TrendForce集邦咨询：受惠于AI数据中心规模扩张预估2026年EML与CW-DFB LD总体月产能达5070万颗

智通财经网06-03

智通财经APP获悉，TrendForce集邦咨询最新研究指出，随着AI数据中心规模扩张与算力军备竞赛，传输速率提升至1.6 Tbps以上，NVIDIA(英伟达)、Google(谷歌)、Meta等厂商为确保供货无虞，战略性锁定EML、CW-DFB LD芯片供应商的产能，带动供应商积极扩产以应对客户需求，进一步推升2026年EML与CW-DFB LD总计产能成长两倍以上，达到5070万颗。前三大...

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TrendForce集邦咨询：受惠于AI数据中心规模扩张 预估2026年EML与CW-DFB LD总体月产能达5070万颗

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TrendForce集邦咨询：受惠于AI数据中心规模扩张预估2026年EML与CW-DFB LD总体月产能达5070万颗