小摩：預計博通等更多公司將跟隨英偉達進入CPO器件領域

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2025/03/27

智通財經APP獲悉，繼英偉達(NVDA.US)最近在GTC 2025上宣佈計劃擴大使用共封裝光學(CPO)器件的人工智能工廠之後，摩根大通的分析師們很有興趣看看是否有更多的公司在美國光纖通信大會(OFC)上宣佈類似的計劃;會議將於3月30日至4月3日在舊金山舉行。以Samik Chatterjee為首的摩根大通分析師周三在一份投資者報告中說：「雖然英偉達在GTC上宣佈正式進軍CPO領域，採用基於...

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09:54","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2522798395","market":"us","top_or_hot":-1,"title":"小摩：預計博通等更多公司將跟隨英偉達進入CPO器件領域","media":"智通財經網","content":"<div>\n<p>智通財經APP獲悉，繼英偉達(NVDA.US)最近在GTC 2025上宣佈計劃擴大使用共封裝光學(CPO)器件的人工智能工廠之後，摩根大通的分析師們很有興趣看看是否有更多的公司在美國光纖通信大會(OFC)上宣佈類似的計劃;會議將於3月30日至4月3日在舊金山舉行。以Samik Chatterjee為首的摩根大通分析師周三在一份投資者報告中說：「雖然英偉達在GTC上宣佈正式進軍CPO領域，採用基於...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503271021099724a129&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小摩：預計博通等更多公司將跟隨英偉達進入CPO器件領域</title>\n<style 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Chatterjee為首的摩根大通分析師周三在一份投資者報告中説：「雖然英偉達在GTC上宣佈正式進軍CPO領域，採用基於SiPh的(硅光子學)交換機，但我們預計其他供應商也會在OFC上宣佈或演示CPO，包括博通(AVGO.US)、邁威爾科技(MRVL.US)等公司，甚至可能還有思科(CSCO.US)，投資者迫切希望了解英偉達和其他硅廠商採用CPO的時間表。」在GTC大會上，英偉達首席執行官黃仁勳宣佈了採用CPO技術的新型硅光子學網絡，以提供短距離連接並提高效率。黃仁勳稱：「這是世界上第一個每秒1.6太比特的CPO。它是基於一種叫做微環調製器(Micro-ring modulators)技術。它完全是由台積電(TSM.US)的這種令人難以置信的工藝技術製造的，我們已經與台積電合作了一段時間。我們與一個龐大的技術供應商生態系統合作，發明了我即將向你們展示的東西。這是不可能的任何其他方式，所以現在這使我們能夠擴大到這些數十萬和數百萬的GPU。」而在概念股方面，光電子公司Lumentum(LITE.US)和Coherent(COHR.US)是英偉達光收發器的主要供應商。報告中還提到了康寧(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,"need_auth":false,"code":"91000000","status":"200"}}}