【數位時代Podcast】EP284|陳立武接手英特爾一年半股價漲五倍,為什麼?對台積電是好事? ft.科技專家吳金榮

After former Intel CEO Henry Kissinger was forced to resign by the board in late 2024, Chen Liwu became the company's ninth and first non-white CEO. He has successively defused pressure from Trump, secured investment from Nvidia, announced positive news regarding the 1.8nm process, become a partner of Musk's TeraFab, and recently been selected by Apple as a foundry for notebook computer processors. This string of good news has led to a more than 500% increase in the stock price within 18 months, a stark contrast to Kissinger's performance. How did Chen Liwu deliver these results, and what did he do right? As Intel rises again from a sunset of American heroism, concerns arise about its impact on TSMC's customers and orders. Why does technology expert Wu Jinrong believe it's actually a good thing for TSMC? #Intel #Intel #ChenLiwu

【兆華艾綸說】曲博鐵口:台積電不可能輸!別亂買,玻璃基板還早,載版沒被取代,誰是真CoPoS概念股?|李兆華、艾綸、曲建仲 2026.05.20 part2
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【兆華艾綸說】曲博鐵口:台積電不可能輸!別亂買,玻璃基板還早,載版沒被取代,誰是真CoPoS概念股?|李兆華、艾綸、曲建仲 2026.05.20 part2

【Business Next Podcast】EP286 | After the Mongol Hordes, China’s Auto Army Charges Toward the Glob...
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【Business Next Podcast】EP286 | After the Mongol Hordes, China’s Auto Army Charges Toward the Glob...

輝達拉貨潮來了?潘健成預告股價起漲日?|投資聊一SHOT ft.#潘健成 20260430完整版 @vlmoney
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輝達拉貨潮來了?潘健成預告股價起漲日?|投資聊一SHOT ft.#潘健成 20260430完整版 @vlmoney

[Business Next Podcast] EP291 | President Trump, stop saying Taiwan stole America's chip technolo...
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[Business Next Podcast] EP291 | President Trump, stop saying Taiwan stole America's chip technolo...

「護國神山」台積電20年都搬不走?從拒絕「華為」、反「紫光」到「AI上帝」,如何守護台灣數位主權?專訪李忠憲(成大電機系教授)
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「護國神山」台積電20年都搬不走?從拒絕「華為」、反「紫光」到「AI上帝」,如何守護台灣數位主權?專訪李忠憲(成大電機系教授)

陳立武出任英特爾首位華裔CEO執行長 美4大晶片廠全由華人掌舵 加上台積董事長魏哲家 以後溝通講台語也通|鏡轉全球|#鏡新聞
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陳立武出任英特爾首位華裔CEO執行長 美4大晶片廠全由華人掌舵 加上台積董事長魏哲家 以後溝通講台語也通|鏡轉全球|#鏡新聞

拖垮公司的,往往是那些僵化的 KPI!被迫創業、歷經3次危機,群聯專注技術、不分BU管理法,成為台灣快閃記憶體控制晶片大廠!ft. 群聯電子執行長潘健成|經營現場EP006
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拖垮公司的,往往是那些僵化的 KPI!被迫創業、歷經3次危機,群聯專注技術、不分BU管理法,成為台灣快閃記憶體控制晶片大廠!ft. 群聯電子執行長潘健成|經營現場EP006

【VIP會客室】 AI獲利戰 最賺錢台廠是?曲博獨解AI五層蛋糕 投資順位! ft.曲建仲
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【VIP會客室】 AI獲利戰 最賺錢台廠是?曲博獨解AI五層蛋糕 投資順位! ft.曲建仲

AI讓記憶體失控!群聯潘健成嘆氣有玄機?|投資聊一SHOT ft.#潘健成 20260429完整版 @vlmoney
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AI讓記憶體失控!群聯潘健成嘆氣有玄機?|投資聊一SHOT ft.#潘健成 20260429完整版 @vlmoney

台積電邁向3000是國家級賭博?全球化佈局能解地緣政治風險嗎?| 思想實驗室 Video Podcast ep 98:ft.美國又上成長基金 闕又上老師
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台積電邁向3000是國家級賭博?全球化佈局能解地緣政治風險嗎?| 思想實驗室 Video Podcast ep 98:ft.美國又上成長基金 闕又上老師

AI股價不合理?台積電這金雞將起飛!見1訊號記憶體先賣一趟!【#財經鈔能力】|20260325 趙慶翔 ft.曲博 #HBM #矽光子 #CPO @TVBSFinanceLive
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AI股價不合理?台積電這金雞將起飛!見1訊號記憶體先賣一趟!【#財經鈔能力】|20260325 趙慶翔 ft.曲博 #HBM #矽光子 #CPO @TVBSFinanceLive

【數位時代Podcast】EP289|一顆幾毛錢的被動元件,如何將國巨老闆陳泰銘推上台灣新首富? ft.科技專家吳金榮
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【數位時代Podcast】EP289|一顆幾毛錢的被動元件,如何將國巨老闆陳泰銘推上台灣新首富? ft.科技專家吳金榮

台積電CoPoS卡在哪裡?新材料、新製程的關鍵轉折 ft.余定陸|阿榕伯胡說科技 Ep.75
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台積電CoPoS卡在哪裡?新材料、新製程的關鍵轉折 ft.余定陸|阿榕伯胡說科技 Ep.75

Don't Sell Your Winners Too Soon! How Big Players Use "Hidden Signals" to Ride Massive Rallies, a...
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Don't Sell Your Winners Too Soon! How Big Players Use "Hidden Signals" to Ride Massive Rallies, a...

[Digital Era Podcast] EP285 | From 1,000 Yuan Stocks to 10,000 Yuan Stocks: Behind the Industry C...
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[Digital Era Podcast] EP285 | From 1,000 Yuan Stocks to 10,000 Yuan Stocks: Behind the Industry C...

美股震盪!AI泡沫躲不掉!為何所有企業「瘋狂押注」?「崩盤」真的是壞事嗎?| 思想實驗室 Video Podcast ep71:ft.政大國發所 王安亞教授
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美股震盪!AI泡沫躲不掉!為何所有企業「瘋狂押注」?「崩盤」真的是壞事嗎?| 思想實驗室 Video Podcast ep71:ft.政大國發所 王安亞教授

AI救活了一家马桶公司,也点燃了存储芯片超级周期
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AI救活了一家马桶公司,也点燃了存储芯片超级周期

"AI Wave" Boosts Taiwan's Economy! US Debt Storm Shakes US and Taiwan Stocks? | Hosted by Wang Ch...
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"AI Wave" Boosts Taiwan's Economy! US Debt Storm Shakes US and Taiwan Stocks? | Hosted by Wang Ch...

從2萬到7000萬美金,他不看K線圖,不看財報,靠「這個」方法從日常生活中找到暴利投資機會
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從2萬到7000萬美金,他不看K線圖,不看財報,靠「這個」方法從日常生活中找到暴利投資機會

TSMC challenges a $5 trillion market capitalization? Huang Chin-Yung reveals the value of "hardwa...
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TSMC challenges a $5 trillion market capitalization? Huang Chin-Yung reveals the value of "hardwa...