EPISODE · Aug 22, 2025 · 8 MIN
CPO+光纖傳輸 下一波兵家必爭【談股論金 EP82】
from 談股論金 · host 先探投資週刊
生成式 AI 與 5G 帶動高速傳輸需求，CPO 技術整合光電元件，成為新世代網通晶片關鍵。華為超節點震撼登場，Broadcom、輝達與台積電積極布局，矽光子市場高速擴張，台灣完整供應鏈將迎來新契機。 【單集重點】 1. 華為重磅產品登場 2. 博通、輝達扮演產業領頭羊 3. ＣＰＯ交換器亮相 -- Hosting provided by SoundOn
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CPO+光纖傳輸 下一波兵家必爭【談股論金 EP82】
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