Podcasts about DigiTimes

✉️ 掌握前瞻趨勢與科技脈動，立即訂閱 IC之音電子報：https://pse.is/8wpwwxCOMPUTEX 2026依然圍繞在AI，但焦點不再只有資料中心與AI伺服器。隨著NVIDIA與聯發科共同開發的AI PC晶片RTX Spark正式亮相，個人電腦再次成為產業關注的主戰場。為何身為全球手機晶片龍頭的聯發科要跨入規模遠小於手機市場的PC領域？面對早已布局Windows on ARM多年的高通，NVIDIA與聯發科聯手將如何改變AI PC競爭版圖？RTX Spark透露什麼樣的產業布局？從異質整合晶片、AI PC發展路線，到聯發科在ASIC與伺服器晶片市場的最新進展，聯發科、高通與NVIDIA，持續在風起雲湧的AI浪潮中殺出自己的版圖。

DIGITIMES創辦人 黃欽勇

台新金控首席經濟學家 李鎮宇 DIGITIMES創辦人 黃欽勇

✉️ 掌握前瞻趨勢與科技脈動，立即訂閱 IC之音電子報：https://pse.is/8wpwwx今年COMPUTEX除了展場裡的人潮，另一個熱門話題是在展場外，從SK海力士會長、三星高層，到LG、斗山等韓國重量級企業代表接連現身台灣，稀客齊聚，今年COMPUTEX儼然上演一場科技產業的追星熱。台媒追韓廠老闆、韓廠老闆則是追黃仁勳？從公開行程到檯面下的閉門聚會，從HBM記憶體、先進封裝到AI供應鏈重組，這些看似低調的來台行程，其實透露出韓國科技業對AI時代的焦慮、企圖與布局。究竟展會期間有哪些蛛絲馬跡？又能解讀出哪些真正的訊號？

Benjamin and Chance discuss the illustrations Bloomberg published depicting iOS 27 and the new Siri interface. Also, we talk about rumors of a revamped AirPods settings UI, phone snatching detection in iOS 26.6 code, and Digitimes says the Apple Watch Ultra 4 will feature a significant redesign. Also, has AirDrop got worse? And in Happy Hour Plus, Apple showcases the iPhone 17 Pro by producing and broadcasting the first full live sports game using ‘just' iPhones. Subscribe at 9to5mac.com/join. Sponsored by Bartender: Bartender Pro is a new option for users who want to take things up a notch. Visit macbartender.com/happyhour to check it out. Sponsored by Copilot Money: Get two months free with code 9TO5MAC at copilot.money/9to5mac. Sponsored by Shopify: See less carts go abandoned and more sales. Sign up for a $1 per month trial at shopify.com/happyhour. Hosts Chance Miller @ChanceHMiller on Twitter @ChanceHMiller on Instagram @ChanceHMiller on Threads Benjamin Mayo @bzamayo on Twitter @bzamayo@mastodon.social @bzamayo on Threads Subscribe, Rate, and Review Apple Podcasts Overcast Spotify 9to5Mac Happy Hour Plus Subscribe to 9to5Mac Happy Hour Plus! Support Benjamin and Chance directly with Happy Hour Plus! 9to5Mac Happy Hour Plus includes:  Ad-free versions of every episode  Pre- and post-show content Bonus episodes Join for $5 per month or $50 a year at 9to5mac.com/join.  Feedback Submit #Ask9to5Mac questions on Twitter, Mastodon, or Threads Email us feedback and questions to happyhour@9to5mac.com Links iOS 27 leak reveals new Siri design, Camera app, more Report: iOS 27 to revamp the AirPods settings UI Report: watchOS 27 to improve heart-rate tracking; AI health coach may not debut at launch Apple Intelligence image models to boast 'major' visual upgrades in iOS 27: report Apple Watch Ultra 4 getting two major new upgrades, per report Apple Watch could soon gain new high blood pressure feature iOS 26.6 adds new alert when you try blocking too many contacts Apple working on iPhone anti-snatching feature that locks the device automatically New Oura Ring 5 unveiled with dramatically smaller design, hypertension detection, more Apple TV to air first major live sporting event shot entirely on iPhone 17 Pro How Apple Shot an Entire MLS Game Using Only iPhone | PetaPixel Eddy Cue named 2026 Cannes Lions Entertainment Person of the Year

✉️ 掌握前瞻趨勢與科技脈動，立即訂閱 IC之音電子報：https://pse.is/8wpwwxCOMPUTEX 2026前哨戰正式開打！從NVIDIA黃仁勳、AMD蘇姿丰提前訪台，到三星李在鎔低調現身，AI晶片戰火全面升溫。雲端AI、邊緣AI、機器人與矽光子互聯都是焦點，高通、聯發科、Intel在CPU與ASIC市場會有什麼攻防變化？另一方面，AMD與NVIDIA大舉投資台灣供應鏈，先進封裝與面板級封裝技術崛起，也反映AI需求帶動的產能爭奪戰。從CoWoS到下一代封裝架構，台灣半導體供應鏈正在全球AI競賽中扮演愈來愈關鍵的角色。

On this week's episode of The MacRumors Show, we discuss Apple's WWDC 2026 keynote date, the sweeping Siriredesign coming in iOS 27, Apple's latest accessibility feature previews, and the hinge troubles reportedly plaguing the foldable iPhone ahead of its expected launch in the fall.Apple this week confirmed its ‌WWDC 2026‌ keynote for June 8 at 10 a.m. Pacific Time, with the conference running through June 12. The event is expected to introduce ‌iOS 27‌, iPadOS 27, macOS 27, watchOS 27, tvOS 27, and visionOS 27, with developer betas available immediately after the keynote and public releases following in September. The focus is expected to be on Apple Intelligence and AI advancements across its platforms. No major hardware announcements have been rumored for the keynote, but we are overdue seeing a new "homeOS" platform for a tabletop or wall-mounted smart home hub, though launch timing remains unclear.Bloomberg's Mark Gurman reports that ‌iOS 27‌ will bring a sweeping ‌Siri‌ redesign, evolving the assistant into a full chatbot designed to compete with ChatGPT, Claude, and Gemini. For the first time, ‌Siri‌ will apparently have a dedicated app, showing a grid or list of past conversations with support for favoriting, searching, and starting new chats, all using iMessage-style chat bubbles.‌Siri‌ will also purportedly be integrated into the Dynamic Island, where triggering it will show a "Search or Ask" prompt with a glowing cursor; results appear as a translucent card, and pulling it down opens a full conversation mode. ‌Siri‌ is set to replace Spotlight search, though Suggestions will remain and gain access to more user data.Users will be able to set chats to auto-delete after 30 days, one year, or never. The app could also launch labeled "beta" despite years of development, and is powered by Google Gemini, though Apple is said to be reluctant to emphasize that given Google's reputation as an advertising business.Separately, Apple this week previewed new accessibility features coming later this year, ahead of Global Accessibility Awareness Day, as is Apple's annual tradition. Among the highlights: VoiceOver Image Explorer uses ‌Apple Intelligence‌ to generate detailed descriptions of images, scanned bills, and personal records throughout the system; the Action button can now be used to ask questions about what the camera sees, with natural language follow-up supported; and Voice Control is getting a natural language upgrade that lets users describe on-screen elements in their own words rather than memorizing exact labels. Automatic captions for personal videos will also arrive, generated on-device for recorded videos, received from friends, or streamed online. The features are expected to launch with ‌iOS 27‌, iPadOS 27, ‌macOS 27‌, tvOS 27, and visionOS 27 in September.Finally, Apple's “iPhone Ultra" reportedly hit a new obstacle this week, after Weibo leaker "Instant Digital" posted that trial production has run into a serious hinge reliability problem. According to the leaker, the hinge is consistently failing Apple's quality control under high-frequency open and close testing, eventually producing audible rattling, and the issue "must be solved with absolute perfection, otherwise progress will remain stalled."That broadly aligns with a DigiTimes report from April that placed production one to two months behind schedule, with mass production now pushed from June to August. Bloomberg's Gurman has pushed back on a Nikkei report suggesting the device could slip to 2027, calling it "off base", and expects the foldable iPhone to land around the same time or soon after the iPhone 18 Promodels; if it does launch in September, supply is expected to be constrained, with some reports suggesting customer availability could slip as late as December.The foldable iPhone is rumored to be called the "iPhone Ultra" and is expected to start at over $2,000, with one report citing $2,500, which would make it the most expensive iPhone ever.Ready to tackle bigger problems? Get started with Claude today at — Claude.ai/mac

✉️ 掌握前瞻趨勢與科技脈動，立即訂閱 IC之音電子報：https://pse.is/8wpwwxAI浪潮不只推升GPU與先進封裝，如今連更上游的「封裝載板材料」也全面開始漲價。日本材料大廠味之素宣布調漲ABF膜材價格30%，台灣載板廠也證實收到通知。但業界擔心的其實不是ABF，而是整個PCB材料供應鏈，包括CCL、玻纖布、銅箔也同步吃緊。當AI晶片愈做愈大、封裝層數愈疊愈高，除了代表成本上升，是不是也意味著，AI軍備競賽的戰場擴大了？這場ABF漲價潮，透露了哪些AI供應鏈訊號？

On this week's episode of The MacRumors Show, we discuss Google's latest wave of announcements for Android and Gemini, the newly announced Fitbit Air, and Apple Watch Series 12 rumors.The centerpiece of Google's announcements this week was Gemini Intelligence, Google's new umbrella platform for AI across phones, watches, cars, and laptops. Its headline capability is cross-app automation: users can photograph an event flyer and ask Gemini to find tickets on Expedia, or pull up a grocery list and have it build a cart in a shopping app. A companion feature called Create My Widget lets users describe a home screen widget in natural language and have Gemini generate it, drawing from Gmail and Calendar to build a personalized dashboard.Google also unveiled the Googlebook, a new laptop category designed from the ground up around Gemini with partners including Acer, Asus, Dell, HP, and Lenovo arriving this fall. Gemini in Chrome for Android gained an agentic browsing layer rolling out end of June, and Android Auto received AI-generated contextual replies and DoorDash voice ordering. A Meta partnership brings Ultra HDR, native stabilization, and night mode to Instagram on Android flagship devices.In January, Apple and Google announced a partnership under which Gemini would power the next generation of Apple Foundation Models, including a more personalized Siri expected this year. Apple's equivalent cross-app ‌Siri‌ actions were announced at WWDC 2024 but have not yet shipped; Gemini Intelligence is rolling out this summer using the same underlying technology.Google also unveiled the Fitbit Air this week, a screenless fitness tracker priced at $99 that ships on May 26. The device weighs just 12 grams with the band and tracks heart rate, AFib, HRV, SpO2, and sleep stages in a pill-shaped pebble with no display, no buttons, and no notifications. Battery life lasts for seven days, with a five-minute fast charge delivering a full day of use. A Stephen Curry Special Edition is priced at $129, with core tracking free and Google Health Premium adding an AI Coach for $9.99 per month after a three-month trial.The launch accompanies a broader rebrand. The Fitbit app becomes Google Health on May 19, with Google Fit folded in, Apple Health data supported on iOS, and APIs for Garmin, Whoop, and Oura. Bloomberg's Mark Gurman reported earlier this year that Apple has scaled back a comparable Health+ coaching service, with the feature now unlikely to launch. The Apple Watch SE starts at $249 and requires daily charging, and the Fitbit Air's $99 price with no mandatory subscription addresses a segment Apple does not cover.We also discuss the Apple Watch Series 12, which is shaping up to be an incremental upgrade. Bloomberg's Mark Gurmansaid in March that he does not expect any major design changes, and a significant redesign is now not expected until 2028.The leaker known as Instant Digital said this week that Touch ID, which appeared in leaked Apple code last year, has been deprioritized in favor of battery life improvements. DigiTimes previously reported an eight-sensor array on the back of at least one 2026 model, though blood pressure monitoring is said to be further out. A new chip is expected, with leaked code indicating a meaningful upgrade from the S10 used across the last three series, and watchOS 27 will be previewed at WWDC on June 8. Start your business with Shopify and get everything you need to sell online and in person. Start today at https://www.shopify.com/mac

✉️ 掌握前瞻趨勢與科技脈動，立即訂閱 IC之音電子報：https://pse.is/8wpwwx目前全球半導體市場最熱門的關鍵字，非HBM莫屬，然而南韓兩大記憶體龍頭廠三星與海力士最新開出的財報卻顯示，真正讓獲利大爆發的，未必是最有未來性的HBM技術，反而是傳統DRAM，為什麼有這樣的落差？這波DRAM帶起的獲利高峰是否改變科技大廠的產能配置？HBM放量的時間點可會因此再延遲？DRAM戰場的大勝利能為三星爭取多少未來HBM戰場的空間？AI分水嶺當前，是否撼動三星帝國向來的成功模式？✨好到連AI都沒見過的財報表現✨囊括公司9成獲利的DS部門✨DRAM好比四線道，HBM至少是百線道✨百年一遇市場紅利，得撐過幾次市場循環✨最符合AI時代的，不要懷疑就是HBM✨前有技術門檻後有追兵，不進則退✨短期出貨穩定性換取長期技術主導權✨開發降速，就是送對手超車的機會✨第六、七代HBM，急起直追大有可為✨看我用先進DRAM反超車你的超車✨韓廠吃肉台廠也有喝到湯✨記憶體這局，台積電也不會缺席

✉️ 掌握前瞻趨勢與科技脈動，立即訂閱 IC之音電子報：https://pse.is/8wpwwx從開放AI的理想到千億投資的科技公司，OpenAI的轉型引發現實與理念之爭。由創辦人之一的Elon Musk提告，對上現任執行長Sam Altman與共同創辦人Greg Brockman，這場官司表面上是公司治理糾紛，也帶出另一層討論——AI應該屬於公共利益，還是資本市場？值得觀察的是，這場公開的爭執是否對OpenAI的公開發行（IPO）計畫投下變數？也值得觀察。

✉️ 掌握前瞻趨勢與科技脈動，立即訂閱 IC之音電子報：https://pse.is/8wpwwxSteve Jobs創造了iPhone與智慧型手機，而Tim Cook把產品打造成一個橫跨全球的商業帝國。當AI、晶片自製、以及服務生態逐漸成為科技新一輪的競爭核心，蘋果也正在走向下一階段。繼任的John Ternus，他即將接手的不只是一家市值巨獸，也是一整套高度成熟、卻面臨轉型壓力的體系。究竟Tim Cook留下的，是一副好牌，還是一個難解的局？

✉️ 掌握前瞻趨勢與科技脈動，立即訂閱 IC之音電子報：https://pse.is/8wpwwx美國自2022年開始祭出一系列禁止高階晶片輸入中國的管制措施，從拜登政府到川普政府不遺餘力，4月初美國國會就推出《硬體技術控制多邊協調法案》（Multilateral Alignment of Technology Controls on Hardware Act；MATCH）。MATCH法案聯合美國盟友，不得供應半導體製程所需的設備機台予中國，且直接點名中芯國際、長鑫存儲等15家中國企業，管制其取得機台營運、維修等售後服務，多方圍堵策略齊發，持續掐住中國在半導體產業的發展。面對連番制裁，中國會以什麼「繞道策略」對應？還是發展出具中國特色的半導體產業？值得持續關注。

✉️ 掌握前瞻趨勢與科技脈動，立即訂閱 IC之音電子報：https://pse.is/8wpwwx聯發科與Google合作的TPU產品傳出設計變更（ECO），導致v8x產品出片時程延至2026年中，引發市場對聯發科ASIC營收表現擔憂，搶攻ASIC市場的聯發科內部承受多少壓力？從聯發科與Google的合作，順便也拉出ASIC陣營錯綜複雜的競爭關係，百花齊放各據山頭的此刻，誰能奪下最終的老大寶座？值得拭目以待。

從晶片供應鏈到AI發展，科技產業日益複雜，新聞可以用什麼形式讓你秒懂？不如請出動物農莊，就讓可愛動物比擬大家熟知的企業與人物。在這座人間動物園裡，寓言是最能轉譯複雜敘事的好工具。本集邀請DIGITIMES〈漫新聞〉催生者，與AI共事有什麼教戰守則？AI加持的新聞產製，還能變出什麼新把戲？

一場AI革命得花多少時間醞釀？得有多少軟硬體設備就位？2026年第一季的科技展會有什麼微妙的變化？AI落地的另一面AI代理，又發生什麼來不及以展會呈現的進展？

英國規模最大的太空通訊博覽會Space-Comm Expo 2026在3月初舉行，短短兩天的展期就匯聚超過5千位產官學界代表，DIGITIMES這次也派出採訪團隊一探究竟。從SpaceX的一紙訂單，意外勾出台灣廠商的角色，到觀察論壇參與者不小心透露的線索，今天就由第一次到倫敦參加展會即跑出獨家的章璟來分享，國際衛星產業最前線的見聞。

3月份對於衛星產業來說，重頭戲就是舉辦在英國倫敦的太空通訊博覽會（Space Comm Expo 2026），DIGITIMES主跑航太通訊的記者也躬逢其盛。全球衛星產業正在形成完整的商業生態，要怎麼認識這個新興產業？本集就從英國最古老也最領先全球的梅林的鬍子聊看看～

美國與以色列對伊朗在2月28日發動聯合軍事攻擊，中東地區的緊張情勢升溫，地緣政治引發國際油價飆升與通膨疑慮，讓全球能源市場再度繃緊神經。受到國際油價大漲影響，中油已宣布國內汽柴油價格調漲約5%，成為近年來最大的單周漲幅。同時，台灣也將迎來3月的電價審議委員會，千里之外的中東戰事與油氣價格成本波動，會讓台灣面臨油電雙漲與通貨膨脹的挑戰嗎？

H200 禁售中國、HBM 記憶體供應告急、Groq 併購案震撼市場，全球 AI 軍備競賽進入下一階段，輝達（NVIDIA）還能繼續稱霸嗎？這集《科技領航家》，邀請DIGITIMES 研究中心副總監 蔡卓卲 Jason，深度解析 NVIDIA 的多重戰線：

MWC（世界通訊大會）是全球行動通訊產業最重要的年度風向球，從手機、電信一路延伸到AI、雲端與低軌衛星。但近年可以明顯觀察到MWC的聲量漸弱，這是否代表產業趨勢的轉向？還是產業發展在迎來蛻變前必經的瓶頸？

2025年全球經濟最關鍵的變數就是關稅政策與大國間的地緣政治衝突，各國智庫與經濟學家都在動盪的風口浪尖做出衰退預測，然而一年後的現在回顧，全球是度過了乘風破浪的一年，不僅沒有迎來衰退，反而收穫超乎預期的成長。經濟預測與現實狀況是否持續脫鉤？集中發展的產業可能帶來哪些風險？又有哪些過熱指標可觀察？本集專訪中華經濟研究院院長連賢明，儘管預測失準，經濟學還教我們哪些風險管理的小技巧。

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？ 

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

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