英伟达强攻光通讯台链亮起来

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ICC讯英伟达强攻光通讯再出击，于官网更新其迎接新世代AI平台全面导入光通讯技术关键的硅光子网路交换器“Quantum X Photonics”各类资讯，涵盖叁种型号。这意味着英伟达将在共同封装光学元件(CPO)交换器大踩油门，迎来英伟达执行长黄仁勋先前喊出的“光进铜退”时代，催动光通讯需求大商机，法人看好，台积电、波若威、上诠等相关台系链有望受惠。根据英伟达释放的信息，此次针对CPO...

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3450-LD推出三个型号，三者参数基本一致，采用4U机架式、144个XDR埠、144个MPO连接器、48V直流供电、液冷方案、含线缆套件，并更新订购资讯、产品介绍、安装教学、软体管理、界面管理等各类资讯。  英伟达指出，CPO解决方案较传统可插拔式光模组方案，电源效率提升3.5倍，网路韧性则提高十倍，大幅降低系统故障时的停机时间，两者加乘下，整体持续运行时间提高到原先的五倍;传输效能部分，CPO的讯号损失能降至4dB，远低于传统可插拔式的22dB，使讯号完整性提高63倍。  英伟达进击光通讯，台积电、上诠、波若威等台厂沾光。法人指出，台积电在CPO供应链扮演重要角色，与英伟达共同开发的COUPE技术，是CPO最重要核心技术，牵涉到高难度的异质整合封装。  上诠是台积电合作伙伴，也是CPO链重要一环。上诠日前在法说会上发表FAU的三大产品线，LPO、CPO Switch及CPO XPU，能满足客户从1.6T到6.4T以上的各种需求，其中LPO将会最快发酵，是短期营收成长动能来源;而CPO是未来主轴，未来三年将是成长爆发期。  波若威也是英伟达CPO生态系受惠厂商，其作为Spectrum 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英伟达强攻光通讯 台链亮起来

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英伟达强攻光通讯台链亮起来