英特尔(INTC)涨超7% 牵手友达光电攻坚CPO算力赛道

金吾财讯
Sep 21

金吾财讯 | 英特尔(INTC)盘中股价扬升,最新涨7.59%,报116.8美元,成交额34.86亿美元。消息面上,据外媒报道,英特尔与友达光电达成合作,联合研发Micro LED先进封装技术,主攻CPO共封装光学、高密度算力整合市场。当前AI算力需求快速增长,传统可插拔光模块存在功耗、带宽短板,CPO被视作下一代数据中心互连核心技术,Micro LED是其重要光源方案。本次合作将英特尔先进封装能力结合友达光电的显示技术积累,进一步夯实双方在AI基础设施赛道的布局。

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