
This episode discusses the upstream optical communication industry and ABF substrates, including recent developments and market analysis.
錄製時間 : 2026/07/04 12:40 Coherent 與 AXT 簽磷化銦InP長約 日本磷化銦大廠與台股光通關係 ABF 載板利空測試 南亞 CCL 規格升級 邁科散熱擴產邏輯 盟立天車事業 產業地圖選股App : https://reurl.cc/A9EQ3K 年訂閱倒數關閉: https://cmy.tw/00CnBP 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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