高通點名聯電引爆外資重估：看懂 DTC 深槽電容與晶圓級電感，如何讓聯電建立封裝內電源整合技術！｜2026/06/26 (五)

Qualcomm's investor conference announced 35 ecosystem partners, with only UMC from the foundry sector included. This is related to power integration technology for high-power AI chips. OpenAI officially announced the completion of its first self-developed chip design, with Foxconn and Quanta already awaiting next-generation server orders. The three major silicon wafer foundries simultaneously signaled price increases, from 6-inch to 8-inch and then to 12-inch, indicating a shift in the supply and demand structure. 💡 The analysis of countries, companies, and industries mentioned in this video is for reference 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 their own profits and losses. #Qualcomm #AI #UMC #OpenAI #TSMC #Foxconn #Quanta #SiliconWafer 00:00 Opening: A wonderful day starts here 00:38 UMC's chip joins Qualcomm's AI data center list 04:03 Taiwanese manufacturers benefit again from ASIC development of OpenAI chips 07:26 Silicon wafer giants all raise prices 10:54 Financial news jog! 13:09 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. 📌 Watch more series together! 🎬《Good Morning》: https://bit.ly/YT_list_morning 🎬《Better Living》: https://bit.ly/YT_list_living 🎬《Good Invest》: https://bit.ly/YT_list_invest 🎬《Good Income》: https://bit.ly/YT_list_income 🎬《Lao Huang 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 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