聚焦三大前沿方向，开拓AI+显示融合新场景 根据战略协议，新相微与华灿光电将围绕以下三个核心方向开展联合研发，系统布局AI时代新型显示 与光互连融合应用： 一、智算中心光互连方向：启动Micro LED光模块研发 在全球人工智能浪潮持续高涨、大模型与算力需求井喷的背景下，AI基础设施正面临日益严峻的通信 挑战。传统铜互连与当前主流的硅光方案在带宽密度、功耗和成本上逐渐触及天花板，成为制约算力进 一步释放的关键瓶颈。为抢占新一代光子互连技术制高点，国内显示驱动芯片领军企业——上海新相微 电子股份有限公司（简称"新相微"，代码688593.SH）日前与全球领先的LED芯片厂商京东方华灿光电 股份有限公司（简称"华灿光电"，代码300323.SZ）正式达成战略合作，共同攻关基于Micro LED的光互 连技术，为AI算力提升注入"光"动力。 本次合作源于双方在产业与技术上的高度互补。新相微在显示驱动芯片行业长期深耕、积淀深厚，其 Micro LED驱动芯片等相关技术储备能够为后续研发Micro LED光模块提供关键支撑。华灿光电依托全 球首条量产6英寸Micro LED产线，在芯片制造与光通信领域具备领先优势。新相 ...

日前，新相微（688593.SZ）与京东方A（000725.SZ）旗下的华灿光电（300323.SZ）正式签署战略合作 协议，合作聚焦基于Micro LED的光子互连技术，旨在结合"芯片制造+驱动设计"的双重优势，攻坚 Micro LED光互连技术和光模块的研发与生产，并在AR智能眼镜、智能车灯等前沿领域协同探索、深 度合作。 智通财经1月15日讯（记者 王碧微）随着AI技术的蓬勃发展，AI技术与新型显示技术的深度融合，成为 产业升级的核心趋势。作为公认的下一代显示技术和光互连技术核心方向，Micro LED正在AI赋能下加 速突破产业化瓶颈，同时也为AI技术落地提供更优质的硬件载体。 首先是战略开拓智算中心光互连赛道。双方将正式启动Micro LED光模块研发与生产，基于Micro LED 根技术，双方共同研制适用于智算中心的低功耗、高带宽、高可靠性光互连模块，为AI算力提升提供 核心硬件支撑，助力数字基础设施的升级迭代。 有业内人士告诉智通财经记者，目前Micro LED光模块技术仍在探索中，相比现有激光方案，Micro LED光模块方案可以降低超过50%功耗，且传输距离满足AI服务器机架内的需求。 其次 ...

Group 1 - Microsoft research team launched the Micro LED optical module transmission solution MOSAIC, compatible with existing standards and supporting bandwidth expansion from 800Gbps to 3.2T, with a 68% reduction in power consumption, benefiting optical module and chip companies [1] - Yangtze Communication analysis indicates that optical modules are a core consumable in the AI era, with a stable industry pattern, and the exchange chip market is seeing new opportunities under the AI scale-up trend, highlighting the critical role of optical modules in infrastructure [1] - As of August 21, 13:00, the telecom ETF fund (560690.SH) rose by 2.18%, with its associated index, the China Telecom index (931235.CSI), increasing by 1.33%; major constituent stocks such as China Unicom, Silver Zhi Jie, ZTE, China Telecom, and New Yi Sheng saw gains ranging from 1.71% to 6.63% [1] Group 2 - GF Securities noted that the North American technology companies in the communication industry continued to report excellent performance, with the communication industry PE-TTM at 39.75 times, ranking 8th among all Shenwan first-level industries, while the CSI 300 PE-TTM was 13.42 times [2] - Debon Securities highlighted the satellite internet industry chain, including China Satcom and China Telecom, and emphasized the need to monitor the progress of satellite internet construction and policy implementation risks [2] - Both brokerages focus on the fundamentals of the communication industry and the dynamics of industry chain development [2] Group 3 - Related products include various ETFs such as telecom ETF (560690), semiconductor ETF (159813), and others [3] - Related stocks include China Unicom, China Mobile, China Telecom, ZTE, and others [3]