赛微电子：赛莱克斯北京MEMS-OCS通过验证并启动小批量试产

Core Insights - The company announced that its subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd., has successfully developed a MEMS-OCS (Optical Circuit Switch) device, which has passed customer validation and received a purchase order for small-batch trial production of 8-inch wafers [1][2] - The MEMS-OCS technology is crucial for precise optical signal switching and is expected to enhance overall system performance while reducing costs and power consumption, making it applicable in data center networks and supercomputing clusters [1] - The development of MEMS-OCS represents a significant milestone in China's ability to manufacture core optical components domestically, addressing the growing demand for optical switching in the AI era [2] Company Developments - Silex Beijing has achieved a breakthrough in MEMS-OCS technology after over a thousand days of dedicated research and development, with all performance metrics meeting customer standards [2] - The company is focused on establishing a "Pure-Foundry" model to enhance domestic capabilities in MEMS technology and wafer manufacturing, accelerating the process of domestic substitution [2] - In Q1 2025, the company's revenue was 264 million yuan, a year-on-year decrease of 2.24%, while the net profit attributable to shareholders was 2.64 million yuan, marking a turnaround from losses [2] Market Outlook - According to CignalAI, the OCS market is projected to exceed $1.6 billion by 2029, driven by the increasing demand for AI computing power from major companies like OpenAI, DeepMind, Microsoft, and Google [2] - The MEMS optical devices, including OCS, are expected to see a broader market potential as AI technologies continue to evolve [2]