玩家也多，从光引擎到激光器。 l l 看了一些paper，抛开横向的争议（scale out 领域的 cpo 节约能耗估计就4%，降本也是个位数）。但是在scale up 领域 ，cpo对纵向 增加带宽，缩短距 离，降低耗损，充分发挥超短serdes 优势，全球一边倒的认可！ 方案很多，混合键和... 目前 到了2.5d！ 今年四季度会有量出来！ 看来封装no1，你大爷还是你大爷！ CPC 有 VR 9 App 86 2 m 相關tos 2 03 2112 18 2 abril 5 propo of the 2249H1 4486 we altro NV: 2027 crities + b Poad Com 512 TCP .e/s BAND FINE OBES 1812 1312 12 12 222 122 1222 12 O 乳印化,展照可持被采摘要 () ; ; } ; } } } } = P - 6880, 685PD 2/0 = There / Our pro Pro Pr = {kir | gunt . 2 程电图体育. 08000000000000000 低用与原版 用品 2009/202247 ...

相比当前广泛使用的氮化硅材料，新平台在近红外波段已具备相当性能，在可见光波段优势更为明显。 再通过低温退火工艺，波导表面可达到原子级平整，显著抑制散射损耗。在可见光波段，其性能较氮化 硅现有纪录提升约20倍。 尽管芯片尺寸仅约2厘米，但光在环形谐振腔等器件中的有效路径长度可达米至千米量级，此时低损耗 尤为关键。 将光纤优异的低损耗性能延伸到光子芯片上，一直是光电子领域的重要挑战。现在，美国加州理工学院 团队终于在可见光波段，成功制备出光纤水平的低损耗硅晶圆光导。这项进展将推动下一代高性能、高 相干性的光子集成电路的发展，未来可广泛应用于片上光学时钟、陀螺仪等精密测量系统，以及人工智 能数据中心通信和量子计算等领域。该成果发表于最新一期《自然》杂志。 目前，团队已利用该材料制备出环形谐振器、多种激光器及非线性频率生成器等。 团队开发出一种新方法，可将与光纤相同的锗硅酸盐玻璃以光刻工艺制备在硅晶圆上，在光子芯片低损 耗光导研究方面取得关键突破。他们使用8英寸或12英寸晶圆，制备出螺旋状锗硅酸盐玻璃波导。这种 结构能在有限面积内有效延长光路，同时材料便于与光纤和半导体激光器高效耦合，有助于降低数据中 心等设施的能耗 ...

Summary of Nokia's Conference Call Company Overview - **Company**: Nokia - **CEO**: Justin Hotard - **Industry**: Telecommunications and Networking Key Insights and Arguments 1. **Leadership Transition**: Justin Hotard has been CEO for over 100 days and has made structural changes to improve customer engagement and internal operations, emphasizing the need for a consistent approach to customer relationships [4][5][6] 2. **Technology and Customer Relationships**: Nokia possesses significant technology and strong customer relationships, particularly in communications service providers, which has led to positive feedback from customers [4][5] 3. **Infinera Acquisition**: The acquisition of Infinera has enhanced Nokia's capabilities in optical technology and AI, contributing to 5% of the company's revenue in Q2, primarily driven by optical momentum [6][28] 4. **AI and Cloud Demand**: There is a growing demand for AI infrastructure in data centers, particularly in the U.S., with expectations of this trend spreading to Europe. Nokia is focusing on being competitive in AI and fixed infrastructure [8][10][12] 5. **Geographical Growth Opportunities**: The U.S. is identified as the largest growth market due to AI investments, with opportunities also in Europe and emerging markets. Nokia is participating in AI gigafactory bids in Finland [15][17] 6. **Fiber Build-Outs**: Nokia is a market leader in passive optical networks and sees significant growth opportunities in the U.S. and Europe, driven by upgrade cycles and government incentives [18][19] 7. **Photonics and Optical Connectivity**: The shift towards photonics is expected to increase due to bandwidth demands, with Nokia focusing on intra-data center connectivity and optical solutions [37][39] 8. **IP Routing and Switching**: Nokia aims to strengthen its position in IP routing and switching, with plans to invest €100 million in IP networking to drive product innovation [40][43] 9. **Market Dynamics in India**: India presents long-term growth prospects due to increasing mobile penetration, although short-term dynamics may create cycles. Nokia plans to innovate closely with customers in this market [44][46] Additional Important Points 1. **Supply Chain Challenges**: The company has faced supply chain constraints but is optimistic about future growth and is working to improve its response to data center customer demands [32][35] 2. **AI Integration**: Nokia is leveraging AI to enhance automation and improve service delivery, with ongoing projects to integrate AI into their products and services [22][25] 3. **Open RAN Vision**: Nokia supports the Open RAN initiative, which aims to create more efficient and interoperable networks, allowing for competitive advantages through best-of-breed solutions [26] 4. **Future Applications**: The company anticipates future applications in autonomous vehicles, robotics, and AR/VR, which will drive demand for their services [12][24] This summary encapsulates the key points discussed during the conference call, highlighting Nokia's strategic focus areas, market opportunities, and challenges.