光隔离器

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 【风口研报】AI光模块拉动上游光隔离器需求同步提升,公司高速光模块WDM滤光片与光组件已开始送样及少量出货
 财联社· 2025-09-01 12:10
 Group 1 - The core viewpoint of the article highlights the significant growth in demand for optical isolators driven by AI optical modules, with a specific company experiencing a doubling in its optical communication business in the first half of the year [1] - The company has begun sample deliveries and small-scale shipments of its high-speed optical module WDM filters and optical components [1] - Despite short-term profit pressures, the company is improving its cash flow and is currently advancing the acquisition of important resource businesses from its major shareholder, focusing on lithium, molybdenum, and gold resources [1]

