日月光如何用十年拼出AI時代的全球封測霸主？｜2025/12/13 (六)

You might not know this, but the world's biggest shortage right now isn't chips, but rather—the ability to package chips. GPU production can't scale up? Often, it's not that TSMC isn't fast enough, but that the back-end packaging is simply overwhelmed. TSMC has long since extended its reach into advanced packaging (CoWoS), but what happens when even TSMC's own packaging capacity is stretched to its limits? In this critical bottleneck, one Taiwanese company, ASE, has quietly propelled itself to the center stage of the global stage in just ten years. 💡 The analysis of countries, companies, and industries mentioned in this video is for reference only. While we strive to provide accurate information, and all data comes 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 their own profits and losses. #AI #ASE #TSMC #Packaging #Siliconware #AdvancedPackaging #Infrastructure #DataCenter Every client of Meihua Securities is a VIP, with a dedicated client partner to accompany you on your turbulent investment journey, steadfastly towards your goals. Buffett is great because of Monge, and you succeed because of goodness. 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, and build sound financial literacy to help you realize your dreams. 📌 Watch more series together! 🎬《Good Invest》: https://bit.ly/YT_list_invest 🎬《Better Living》: https://bit.ly/YT_list_living 🎬《Good Morning》: https://bit.ly/YT_list_morning 🎬《Know Your Money》: https://bit.ly/YT_list_money 🎬《Lao Huang Good Talk》: https://bit.ly/YT_list_talk 🎬《Meihao Securities x Zhiqi Qiqi》: https://bit.ly/YT_list_77 🎬《Investment Newbie Village》: https://bit.ly/YT_list_beginner 📌 Meihao Securities Podcast is also 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