Core Viewpoint - The article emphasizes the importance of timely and professional information interpretation in the investment landscape, focusing on identifying investment value from significant events, analyzing industry chain companies, and interpreting key policy points [1]. Group 1: Company Developments - A company has achieved mass production and small-scale shipment of 1.6T optical modules using CPO and silicon photonic chips, with plans to develop 3.2T and higher-speed products, showcasing its full self-research design capability from silicon photonic chips to modules [1]. - The same company offers a comprehensive solution for data center liquid cooling and UPS, addressing the operational needs of AI computing centers and managing high-power heat dissipation core components [1].
【点金互动易】CPO+硅光芯片，公司实现1.6T光模块批量生产并小批量出货，布局3.2T等更高速产品
财联社·2025-12-10 00:50