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Artwork for 財報狗 - 掌握台股美股時事議題

財報狗 - 掌握台股美股時事議題

財報狗 - 台灣最大基本面投資平台

收聽財報狗 Podcast 節目,利用通勤、睡前的閒暇時間,掌握台股、美股重要情報。 財報狗是台灣最大的基本面投資平台,我們的目標是賦予每個人本身更好的投資能力,平等資訊,協助大家做出更好的決策,讓每個人有生活的選擇權! 歡迎來到財報狗 ▶️ statementdog.com/ Podcast 業務合作信箱 ▶️ business@statementdog.com

PublishesTwice weeklyEpisodes621Founded6 years ago
Language
Korean
Number of ListenersCategories
InvestingBusiness

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Artwork for 財報狗 - 掌握台股美股時事議題

Latest Episodes

本集產業報告: statementdog.com/industry_reports/45

07:49 當前 HDD 市場狀況更新:受惠 AI 推理,需求更上一層樓。

13:33 探討 NAND Flash 與 HDD 的產業競爭狀況,與 HDD 產業展望。

19:13 HAMR 技術介紹,以及升級狀況。

36:02 HAMR 技術升級後 HDD 產業的 ASP 與營收成長展望。

46:40 介紹本次產業報告還會探討哪些供應鏈。

____________________... more

08:48 本次 Computex 重點分享。

12:32 對 NVIDIA RTX Spark 的想像,以及跟過往 AI PC 的比較。

16:26 Agentic AI 帶動的投資機會。

26:47 對於光通訊的展望討論。

31:30 Physical AI&機器人。

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▍6/15 漲價,6/14 前訂閱永遠享有優惠價

最便宜方案 349 → 599,現在訂閱省 3,000 元/年

... more

今天的來賓是精密機械設計與控制的專家,直得科技的總經理特助許心璞和產品開發部經理吳軒俊。直得長期致力於機械微型化與控制,不論是控制器、馬達、滑軌、機械手臂、機器人零件...等。線性馬達、控制器、模組正搭上這波 CPO 設備及人形機器人的關節模組的大趨勢。

▍公司介紹

01:20 許心璞特助背景。

03:12 直得公司介紹。

▍產業與產品線介紹

11:41 產品組合與營收佔比。

13:51 公司透過微型馬達切入 CPO 的背景介紹。

31:24 從公司的觀點來看台灣與海外的 CPO ... more

02:57 討論美光近日宣布將在 Fab 6開始投產 DDR4 事件。

11:20 近期半導體各大業者開始出現將控制 IC、HBM Base Die 外包的趨勢。

13:34 介紹 IPC、IPD、IVR 元件與相關機會,以及被動元件、MOSFET 的關係。

______________________

 ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄

▍6/15 漲價,6/14 前訂閱永遠享有優惠價

最便宜方案 349 → 599,現在訂閱省 3,000 元/年

立即訂閱:stat... more

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4.7 out of 5 stars from 4.2k ratings
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#107
Indonesia/Business/Investing
Apple Podcasts
#179
Japan/Business/Investing

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1. MacroMicro 財經M平方
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