【廣達股東會】林百里談美國製造駕輕就熟：「總舖師」開工廠不怕訂單多
輝達執行長黃仁勳從中東、歐盟、印尼拿下多個AI基建，伺服器需求暴增。在這波去輝達化趨向下，緯穎（6669）、台積電（2330）、台光電（2383）、台燿（6274）、金像電（2368）、奇鋐（3017）。美股則是Broadcom與Marvell...","publisher":{"@type":"Organization","name":"Yahoo奇摩新聞","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"三立新聞網","url":"","jobTitle":""},"creator":{"@type":"Person","name":"三立新聞網","url":"","jobTitle":""},"provider":{"@type":"Organization","name":"三立新聞網 setn.com","url":"http://www.setn.com/","logo":{"@type":"ImageObject","width":316,"height":48,"url":"https://s.yimg.com/os/creatr-uploaded-images/2025-01/2c15e170-d866-11ef-97ff-6019437716ae"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/aTVJE0kM9JCSIX1K3krDhg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTU0MA--/https://media.zenfs.com/zh-tw/setn.com.tw/c439aa255d00c7f754126e92acee753d","height":540,"width":960},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/aTVJE0kM9JCSIX1K3krDhg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTU0MA--/https://media.zenfs.com/zh-tw/setn.com.tw/c439aa255d00c7f754126e92acee753d"}
本波ASIC AI伺服器升級潮也帶動PCB與散熱產業鏈同步升級。法人看好台光電（2383）、台燿（6274）、金像電（2368）、奇鋐（3017）等具備高階材料與散熱手藝的台廠後市表現。下一世代GPU Rubin、Google TPU V7、Meta MTIA 2及AWS Trainium 3皆採高階設計架構（如OAM+UBB），對CCL、PCB與液冷散熱材料提出更高規格要求。富邦投顧認為，ASIC伺服器成長動能強勁，2026年將是主要轉折點，相關個股有望受益於AI去輝達化趨向與雲端運算平台多元化需求擴張。
隨輝達AI基建市場旺一把 ASIC AI台股美股誰在賺？
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