史上第一次科技推動通膨，AI黑天鵝來臨？
Apple、微軟、Sony齊漲價，AI算力需求打破40年科技降價慣例。史上首次由科技驅動的通膨浪潮正在成形，從遊戲主機到筆電平板，漲價通知一張接一張，幾乎全部指向同一源頭：AI。這場百年一遇的結構性變局，將如何重塑消費電子產業？
在供不應求的先進封裝市場，Intel 的EMIB-T補的是台積電CoWoS
先進封裝市場持續供不應求，Intel EMIB-T技術補位台積電CoWoS產能缺口。本文從Meta算力出租事件出發，深入分析美系四大雲端業者資本支出趨勢，以及2025至2027年AI基礎建設供需失衡的結構性原因。
端午節專題｜從 Google 發布《From AGI to ASI》看 AI 發展趨勢與限制
Google DeepMind發布《From AGI to ASI》，以「地形圖」視角取代時間表，拆解驅動AI能力躍進的有效算力三因子，同時點出記憶體頻寬與互連瓶頸等核心阻力。本文以此報告為本，梳理AI發展趨勢與現實限制，帶你看清AGI至ASI的完整路徑。
六月_玻璃基板專題｜玻璃基板之技術與供應鏈分析
AI加速器封裝面積急速膨脹，有機ABF基板翹曲失效、矽中介層尺寸受限，玻璃基板以低熱膨脹係數、高結構剛性與面板級可擴展性成為先進封裝的材料解方。本文從技術原理到供應鏈深度剖析玻璃基板的機會與挑戰。
智慧眼鏡顯示技術專題（上）：四條路線拆解
從Google Glass失敗到Meta Ray-Ban突破700萬台，智慧眼鏡產業在短短兩年內徹底翻轉。本文深入剖析Birdbath、光波導等四大顯示技術路線，解析光機與光學元件如何協作，帶你看懂這場AR眼鏡顯示技術的核心競爭格局。
AI 光通訊專題｜AI資料中心高速互連下CPO的定位 -CPO取代場景、技術演進與PCBA角色轉移
AI資料中心互連進入頻寬軍備競賽，CPO共同封裝光學將光電轉換距離縮短至毫米級，解決功耗、訊號衰減與頻寬密度三大瓶頸。本文分析CPO在各網路層級的取代急迫性、NPO與可插拔模組的競合關係，以及2026至2036年市場成長軌跡與台灣供應鏈的關鍵卡位機會。
How AI Follow-Through Trading is Reshaping the Crypto Markets
As the global crypto order-following market grows to over $47.4 billion by 2025, AI large-scale language models are moving from spectator to protagonist. Institutions are accumulating long term positions through Bitcoin ETFs, while retail traders are automatically following orders 24/7 through AI agents. The symbiosis between the two is the first ever "division of labor" in the history of the crypto market, and it will redefine who can profit from the market.
AI 光通訊專題｜OFC 三大光互連協議 MSA 同日問世：格局重塑分析
Author: W.C. Lin, Executive Vice President, Ji-Pu Industrial Trend Research Institute Last month, the OFC (Optical Fiber Control) conference was held in San Diego, USA. ... Read more
虛擬貨幣專題｜避險神話的破滅與重塑：從美伊戰火看比特幣的革命
When the US-Iraq war broke out in 2026, gold, which is regarded as the best safe-haven tool, fell by 14.5%, while Bitcoin ETFs attracted gold against the trend. Jippo analyzes the sectoral displacement of safe-haven assets and the structural impact of 401(k) retirement funds on the virtual money market.
April_AI Optical Communication｜Optical Circuit Switching OCS (Optical Circuit Switching) Opportunities and Physical Limits in Scale-across
Author: Wei-Chi Lin, Executive Vice President, Ji-Pu Industry Trend Research Institute When observing the evolution of AI data center networks, one thing has become increasingly clear. ... Read more
