EP235 | Google ASIC轉單傳聞 ?方形矽晶圓

EP235 | Google ASIC轉單傳聞 ?方形矽晶圓

June 17, 2026 · 22 min · Episode 235

About this episode

This episode discusses rumors about Google ASIC orders and various semiconductor topics including TSMC and passive components.

- 創意 Google ASIC轉單 ? - 環球晶與合晶CoPoS題材 - 台積電SoIC與CPO良率觀察 - 景碩與CPU載板 - 被動元件上游題材 課程前問卷連結: https://cmy.tw/00Cbvt 填寫問卷領之後線上課程的$888優惠 選股App : https://cmy.tw/00ArN8 -------- 韭菜畢業班總連結 : https://portaly.cc/uncle_stock 合作請聯繫 ✉️ ten_liao@cmoney.com.tw -- Hosting provided by SoundOn

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