30 Mar 2026
46m

EP1067|跌不深又漲不動,清明節前的矛盾?記憶體能反彈嗎?設備要選跌深廠務還是飛天CoWos?低軌、矽光子就是顯學!ft.題材獵人 林漢偉

Podcast cover

兆華與股惑仔

Open in Podwise to generate AI notes

Sign in to process this episode and unlock summaries, transcripts, highlights and translations.

Open in Podwise

Shownotes are not generated by Podwise.

EP1067|跌不深又漲不動,清明節前的矛盾?記憶體能反彈嗎?設備要選跌深廠務還是飛天CoWos?低軌、矽光子就是顯學!ft.題材獵人 林漢偉