随着AI数据中心对高带宽、低延迟、低功耗互连需求的激增,硅光子学(SiPh)与共封装光学(CPO)已成为半导体产业的核心赛道。近期,英伟达(Nvidia)、LMOC、Lightmatter三大企业密集动作,分别从技术验证、产能扩张、生态协同维度推进光电技术商业化,台湾产业链则成为关键支撑枢纽。一、英伟达加码台湾硅光子测试布局,GTC 2026将成焦点作为AI生态主导者,英伟达正加速硅光子技术落地,...
Source Link随着AI数据中心对高带宽、低延迟、低功耗互连需求的激增,硅光子学(SiPh)与共封装光学(CPO)已成为半导体产业的核心赛道。近期,英伟达(Nvidia)、LMOC、Lightmatter三大企业密集动作,分别从技术验证、产能扩张、生态协同维度推进光电技术商业化,台湾产业链则成为关键支撑枢纽。一、英伟达加码台湾硅光子测试布局,GTC 2026将成焦点作为AI生态主导者,英伟达正加速硅光子技术落地,...
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