EPISODE · Apr 7, 2026 · 20 MIN
🐑ep.218｜AI光通訊全面起飛！波若威(3163)卡位800G／1.6T＋CPO量產在即!波若威114年Q4法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
AI光通訊全面起飛！波若威(3163)卡位800G／1.6T＋CPO量產在即!波若威114年Q4法說重點摘要 🐑本集重點： 主力動能來自 AI 數據中心與 CPO 應用 CPO 相關產品量產時程明確 大幅擴充海外產能以應對需求 傳統電信與光纖到戶（FTTH）市場持續暢旺 🐑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.218｜AI光通訊全面起飛！波若威(3163)卡位800G／1.6T＋CPO量產在即!波若威114年Q4法說重點摘要
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