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財報狗 - 掌握台股美股時事議題

471.【財經時事放大鏡】Semicon Taiwan 2025 矽光子x 先進封裝 x GaN

11 Sep 2025

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【政府普發1萬,夏普再加碼1萬!】活動時間:2025/10/1-2026/2/28好康兩重奏:好禮1:單筆消費滿10萬,送1萬電子禮卡(限前100名)好禮2:不限消費金額月月,抽1萬電子禮卡(每月20名)請立刻點擊: https://fstry.pse.is/8cj7lx —— 以上為 Firstory Podcast 廣告 —— ▍回答聽眾提問 00:08 回答聽眾提問:財報狗如何選股與操作&房市相關問題? ▍今年 SEMICON 有哪些亮點 12:47 矽光子當前技術與展望。 18:29 異質整合有哪些廠商,產業展望為何? 19:59 化合物半導體如 GaN、SiC 產業展望,有哪些廠商可能受惠? 27:33 光晶片技術路線與展望。 ______________________  ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ Podcast 回饋表單:https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱:[email protected]

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