一图了解OCS概念股
Xuan Gu Bao·2025-11-21 00:10

Core Insights - OCS (Optical Circuit Switch) technology shows significant advantages in data transmission, especially under the demands of large-scale AI computing and cross-regional expansion [1][2] - Companies involved in OCS development are focusing on high-value components and solutions, indicating a growing market potential [1][2] Company Summaries - 帝奥微: Developing high-value components for OCS switches with a market cap of 44.86 billion [1] - 恒为科技: Launched prototype products for OCS switches, with a market cap of 92.03 billion [1] - 炬光科技: Supplies micro-lens arrays for OCS, with a market cap of 115.90 billion [1] - 英唐智控: Plans to acquire 光隆集成, a company that provides OCS solutions, with a market cap of 118.82 billion [1] - 华懋科技: Aims to fully acquire 富创优越, which has OCS components, with a market cap of 159.04 billion [1] - 凌云光: Acts as an agent for Huber+Suhner/Polatis in China, providing OCS products suitable for large data centers, with a market cap of 167.57 billion [1] - 太辰光: Produces optical passive devices for OCS, with a market cap of 175.43 billion [1] - 德科立: Collaborating with iPronics on OCS waveguide solutions, with a market cap of 175.90 billion [1] - 赛微电子: First in the industry to achieve MEMS-OCS crossbar arrays on 8-inch wafers, with a market cap of 181.03 billion [1] - 腾景科技: Supplies optical components for OCS, with a market cap of 212.78 billion [2] - 光库科技: Key supplier of optical components and OEM for OCS, with a market cap of 270.34 billion [2] - 长芯博创: Supplier of optical devices for Google Chain, with a market cap of 288.70 billion [2] - 光迅科技: Supplies OCS systems and light sources, with a market cap of 444.90 billion [2] - 紫光股份: Offers switches and routers, focusing on optical interconnection technologies, with a market cap of 710.73 billion [2] - 天孚通信: Supplier of OCS fiber connectors and optical modules, with a market cap of 1243.92 billion [2] - 中际旭创: Leader in optical modules, with mass production of 1.6T and 3.2T OCS switches, with a market cap of 5511.36 billion [2]