April 1, 202600:21:53

【產業觀察小教室】液冷技術發展進入ASIC推進世代,台廠供應鏈角色愈加吃重 Ft. DIGITIMES分析師 Kaylee

本集必聽:
(00:00:00) 開場

(00:04:05) 雖然功率低於GPU,但ASIC數量密度提升仍有助於推動液冷技術發展

(00:06:08) SuperFluid有效解決液冷氣泡問題,Intel以開源策略扮關鍵角色

(00:15:35) 強化客戶合作關係,台廠供應鏈從單一零組件升級為組裝角色

 ------------------------------------------
製作 | 李翊嘉

科技產業瞬息萬變,訊息有真有假、有輕有重, 我們如何在最短的時間內,掌握最重要的資訊?
DIGITIMES 與商周攜手推出聯合方案,帶你看懂商業,也看透科技,雙重專業視角
幫助你全方位掌握產業趨勢。了解「DIGITIMES 與商周聯購方案」:https://dgt.ms/app_subscribe

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
No transcript available.