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AMD
20:10不能只看台積電先進製程了！AI晶片下個關鍵戰場？先進封裝！載板！PCB印刷電路板！曲博科技教室 Dr. J Class · 2026-09-10IMPACT-IAAC 2026聚焦AI異質整合、散熱與玻璃基板，TPCA Show規模達1830攤位↪ Mentioned at 6:51
36:33Satya Nadella on the AI Doomer Slowdown, Microsoft’s Master Plan & Who Wins AIAll-In Podcast · 2026-09-15Satya Nadella defends Microsoft’s $80 billion Azure bet and AI safety, citing Quincy’s 12x tax revenue growth.↪ Mentioned at 30:50
31:412026/9/22(二)那指創新高!個股沒跟上?美股重新押注AI 不怕高利率了？【早晨財經速解讀】游庭皓的財經皓角 · 2026-09-22美股靠AI權值股創高，但甲骨文融資、期中選舉與資料中心延宕埋下估值回檔風險↪ Mentioned at 1:02