical AI: The ChatGPT Moment for the Robotics Industry and the Vision for Taiwan-Japan Cooperation* The final section focuses on the integration of Physical AI and robotics, emphasizing that the robotics era predicted by Jensen Huang has arrived. This exhibition features a dedicated robotics pavilion, inviting 14 leading manufacturers, including Yaskawa Electric from Japan, to participate. By leveraging Taiwan's strengths in chip and electronic control integration and complementing Japan's precision manufacturing, the exhibition aims to usher in a new era of robots working alongside humans.