而台积电仍是当前AI产业链中风险收益比最佳的标的——无论AI模型如何演进,都离不开先进制程的支撑;无论谁最终赢得AI应用战争,都需要台积电代工生产芯片。其凭借3nm/2nm制程的垄断优势构建的技术护城河,甚至比英伟达的CUDA生态更难被颠覆。
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Antiviral is a fortnightly column that interrogates the evidence behind the health headlines and factchecks popular wellness claims
Previously, he had noted potential concerns about Netflix's tie-up, given the size of the company, while also praising the streamer's bosses.