【中际旭创:预计2025年上半年EML短缺问题逐步缓解】金融界1月26日消息,中际旭创披露投资者关系活动记录表显示,公司关注到海外 AI 数据中心建设投入高涨,资本开支超出预期,预计客户会有需求再规划的过程;公司预计2025年上半年EML短缺问题将逐步缓解,下半年全面缓解;1.6T光模块在2025年将逐季环比增长,预计二季度出货量较一季度有所提升。

金融界
26 Jan
金融界1月26日消息,中际旭创披露投资者关系活动记录表显示,公司关注到海外 AI 数据中心建设投入高涨,资本开支超出预期,预计客户会有需求再规划的过程;公司预计2025年上半年EML短缺问题将逐步缓解,下半年全面缓解;1.6T光模块在2025年将逐季环比增长,预计二季度出货量较一季度有所提升。

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