奇景光电暴涨后大幅回调,被认为是英伟达和台积电的供应商

老虎资讯综合
13 Dec 2024

周五,奇景光电盘中大幅下挫,昨日曾暴涨近45%。此前,知名分析师郭明錤表示,奇景光电可能是英伟达和台积电的供应商。

郭明錤认为:"奇景预计将利用其WLO(晶圆级光学)技术以及与FOCI(光纤通信)的强大合作伙伴关系,进入台积电CPO(共封装光学)和英伟达下一代人工智能芯片Rubin系列的供应链。"

展望未来,CPO预计将成为AI服务器和HPC的关键芯片设计,使WLO成为奇景长期增长的关键驱动力。

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