March 25, 202600:25:02

EP130:【產業觀察小教室】OFC 2026觀察:矽光子激情已過,大家還是坐下來談談怎麼好好量產吧 Ft. DIGITIMES分析師 Jerry

本集必聽:
(00:00:00) 開場

(00:06:47) 呼應GTC 2026 銅光並進,OFC 2026也聚焦成本、標準化等重要關鍵議題

(00:17:34) CPO會是未來最佳解,然而,NPO應是「現階段」業界共識

(00:21:09) NPO將是折衷最佳方案,CPO關鍵應在ROI如何交出亮眼成績單

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製作 | 李翊嘉

科技產業瞬息萬變,訊息有真有假、有輕有重, 我們如何在最短的時間內,掌握最重要的資訊?
DIGITIMES 與商周攜手推出聯合方案,帶你看懂商業,也看透科技,雙重專業視角
幫助你全方位掌握產業趨勢。了解「DIGITIMES 與商周聯購方案」:https://dgt.ms/app_subscribe

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