AI股成長神話要破了？中國晶片自主突破！克服「這技術」連台積電都有壓力？｜曲博、王志郁｜【富足今周起】EP101

While rumors of an AI bubble are rife, capital and demand continue to pour in! Foreign media have named five core AI beneficiaries, suggesting a potential 30% increase by year-end wouldn't be surprising. This episode delves into the memory shortage potentially extending into 2030, the explosive growth of low-Earth orbit satellites, and the SpaceX mega-IPO effect. It also analyzes the Taiwanese supply chain to identify true beneficiaries and examines the US-China chip war, revealing technological gaps and investment opportunities, helping you understand the key to AI strategy!