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聯亞如何在兩年內谷底翻身? episode artwork

EPISODE · Jan 28, 2026 · 12 MIN

聯亞如何在兩年內谷底翻身?

from Can 定賺 (Can Definitely Win) · host Dalia

聯亞光電（LandMark） 的法說會資料則顯示，受惠於 Meta 等大型雲端服務供應商對 CW Laser 與矽光子技術的強勁需求，公司正積極擴充 MOCVD 與 E-beam 產能。此外，文件亦提及 Coherent、Lumentum 與應用光電（AOI） 等產業領導者的會議動態。整體而言，這些資料反映了全球 AI 資料中心基礎設施 的快速升級，以及供應鏈在面對中美地緣政治壓力下的因應策略。 -- Hosting provided by SoundOn

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聯亞如何在兩年內谷底翻身?

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