通信行业周报2025年第46周:TOWER规划扩产硅光芯片 AMD预计未来5年营收CAGR达35%

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行业要闻追踪:北美光模块光芯片等公司未来高速增长指引明确,全球算力高景气度延续。(1)Tower 2025Q3 业绩环比增长6%,硅光子产能目标预计提升3 倍以上。公司2025 年第三季度营收3.96 亿美元,同比增长7%,环比增长6%;2025Q4 营收指引4.4 亿美元。2025Q3 业绩增长主要受益于硅光子业务收入高速增长。公司新增3 亿美元主要用于八英寸晶圆厂的硅光子与硅锗产能扩展,预计硅...

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