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Obsidian-Main/00. Inbox/CPO.md
Awin Huang 8d38fd6650 vault backup: 2025-03-25 09:29:47
Affected files:
00. Inbox/CPO.md
00. Inbox/Stock Info.md
00. Inbox/TSMC.md
00. Inbox/波若威.md
00. Inbox/矽品.md
00. Inbox/鴻海.md
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2025-03-25 09:29:47 +08:00

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---
tags:
aliases:
date: 2025-03-22
time: 14:25:33
description:
---
線路是電訊號,仍有著訊號耗損以及熱量問題。
隨著AI與高性能運算帶來的算力
資料傳輸的需求大幅提升
1. 傳輸速度不夠快
2. 有著散熱與能源耗損的問題
矽光子是用光來傳輸,正好可以解決以上的兩大問題。
是種製造晶片的技術,不過是光學的晶片
![[Pasted image 20250322142706.png]]
光電模組:
- 光接收器
- 光波導
- 光調變器
- 電流電壓放大器
- 驅動IC
- 交換器
![[Pasted image 20250322142814.png]]
![[Pasted image 20250322142819.png]]
為了減少電訊號和高速運算的的損失,業界將矽光元件改到接近伺服器交換器週邊的位置,進一步縮短電流的距離,讓原先的插拔式模組僅剩光纖的部分。
這個作法即為 (CPO, Co-Packaged Optics)技術就是將EIC(電子積體電路)與PIC(光子積體電路)共同裝在同個載板形成模組與晶片的共同封裝進而取代光收發模組讓光引擎更加地靠近CPU/GPU縮短電的傳輸路徑減少傳輸耗損和訊號的延遲。
# CPO概念股
![[Pasted image 20250322142857.png]]
# 參考來源