台湾科技考察 - 人工智能处于多年上行周期，对供应链有更高价值-Taiwan Tech Tour_ AI at multiple-year upcycle and higher value to supply chain
2025-08-26 13:23
Accessible version Technology - Asia Pacific Taiwan Tech Tour: AI at multiple-year upcycle and higher value to supply chain Industry Overview Taiwan Tech Tour (19-21 Aug): AI still key theme We hosted Taiwan Tech Tour on 19-21 Aug in Hsinchu/Taipei with 80+ investors. AI remained the key topic. Key discussions include (1) Nvidia B300 AI server volume ramp- up in 3Q/4Q25; (2) AI platform transition and potential impact in 2H25; (3) substrate raw material's tight supply; (4) supply chain's content value growt ...