EPISODE · Apr 3, 2026 · 8 MIN
磷化銦主宰光速紀元 從地表到太空【談股論金 EP113】
from 談股論金 · host 先探投資週刊
AI 算力競賽引爆光通訊需求，磷化銦（InP）憑藉超高速傳輸與直接能隙特性，從獨立元件晉升為「矽光子的心臟」。本集深度解析輝達戰略投資後的產業巨變，探討台廠如何在全球料源斷供危機中，靠著技術路徑轉型與非紅供應鏈重組，搶占從資料中心到低軌衛星的萬億商機！ 【單集重點】 1. 光通訊戰略物資 InP 2. 非紅供應鏈加速重組 3. CW 雷射成台廠新跑道 4. 應用版圖延伸至太空 -- Hosting provided by SoundOn
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磷化銦主宰光速紀元 從地表到太空【談股論金 EP113】
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