【产业信息速递】全球最大的硅光企业诞生

北京半导体行业...2025-12-31

（信息来源：tomshardware）据路透社报道，GlobalFoundries刚刚宣布收购总部位于新加坡的硅光子器件制造商AMF，该公司称此次收购使其成为该技术领域最大的制造商。硅光子器件使用光而非电脉冲来传输数据，可用于芯片内部、组件之间甚至服务器之间的通信。英伟达已计划在其下一代人工智能服务器中采用硅光子技术，这将降低功耗并同时提高数据传输速度。这对该公司至关重要，因为它可以实现数据中心内...

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Breen 在一份声明中表示。尽管AMD、英伟达和GlobalFoundries等巨头都在投资硅光子技术，但其他初创公司也纷纷加入这场竞争。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","NVDX":"2倍做多NVDA ETF-T-Rex","NVD3.UK":"LS 3X NVIDIA","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDS.UK":"LS -1X NVIDIA","BK4587":"ChatGPT概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A 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AI和Lightmatter这样的公司正在开发自己的技术和基于光子的芯片，尤其因为光子技术被视为计算的未来。虽然我们预计消费级CPU、GPU和主板短期内不会采用这项技术，但它已被应用于每秒处理TB级数据的大型服务器。随着对人工智能数据中心持续投资，我们预计这项前景广阔的技术的研究和开发也将取得进展。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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