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1.6T光模块玻璃基载板
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沃格光电:目前芯片用玻璃基板产品正稳步推进客户验证
Zheng Quan Ri Bao Wang· 2026-02-02 13:12
证券日报网讯2月2日,沃格光电(603773)在互动平台回答投资者提问时表示,公司芯片用玻璃基板相 关技术处于行业领先水平,如TGV技术可实现最小孔径5μm、最大深宽比100:1,可加工玻璃厚度范围 0.05-1.1mm,且掌握"薄化、镀膜、TGV、精密镀铜、多层线路制作"全制程工艺,是全球少数具备全制 程产业化能力的企业之一。目前芯片用玻璃基板产品正稳步推进客户验证,全资子公司湖北通格微的 1.6T光模块玻璃基载板已完成小批量送样。公司推出的全玻璃堆叠结构(GCP)方案,已与北极雄芯等战 略合作伙伴进入产品方案确定和联合开发阶段。产能方面,公司已建成首条年产10万平米TVG产线并 实现小批量供货,成都沃格8.6代线预计2026年量产,达产后月产能预计可达2.4万片,将为业务放量提 供坚实支撑。随着玻璃基板在AI大算力芯片、高速光通信(CPO)、先进封装等领域的加速应用,公司技 术与产能优势有望持续转化为业绩增量,具体经营数据请以公司后续披露的定期报告为准。 ...
公司互动丨这些公司披露在商业航天等方面最新情况
Di Yi Cai Jing· 2026-01-14 15:25
Commercial Aerospace - Lichong Group supplies high-end aluminum-based functional intermediate alloys for the commercial aerospace sector [1] Humanoid Robots - Shiyun Circuit has secured a new generation humanoid robot project [1] AI Applications - Longkun Technology's AI biopharmaceutical project is currently in the pre-clinical stage [1] - Bona Film Group has officially launched AI tools "Bole One-Click AI Short Drama" and "Bole Round Table" [1] Other Developments - CATL is advancing high energy density battery technologies, including condensed and solid-state batteries, for aviation applications [1] - Haixiang Pharmaceutical's invested Yuxin Fund holds a 1.352% stake in Tianbing Technology [1] - Zhejiang Fu Holdings reports that rising commodity prices have a positive impact on the company's performance [1] - Meiansen has no collaboration with the European Dorgerberg Steel Plant [1] - Zhite New Materials has no business or revenue related to AI applications, quantum technology, or artificial intelligence [1] - Woge Optoelectronics has completed small batch sample delivery of 1.6T optical module glass-based substrates [1]
沃格光电:公司全资子公司湖北通格微致力于玻璃基TGV技术在泛半导体封装领域的应用
Zheng Quan Ri Bao· 2026-01-14 12:36
Core Viewpoint - The company is focusing on the application of glass-based TGV technology in the semiconductor packaging sector, with initial products already in small-scale sampling [2] Group 1: Company Developments - The company's wholly-owned subsidiary, Hubei Tongge Micro, is dedicated to the development of glass-based TGV technology [2] - The 1.6T optical module glass-based substrate products have completed small batch sampling, contributing a minor portion to the overall revenue [2] - The company is actively collaborating with industry-leading enterprises to explore and develop glass-based packaging solutions that meet higher computational transmission demands [2]
沃格光电:1.6T光模块玻璃基载板完成小批量送样
Xin Lang Cai Jing· 2026-01-14 09:25
Core Viewpoint - The company is focusing on the application of glass-based TGV technology in the semiconductor packaging sector through its wholly-owned subsidiary, Hubei Tongge Micro [1] Group 1 - The 1.6T optical module glass-based substrate products have completed small batch sampling, contributing a minor portion to the company's overall revenue [1] - The company is actively collaborating with well-known industry players to explore and develop glass-based packaging solutions that meet higher computing power transmission demands [1]