AI驱动光通信革命:千亿美元市场背后的技术博弈与投资机遇

半导体行业小报
Mar 02

当人工智能的算力需求以指数级速度膨胀,数据在芯片间奔流的速度与效率,正成为制约下一代计算架构的终极瓶颈。摩根士丹利最新发布的《聚焦:光通信市场机遇》报告揭示了一个正在发生的产业巨变:光通信技术正从传统的电信周期,全面转向由人工智能数据中心驱动的第二阶段规模扩张。带宽的爆炸式增长与电气互连的物理极限,正迫使整个计算架构发生根本性变革,这不仅将光通信的潜在市场规模(TAM)推向前所未有的高度,更在深刻...

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