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요약
全球AI發展邁入商業化應用，推論市場與自研ASIC晶片需求爆發，帶動北美四大雲端服務商資本支出持續飆升。台廠供應鏈如鴻海、廣達、奇鋐及台達電等業者，全面受惠於AI伺服器整機代工、液冷散熱升級與電源架構革命。隨著2027年IC載板產能將陷入嚴重供不應求，台灣相關科技大廠憑藉核心技術穩居全球AI軍備競賽的絕對核心地位。
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If you click 'Accept all', we and our partners, including 253 who are part of the IAB Transparency & Consent Framework, will also store and/or access information on a device (in other words, use …