奇景光电(HIMX)今日在盘前大涨5%，引起了市场的广泛关注。
分析人士表示，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。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。
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。凭借对光学元件的芯片级整合能力,硅光子学将为人工智能等新兴领域提供更高的计算能力和更低的能源消耗。行业分析师预计,未来几年奇景光电将强劲扩张,受益于硅光子学技术日益广泛的应用。
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