中信证券：看好Micro LED CPO产业趋势上游芯片环节有望深度受益

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智通财经APP获悉，中信证券发布研究报告称，未来随着AI算力设施规模及复杂度的持续提升，以及产业链逐步成熟，Micro LED CPO有望凭借功耗、速率、稳定性等优势，或有望成为中距离光互连的重要解决方案。目前行业仍处于前期准备及研发阶段，核心瓶颈在于发光芯片性能、光学系统配合等环节，判断行业有望在2027年后逐步进入落地阶段。从受益机会上看，重点建议关注Micro LED芯片制程能力领先以及垂直...

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中信证券：看好Micro LED CPO产业趋势 上游芯片环节有望深度受益

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中信证券：看好Micro LED CPO产业趋势上游芯片环节有望深度受益