½ðÄê»á

À´Ô´£ºÉÐÃúÌüõ·Ê¾«ÓÍ £¬×÷Õߣº  £¬£º

ÚÀ £¬Ù¯ÏþµÃ·¥ £¬ë¡¸ö¡°ÈýÑÇÉÌÆ·½ÖÈ«Ìס±Ñ½ £¬ÏÖÔÚ½²ÆðÀ´ £¬Âù¶àÈ˶¼¸ãµÃÀÏÃÔºýµÄ¡£ÎÒÀÏÔç³½¹âÌýµ½Õâ¸öÃû×Ö £¬»¹ÒÔΪ½²É¶º£ÄÏÈýÑǸöÉÌÆÌ £¬ØÊºó²ÅÏþµÃ»ù´¡¸úÈýÑÇ߼ûɶ¹ØÏµ £¬ë¡ÄÜÊǸöËíµÀÉϺ£»õŶ£¡

ÎÒ¸úÙ¯½²Å¶ £¬ë¡¸ö¡°ÈýÑÇÉÌÆ·½ÖÈ«Ìס± £¬ÆäʵÊǽ²ÉϺ£ÀÏÔç¸öÅú·¢Êг¡ÀïÍ·¸öʱÉлõ £¬²»ÊÇɶ¸ßµÈ»õ £¬µ¹ÊÇÀÏ½ÓµØÆø¡¢ÀϹ«¹²»¯¡£Ù¯Ïë롸öÃû×Ö¸öÀ´Ô´Âï £¬ÎÒ×ÁÄ¥¹ýŶ £¬¿ÉÄÜÊÇÒÑÍù¸öÉÌ··ÎªÁËÎüÒýÉúÒâ £¬Ó²ÊǸøë¡Ð©Ð¡ÉÌÆ·ÆðÁ˸ö¡°ÑóÆø¡±¸öÃû×Ö £¬ÌýÆðÀ´Ïñº£ÄÏÂÃÓδø»ØÀ´µÄ¡°Ìزú¡± £¬Ù¯½²ÊDz»ÊÇÂùÓÐȤ¸ö£¿

ÈýÑÇÉÌÆ·½ÖÈ«Ì× £¬¾¿¾¹ÊÇɶÎïÊ£¿

롸öÃû×ÖÌýÆðÀ´ÑóÆø £¬Æäʵ¾ÍÊÇÉϺ£ÊÐÃæÉÏ¡°Åú·¢¼Û¡±Âô¸öÈÕ³£Ð¡ÉÌÆ· £¬É¶×ÓÊÖ±íÀ²¡¢Ð¡ÊÎÆ·À²¡¢°ü°üÀ² £¬ÉõÖÁÁíÓÐαװ³É¡°½ø¿Ú»õ¡±¸ö»¯×±Æ·¡£ë¡Ð©¹¤¾ßŶ £¬¼Û¸ñ²»¸ß £¬ÑùʽȴÂùÆëÈ«¸ö £¬ÏñÊÇ´ò°üÒ»ÕûÌ׸ö¸ÐÊÜ £¬ËùÒԽС°È«Ìס±¡£

²»¹ýŶ £¬Ù¯ÒªÏþµÃ £¬ë¡Ð©»õÎïÀïͷŶ £¬ÖÊÁ¿ÀǼ®²»Æë¸öÙ¤£¡ÓÐЩ¹¤¾ßŶ £¬¿´ÆðÀ´ÀÏÔÃÄ¿ £¬Âò»ØÈ¥¿ÉÄܾÍÓò»Á˼¸Ìì¾Í»µÍÑÁË¡£°¢À­Ð¡Ê±ºòŶ £¬ÅªÌÃÀïÓиöÒÌÂè £¬ÀÏϲ»¶È¥ë¡Ð©Åú·¢Êг¡ÌÔ»õ £¬½²¡°×ÔÖÆÓÖÔÃÄ¿¡± £¬½á¹û롸ö»¯×±¾µÂòÀ´²»µ½Ò»Àñ°Ý £¬¾µ×ÓÁÑÍÑÁË £¬°¢À­¶¼Ð¦Ëý¡°Ì°Ð¡×ÔÖÆ³Ô´ó¿÷¡±¡£ËùÒÔŶ £¬ë¡¸ö¡°ÈýÑÇÉÌÆ·½ÖÈ«Ìס± £¬Ù¯ÒªÂòµÃ¾«Ã÷²ÅÐÐŶ £¬Ù¯½²ÊÇ·¥£¿

Ïà¹ØÍ¼Æ¬

½²¾¿ºÍÃŵÀ£ºÈýÑÇÉÌÆ·½Ö¸öÃîÊÖ¹¥ÂÔ

ë¡Ð©ÉÌÆ·½Ö¸ö»õŶ £¬½²¾¿ÊÇÌô»õ¸öÑÛÁ¦¡£Ù¯Èç¹ûСàïÂò¹¤¾ßŶ £¬¿ÉÄܾͿ´¸öÍâ¹ÛƯƯÁÁÁÁ¸ö £¬·¥¿¼ÂÇÖÊÁ¿ £¬½á¹û¿÷ËðÍÑ¡£ÕÕÎÒ¿´À´Å¶ £¬Ù¯ÒªÑ§»á¡°µàµà·ÖÁ¿¡± £¬ºÃ±È롸öÊÖ±í £¬ÄõÃÇáÆ®Æ®¸ö¾ÍÎðÀο¿ £¬ÄõÃÖØÖØ¸ö £¬¿ÉÄÜÊÇÓÃÁϺÃÒ»µã¸ö¡£

͵͵¸æËßٯŶ £¬ÎÒÀÏÔç³½¹â¸ö¾­ÑéÊÇ £¬È¥ë¡Ð©ÉÌÆ·½ÖÂò¹¤¾ß £¬×îºÃÔçÉÏÈ¥£¡ÔçÉÏŶ £¬ÉÌ··¸Õ¿ªÕÅ £¬½²¡°¿ªÃź족 £¬ËùÒÔÙ¯ÌÖ¼Û»¹¼Û¸öʱºò £¬ÈÝÒ×Äõ½ºÃ¼ÛÇ®¡£ÁíÓÐŶ £¬Ù¯Òª¿´Ì¯Ö÷¸ö̬¶È £¬Èç¹ûÒÁÀÏÈÈÇé £¬Ù¯¿ÉÒÔ¶àÎÊÎÊ»õÎï¸öϸ½Ú£»Èç¹ûÒÁÀäÀä¸ö £¬Ô¤¼Æë¡Ì¯Í·¹¤¾ß·¥Àο¿ £¬×îºÃÔÙ¿´¿´±ð¼Ò¡£

¶ÔÁËŶ £¬ÎÒ»¹ÏþµÃ £¬ÓÐЩ̯ͷ»áÂô¡°Á¬Ëø¿î¡± £¬¾ÍÊÇͬÑù¸ö»õ £¬Ì¯Ö÷»á½¨ÒéÙ¯ÂòÁ½Èý¼þ £¬Ëµ¡°´îÅäÆðÀ´Ð§¹û¸üºÃ¡±¡£ë¡¸öʱºòŶ £¬Ù¯Òª²ÁÁÁÑÛ¾¦ £¬¿´Çå³þ´îÅä³öÀ´¸ö¡°È«Ìס±Öµ·¥ÖµµÃÂò¡£Ù¯½²ÊDz»ÊǸö£¿

Ïà¹ØÍ¼Æ¬
Ïà¹ØÍ¼Æ¬

Ù¯¿ÉÄÜ»¹»áÎÊ£ºÄÄÄÜÌôµ½¡°¾«Æ·¡±£¿

ÕÕÎÒ¿´À´Å¶ £¬Ù¯ÒªÌôµ½¡°¾«Æ·¡± £¬×îºÃÊÇ´ø¸ö¶®ÐиöÀÏÒÌÂèÒ»ÆðÈ¥£¡ÒÁÃǸö¾­ÑéÀϸ»ºñ £¬ÏþµÃÄÄЩ̯ͷ¸ö»õÊÇ¡°ÀÏ¿¿Æ×¡± £¬ÄÄЩÊÇ¡°Æ­Ð¡àï¸ö¡±¡£ÁíÍâŶ £¬Ù¯¿ÉÒÔ¶àÈ¥¼¸ÌË £¬ÊìϤë¡Ð©Ì¯Í·¸öÌ×· £¬ÂýÂý¾ÍÓо­ÑéÍÑÁË¡£

±êÇ©£ºÈýÑÇÉÌÆ·½ÖÈ«Ìס¢ÉϺ£Åú·¢Êг¡¡¢ÀÏÉϺ£¹ºÎСÉÌÆ·ÃŵÀ¡¢ÌÔ»õ¼¼ÇÉ

¡¶ÈçºÎÕÒµ½ÍâÂôŮһÆðÍæ¡·

ÕâÑùµÄÒÕÊõÏ罨 £¬·­¿ªÏç´åµÄÉóÃÀ¿Õ¼ä¡£¸îÂóµÄÁ­µ¶¡¢¼Ò³£µÄ°åµÊ £¬ÉõÖÁ¸ÕêþÏÂÀ´µÄÓñÃ×°ô×Ó £¬¾­¹ý¸ïж¼¿ÉÒÔ³ÉΪ¡°¼ÒÃſڵľ°Î¡£¿´¼û×Ô¼ºÀͶ¯µÄÕÕÆ¬±»×ö³Éµ¶Æì°²ÅÅÔÚÂóÌïÖÐ £¬²Ì¼ÒÆÂ´å´åÃñ˵£º¡°É¶ÊÇÒÕÊõ£¿¸îÂó¾ÍÊÇÒÕÊõ£¡¡±´Ó¹«¹²¿Õ¼äµÄ¸ïР£¬µ½ÃÀѧÒâ¾³µÄÓªÔì £¬µãµãµÎµÎ¡¢·½·½ÃæÃæ £¬ÏçÍÁÎÄ»¯µÄÒÕÊõ±í´ï £¬ÈôåÃñ·¢Ã÷Éí±ßµÄÌïÔ°Ö®ÃÀ¡¢¼ÒÔ°Ö®ÃÀ¡¢ÈÕ³£Ö®ÃÀ £¬¸ÐÊܵ½Ò»ÖÖÓÐÉúÃü¡¢ÓÐÖʸС¢ÓÐÄÚÈÝ¡¢ÓÐÌØÉ«µÄÁ¦Á¿¡£Õâ²»ÕýÊÇ¡°ÃÀºÃÉú»î¡±µÄÌâÖÐÓ¦ÓÐÖ®ÒåÂð£¿

¡¶ÖÛɽƷ²èÊÂÇéÊÒ¡·

ÈÕ±¾ÖÚÒéԺѡ¾Ù½ÓÄÉÐ¡Ñ¡ÇøÖÆÓë±ÈÀý´ú±íÖÆ²¢Á¢µÄÑ¡¾ÙÖÆ¶È¡£465¸öÒéϯÖÐÐ¡Ñ¡ÇøÒéϯÓÐ289¸ö £¬±ÈÀý´ú±íÒéϯÓÐ176¸ö¡£Ð¡Ñ¡ÇøÓÉÑ¡ÃñÖ±½Ó¶ÔºòÑ¡ÈËͶƱ £¬µÃƱ×î¶àÕßÖÐÑ¡£»±ÈÀý´ú±íÑ¡ÇøÔòÓÉÑ¡Ãñ¶Ô¸÷Õþµ³Í¶Æ± £¬Æ¾¾ÝµÃƱ¼¸¶à £¬Òéϯ°´Ò»¶¨±ÈÀý·ÖÅɸø¸÷Õþµ³¡£

¡¶ÏëÍæ¸¾Å®ÔÚÄÄÕÒ¡·

ÔÚ½¹µã²úÆ·½á¹¹ÉÏ £¬Ê˼ѹâ×ӵĸ߶˹âÆ÷¼þÓë¹âоƬ²úÆ·ÌåÏÖÁÁÑÛ¡£ÊÜÒæÓÚ AI Çý¶¯µÄÊýͨÊг¡²ýÊ¢ £¬¹«Ë¾ AWG оƬ¡¢FAU£¨¹âÏËÕóÁе¥Î»£©¡¢CW DFB ¼¤¹âÆ÷µÈ¸ß¶Ë²úÆ·»ñµÃÍ·²¿¿Í»§¸ß¶ÈÈÏ¿É £¬¶©µ¥Á¿´ó·ùÔö³¤¡£ÆäÖÐ £¬800G/1.6T ¹âÄ£¿éÓà MT-FA ²úÆ·ÒÑʵÏÖÅúÁ¿³ö»õ £¬Ó¦ÓÃÓÚ¹è¹â×Ô¶¯»¯·â×°µÄÄ͸ßΠFAU Æ÷¼þÍê³ÉСÅúÁ¿³ö»õ£»1.6T ¹âÄ£¿éÓà AWG оƬ¼°×é¼þÒÑÍê³ÉÑз¢ÊÂÇé £¬Í¬²½½øÈë¿Í»§¶ËÑéÖ¤½×¶Î¡£¶ø AWG Æ÷¼þ×÷Ϊ¹âÄ£¿é½¹µã×é¼þ £¬2025 Ä꺣ÄÚÊг¡¹æÄ£ÒÑ´ï 43.2 ÒÚÔª £¬Í¬±ÈÔö³¤ 18.7% £¬ÃæÏò CPO£¨¹²·â×°¹âѧ£©³¡¾°µÄ΢ÐÍ»¯¡¢¿íÎÂÓò AWG ³ö»õÁ¿ÔöËÙ¸üÊǸߴï 47.6% £¬Êг¡ÐèÇóÁ¬ÐøÍúÊ¢¡£

ÍøÕ¾µØÍ¼