美伊開打害慘全球AI供應鏈?台灣矽盾差點被人整碗捧走!群聯潘健成這樣看|編輯室ON AIR

More than 40 days into the Iraq War, despite negotiations between the two sides, Silicon Valley's high-tech industries are beginning to believe that in a highly globalized supply chain, facing global geopolitical risks and US tariffs, a return to localization is likely. Even the founder of TSMC has stated that "globalization no longer exists." Let's take a closer look at how the CEO of Phison Electronics views this phenomenon. #Philink #KenchengPan #Memory #AI #SiliconShield Subscribe to the Economic Daily News YouTube channel now 🎥 https://www.youtube.com/@edn1516?sub_... Economic Daily News Facebook   / edn168   Economic Daily News Instagram   / edn0420   Economic Daily News Website https://money.udn.com/money/index Economic Daily News Podcast - Listen to the Economy https://open.firstory.me/user/ednpodcast The Economic Daily News is the largest-circulation and most influential financial media in Taiwan. We cherish the support of our readers and value the contributions society has made to the newspaper. We will continue to uphold our mission and dedicate ourselves to Taiwan's economy.

【群聯執行長潘健成】(完整版)AI將成全球最大儲存市場 潘健成直言缺貨情況這輩子最嚴重 Flash能見度到天荒地老|財富新鏡界|#鏡新聞
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【群聯執行長潘健成】(完整版)AI將成全球最大儲存市場 潘健成直言缺貨情況這輩子最嚴重 Flash能見度到天荒地老|財富新鏡界|#鏡新聞

Is Quantum the End of the AI Compute Road? Jensen Huang’s Sharp Turn and Big Bet on QPUs! Unveili...
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Is Quantum the End of the AI Compute Road? Jensen Huang’s Sharp Turn and Big Bet on QPUs! Unveili...

[Business Weekly MEGA TALK] Hardware Will Devour AI! Global Semiconductor Supply Chain Authority:...
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[Business Weekly MEGA TALK] Hardware Will Devour AI! Global Semiconductor Supply Chain Authority:...

AI只有大廠玩得起?群聯潘健成推「平民版 AI」解套,揭祕趁缺貨潮翻身、營收衝 700 億的「核心競爭力」?Ft. 潘健成【哈佛人物面對面EP87】
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AI只有大廠玩得起?群聯潘健成推「平民版 AI」解套,揭祕趁缺貨潮翻身、營收衝 700 億的「核心競爭力」?Ft. 潘健成【哈佛人物面對面EP87】

Global Stock Markets Are Increasingly Volatile! Are These Warning Signs of a Market Reversal? How...
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Global Stock Markets Are Increasingly Volatile! Are These Warning Signs of a Market Reversal? How...

記憶體的永動循環來了!AI發展讓記憶體永遠缺貨?市場傳出一路瘋到2030 潘健成:受害的是一般民眾|編輯室ON AIR
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記憶體的永動循環來了!AI發展讓記憶體永遠缺貨?市場傳出一路瘋到2030 潘健成:受害的是一般民眾|編輯室ON AIR

[ENG CC] 潘健成的第二战:押下1亿赌大马科技未来 | 见安华谈了什么?| 平民化AI【EP19】
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[ENG CC] 潘健成的第二战:押下1亿赌大马科技未来 | 见安华谈了什么?| 平民化AI【EP19】

Phison CEO Keynote at CFMS 2026 | From Price to Value: A New Era of Storage
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Phison CEO Keynote at CFMS 2026 | From Price to Value: A New Era of Storage

馬來西亞農家子弟的千億奇蹟 26歲白手起家 34歲登股王 巔峰重摔後 直搗輝達核心|#群聯電子|#葉映彤|@cts_toppeople 20260412【封面人物】
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馬來西亞農家子弟的千億奇蹟 26歲白手起家 34歲登股王 巔峰重摔後 直搗輝達核心|#群聯電子|#葉映彤|@cts_toppeople 20260412【封面人物】

Is the Memory Shortage Endless? The AI Price Surge Sweeps the Globe! Uncovering the HBM Strategy ...
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Is the Memory Shortage Endless? The AI Price Surge Sweeps the Globe! Uncovering the HBM Strategy ...

【商周MEGA TALK】年砸百億!沒人相信、被說瘋子,潘健成第三次創業,帶群聯搶AI爆發商機|商周執行長郭奕伶×群聯電子創辦人暨執行長潘健成|EP.07
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【商周MEGA TALK】年砸百億!沒人相信、被說瘋子,潘健成第三次創業,帶群聯搶AI爆發商機|商周執行長郭奕伶×群聯電子創辦人暨執行長潘健成|EP.07

【決策者 EP54 民視新聞】三星減產市場復甦曙光初現?! 中國拚超車 供應鏈急起直追?! 群聯電子創辦人 潘健成專訪
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【決策者 EP54 民視新聞】三星減產市場復甦曙光初現?! 中國拚超車 供應鏈急起直追?! 群聯電子創辦人 潘健成專訪

#下班國際線 AI裁員潮只是開始?「小龍蝦」搶走工程師飯碗!2大產業現淘汰前兆?簡立峰1招教會你自救!ft.簡立峰|2026-04-04 Ep.44|路怡珍@TheStormMedia
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#下班國際線 AI裁員潮只是開始?「小龍蝦」搶走工程師飯碗!2大產業現淘汰前兆?簡立峰1招教會你自救!ft.簡立峰|2026-04-04 Ep.44|路怡珍@TheStormMedia

He retired early thanks to TSMC! Understanding the revenue formula and embracing the AI ​​trend a...
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He retired early thanks to TSMC! Understanding the revenue formula and embracing the AI ​​trend a...

2026 Top 2,000 Enterprises Forum: Transforming for Growth in the AI Wave | Host: Lin Li-shan, Sen...
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2026 Top 2,000 Enterprises Forum: Transforming for Growth in the AI Wave | Host: Lin Li-shan, Sen...

Phison CEO Interview|CFMS 2026
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Phison CEO Interview|CFMS 2026

《獨家專訪#群聯 執行長潘健成!# AI 是剛需!市場需求太大#記憶體 大缺貨! 要預付三年現金!》【年代向錢看】2026.02.13@ChenTalkShow  #中國 #台積電 #CSP
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《獨家專訪#群聯 執行長潘健成!# AI 是剛需!市場需求太大#記憶體 大缺貨! 要預付三年現金!》【年代向錢看】2026.02.13@ChenTalkShow #中國 #台積電 #CSP

Is Mythos Dropping a Cybersecurity Nuke? Phison CTO Reveals the Truth! | Investing Shot ft. #LinW...
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Is Mythos Dropping a Cybersecurity Nuke? Phison CTO Reveals the Truth! | Investing Shot ft. #LinW...

Scale AI 揭密:矽谷最神秘 AI 公司,背後竟是血汗人力工廠? | S2E17
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Scale AI 揭密:矽谷最神秘 AI 公司,背後竟是血汗人力工廠? | S2E17

Market Volatility Before 50,000 Points! Taiwan Stocks Are Bullish, but Have Retail Investors Deve...
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Market Volatility Before 50,000 Points! Taiwan Stocks Are Bullish, but Have Retail Investors Deve...