铜缆触及物理极限，光_老虎社区_美港股上老虎

猛兽财经网
03-12 16:19

铜缆触及物理极限，光传输需求加速释放

铜缆触及物理极限，光传输最核心的SerDes芯片技术正在不断突破铜缆的物理极限。

共封装光学器件（CPO）在AI数据中心光通信模块中的渗透率将稳步攀升，至2030年前后有望达到约35%。

延续之前一直看好的$博通(AVGO)$ $Credo Technology Group Holding Ltd(CRDO)$ $Astera Labs, Inc.(ALAB)$ 不变。

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