Podcasts about DigiTimes

台灣的半導體產業世界第一，但設備多年依賴進口。天虹科技董事長黃見駱，卻選擇從「設備維修」這個最艱難的起步點，帶領團隊一步步跨入高階設備製造，成為台灣在 PVD、ALD、GaN/SiC 等領域極少數具量產能力的本土設備廠。如果你想了解： 台灣半導體設備國產化的幕後故事 PVD、ALD、GaN/SiC、先進封裝等技術趨勢 台灣供應鏈如何走向國際 企業如何打造韌性與人才 產業領導者的心路歷程與管理哲學這集就是送給工程師、管理者、產業工作者與學生的最佳內容。________________  企劃、製作 | 謝美芳

DIGITIMES社長黃欽勇投入產業分析工作近40年，持之以恆的寫作與產出，見證台灣科技產業的突圍與榮耀。最新著作《百年，並不孤寂》，從自身家族史出發，以人文筆觸接枝既往理性專業的書寫。合抱之木，生於毫末，國家百年大業的背後，是廣廈萬間千錘百鍊的等候。

DIGITIMES社長黃欽勇帶來最新著作《百年，並不孤寂》。別看他平常講產業分析冷冰冰，偶爾爬一下家族八卦也是樂津津。 ✍

日本首相高市早苗上任3個月後就宣布解散國會，新年度預算還未審理卻要進行改選，這是夾帶高支持度的任性作為，還是通盤思考後孤注一擲的險棋？在她激勵人心的助講演說背後，有哪些實質的財政考驗？又有哪些迫在眉睫的政策有待推動？「台灣有事就是日本有事」，會反向產生什麼裙帶效應？

日本首相高市早苗自2025年成為打破玻璃天花板的第一人，就在日本政壇掀起旋風。除了女性領導者特有的個人魅力，更憑果敢的膽識解散眾議院，賭上政治生命進行改選，她的每一步都撩動向來政治冷感的日本人民。今天就來聊聊精彩的高市早苗。

台美對等關稅開牌定於15%不疊加，為什麼讓台灣傳產感到振奮？一句話解釋大魔王232條款，汽車零組件業與工具機產業就從這裡谷底大翻身，讓台灣處境從被制裁神轉為被保護，是什麼道理？

 《DIGITIMES》年初遠征CES的採訪團隊陣容堅強，那些在拉斯維加斯發生的，當然不能留在拉斯維加斯！繼上回攝影記者建樑的台灣感性噴發，三位跑半導體、汽車和機器人的文字記者，還有好多超展開的見聞和體會，本集一吐為快，為今年的CES做個無懸念的收尾。

《DIGITIMES》旗艦研究專案總負責人副總Eric來了！從台積電法說、台美關稅談判結果，到2025全球EMS營收排行榜的分析，一次聽夠本。

✨智慧眼鏡變成熟接著要「卷」了嗎✨沒有黑馬表示大家都務實✨鋼鐵擂台可不只打熱鬧✨AI冰箱可以幫你清冰箱✨三星讓出C位是為了秀更多？✨進擊的中國廠商來勢洶洶✨無所不在的那個隱形議題就是⋯⋯✨盧超群董事長再開示

全球電動車市場正站在關鍵轉捩點。根據 DIGITIMES 2026 年十大科技趨勢報告，電動車成長動能開始放緩，各國補貼退場，產業競爭重心正快速從「電動化」轉向「智駕化」。智慧駕駛、自駕技術、車聯網與衛星直連，正在重新定義電動車的價值與商業模式。本集《科技領航家》特別邀請 Garmin 亞洲汽車事業群總經理 沈致瑋，從產業第一線出發，深入解析電動車與自駕車當前的發展現況，探討中國車廠崛起、特斯拉策略轉向、無人駕駛計程車的落地挑戰，以及電動車如何從交通工具，進化為高度連網的「移動終端」。在電動車紅利逐漸消退之際，誰能掌握智駕化與車用科技的下一波機會？歡迎收聽節目------------------製作 | 李翊嘉

2026開年國際局勢風風雨雨，科技產業不改暗潮洶湧，三星罕見取消新年開工典禮，由DS、DX雙本柱首長發表新年致辭，其中透露出什麼玄機？

AI 還會是 2026 年的主旋律嗎？還是算力競賽與資本支出，正累積新的風險？新的一年，《科技領航家》從宏觀視角出發，帶科技人一次看懂 2026 年十大科技趨勢，完整串起 AI 產業的上游算力、中游資料中心與能源，以及下游關鍵應用。本集特別邀請 DIGITIMES 副總監 羅惠隆，深入解析最新趨勢報告，帶你掌握 AI 如何重塑半導體與供應鏈、哪些應用真正走到轉捩點，以及從 CES 2026 能看見的下一步方向。在快速變動的時代，《科技領航家》陪你看清趨勢、抓住關鍵，從 2026 年第一集開始，一起科技領航。------------------製作 | 李翊嘉

《DIGITIMES》占星擔當外電部經理Amy再次來開示，2026有哪些趨吉避凶 tips？有聽有保庇！。2026是火氣旺盛的一年？火氣可以助長這類星座。年份逢6原來不是六六大順？。超有存在感的水逆今年會來哪3次？。水象星座的這個大國和這些大公司要換運了？。台灣2026的運勢如何？

AI取代記者？面對科技業裁員與AI浪潮衝擊，本集《不具名消息》探討媒體倫理與生存之道。深度、人味、熱情才是記者的護城河，在資訊廉價時代下，媒體仍有不可取代的價值。 

DIGITIMES 攝影記者建樑貼身採訪黃仁勳十幾年，老黃到底是怎樣的一位科技業老闆？這位與籃球GOAT同年同月同日生的AI巨頭創辦人，如何改變台灣媒體生態呢？ 

退訂ChatGPT只為Gemini 3？ DIGITIMES分析師林俊吉揭露轉換訂閱的原因：Gemini 3不只在某些方面更強，更深度整合Google Docs等既有服務，大大提升辦公效率，只是有些使用上的眉角沒有你我想像的那麼直覺。 

Google TPU作為內部產品，長期以來被用於支援其各式各樣的服務，架構設計深入到軟硬體與運算系統層面，而非單純的晶片製造，但近期與Anthropic、蘋果AI模型運算以及Meta的合作消息，讓TPU業務正式浮出水面。特別是與Meta的合作，更引起市場驚呼：這是否預示著CSP（雲端服務供應商）大廠之間的AI晶片競爭格局，將跳到一個全新的模式？NVIDIA反抗軍，TPU作先鋒？ 

被視為鴻海年度盛會的鴻海科技日，今年最大的彩蛋就是驚喜登台的郭董！創辦人與董事長難得同台，哪些風向是台灣科技產業想知道的？ 

COP30選在巴西北部的貝倫，被譽為「森林的COP」，因為貝倫是通往亞馬遜雨林的重要入口。亞馬遜是全球最大的除碳森林，諷刺的是，有人飛往當地時竟看到雨林正在燃燒，而非人為相關活動造成9成森林損害。在排放量持續創新高的背景下，這場「大自然」的峰會，能否真正約束排碳大戶，值得所有地球人關注！ 

Mon, 10 Nov 2025 20:30:00 GMT http://relay.fm/upgrade/589 http://relay.fm/upgrade/589 The London Air 589 Jason Snell and Myke Hurley Jason and Myke are together in London to discuss five years of Apple silicon, Apple's new friendly partner for AI models, and much more! Jason and Myke are together in London to discuss five years of Apple silicon, Apple's new friendly partner for AI models, and much more! clean 5815 Jason and Myke are together in London to discuss five years of Apple silicon, Apple's new friendly partner for AI models, and much more! This episode of Upgrade is sponsored by: DeleteMe: Get 20% off your plan when you use this link and code UPGRADE20. Factor: Healthy, fully-prepared food delivered to your door. Use code upgrade50off ExpressVPN: High-Speed, Secure & Anonymous VPN Service. Links and Show Notes: Get Upgrade+. More content, no ads. Submit Feedback

Mon, 10 Nov 2025 20:30:00 GMT http://relay.fm/upgrade/589 http://relay.fm/upgrade/589 Jason Snell and Myke Hurley Jason and Myke are together in London to discuss five years of Apple silicon, Apple's new friendly partner for AI models, and much more! Jason and Myke are together in London to discuss five years of Apple silicon, Apple's new friendly partner for AI models, and much more! clean 5815 Jason and Myke are together in London to discuss five years of Apple silicon, Apple's new friendly partner for AI models, and much more! This episode of Upgrade is sponsored by: DeleteMe: Get 20% off your plan when you use this link and code UPGRADE20. Factor: Healthy, fully-prepared food delivered to your door. Use code upgrade50off ExpressVPN: High-Speed, Secure & Anonymous VPN Service. Links and Show Notes: Get Upgrade+. More content, no ads. Submit Feedback

過去幾年，中國積極推動5G建設，電信標案是網通業者可帶來足夠出貨規模的業務。然而，現在這塊市場正迅速被中國本土晶片供應商瓜分。首當其衝的台灣網通業者，面對中國業者的步步進逼，著手開拓更多的國際市場，同時持續關注著中國變化迅速的網通市場。 

蘋果最新財報公布，結果亮眼到跌破眾人眼鏡！原先市場反應普通，但iPhone 17竟然賣到缺貨，這劇情逆轉比大聯盟世界大賽還誇張～

行政院通過6年投入超過新台幣400億元在無人機產業，原本在該產業落後的台灣，能夠急起直追，成為關鍵零組件與產品不可忽視的來源國嗎？國防部順勢推出的「軍用商規」嘗試，到頭來摔得鼻青臉腫，驚人的失事率會讓軍方失去信心嗎？

關稅卡關，消費者預期汽車進口關稅將會降低，甚至傳出車商未來改引進美規車因應關稅，只是消費者算得精，大家在玩一場「等等黨」的遊戲，甚至把購車選項納入二手車～

台灣電信三雄銷售數據顯示，台灣消費者只愛頂規iPhone，Pro系列銷量輕鬆超過7成，DIGITIMES的記者們卻不想換掉手上的舊iPhone，是iPhone新改版項目不夠吸引人？還是他們都在等Apple Intelligence?

蘋果創辦人Steve Jobs去世後，iPhone除了創新話題無以為繼外，連保密工作也不想做了，半年前新機規格都被猜透透了，今年新iPhone還有什麼新話題？照DIGITIMES分析師林俊吉的說法，其實還真的是有的！

貨物稅調降對低迷許久台灣車市是個好消息，但與消費者希望的 0關稅有落差，台灣車市能因此轉熱嗎？還有，Tesla會改進美製電動車嗎？而且DIGITIMES的記者說，車商不是只有降價賣車，說不定漲價也是有可能？

台積電晶片直接出口美國，占多少比例？為什麼？如果美國從台積電直接出口的晶片收到關稅並不多，為何台積電還要加碼投資美國？半導體市場與半導體供應鏈，有哪些差異？帶來哪些策略上的影響？2025年川普再度入主白宮，「新川普時代」來臨，在川普的關稅新政，和台積電加碼投資美國一千億等新聞曝光後，本集特別邀請DIGITIMES創辦人黃欽勇，從新書《天選.矽島—川普風暴下的科技島》的觀點出發，帶來分析。為何台灣對美國貿易順差持續暴增，恐讓我們被盯上？如果黃欽勇董事長設身處地，在台積電董事長魏哲家的立場，也會做出加碼投資美國的決定嗎？談到台灣會不會被掏空，不妨回頭想想，為何高科技業與半導體先進製程傾向於「根留台灣」？不訴諸民族情感，有哪些效率上、成本上、時間上、溝通默契上的具體考量？另一方面，如果台灣高科技製造業並不想「出國比賽」，為何拿出大筆資金對外投資，將一定比例的產能移到海外，意義何在？台灣的政府與整個社會需要注意的是什麼？為何我們需要更多了解半導體、電子供應鏈的複雜結構？為什麼要向全球行銷台灣，讓國際更了解台灣科技產業的結構與狀態？請聽DIGITIMES創辦人黃欽勇的分享。

美國總統大選結果在11月6日揭曉，代表共和黨的川普擊敗民主黨的賀錦麗，即將在2025年1月20日宣誓就職，這是川普捲土重來，第二次當選美國總統。川普在第一任任期中，對中國發起了規模空前的貿易戰，拜登政府上台後，政策並未改變，貿易上維持美中對抗的基調。川普上任，是否會讓貿易戰進一步升級？川普11月底表示，上任第一天就將宣布，對來自加拿大和墨西哥的進口產品課徵25%關稅，並將對中國大陸產品加徵關稅。川普的政策，對台灣將造成什麼樣的影響？台灣的科技產業如何因應？本集特別邀請到科技供應鏈專家，DIGITIMES副總經理黃逸平，從貿易戰的始末到最新發展，為您分析。 

This week, it's official — iPhone 16 is coming! Here's what to expect. Also, M4 Macs are on the way and might ship with double the RAM, why Apple Intelligence isn't far behind OpenAI, and the best Apple features you probably aren't using! This episode supported by: Listeners like you. Your support helps us fund CultCast Off-Topic, a new weekly podcast of bonus content available for everyone; and helps us secure the future of the podcast. You also get access to The CultClub Discord, where you can chat with us all week long, give us show topics, and even end up on the show. Support The CultCast at support.thecultcast.com — OR at CultOf9to5MacRumors.com CultCloth will keep your Mac Studio, Studio Display, iPhone 15 Pro, guitars, glasses and lenses sparkling clean! For a limited time use code CULTCAST at checkout to score a two free CarryCloths with any order $20+ at CultCloth.co This week's stories: Apple September 9 event invite promises ‘It's Glowtime' Apple sent out invitations Monday for a press event on September 9. MacBook Pros With M4 Pro and M4 Max Chips Reportedly Being Mass Produced This Month Apple's supply chain is beginning mass production of next-generation 14-inch and 16-inch MacBook Pro models with M4 Pro and M4 Max chips in August, according to Taiwanese industry publication DigiTimes. Apple is definitely not behind in AI, research paper shows A white paper on Apple Intelligence reveals two important facts about Apple's homegrown LLM: it's the safest in design and highly competitive with both Llama and GPT-4. Extra Ordinary: Notes on the Apple Intelligence White Paper Apple: Apple Intelligence Foundation Language Models Apple Photos app's Clean Up feature works great … unless it doesn't! The new AI-powered Clean Up feature in the Apple Photos app got people raving about the magical ability to “fix” pictures — and posting examples of when things go horribly wrong. iPhone 17 Pro Max might exclusively ship with a superior cooling system Apple will seemingly continue offering enhanced specs on its Pro Max iPhone to differentiate it from other models. Apple's entry-level M4 Macs might ship with double the RAM Reportedly, the company is testing multiple M4 Macs with 16 or 32GB of system memory. The lack of an 8GB model indicates the company might do away with that configuration entirely. 6 mind-blowing Continuity features every Apple user should know Nothing illustrates the power of Apple's ecosystem like the Continuity features that help your Mac, iPhone, iPad and Apple Watch work seamlessly together. Video on YouTube

Shoot us a Text.It's Tuesday and we're just getting started as we talk about a new entrant to the autonomy game. We also cover Rivian's new charging network plans as well as a rumored potential partnership with Apple. Show Notes with links:Wayve Technologies, a pioneering self-driving car startup, has secured over $1 billion in investment to enhance AI-based autonomous driving solutions for the automotive industry.The impressive funding round includes major players like SoftBank, Nvidia, and Microsoft, aiming to boost AI capabilities in vehicles.The funds will fuel Wayve's global expansion, enhance data diversity, and strengthen partnerships, pushing the frontier of driving automation.Wayve's unique 'embodied AI' allows cars to understand and learn from human behavior, improving interaction and safety in unpredictable driving conditions.SoftBank's Kentaro Matsui said,"Vehicles can now interpret their surroundings like humans, enabling enhanced decision-making that promises higher safety standards,"U.K. Prime Minister Rishi Sunak praised the investment, underscoring Britain's growing influence in the global AI industry.Rivian has announced a next-gen charging network prototype designed to service all EVs, positioning itself as a key player in expanding EV infrastructure.The new charging stations feature a taller profile and longer cables, accommodating various EV charging port locations, including vehicles with NACS ports using adaptors.Rivian does plan to integrate the new SAE J3400 universal NACS ports into their network.The Rivian Adventure Network will extend its reach, supporting EVs with both 400- and 800-volt systems along key travel routes.Paul Frey, VP of Battery, Charging, and Adventure Products said, "By broadening access to our Rivian Adventure Network — powered by 100% renewable energy — we are supporting both of these critical goals while also encouraging more people to embark on their next adventure in an EV." Rivian is set to begin retrofitting existing locations with the new chargers later this year, including special versions for vehicles towing trailers.Now this is a little more on the side of a "rumor" at this point, but Apple may not have shelved its electric vehicle dreams entirely, with new whispers suggesting a potential partnership with Rivian.After halting its own Project Titan, Apple is reportedly exploring collaboration with a U.S. EV startup, with Rivian named as a possible partner.Sources close to the supply chain hint at Apple's interest in leveraging its decade of EV and autonomous driving research in partnership, rather than going it alone.Such a collaboration could infuse Rivian with crucial capital as it gears up to enhance production of its new EV models.The details of what this partnership might entail remain vague, feeding into the speculative nature of the report from DigiTimes.There is no doubt that the implications for both companiHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

This week: a super useful new iPhone 15 feature is coming to iOS 17.1! Plus: Why the next Apple Watch might not be too great; rumors say no new MacBooks before 2024, and the big problem with Vision Pro that no one's talking about. Then, we pitch our favorite gadgets in an all-new Under Review! ​ This episode supported by: ​ Factor is America's #1 Ready-To-Eat Meal Kit, and can help you fuel up fast with ready-to-eat meals delivered straight to your door. Head to factormeals.com/cultcast50 and use code cultcast50 to get 50% off your first box. Notion combines your notes, documents, and task or project management into one space that's simple and beautifully designed, with the power of AI built right inside. Try Notion AI for free when you go to notion.com/cultcast. Easily create a beautiful website all by yourself, at Squarespace.com/cultcast. Use offer code CultCast at checkout to get 10% off your first purchase of a website or domain. Cult of Mac's watch store is full of beautiful straps that cost way less than Apple's. See the full curated collection at store.cultofmac.com CultCloth will keep your Mac Studio, Studio Display, iPhone 15 Pro, guitars, glasses and lenses sparkling clean! For a limited time use code CULTCAST at checkout to score a two free CarryCloths with any order $20+ at CultCloth.co ​ This week‘s stories: iOS 17.1 will add pocket-detection mode for iPhone 15 Pro's Action button To avoid accidentally activating the action button, Apple plans to add a pocket-detection feature in iOS 17.1 (as spotted by MacRumors in the latest beta). This will ensure that pressing the Action button while the iPhone 15 Pro is in your pocket won't activate the camera, flashlight or any other action that does not make sense. ​ 2024 Apple Watch 'Unlikely' to Have 'Significant' Innovation The 2024 Apple Watch is "unlikely" to offer "significant innovative experiences," according to supply chain analyst Ming-Chi Kuo. ​ M3 MacBooks unlikely to launch before 2024 A DigiTimes report corroborates an earlier prediction from TF International Securities analyst Ming-Chi Kuo that Apple will not launch new M3-powered MacBooks this year. ​ Enter to win a protective and stylish iPhone 15 bundle from Laut [Cult of Mac giveaway] Three lucky winners can choose either a Laut Revive Prop or a Laut Prestige iPhone 15 case. (This week's winners get to choose which type and size of case they want.) Both offer 10.5-foot drop protection. ​ Apple's Challenge for the Next Vision Pro: Making It Easier to Wear A key focus for Apple is making its device more comfortable to wear — with a smaller and lighter design. The company's first headset, the Vision Pro, has caused neck strain in testing due to its size and weight. ​ Under Review: Anker 3-in-1 Cube with MagSafe Fujifilm X-S20 Sony Mavica FD-73: Example Picture 1, Picture 2, Picture 3

This week: get your wallets ready... cause a whole slew of new Macs are just around the corner! We'll tell you what to expect. Plus: more iPhone 15 Pro issues, Apple's prepping to unveil their next-gen display tech, and 12 years later - we remember Steve Jobs! This episode supported by Easily create a beautiful website all by yourself, at Squarespace.com/cultcast. Use offer code CultCast at checkout to get 10% off your first purchase of a website or domain. Cult of Mac's watch store is full of beautiful straps that cost way less than Apple's. See the full curated collection at Store.Cultofmac.com CultCloth will keep your Mac Studio, Studio Display, iPhone 15 Pro, guitars, glasses and lenses sparkling clean! For a limited time use code CULTCAST at checkout to score a two free CarryCloths with any order $20+ at CultCloth.co. This week's stories GRIFFIN: New MacBook Pros with mini-LED, new iMac and new MacBook Air could all launch this year “Apple is expected to ship new models of 14- and 16-inch MacBook Pro devices in the fourth quarter of 2023,” Digitimes reported today.   LEWIS: Apple rushes out fix for ‘warmer than expected' iPhones Our incredibly brief, slightly warmer than anticipated, international iPhone nightmare is over. iOS 17.0.3 just launched, and Apple promises it “addresses an issue that may cause iPhone to run warmer than expected.”   LEWIS: Enter to win a protective and stylish iPhone 15 bundle from Laut [Cult of Mac giveaway] Three lucky winners can choose either a Laut Revive Prop or a Laut Prestige iPhone 15 case. (This week's winners get to choose which type and size of case they want.)   Erfon: The iPhone 15 Pro has a weird USB-C charging problem Tried charging your new iPhone 15 from a power bank but came back to a dead iPhone? You're not alone! Here's what's going on.   Griffin: How Apple muffed the iPhone 15 Pro's new Action button I've been using my new iPhone 15 Pro for a couple of weeks now, but I still haven't gotten used to the new Action button.   LEWIS: How to stop macOS Sonoma from flashing your desktop, aka, How to disable the coolest new feature in macOS Sonoma! This is the new “Click wallpaper to reveal desktop” feature in the new Mac operating system. If you find this functionality annoying, here's how to turn it off. That way, you can safely click your Mac's desktop again.   Erfon: Next Major Apple Watch Ultra Upgrade Rumored to Be MicroLED Display Technology MicroLED display technology will be the next major upgrade coming to the Apple Watch Ultra, according to a Weibo leaker with a proven track record for disclosing accurate information about Apple's plans.