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。
五月_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。
四月_AI 跟單交易如何重塑加密市場
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.
April_AI Optical Newsletter｜OFC Three Optical Interconnection Protocols MSA on the Same Day: Landscape Reshaping Analysis
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
April_Virtual Money Feature｜Breaking and Reinventing the Hazard Myth: The Bitcoin Revolution from the US-Iraq War
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
March_AI Optical Communication｜From Copper to Optical AI Data Center Architecture Analysis
Written by William Lin, Executive Vice President, Broadcom Industry Trend Research Institute, in Broadcom's latest press conference (2026.03.0) ... Read more
February_AI Optical Communication｜Structural bottleneck of CPO optical interconnection technology in AI mega-scale computing architecture
Author: Wei-Chi Lin, Executive Vice President, Ji-Pu Industrial Trend Research Institute As the scale of training for generative AI and large-scale language models continues to expand, the number of ... Read more
January CES _2026 Feature｜CES 2026 is not about new product announcements, it's about Jen-Hsun Huang setting the anchor for the next decade of AI openness.
Author：Lin Wei Zhi, Executive Vice President of Ji-Pu Industry Trend Research Institute CES (Consumer Electronics Show) is a trade show organized by the United States of America. ... Read more
