奇景光电(HIMX)今日在夜盘大涨6.36%,引起了市场的广泛关注。
消息面上,行业分析师表示奇景光电正成为台积电人工智能和硅光子学计划(COUPE)的"关键"受益者。预计未来几年奇景光电将强劲扩张。
硅光子学是一种利用光而非电流来传输和处理数据的新兴技术。台积电的硅光子学项目旨在开发先进的光电集成芯片,满足未来数据中心和人工智能应用对高性能互连所需的超大带宽。作为台积电COUPE项目的合作伙伴,奇景光电被看好将因此获得业务增长。
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