2026光通訊的光速時刻 【談股論金 EP98】 episode artwork

EPISODE · Dec 12, 2025 · 5 MIN

2026光通訊的光速時刻 【談股論金 EP98】

from 談股論金 · host 先探投資週刊

AI、雲端與 5G 正在改寫全球高速傳輸版圖。亞馬遜 AWS 宣布下一代 Trainium4 將整合 Nvidia NVLink Fusion,牽動矽光子、CPO 與資料中心互連技術的大升級;Nvidia、Marvell、Astera Labs、Credo 等大廠也全面加碼光通訊。這一集帶你掌握光通訊產業的成長動能、關鍵技術與供應鏈新機會。 【單集重點】 1. 光通訊年複合成長率八.六% 2. Credo光學和高速連結布局深 3. 中際旭創境外營收比重高 -- Hosting provided by SoundOn

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2026光通訊的光速時刻 【談股論金 EP98】

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