Files
Obsidian-Main/00. Inbox/Stock Info.md
Awin Huang d7dc73dbe0 vault backup: 2025-03-22 12:41:32
Affected files:
00. Inbox/FFMPEG.canvas
00. Inbox/Stock Info.md
00. Inbox/TSMC.md
00. Inbox/日月光.md
00. Inbox/波若威.md
00. Inbox/矽品.md
00. Inbox/鴻海.md
2025-03-22 12:41:32 +08:00

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---
tags:
aliases:
date: 2025-03-22
time: 12:33:19
description:
---
# 2025-03-22
Nvidia 的矽光子 CPO 產品 Spectrum-X 將在 2025 下半年問世,採用 1.6T 矽光子 CPO 晶片,擁有全球首款 3D 堆疊矽光子引擎,由 [[TSMC]] 製造。
大家最愛的背板部分有:
- [[波若威]] (TPE: 3163):提供光纖連接器與光模組,應用於 CPO 光學連接。
- Coherent (NYSE: COHR):提供高速雷射與光學元件,可用於 CPO 光引擎。
- Corning (NYSE: GLW):供應高性能光纖與材料,支援 CPO 光學傳輸。
- Fabrinet (NYSE: FN):提供光電子元件製造與組裝,支援 CPO 量產。
- [[鴻海]] (TPE: 2317):具備大規模組裝能力,可生產 CPO 相關設備。
- Lumentum (NASDAQ: LITE):提供高速光學模組,提升 CPO 傳輸效率。
- Senko Advance提供高密度光纖連接器如 SN-MT適用於 CPO 系統的光學互連。
- [[矽品]] (TPE: 2325):提供半導體封裝測試,適用於 CPO 光電整合。
- Sumitomo Electric (TYO: 5802):生產高品質光纖與元件,可應用於 CPO 連接。
- 天孚通信 (SHE: 300394):生產光器件封裝與模組,支援 CPO 光學互連。
- [[TSMC]] (TPE: 2330):提供先進矽光子製程,助力 CPO 晶片製造。
# 參考來源