
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
| Publishes | Twice weekly | Episodes | 621 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusiness |

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。
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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
立... 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。
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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
立即訂閱:stat... more
People also subscribe to these shows.
主持人沒在聽自己節目?講話糊成那樣都幾年了然後聲音又小,另一個講話明亮又大聲,後製是不會Master嗎?忽大忽小是熱水器?
不得不為這個梗來留評論了😂
那時候相信你 不是相信定錨
也許我的人生就不一樣了
定錨產業分析 害人不淺
聽一陣子了,第一次評論,實話很多的節目,值得嘉許
感謝分享產業趨勢分析,非常讚、非常有幫助、非常感謝
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財報狗 - 掌握台股美股時事議題 launched 6 years ago and published 621 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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