中信证券:ASIC+英伟达芯片双轮驱动,看好未来光模块需求持续增长

格隆汇
20 Jun

本文来自格隆汇专栏:中信证券研究 作者:李赫然 周翰林 魏鹏程随着AI推理和训练需求共振,以及ASIC芯片成熟,AI网络建设浪潮再次启动。国际芯片龙头Marvell和博通的在手ASIC项目持续增加,ASIC或将与英伟达算力卡共同驱动下一轮Capex投入和网络建设浪潮。从AI投资到AI收入、再到AI投资的良性循环已经形成,光模块、铜缆等互联部件更新升级趋势更加明朗,迎来高景气。建议关注在光模块产业链...

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