中国科技与通信：2026 年 GTCOFC 大会的影响-China Technology Communications Implications from GTC OFC 2026
2026-03-24 01:27
China Technology & Communications Implications from GTC & OFC 2026 CITI'S TAKE Vi e w p o i n t | 22 Mar 2026 16:58:08 ET │ 16 pages We gathered more comments from the supply chain based on our US tech team publications and checks from the GTC and OFC events. As highlighted in our First Take, LPU production progress and ratio of Rubin Ultra Rack vs. LPX was higher than expected benefiting WUS as the first and largest beneficiary. We see further upside to 2026 pluggable optical transceiver demand and bullish ...