Hu Xiu·2025-11-25 07:55Core Insights - Google's Gemini 3.0 model has achieved significant breakthroughs in multiple dimensions, receiving widespread acclaim for its capabilities in processing various types of information, including text, images, video, and audio [1] - The model's DeepThink mode allows it to perform complex reasoning tasks similarly to humans, enhancing its performance in high-difficulty reasoning tests [1] - The advancements in Gemini 3.0 are attributed to a silent revolution in hardware, particularly the Optical Circuit Switching (OCS) technology, which reduces latency and energy consumption compared to traditional electronic switches [1] Group 1: OCS Technology - The OCS technology landscape is divided into three main directions: MEMS, liquid crystal (DLC), and direct beam steering (DBS), each with its advantages and corresponding supplier ecosystems [4] - Google's TPU cluster primarily utilizes the MEMS solution, which employs micro-electromechanical systems to precisely adjust the angle of incident light for optical switching [4] - The MEMS OCS technology has low insertion loss (less than 3.5 dB) and minimal additional latency (less than 30 ns), making it suitable for core layer deployment [4] Group 2: Key Companies in OCS - Saiwei Electronics is a core enterprise in the MEMS OCS supply chain, focusing on MEMS chip development and wafer manufacturing, with a significant breakthrough in producing high-performance optical switching devices [5] - Tengjing Technology specializes in precision optical components for various applications, positioning itself as a key supplier of core components for midstream equipment manufacturers in the OCS industry [6] - Guangku Technology is a global leader in optical device technology, offering a dual-driven model of core component supply and system-level OEM, enhancing its value and profit margins in OCS systems [8] Group 3: Product and Technology Features - The MEMS micro-mirror array is a critical component of the MEMS OCS, allowing for seamless optical signal switching, with a high value contribution of 35%-40% [5] - The thin-film lithium niobate modulator is recognized as a key component for achieving high-speed optical communication, supporting rates of 1.6 Tbps and above [11] - The integration of high-value components into OCS systems enhances the overall performance and market competitiveness of companies like Guangku Technology [10]