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| Date | Subscriber Growth | Mentions | Channels | |
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Channel Posts
7 52540
| 2 |  No text | 7 639 |
| 3 | AXTI ec q3
- 磷化銦 InP 基板強勁增長，需求來自 AI 基礎設施建設、雲端資料中心升級週期
- 客戶以 "海嘯" 來形容需求，預期量可能是目前的 5-10x
- 目前成長來自 pluggable，CPO scale up 則是未來更巨大的需求
- 備料從 just in time 到 buffer inventory，建立庫存緩衝，也因此 backlog 新高 $49M
- 過去公司只和磊晶、元件廠接觸，現在 T1, 光收發商、甚至 CPU/GPU 製造商都開始直接來談材料，因為怕缺貨
- 雷射晶片尺寸變大，缺陷密度 EPD 對良率的影響明顯，高品質基板能提升良率
- 中國商務部磷化銦出口許可審批約需 2-3 個月，成為瓶頸
- AXTI 現有產能充足，增加 25% 產能僅需 3 個月，翻倍則約需 9 個月
- 客戶想要 non china 的料 | 7 548 |
| 4 | https://news.futunn.com/t/post/66195340/true-driverless-is-here-musk-tesla-initiates-robotaxi-road-tests/mbqEBmz7ua | 10 659 |
| 5 | https://wellstsai.com/single-page-conclusion/%E6%98%9F%E9%8F%88%E8%A8%88%E7%95%AB-%E6%A0%B8%E5%BF%83%E6%8A%80%E8%A1%93%E8%A7%A3%E6%9E%90.html | 11 804 |
| 6 |  No text | 10 961 |
| 7 | 台廠在 LEO 扮演的角色主要在 HDI 衛星板（天、地），中空金屬導波管、濾波器、微波/毫米波元件及相關組裝等
"拆解後我們發現UTA的PCB板幾乎與其外殼一樣大。電路板的大部分面積被意法半導體（STMicroelectronics）生產的射頻前端晶片佔據（照片左側），而核心控制元件則主要集中在PCB板的一側。
除了射頻天線之外，UTA核心區域的整體設計與標準物聯網設備非常相似。其主要SoC晶片由ST為SpaceX定制，是一款四核心Cortex-A53處理器。目前，該晶片的硬體和資料手冊均屬機密，不對外開放。"
https://www.darknavy.org/blog/a_first_glimpse_of_the_starlink_user_ternimal/ | 10 968 |
| 8 |  No text | 12 708 |
| 9 | EP618 | 🐟
直接二刷
本集節目由【NordVPN】贊助
現在搜尋 https://nordvpn.com/gooaye
或結帳時輸入股癌的專屬優惠碼【gooaye】
購買2年方案＋送四個月
一個月只要一杯咖啡的價格就能取得VPN服務
還有30天試用期，不滿意可隨時取消
#NordVPN
股癌傳送門：http://linktr.ee/gooaye | 12 437 |
| 10 |  No text | 13 574 |
| 11 | avgo q4
整體看起來非常好，市場和分析師有時對公司的期盼，比老媽對你還多，漲跌都要唸
算間接證實了傳言，Anthropic 的出貨是 rack level 搭配博通 solution 和 google 晶片，出整櫃毛利數字上去，而毛利率當然會下去一些些，不構成什麼利空
Google 後面是走雙軌，與博通的為解方採購，付一筆錢 HBM 這些是博通去買；與 MTK 的是 in house design 搭配 MTK 的 i/o，一如往常 Hock 對於這條路線的評論都是站在否定立場，認為不符合效益，就再觀察後續吧
- AI back log $73B，此為未來六季度內要出貨，leadtime 6-12 月，持續上升中
- $73B 的組成為 $53B 的 XPU 和 $20B 的 switch, dsp, laser，26 財年將持續增長
- 跳過博通自研的說法為 "overblown hypothesis"
- 新客戶不只是賣晶片給他們，還會做 rack level 銷售
- OAI 應為 5th 客人，貢獻主要在 202
- rack level 出貨毛利率會降低（這很正常）
- 供應瓶頸在 packaging not top die
- 矽光子全面普及還需要時間 | 13 799 |
| 12 | https://tw.news.yahoo.com/share/914661ad-03ed-4f0d-9ecc-f9ee9b77fa11 | 14 289 |
| 13 | https://www.3dipartners.com/wp-content/uploads/square-enix-presentation-material-en-202512.pdf?fbclid=IwVERFWAOnTZNleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEeOYot-aaT21X93OyXtfOIvWb4Ii1l-xZkym-QEVI3Lr4StICpECwO2M1NQBs_aem_1b8ZbsABXHSb5714DZbWwA | 12 609 |
| 14 | https://techcrunch.com/2025/12/10/chatgpt-is-apples-most-downloaded-app-of-2025-in-the-us/ | 12 692 |
| 15 |  No text | 12 783 |
| 16 | Google 的 OCS 省掉光電轉換解決傳輸能耗瓶頸
“Over the past year, OCS in the datacenter has expanded from a singular Google project to a multi-vendor market with real deployments, purchase orders, and a credible path to multi-billion-dollar annual sales,” said Scott Wilkinson, Lead Analyst for Optical Components at Cignal AI. “The revised forecast, the number of active vendors, and the breadth of operator evaluations make it clear that optical circuit switching will be a foundational technology for large-scale AI systems rather than a niche option.”
https://cignal.ai/2025/12/optical-circuit-switching-market-to-exceed-2-5b-in-2029/ | 13 322 |
| 17 |  No text | 13 439 |
| 18 | EP617 | 👾
短期內第二個參與資收的經驗
iHerb黑五優惠開跑！
美國保健品龍頭 iHerb，5萬種正品最快3天到貨
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Garden of Life男性益生菌→腸道健康神隊友
iHerb黑色星期五期間限定優惠：
🎁12/10-12/15輸入優惠碼 「GOOAYE24」享 76 折
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股癌傳送門：http://linktr.ee/gooaye | 14 067 |
| 19 | https://www.newsweek.com/experts-reveal-how-90s-games-shaped-kids-brains-differently-11150806 | 14 814 |
| 20 | https://www.webpronews.com/microsoft-negotiates-broadcom-deal-for-custom-azure-ai-chips-replacing-marvell/ | 15 379 |
