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EP145:【產業觀察小教室】從矽光子到機櫃單元,晶片業者勝出關鍵應在系統思維 ft. DIGITIMES分析師 陳辰妃 Joyce episode artwork

EPISODE · Jul 7, 2026 · 25 MIN

EP145:【產業觀察小教室】從矽光子到機櫃單元,晶片業者勝出關鍵應在系統思維 ft. DIGITIMES分析師 陳辰妃 Joyce

from Tech666 · host ida.lee

掌握前瞻趨勢與科技脈動,立即訂閱 IC之音電子報:https://pse.is/8wpwwx -------------------------------------------------------------------本集必聽:(00:00:00) 開場(00:06:17) Scale up與Scale out界線越見模糊,Fabirc或將逐漸打破現有常規(00:09:39) 矽光子2026年重要議題,是光退銅進,還是光進銅退?(00:13:25) NVIDIA、Marvell與Broadcom三強爭鋒,Scale up、Scale out各擅勝場 -------------------------------------------------------------------製作 | 李翊嘉科技產業瞬息萬變,訊息有真有假、有輕有重, 我們如何在最短的時間內,掌握最重要的資訊?DIGITIMES 與商周攜手推出聯合方案,帶你看懂商業,也看透科技,雙重專業視角幫助你全方位掌握產業趨勢。了解「DIGITIMES 與商周聯購方案」:https://dgt.ms/app_subscribe

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EP145:【產業觀察小教室】從矽光子到機櫃單元,晶片業者勝出關鍵應在系統思維 ft. DIGITIMES分析師 陳辰妃 Joyce

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