Followers
0
Following
0
Blog Posts
0
Threads
183
Blogs
Threads
Portfolio
Follower
Following
2023-12-28 09:06 | Report Abuse
Adalah..last wk in factory doing review... wait lor
2023-09-24 22:42 | Report Abuse
台積電在甫結束的 SEMICON 分享「矽光子」進度,並視做解決能源效率和 AI 運算兩大問題的關鍵技術後,矽光子一躍而成業界討論熱點。業界傳出台積電正與大客戶博通(Broadcom)與輝達(NVIDIA)開發基於矽光子技術的新產品,最快 2025 年進入量產。
IBM 早在 20 年前就積極投入集 20 世紀兩大最重要的發明「矽積體電路」與「半導體雷射」大成的「矽光子」技術。稱霸 CPU 市場多年的英特爾也早就投資這項技術超過 10 年,中國更視為半導體發展突圍的武器,以色列也列入國家科技發展重要項目,蘋果、NVIDIA、台積電等巨頭公司也都投入多年研發矽光子技術。
根據市調機構 Yole 的預測,矽光子市場(以裸晶計算)規模將從 2021 年 1.52 億美元,2027 年攀升至 9.27 億美元,對許多已進入發展高原期的領域而言,矽光子市場正要起飛,年複合成長率達 36%,無疑是讓業界看重並投入的一大原因。
帶動矽光子技術發展,並成為新興潛力市場的一大原因,是來自光通訊需求。延續摩爾定律越來越困難,但資料傳輸效率與運算效能需求卻仍快速增長,透過半導體製程整合光電元件,不僅能提高元件密度、增加整體操作效率、減少耗能,還能達有效降低成本效益。
「這是個革命!」投入矽光子研究領域長達 10 年的國立中山大學光電系教授洪勇智這麼看矽光子技術變革。他以過去 30 年,一般家用網路從撥接,發展至 ADSL,再到光纖為例說明科技的演進反映了各式應用驅動的頻寬和網速需求。
更何況,如今在 AI 的驅動下,各項網路應用全面開展,對於資料傳輸、儲存、運算速度已不能同日而語,科技巨擘不斷追尋更高速、更節能的技術與產品,也使得雲端運算和超大規模資料中心大規模對矽光子技術有了爆發性的需求。
以矽光子的應用領域來看,用於上述超大規模資料中心的收發器(transceivers)正是目前需求量最大的領域,以 Yole 的預估來看,2021 年的規模約為 1.48 億美元,占整體市場比重超過九成。
儘管,由資料中心需求驅動的光通訊領域,是目前矽光子應用最大市場。但矽光子能讓全球科技業巨頭紛紛投入,應用市場絕不僅止於此。
遠見電子報
2023-09-24 22:03 | Report Abuse
HT presswork? Will inject new business in this company? Doing metal stamping and CNC..... what business can inject in??
2023-09-24 21:59 | Report Abuse
i just share what i heard during Taipei semi conductor exhibition by CEO of TSMC Mr Liu. Lisa Su frm AMD share the same concern especially AI development which will make GPU/CPU work faster and more energy consume. Silicone photonic will be potential solution to overcome this challenge.
2023-09-24 14:58 | Report Abuse
Statement by TSMV..silicon photonics will be the future of the semiconductor industry..."Over the past 50 years, semiconductor technology development has been like walking through a tunnel: the road ahead was clear, and there was a well defined path; everyone knew what needed to be done: shrinking the transistors. Now we are reaching the exit of this tunnel. Semiconductor technology gets harder to develop, yet beyond the tunnel, many more possibilities lie ahead in the future. We are no longer bounded by the confines of the tunnel," he said.。。硒光子
2023-08-19 22:43 | Report Abuse
They are busy for D company order, which increase tremendously. Most of the item moving to Mexico.
2023-04-19 10:32 | Report Abuse
run@1.71 yesterday... good luck for those still holding..
2023-04-19 10:31 | Report Abuse
@sky8020, be patient.... still got room to grow.
2023-04-18 19:54 | Report Abuse
ya.. company involved in some of the power utility service in Indonesia. the key advantage is exclusive software frm UK to manage all these. Good prospects.
2023-04-16 20:05 | Report Abuse
game orang atas is always weird...Mr cheong is classmate of salute boss.....let see what is next move. congrats to those who still holding.
2023-04-14 19:56 | Report Abuse
aimflex long way to go lar.... salute stoll have room to move...
2023-04-14 19:51 | Report Abuse
too heavy...no story...got profit only hard to move on...
2023-03-08 17:51 | Report Abuse
First day only... show may not continue tomorrow
2023-01-16 21:11 | Report Abuse
got good news to release soon... hope the deal can be real. vol wont simply increase. something good at high level is brewing...stay tune
2022-09-13 17:57 | Report Abuse
Awang out liao.. Let see if tomorrow price still maintain. Hope this is not one day show
2022-05-27 10:16 | Report Abuse
I know lar.. I went there and i saw it.
2022-05-26 20:35 | Report Abuse
等吧。有些订单是静静做的。现在有些管理层也在2积极的寻找新的顾客。自家研发的产品也陆续在各个平台上架。给点耐心。
2022-04-15 19:15 | Report Abuse
Got few potential client visit them today
2022-02-04 23:10 | Report Abuse
Welll..seem like they start to deliver order to Mexico.
2022-01-10 13:30 | Report Abuse
Decent company. Even Awang sell it all.. Still can hold.
2021-11-29 22:41 | Report Abuse
Seem like willl have some positive news to cover back. Stay tune
2021-01-19 22:09 | Report Abuse
Ya.. Those cargo already move to Philippines for installation.. Hahahah
2020-12-01 07:33 | Report Abuse
They cant do floor care only. They rest still OK. Something good on the way, stay tune
2020-11-24 21:10 | Report Abuse
Many order can't ship to Philippines. This is due to covid 19. Those inventory is FG. Their scope of work will need to include design, build install and commissioning. Don't worry
2020-08-19 21:17 | Report Abuse
Good prospect. Stay tune. More announcements coming.
2020-07-14 13:04 | Report Abuse
Unless the boss is serious on his business if not, better stay away.
2020-07-09 21:31 | Report Abuse
Coming back. All the way to 60cent?
2020-07-09 21:31 | Report Abuse
Wait for announcement. Positive news coming.
Stock: [LAGENDA]: LAGENDA PROPERTIES BERHAD
2 weeks ago | Report Abuse
Got land bank..... ride on wave?