摘要：
本集節目將深入探討OpenAI與韓國兩大半導體巨頭——三星和SK海力士的合作。這項合作旨在為OpenAI的「星際之門」（Stargate）計畫提供大量的先進記憶體晶片，預計將對全球AI基礎設施、半導體產業鏈，乃至美中台三方的科技角力產生深遠的影響。我們將從事件本身出發，解析其背後的商業邏輯，探討對台灣、中國和美國的衝擊，並預測未來科技發展的趨勢。
Keypoint:
事件解析：深入了解OpenAI、三星、SK海力士合作的「星際之門」(Stargate) 計畫細節，以及其規模的龐大。[2][3][4]
影響分析：探討此合作案對美國、中國、台灣三方在半導體及AI領域的戰略影響。
產業衝擊：分析此舉對全球記憶體市場、台積電等台灣廠商，以及整個AI供應鏈帶來的機會與挑戰。
未來預測：預測在AI軍備競賽下，全球科技版圖可能發生的變化，以及未來的關鍵技術發展方向。
參考文獻連結：
The Korea Times:2 href=>)]">https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQEQTEJ4KjVG_c3f_uUn97Rxw1xQvw8HGeUnltFShym8oEg3sq_AvaUX-jLZPHWVrS2DsWnNr1SMuBFQ8Tsk-VXgBPqKp7wwbdnPH-sW0Pamrs7n_p3BMtpNEpijSLV1NM6rVgA62dG9h8JUL4Kmnj-qHhfFXJwcfDFna3ue1m00ffmeeEcRc8Ypy1v3JvRfNSbYdG-cdBhDcv9CN8Daai_Mqkl-HIjPhTa2SwrCMnxTYw==[[2](https://www.google.com/url?sa=E&q=https%3A%2F%2Fvertexaisearch.cloud.google.com%2Fgrounding-api-redirect%2FAUZIYQENwN5lcCB3E-pjSb0kmsCp07ftJDXmmw64eBU4BoBQM6z4LBuNZ1XE6nRfApruhA0GiuTvgNOV_gwhJiRv-9-O3sj9wDbetHpQgP6aqZ_-cx_z2BZN8Dyj5uWBID6tow2aWn3CmTLELA5ktcfYyvLy8OmBajHbZld8IXBT3jiSGVvkUPLnPJ-U9SpaqS47Hl1yl_KFg6Oedv79LbgNJNvYbnOsd87O)]
CNA:3 href=>)]">https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQENwN5lcCB3E-pjSb0kmsCp07ftJDXmmw64eBU4BoBQM6z4LBuNZ1XE6nRfApruhA0GiuTvgNOV_gwhJiRv-9-O3sj9wDbetHpQgP6aqZ_-cx_z2BZN8Dyj5uWBID6tow2aWn3CmTLELA5ktcfYyvLy8OmBajHbZld8IXBT3jiSGVvkUPLnPJ-U9SpaqS47Hl1yl_KFg6Oedv79LbgNJNvYbnOsd87O[[3](https://www.google.com/url?sa=E&q=https%3A%2F%2Fvertexaisearch.cloud.google.com%2Fgrounding-api-redirect%2FAUZIYQFBjntdoThnUiBdltr2KmIMLgZTjKRwDNYnEJJgpeFNi_9IHoqruTv1cLCUGHKQ_6mMhGgY2EdzSmicZMtFDfiL_myyJuFYMuXH5VbsoCCK7a_2M6UiD7ZqXwAJ77XlE636J6HKLp0pooiT7FgKZu7KgSBA0IJR1KQ0GGCt36Fr5PuPuwOl4mwMDUICaZ_BYPUm03CPI_GBJejbm1ostLqgqGpQsD6dvxyisXLJfh58YtBUp3MMPU5Y7ub4JbhHy7tR8JTdY-sLJDWox2HLjrA6pA%3D%3D)]
Reuters (via a search result link):4 href=>)]">https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQFBjntdoThnUiBdltr2KmIMLgZTjKRwDNYnEJJgpeFNi_9IHoqruTv1cLCUGHKQ_6mMhGgY2EdzSmicZMtFDfiL_myyJuFYMuXH5VbsoCCK7a_2M6UiD7ZqXwAJ77XlE636J6HKLp0pooiT7FgKZu7KgSBA0IJR1KQ0GGCt36Fr5PuPuwOl4mwMDUICaZ_BYPUm03CPI_GBJejbm1ostLqgqGpQsD6dvxyisXLJfh58YtBUp3MMPU5Y7ub4JbhHy7tR8JTdY-sLJDWox2HLjrA6pA==[[4](https://www.google.com/url?sa=E&q=https%3A%2F%2Fvertexaisearch.cloud.google.com%2Fgrounding-api-redirect%2FAUZIYQGBGaqOyUWZ7HhZO8VFifTDTH_18RkDww5V2NF8gjosLpxbEi-KfrhEEKlrG0uBnLMGpfeCevkOUzWk650fH8jAut1fgB4ifrQQL-LMG_NSvHnPpjc_02KS0hu_YLm84ApzWRMIUY6YzVmFLaVnYNVq7g%3D%3D)]
OpenAI News (via a search result link):5 href=>)]">https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGBGaqOyUWZ7HhZO8VFifTDTH_18RkDww5V2NF8gjosLpxbEi-KfrhEEKlrG0uBnLMGpfeCevkOUzWk650fH8jAut1fgB4ifrQQL-LMG_NSvHnPpjc_02KS0hu_YLm84ApzWRMIUY6YzVmFLaVnYNVq7g==[[5](https://www.google.com/url?sa=E&q=https%3A%2F%2Fvertexaisearch.cloud.google.com%2Fgrounding-api-redirect%2FAUZIYQG9WjOc9vMd5U-GMTDbaqqsdTkJF5DtaMHZ_kpwsXF0NrUSmdARLtO6H7BSbbgviOOQAPvpBeNh6iawJ_Ou-pZe4qze7RN-aYcKyTZQ8lQ0tu4W5XB2YjQesRSG7N6ON43aazWESW2GOOE1cEgidcErPuC3o3VuC_zU-5KF-vXuLcIJM9erErHBPIfaRa-Y2aDFcZOZrwB7_vqRmejUDOEg_B9wjtRSoGN1pyY0zV7rRCMuJ-DrMox458X-bsUZWDRH14yYJb6KLIdokKm-12kjyHo1deXXbgPR4gQ4pqIyuEkgLSaUeY9Z0IExEcnkur9eqLsEoNUbzSXFuES1IUOWqkyD90KmVEI%3D)]
Tom's Hardware:https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQG9WjOc9vMd5U-GMTDbaqqsdTkJF5DtaMHZ_kpwsXF0NrUSmdARLtO6H7BSbbgviOOQAPvpBeNh6iawJ_Ou-pZe4qze7RN-aYcKyTZQ8lQ0tu4W5XB2YjQesRSG7N6ON43aazWESW2GOOE1cEgidcErPuC3o3VuC_zU-5KF-vXuLcIJM9erErHBPIfaRa-Y2aDFcZOZrwB7_vqRmejUDOEg_B9wjtRSoGN1pyY0zV7rRCMuJ-DrMox458X-bsUZWDRH14yYJb6KLIdokKm-12kjyHo1deXXbgPR4gQ4pqIyuEkgLSaUeY9Z0IExEcnkur9eqLsEoNUbzSXFuES1IUOWqkyD90KmVEI==
Sources
help
channelnewsasia.com
livemint.com
openai.com
tomshardware.com
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