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Chinatimes
@chinatimes.com
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1分鐘讀財經》輝達矽光交換器爆量產!CPO概念股要飛了「7家設備廠」大贏家
小編今天(20)日精選5件國內外重要財經大事。輝達(NVIDIA)Spectrum-X Ethernet Photonics矽光交換器進入量產,市場聚焦光耦合、自動化設備及高階測試介面。法人指出,CPO由產品驗證邁向規模化商業部署後,測試需求將從傳統光模組,擴大至晶圓/晶片、光引擎、CPO封裝及整機,設備需求與單機價值量可望同步提升,萬潤、旺矽、穎崴、中華精測等概念股可望受惠。...
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