小摩：预计博通等更多公司将跟随英伟达进入CPO器件领域

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03-27

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智通财经APP获悉，继英伟达(NVDA.US)最近在GTC 2025上宣布计划扩大使用共封装光学(CPO)器件的人工智能工厂之后，摩根大通的分析师们很有兴趣看看是否有更多的公司在美国光纤通信大会(OFC)上宣布类似的计划;会议将于3月30日至4月3日在旧金山举行。以Samik Chatterjee为首的摩根大通分析师周三在一份投资者报告中说：“虽然英伟达在GTC上宣布正式进军CPO领域，采用基于...

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modulators)技术。它完全是由台积电(TSM.US)的这种令人难以置信的工艺技术制造的，我们已经与台积电合作了一段时间。我们与一个庞大的技术供应商生态系统合作，发明了我即将向你们展示的东西。这是不可能的任何其他方式，所以现在这使我们能够扩大到这些数十万和数百万的GPU。”而在概念股方面，光电子公司Lumentum(LITE.US)和Coherent(COHR.US)是英伟达光收发器的主要供应商。报告中还提到了康宁(GLW.US)和Fabrinet(FN.US)。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}

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