聯電受惠高通、英特爾、SanDisk大單，傳評估擴建南科12AP7廠區，解密轉型AI特殊製程整合服務商的策略藍圖！｜2026/07/20 (一)

Foxconn secured its first AI server order from SpaceX, valued at NT$1.7 trillion; UMC is overwhelmed with orders and is evaluating expansion of its Southern Taiwan Science Park plant; TSMC's capacity expansion is also impacting material and equipment manufacturers like Chung-Shan Semiconductor, Suntech Power, Hsin-Yun, and Hung-Soo. Connecting these lines reveals that the entire Taiwanese supply chain, from system foundry to wafer foundry to materials and equipment, is a continuously operating chain. 💡 The analysis of countries, companies, and industries mentioned in this video is for informational purposes only. While we strive to provide accurate information from reliable sources, we make no guarantees regarding its completeness, timeliness, or accuracy. Viewers should make their own investment decisions based on their risk tolerance and judgment, and bear all profits and losses themselves. #Foxconn #AI ​​#TSMC #SpaceX #UMC #Chungsha #Sun Semiconductor 00:00 Opening: A wonderful day begins here 00:46 Foxconn wins a trillion-dollar server order from SpaceX 04:11 UMC's AI special process orders are fully booked 07:30 TSMC's capacity expansion spills over to other companies 11:10 Financial news blitz! 13:23 Closing reminder Every client of Goodmorning Securities is a VIP, with a dedicated client partner to accompany you on your bumpy investment journey, firmly moving towards your goals. Buffett is great because of Munger, and you will succeed because of Goodmorning. Open an account now. 👉 https://bit.ly/yt_goodmorninggf_oao_c - Finance is a tool for achieving goals and dreams. We make complex financial knowledge easy to understand, transform current events into practical financial information, gather new perspectives on trends, build sound financial literacy, and help you realize your dreams. 📌 There are many more series to watch! 🎬 *Good Morning*: https://bit.ly/YT_list_morning 🎬 *Better Living*: https://bit.ly/YT_list_living 🎬 *Good Invest*: https://bit.ly/YT_list_invest 🎬 *Entrepreneurship*: https://bit.ly/YT_list_entrepreneurship 🎬 *Good Income*: https://bit.ly/YT_list_income 🎬 *Lao Huang's Good Talk*: https://bit.ly/YT_list_talk 🎬 *Know Your Money*: https://bit.ly/YT_list_money 🎬 *Meihao Securities x Zhiqi Qiqi*: https://bit.ly/YT_list_77 🎬 *Investment Beginner Village*: https://bit.ly/YT_list_beginner 📌 Meihao Securities Podcasts are now available! 🎧 Apple Podcast: https://apple.co/3WIqXfg 🎧 Spotify: https://spoti.fi/3WJAYJ7 🎧 KKBOX: https://bit.ly/yt_kkbox 🎧 YouTube Podcast: https://bit.ly/yt_ytpodcast 🎧 Pocket Casts: https://bit.ly/yt_pocketcasts 🎧 Firstory: https://bit.ly/yt_firstory 🎧 SoundOn: https://bit.ly/yt_soundon 📌 Want to know more about us? 【Good Finance Facebook】https://bit.ly/GF_fb 【Good Finance Instagram】https://bit.ly/GF_ig -------------------------------------------------------------- Have something to say? Feel free to contact us ➡️ [email protected] Want to join Good Finance? Take action now ➡️ https://bit.ly/GF_career