我们更新预测：2026 年 800G/1.6T 光模块总需求将达 4300 万 / 3000 万个（此前预测为 3700 万 / 2800 万个），需求增长主要受以下因素驱动：1）英伟达（Nvidia）、谷歌（Google）及亚马逊云服务（AWS）的加速器需求；2）GPU/ASIC 横向扩展带宽提升，推动 GPU/ASIC 与光模块的配比持续增加；3）谷歌将于 2026 年全面转向大规模集群，且...
Source Link我们更新预测：2026 年 800G/1.6T 光模块总需求将达 4300 万 / 3000 万个（此前预测为 3700 万 / 2800 万个），需求增长主要受以下因素驱动：1）英伟达（Nvidia）、谷歌（Google）及亚马逊云服务（AWS）的加速器需求；2）GPU/ASIC 横向扩展带宽提升，推动 GPU/ASIC 与光模块的配比持续增加；3）谷歌将于 2026 年全面转向大规模集群，且...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.