3月12日,MicroLED概念持续走高,华灿光电涨超10%,天通股份涨停,三安光电、美迪凯、雷曼光电等跟涨。据财联社,美国银行在本周一发布的研报中指出,随着人工智能工作负载对传统铜导体的性能提出更高要求,光互连市场规模到2030年有望增长四倍至730亿美元。美银分析师Vivek Arya预计,英伟达将引领这场变革,可能成为首家将传统铜基服务器背板更换为CPO(共封装光学)的集成系统供应商。...
Source Link3月12日,MicroLED概念持续走高,华灿光电涨超10%,天通股份涨停,三安光电、美迪凯、雷曼光电等跟涨。据财联社,美国银行在本周一发布的研报中指出,随着人工智能工作负载对传统铜导体的性能提出更高要求,光互连市场规模到2030年有望增长四倍至730亿美元。美银分析师Vivek Arya预计,英伟达将引领这场变革,可能成为首家将传统铜基服务器背板更换为CPO(共封装光学)的集成系统供应商。...
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