天通股份：铌酸锂晶体材料下游应用在“光进铜退”光通信领域产业技术变革中预期受益

Core Viewpoint - TianTong Co., Ltd. (600330) anticipates benefiting from the application of lithium niobate crystal materials in the "optical progress and copper retreat" technological transformation within the optical communication sector [1] Industry Summary - The demand for data centers is increasing regarding performance requirements such as computing density, latency, and power dissipation [1] - Lithium niobate crystal materials demonstrate superior performance advantages compared to other materials like silicon photonics [1] - According to industry research, the technical route using lithium niobate materials in 3.2T optical modules is expected to become a viable option [1]