flowchart TD
classDef C_CHIP fill:#E1F5FE,stroke:#03A9F4,stroke-width:2px;
classDef C_MODULE fill:#FFFDE7,stroke:#FFEB3B,stroke-width:2px;
classDef C_ODM_A fill:#CCFFCC,stroke:#00AA00,stroke-width:3px;
classDef C_ODM_E fill:#CCE5FF,stroke:#0077CC,stroke-width:3px;
classDef C_CLIENT fill:#FFECB3,stroke:#FF8C00,stroke-width:3px;
subgraph S1 [上游核心：晶片與關鍵模組]
NVDA["NVDA (GPU 設計)"]:::C_CHIP
MTK["2454 聯發科 (3.31%)\nIC 設計"]:::C_CHIP
TSMC["2330 台積電 (61.72%)\n晶圓代工"]:::C_CHIP
DELTA["2308 台達電 (3.39%)\n電源/散熱"]:::C_MODULE
NVDA -- 晶圓代工 --> TSMC
MTK -- 晶圓代工 --> TSMC
end
subgraph S2 [中游：系統整合與代工]
FOX["2317 鴻海 (5.07%)\nAI/EV 平台"]:::C_ODM_A
QTA["2382 廣達\nAI 伺服器"]:::C_ODM_A
WIW["6669 緯穎\n雲端伺服器"]:::C_ODM_A
PEG["3707 和碩\nEV 模組"]:::C_ODM_E
TSMC -- 晶片/晶圓 --> FOX
TSMC -- 晶片/晶圓 --> QTA
TSMC -- 晶片/晶圓 --> WIW
DELTA -- 電源/動力 --> FOX
DELTA -- 電源/動力 --> QTA
DELTA -- 電源/動力 --> PEG
MTK -- 車用晶片 --> PEG
end
subgraph S3 [下游終端客戶與應用]
CLIENT_AI["雲端服務商\n(AWS, Azure, Google)"]:::C_CLIENT
CLIENT_EV["國際車廠 / EV 品牌"]:::C_CLIENT
end
FOX -- AI 伺服器 (~30%) --> CLIENT_AI
QTA -- AI 伺服器 (~45%) --> CLIENT_AI
WIW -- AI 伺服器 (~25%) --> CLIENT_AI
FOX -- EV 平台/整車 (~60%) --> CLIENT_EV
PEG -- EV 模組/組裝 (~40%) --> CLIENT_EV
CLIENT_AI -- 算力需求驅動 --> NVDA
linkStyle default stroke:#4a5568,stroke-width:1.5px;