当汽车遇见“光”：博泰车联(02889.HK)收购背后的一场AI基础设施暗线布局

智通财经08-07

【当汽车遇见“光”：博泰车联(02889.HK)收购背后的一场AI基础设施暗线布局】智通财经APP获悉，一家做智舱及AI应用的公司，为什么要买一家光通信芯片企业？博泰车联(02889.HK)交出的答案，藏在AI大模型对数据传输的“饥饿感”里。8月7日，公司公告收购成都明夷约70%股权，后者是国内极少数能量产单波100G TIA芯片的Fabless设计企业，产品已进入AI服务器400G/800G光模块供应链。

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