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赛微电子:公司境外产线在MEMS-OCS的工艺开发及晶圆制造领域拥有约10年经验积累
Mei Ri Jing Ji Xin Wen· 2025-08-21 03:52
每经AI快讯,有投资者在投资者互动平台提问:请问贵司刚研发出来的OCS目前运用场景是哪里?已经 有商业化产品了吗?之前瑞典公司是谷歌用,国内对应是什么企业用?国内的OCS产品市面上有对标生 产的企业吗?技术工艺如何,是否有壁垒? 赛微电子(300456.SZ)8月21日在投资者互动平台表示,MEMS-OCS(Optical Circuit Switch 的缩写, 即光链路交换器件)的应用场景包括数据中心网络、超算系统集群等,境内外产线(瑞典产线2025年7 月出表)均拥有商业化产品(瑞典产线为Top3业务,自2023年起高速增长且保持高价高毛利率),分 别服务于境内外通信计算领域的知名客户;公司境外产线在MEMS-OCS的工艺开发及晶圆制造领域拥 有约10年经验积累,公司境内产线拥有约3年经验积累,MEMS-OCS的工艺技术壁垒极高,产业先发及 领先优势突出,截至目前公司尚不掌握在制造环节的其他可比竞争对手。 (记者 王晓波) ...
赛微电子:控股子公司MEMS-OCS通过验证并启动试产
Xin Lang Cai Jing· 2025-08-15 12:38
Core Viewpoint - The company has successfully validated and initiated trial production of its MEMS-OCS product through its subsidiary, marking a significant step in enhancing optical switching technology for various applications [1] Group 1: Company Developments - The company's subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd., has received a purchase order from a client for its MEMS-OCS product [1] - The MEMS-OCS is based on 8-inch MEMS technology and is designed to improve the performance and stability of computing systems while reducing costs and power consumption [1] Group 2: Product Features and Applications - The MEMS-OCS consists of a micro-mirror array that allows precise adjustment of light path refraction, enabling signal switching and bidirectional transmission [1] - This technology is expected to find extensive applications in data center networks and supercomputing clusters [1]