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"description": "稳懋(3105-TW)董事长陈进财今(25)日出席公开场合时受访表示，AI技术的浪潮预期将带动台湾半导体引领全球黄金10年，而备受瞩目的矽光子(CPO)技术，将在未来1到2年内持续跃升为市场主流。",
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"content": "<p>三五族PA大厂稳懋(3105-TW)董事长陈进财今(25)日出席公开场合时受访表示，AI技术的浪潮预期将带动台湾半导体引领全球黄金10年，而备受瞩目的矽光子(CPO)技术，将在未来1到2年内持续跃升为市场主流。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6586547/l/0f3212a52d9c062e1d7b51994cbdec2c.jpg\" alt=\"稳懋：矽光子产品2年内仍为成市场主流 不担心磷化铟缺料问题\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>此外，针对外界持续关心，中国管制光通讯原料磷化铟(Inp)上游出口，陈进财也表示，台湾目前与欧美及日本等国际大厂的紧密合作，原料问题基本上是可以克服的。</p>\n\n<p>近期市场上出现半导体业上游缺料及涨价的相关议题，包括光通讯上元原料磷化铟(InP)受中国出口管制稀土影响。陈进财认为，目前在稳懋产品组合上，过往产品组合是以手机为最大块，现在公司经过这2、3年的改变，受惠于AI产品需求来临，稳懋已变成在着重在光通讯、太空通讯、国防、AI基础建设产品转型，目前已超过手机的占比。</p>\n\n<p>另针对AI产业未来的发展前景上，陈进财也指出，矽光子是将来必走的一个路径，利用相关技术将光跟电封装在一个晶片，在技术上要很大的突破，目前大家都在努力，也已有相当的成果，虽然不会立刻看到，但应该是后来的1、2年之内，将会变成一个产业主流。</p>\n\n<p>目前上游原料从磷化铟(InP)基板，光通讯晶片及记忆体市场供应持续吃紧，稳懋为光通讯与卫星应用的重要代工厂，随着美系光通讯大厂不断投入研发，加上资料中心传输朝800G、1.6T升级下，上游料件需求强劲。陈进财表示，目前稳懋手上的原料供应仍然充足，尚无缺料相关问题。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-6972.html\" title=\"讯联基因AI中心打开第二条营收成长曲线 Q1智慧研发营收翻倍\">讯联基因AI中心打开第二条营收成长曲线 Q1智慧研发营收翻倍</a></li>\n <li><a href=\"/new/tw/article-2211.html\" title=\"鑫科啖被动/石英元件靶材需求 银价持稳高档助攻营运\">鑫科啖被动/石英元件靶材需求 银价持稳高档助攻营运</a></li>\n <li><a href=\"/new/tw/article-7566.html\" title=\"00929配息还能追吗？指数3.0改版上路，00929、00878、0056谁更有优势？\">00929配息还能追吗？指数3.0改版上路，00929、00878、0056谁更有优势？</a></li>\n <li><a href=\"/new/tw/article-9902.html\" title=\"美股ETF怎么选？从人气ETF到009826、VT比较，一次看懂布局重点！\">美股ETF怎么选？从人气ETF到009826、VT比较，一次看懂布局重点！</a></li>\n <li><a href=\"/new/tw/article-3510.html\" title=\"传高层呛中油「什么没有就是有钱」及三接工程 龚明鑫回应了\">传高层呛中油「什么没有就是有钱」及三接工程 龚明鑫回应了</a></li>\n <li><a href=\"/new/tw/article-12299.html\" title=\"〈焦点股〉东典H1转亏为盈 盘中走强大涨逾半根停板\">〈焦点股〉东典H1转亏为盈 盘中走强大涨逾半根停板</a></li>\n </ul>\n</div>",
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"createdAt": "2026-08-25T11:37:45.000Z",
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