AOD – IC之音竹科廣播 FM97.5

AOD – IC之音竹科廣播 FM97.5


台積電法說會點亮明燈 下游系統代工鏈全面衝AI/台積保守看年末消費電子市況 台IC設計戒慎恐懼

July 18, 2025
今日科技產業新聞要點:


1.台積電法說會點亮明燈 下游系統代工鏈全面衝AI

2.台積保守看年末消費電子市況 台IC設計戒慎恐懼

3.H20解禁HBM補貨追單誰受惠? 玻纖布再陷供需拉鋸戰

4.LFP關鍵材料被突襲  GM、Tesla早有預謀「脫中」?

收聽《DIGITIMES每日新聞》:https://pse.is/4fjhvz

更多科技趨勢https://pse.is/4drbp9

留言心得回饋https://pse.is/4ee2ft

異業合作洽詢service@ic975.com

Podcast廣告合作請洽sharon.wang@ic975.com
03-5163975分機208 王小姐

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