矽光子2026商機大爆發台廠吃3成誰最有勝算？｜主持人陳碧芬 feat.摩爾投顧分析師陳昆仁【#市場觀測站Podcast EP151】CC字幕 @cteevideo

工商時報 • December 6, 2025

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以史為鑑看懂記憶體超級周期台灣DRAM產業當年為何挫敗？ ft. 微驅科技總經理吳金榮【#財經相對論 EP82】CC字幕@cteevideo

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財管名譽教授教您用對方法輕鬆等出獲利贏回人生 ft.前政大校長周行一【#財經相對論 EP76】CC字幕@cteevideo

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半導體循環周期現在走到哪？搶救Intel大兵行動開始非AI半導體復甦有疑慮？ ft.資深產業顧問陳子昂【#財經相對論 EP31】CC字幕 @cteevideo

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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 #陳碧芬 🎙️來賓：摩爾投顧分析師 #陳昆仁 ⚡️本集節目重點： 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 🎧其他Podcast收聽平台： Apple Podcast：https://lihi3.cc/46hrS Spotify：https://lihi3.cc/sIRBX KKBOX：https://lihi3.cc/dJqYy SoundOn：https://lihi3.cc/DoyQH 👉相關閱讀：矽光子、被動元件火一把這檔爆量連5紅、月漲幅逾六成 https://www.ctee.com.tw/news/20251203701150-430201 Marvell斥資32.5億美元收購Celestial AI 台股矽光子族群連袂走揚 https://www.ctee.com.tw/news/20251203701044-430201 迎「算力競賽」進入「互聯競賽」新賽道矽光子概念股全奮起 https://www.ctee.com.tw/news/20251125701181-430201 ========================== 讓您掌握先機，投資無往不利一鍵訂閱本頻道：https://pse.is/4uhbph 工商時報，您投資理財的第一選擇： https://www.ctee.com.tw/ 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

矽光子2026商機大爆發 台廠吃3成 誰最有勝算？｜主持人陳碧芬 feat.摩爾投顧分析師 陳昆仁【#市場觀測站Podcast EP151】CC字幕 @cteevideo​

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Latest Posts

以史為鑑看懂記憶體超級周期 台灣DRAM產業當年為何挫敗？ ft. 微驅科技總經理 吳金榮【#財經相對論 EP82】CC字幕@cteevideo​

財管名譽教授教您用對方法 輕鬆等出獲利 贏回人生 ft.前政大校長 周行一【#財經相對論 EP76】CC字幕@cteevideo

半導體循環周期現在走到哪？搶救Intel大兵行動開始 非AI半導體復甦有疑慮？ ft.資深產業顧問 陳子昂【#財經相對論 EP31】CC字幕 @cteevideo

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矽光子2026商機大爆發台廠吃3成誰最有勝算？｜主持人陳碧芬 feat.摩爾投顧分析師陳昆仁【#市場觀測站Podcast EP151】CC字幕 @cteevideo

以史為鑑看懂記憶體超級周期台灣DRAM產業當年為何挫敗？ ft. 微驅科技總經理吳金榮【#財經相對論 EP82】CC字幕@cteevideo

財管名譽教授教您用對方法輕鬆等出獲利贏回人生 ft.前政大校長周行一【#財經相對論 EP76】CC字幕@cteevideo

半導體循環周期現在走到哪？搶救Intel大兵行動開始非AI半導體復甦有疑慮？ ft.資深產業顧問陳子昂【#財經相對論 EP31】CC字幕 @cteevideo

Kasa Smart Outdoor Smart Plug by TP-Link (KP400) - Smart WiFi Outlet with 2 Sockets, IP64 Waterproof, Works with Alexa and Google Home, 2.4GHz WiFi Required, No Hub Required, Sunset & Sunrise Offset

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Iaret Iaret Smart Watch for Women, 1.83" HD Fitness Tracker with 4 Bands, Answer/Make Calls, Heart Rate/Sleep/SpO2/Step Tracking, 100+ Sport Modes, Android/iPhone Compatible Gift (Rose Gold)

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