EPISODE · Jun 19, 2026 · 6 MIN
大象轉身 老電子AI復仇記【談股論金 EP124】
from 談股論金 · host 先探投資週刊
老牌電子廠靠多年累積的技術與資本實力，將過去在消費電子與面板時代的經驗進行跨維度升級，強勢迎來AI復仇記！本集深度拆解聯發科、聯電、世界先進、群創及友達等大廠的AI轉型之路，並聚焦前股王大立光如何跨越手機鏡頭紅海，透過鈮酸鈦快充電池、碳化矽、光纖雷射等多角化布局，進而以微稜鏡與多排堆疊FAU黑科技進軍AI資料中心矽光子與CPO市場，引領公司從蘋果光邁入AI光通訊新紀元！ 【單集重點】 1. 老電子轉型迎AI第二春 2. 手機鏡頭遇規格放緩逆風 3. 多角跨界布局尋新動能 4. 終極武器鎖定CPO矽光子 -- Hosting provided by SoundOn
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大象轉身 老電子AI復仇記【談股論金 EP124】
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