{"schema":"hottub-news/story/v1","story":"st_orfnvl7ijmyv3x7fdpiq","title":"台灣CPU供應鏈地圖！Intel、AMD、ARM三大陣營有誰？","title_en":"Taiwan CPU supply chain map! Who are the three major camps of Intel, AMD, and ARM?","outlets":1,"brief":null,"page":"https://hottub.news/stories/taiwan-cpu-supply-chain-map-who-are-the-three-major-camps-of-intel-amd-orfnvl7ijm","count":1,"items":[{"id":"n_orfnvl7ijmyv3x7fdpiq","seq":495675,"kind":"article","title":"台灣CPU供應鏈地圖！Intel、AMD、ARM三大陣營有誰？","title_en":"Taiwan CPU supply chain map! Who are the three major camps of Intel, AMD, and ARM?","url":"https://tw.news.yahoo.com/%E5%8F%B0%E7%81%A3cpu%E4%BE%9B%E6%87%89%E9%8F%88%E5%9C%B0%E5%9C%96-intel-amd-arm%E4%B8%89%E5%A4%A7%E9%99%A3%E7%87%9F%E6%9C%89%E8%AA%B0-181500809.html","summary":"Meta推出Muse AI代理引發市場熱議，帶動CPU供應鏈需求升溫。財經專家整理台灣供應鏈地圖，依英特爾、安謀及超微生態系劃分。台積電3奈米製程為關鍵核心，京元電、日月光提供先進封測，欣興、景碩與南電則供應ABF載板。廣達、緯創、英業達等ODM大廠積極布局伺服器組裝，嘉澤則包辦各陣營插槽訂單。隨著AI算力需求持續攀升，小晶片架構躍居主流，台灣廠商在晶圓代工、封裝及載板領域的技術實力，將持續受惠於全球AI基礎建設的蓬勃發展，投資人應持續關注相關供應鏈動態。","published":"2026-09-28T18:15:00Z","seen":"2026-09-28T18:26:51Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q248","name":"Intel","type":"org"},{"id":"Q128896","name":"AMD","type":"org"},{"id":"Q728","name":"weapon","type":"org"}],"story":"st_orfnvl7ijmyv3x7fdpiq","category":"science-technology","category_p":0.5400000214576721,"category2":"economy-business","sentiment":"neutral","tone":0.03999999910593033,"political":0.15000000596046448}]}