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行业资讯 | 光互连VS铜互连,OIO有望成为芯片间互连终极方案
文章来源:节选自智车行家,节选整理自东北证券《训练转向推理释放更多产业机遇,国产AI迎发力加速元年》行业报告。 导读: 互连基座之光:云厂商自主采购提升也驱动光模块市场在 2025 年仍然保持高速增长。2029年,1.6T、3.2T、LPO 及 CPO 产品合计销售规模将 ...
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