功耗狂降95%、打破光铜取舍困境......Micro LED CPO会是终局解决方案吗?

华尔街见闻
Mar 05

生成式AI把数据中心互连推向800Gbps、1.6Tbps甚至更高带宽,传统铜缆在能耗、密度与散热上的天花板正在逼近。Micro LED CPO以“更低单位能耗+更高集成度”切入,成为资本市场重新定价互连技术路线的重要变量,但距离“终局解决方案”仍取决于量产封装、可靠性与客户导入节奏。 3月5日,A股Micro LED概念明显拉升,聚灿光电、联建光电、艾比森等多只成分股涨停,资金关注点集中在...

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