光模块，卖爆了

半导体芯闻2025-12-18

如果您希望可以时常见面，欢迎标星收藏哦~近日，光通信行业市场研究机构LightCounting在最新的报告中提到，2025年第三季度，Alphabet、亚马逊、Meta和微软的资本开支创下新纪录。甲骨文的资本开支环比下降6%，但同比则大幅增长269%。Meta的资本开支相比2024年第三季度增长了一倍多。这五家公司在2025年前九个月的总资本开支已超过3070亿美元，对供应链造成了前所未有的压力...

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