Customs data show that in March 2026, China's average export price of optical modules rose 23 percent year on year, while fiber and cable exports soared 263.8 percent in value year on year, with the ...
3 个月
CPO，终于要来了？
CPO需求爆发，AI基础设施光互连革命加速。 如今，当算力堆叠的竞赛迈过万卡级门槛，AI基础设施的角力场正从芯片本身的制程工艺，悄然转向芯片之间的连接效率。大模型参数以指数级膨胀，传统可插拔光模块在带宽密度与功耗墙面前步步维艰，铜缆则在224Gbps的速率下将传输距离压缩至两米以内，一场围绕“管道”的极限突围战已然打响。 在此背景下，共封装光学（CPO）不再仅是实验室的前沿命题，而是迅速跃升为产业 ...
全球AI光收发模块市场正进入高速扩张周期，但供应链结构性制约日益凸显。 4月20日，根据集邦咨询（TrendForce）最新研究，全球AI光收发模块市场规模预计将从2025年的165亿美元增至2026年的260亿美元，同比增幅超过57%。 供应端压力正同步升温。以电吸收调制激光 ...
Chinese PV inverter and BESS manufacturer Sungrow has entered the PV module manufacturing market with a new "smart module" ...
A system-on-module brings AI processing, video analytics & ML to edge devices, helping engineers build robotics & automation ...
DALLAS--(BUSINESS WIRE)--Lantern Pharma Inc. (NASDAQ: LTRN), a pioneering artificial intelligence (AI) company transforming oncology drug discovery and development, today announced the launch of an ...
While many existing analytics technologies require deep expertise in data science and industrial processes this add-on module for ControlLogix controllers reduces that burden by doing the job of a ...
The gap between talking about AI-native delivery and actually achieving it comes down to who is making judgment calls in the ...
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