EPISODE · Jul 7, 2025 · 8 MIN
🐑ep.027｜800G穩居領先，GCS卡位AI數據中心高速光模塊商機!環宇KY(4991)114年Q1法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
800G穩居領先，GCS卡位AI數據中心高速光模塊商機!環宇KY(4991)114年Q1法說重點摘要 🐑本集重點： GCS 2.0 雙引擎策略與業務轉型 聚焦 AI 數據中心市場與 800G/1.6T 光模塊 PD 領先地位 獨特大尺寸晶圓製造能力與成本/品質競爭優勢 🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記，所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。 -- Hosting provided by SoundOn
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🐑ep.027｜800G穩居領先，GCS卡位AI數據中心高速光模塊商機!環宇KY(4991)114年Q1法說重點摘要
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