<![CDATA[Simple Tech Trend]]>https://www.simpletechtrend.com/blogRSS for NodeMon, 24 Aug 2026 02:34:00 GMT<![CDATA[2026 AI 基建必看！光通訊與 CPO 產業鏈全圖 (附最新概念股名單) - Simple Tech Trend]]>https://www.simpletechtrend.com/post/cpo-silicon-photonics-supply-chain-map-202669ea9090ab5395dde60997e6Thu, 23 Apr 2026 21:38:04 GMTsimpletechtrend<![CDATA[法說精華：聯鈞光電（3450）｜2026 Q2 — EPS 單季跳三倍，但真正的訊號是那顆還沒量產的外部光源]]>https://www.simpletechtrend.com/post/elaser-3450-2026-q2-earnings-cosa-elsfp6a84ed215d0aacc1f22ea9bfWed, 19 Aug 2026 02:32:01 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit 全解讀：24 場議程講的其實是同一件事]]>https://www.simpletechtrend.com/post/ocp-2026-apac-summit-full-readout6a840cd4e009b3510d37aef5Tue, 18 Aug 2026 07:44:41 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | Lightmatter | Bijan Nowroozi | 一半的算力在等網路：CPO 從專有走向開放，Q4 就要交規格]]>https://www.simpletechtrend.com/post/ocp-2026-apac-lightmatter-open-silicon-photonics6a82b2a963ca46933ad0185fTue, 18 Aug 2026 00:59:07 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | SENKO | Chengting Chen | 可拆式光纖介面：CPO 能不能量產，卡在那 0.15 dB]]>https://www.simpletechtrend.com/post/senko-seat-detachable-fau-ocp-20266a825d400184b89c47fca5acTue, 18 Aug 2026 00:56:22 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | ASE | Nicole Tien | 打開封裝之後：CPO 卡住的不是光，是那個沒人想談的測試]]>https://www.simpletechtrend.com/post/ase-nicole-tien-ocp-2026-cpo-kgoe-test6a818f7740f3daf10ba4cc7aTue, 18 Aug 2026 00:53:17 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | Ayar Labs | Mark Wade | 需求要 10 倍、供給只給 2 倍：光互連被推上場的那道 5 倍缺口]]>https://www.simpletechtrend.com/post/ayar-labs-mark-wade-ocp-apac-2026-composable-cluster6a817939a7a7d1a936d6cb5fTue, 18 Aug 2026 00:49:59 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | GlobalFoundries | Thomas Barber | 把光引擎變成一顆晶片：CPO 的勝負手已經不在光學]]>https://www.simpletechtrend.com/post/gf-scale-cpo-optical-engine-ocp-2026-apac6a81789fa7a7d1a936d6ca08Tue, 18 Aug 2026 00:47:22 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | CPO 十年沒紅，是因為它還不是真問題：拆解 NVIDIA 把共封裝光學推進量產的那條線]]>https://www.simpletechtrend.com/post/nvidia-cpo-ocp-2026-apac-real-problem-mass-production6a81779240f3daf10ba49fa6Tue, 18 Aug 2026 00:44:47 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | Broadcom | Bhaskar Chinni | CPO 的第三代成績單：Broadcom 把賣點從「省電」換成「不會壞」]]>https://www.simpletechtrend.com/post/ocp-2026-broadcom-cpo-reliability-oci-scale-up6a82b2186f644c8dfb450548Tue, 18 Aug 2026 00:41:36 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | Edgecore × NTT ID | LPO 在 1.6T 交了白卷，CPO 的時間表被迫提前一代]]>https://www.simpletechtrend.com/post/ocp-apac-2026-cpo-msa-sonic-readiness6a8177e60184b89c47fadc5eTue, 18 Aug 2026 00:38:38 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | CPO / NPO / XPO 三方對談：這不是路線之爭，是 18 個月後那道 409.6T 的牆]]>https://www.simpletechtrend.com/post/ocp-2026-apac-cpo-npo-xpo-panel-tradeoffs6a82c7795662a1d6112129e9Tue, 18 Aug 2026 00:29:34 GMTsimpletechtrend<![CDATA[法說精華：Fabrinet（FN）｜Q4 FY2026 — 單季營收破 $13 億、YoY 加速到 45%，代工廠把產能路線圖一次拉到 $140 億]]>https://www.simpletechtrend.com/post/fn-q4-fy2026-earnings-dci-npo-capacity6a83a1f66f644c8dfb46cd62Tue, 18 Aug 2026 00:10:05 GMTsimpletechtrend<![CDATA[禁得了模組，禁不了基板：光通訊的勝負手已經下移到磷化銦——2026 W33 產業週評]]>https://www.simpletechtrend.com/post/inp-substrate-bottleneck-fcc-ban-optical-modules6a82aaf30184b89c47fd33f6Mon, 17 Aug 2026 06:39:18 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | PCIe 7 把 retimer 從選配變成必需：Astera Labs 拆解 128 GT/s 之後，銅走不動的那段路]]>https://www.simpletechtrend.com/post/ocp-2026-apac-astera-labs-pcie7-signaling-optics6a818f550184b89c47fb0812Sun, 16 Aug 2026 12:01:16 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | Coherent | Anna Tatarczak | 400G/lane 卡的不是光，是電：IM/DD 還沒交棒，但這次要靠封裝救]]>https://www.simpletechtrend.com/post/ocp-2026-coherent-400g-per-lane-imdd6a81912d0184b89c47fb0beeSun, 16 Aug 2026 11:57:24 GMTsimpletechtrend<![CDATA[設計只佔一半：一顆光模組從電路圖到量產，14 個工程職能怎麼互相扣住]]>https://www.simpletechtrend.com/post/optical-module-design-to-manufacturing-engineering-chain6a8173b5db790a6b94067237Sun, 16 Aug 2026 08:33:14 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | Arista | Andy Bechtolsheim | XPO：把光模組泡進液冷，可插拔還要再撐一代]]>https://www.simpletechtrend.com/post/2026-ocp-apac-summit-arista-andy-bechtolsheim-xpo%EF%BC%9A%E6%8A%8A%E5%85%89%E6%A8%A1%E7%B5%84%E6%B3%A1%E9%80%B2%E6%B6%B2%E5%86%B7%EF%BC%8C%E5%8F%AF%E6%8F%92%E6%8B%94%E9%82%84%E8%A6%81%E5%86%8D%E6%92%90%E4%B8%80%E4%BB%A36a8169a00184b89c47fabf67Sun, 16 Aug 2026 07:50:46 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | Linque | Jonathan Förste | Fast Optical Circuit Switching in the Scale-Up]]>https://www.simpletechtrend.com/post/2026-ocp-apac-linque-jonathan-f%C3%B6rste-fast-optical-circuit-switching-in-the-scale-up6a815f0840f3daf10ba46e1bSun, 16 Aug 2026 07:14:13 GMTsimpletechtrend<![CDATA[2026 OCP APAC Summit | Astera Labs | Jeffrey Kung | Optical Scale-Up Fabrics for Next-Generation AI Infrastructure]]>https://www.simpletechtrend.com/post/2026-ocp-apac-summit-astera-labs-jeffrey-kung-optical-scale-up-fabrics-for-next-generation-ai6a815ed6a7a7d1a936d696adSun, 16 Aug 2026 07:11:06 GMTsimpletechtrend