Wing's Market Lens🎧 Vicor 專利戰:台達電如何反擊?31×0:00Current time: 0:00 / Total time: -6:34-6:34Audio playback is not supported on your browser. Please upgrade.🎧 Vicor 專利戰:台達電如何反擊?Oct 11, 20263ShareTranscriptVicor 是誰?憑甚麼挑戰台達電與 GPU、TPU 供電鏈?Wing's Investment World·Oct 1210 月 9 日,美國國際貿易委員會(USITC)正式啟動新一輪 337 調查,涉及垂直供電系統(Vertical Power Delivery,VPD)、相關零組件,以及採用這些技術的運算設備。Read full storyDiscussion about this episodeCommentsRestacksWing's Market Lens把最重要的邏輯、數字和投資觀察濃縮成約 5 分鐘,適合週末早上喝咖啡、開車或散步時隨手收聽把最重要的邏輯、數字和投資觀察濃縮成約 5 分鐘,適合週末早上喝咖啡、開車或散步時隨手收聽SubscribeListen onSubstack AppApple PodcastsSpotifyRSS FeedRecent Episodes🎧 川普選前最後兩週,還有多少張牌?7 hrs ago • Wing's Investment World🎧 台積電的談判桌:馬斯克、Intel 與 GFSOct 18 • Wing's Investment World🎧 AI 融資裂痕:Firmus IPO 告吹Oct 15 • Wing's Investment World🎧 博通 CEO 陳福陽:AI 賭場背後的資本Oct 13 • Wing's Investment World🎧 大立光 CPO:FAU 整合權之爭Oct 10 • Wing's Investment World🎧 AI 營收爆料,誰在背後下棋?Oct 10 • Wing's Investment World🎧 川普為甚麼一定要把 AI 叫成 SI?Oct 7 • Wing's Investment World