EPISODE · Sep 14, 2025 · 21 MIN
EP25 當光遇上電：CPO的革命！從技術突破到投資機會
from 楊博財金：揭密投信基金操盤絕技
一個正在改寫全球半導體產業格局的革命性技術：Co-packaged Optics (CPO，共封裝光學技術)。這不僅是解決AI運算瓶頸的關鍵突破，更可能成為台灣繼晶圓代工之後的下一個「護國神山」產業，推動台灣在全球科技供應鏈中邁向更高價值的地位。 -- Hosting provided by SoundOn
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EP25 當光遇上電：CPO的革命！從技術突破到投資機會
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