市場觀測站EP151│ 矽光子2026商機大爆發台廠吃3成誰最有勝算？ feat.摩爾投顧分析師陳昆仁

AI算力秒速升級，伺服器傳輸速度逼近極限，散熱壓力像慢性炸彈般累積，一旦失控，全球算力可能瞬間停擺。矽光子成為唯一解藥。台股操盤分析師預判，矽光子將在2026 年進入商轉元年，台廠卻只搶得到三分之一席位，未來將上演殘酷的大淘汰。 🎙主持人：工商時報編輯部副主任兼產經研究組組長 #陳碧芬 🎙來賓：摩爾投顧分析師 #陳昆仁 🖊本集重點： 1. AI 伺服器快被自己的「熱」殺死了 2. 銅退光進，已是不可逆的未來 3. 學術名詞變身法人投資的熱門字 4. 完整矽光子供應鏈仍有待台積電牽成 5. 政府也急了，注資29億先推國家隊 6. 真正進入商轉？2026是分水嶺 ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀【📧歡迎來信】想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP151│ 矽光子2026商機大爆發台廠吃3成誰最有勝算？ feat.摩爾投顧分析師陳昆仁

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