{"id":760002,"date":"2026-04-12T06:56:47","date_gmt":"2026-04-11T22:56:47","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=760002"},"modified":"2026-04-12T06:56:47","modified_gmt":"2026-04-11T22:56:47","slug":"%e8%ae%a2%e5%8d%95%e6%8e%92%e6%bb%a1%e8%87%b32028%e5%b9%b4%ef%bc%9a%e5%85%89%e9%80%9a%e4%bf%a1%e5%a6%82%e4%bd%95%e6%88%90%e4%b8%baai%e6%97%b6%e4%bb%a3%e5%8d%96%e6%b0%b4%e4%ba%ba","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=760002","title":{"rendered":"\u8ba2\u5355\u6392\u6ee1\u81f32028\u5e74\uff1a\u5149\u901a\u4fe1\u5982\u4f55\u6210\u4e3aAI\u65f6\u4ee3\u201c\u5356\u6c34\u4eba\u201d"},"content":{"rendered":"

<\/p>\n

\"\u8ba2\u5355\u6392\u6ee1\u81f32028\u5e74\uff1a\u5149\u901a\u4fe1\u5982\u4f55\u6210\u4e3aAI\u65f6\u4ee3\u201c\u5356\u6c34\u4eba\u201d\"<\/a><\/p>\n

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\u8fd9\u6837\u7684\u573a\u666f\u5e76\u4e0d\u53ea\u53d1\u751f\u5728Lumentum\u3002\u5f53AI\u7b97\u529b\u6210\u4e3a\u6570\u5b57\u7ecf\u6d4e<\/a><\/span><\/span>\u7684\u6838\u5fc3\u9a71\u52a8\u529b<\/a><\/span><\/span>\uff0c\u6570\u636e\u4e2d\u5fc3<\/span>\u4ece\u201c\u6570\u636e\u4ed3\u5e93\u201d\u8f6c\u5411\u201cAI\u5de5\u5382\u201d\uff0c\u5149\u901a\u4fe1<\/span>\u2014\u2014\u8fd9\u4e2a\u66fe\u7ecf\u76f8\u5bf9\u4f4e\u8c03\u7684\u6280\u672f\u9886\u57df\u2014\u2014\u6b63\u5728\u6210\u4e3a\u4ea7\u4e1a\u94fe\u4e2d\u5173\u952e\u4e14\u7a00\u7f3a\u7684\u4e00\u73af\u3002<\/p>\n

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\u4e00\u4f4d\u5149\u901a\u4fe1\u884c\u4e1a\u5206\u6790\u5e08\u6253\u4e86\u4e2a\u6bd4\u65b9\uff1a\u4ee5\u524d\u6570\u636e\u4e2d\u5fc3\u50cf\u4e61\u95f4\u5c0f\u8def\uff0c\u94dc<\/a><\/span>\u7f06\u5c31\u591f\u4e86\uff1b\u73b0\u5728AI\u6570\u636e\u4e2d\u5fc3\u50cf\u57ce\u5e02\u9ad8\u5cf0\u671f\u7684\u4ea4\u901a\uff0c\u6ca1\u6709\u9ad8\u901f\u8def\u5c31\u4f1a\u5168\u90e8\u5835\u6b7b\u3002\u5149\u901a\u4fe1\u5c31\u662f\u4e3a\u8fd9\u79cd\u573a\u666f\u8bbe\u8ba1\u7684\u9ad8\u901f\u516c\u8def<\/span>\u7cfb\u7edf\u3002<\/p>\n

Lumentum\u7684\u6280\u672f\u8def\u7ebf\u6b63\u4f53\u73b0\u4e86\u8fd9\u79cd\u8f6c\u53d8\u3002\u516c\u53f8\u4e0d\u4ec5\u751f\u4ea7\u4f20\u7edf\u7684\u5149\u6a21\u5757\uff0c\u66f4\u805a\u7126\u5149\u4e92\u8fde\u7684\u5173\u952e\u5668\u4ef6\u4e0e\u7cfb\u7edf\uff1a\u9ad8\u529f\u7387\u6fc0\u5149\u5668\u3001EML\uff08\u7535\u5438\u6536\u8c03\u5236\u6fc0\u5149\u5668\uff09\u3001\u5149\u8def\u4ea4\u6362\u8bbe\u5907\uff08OCS\uff09\uff0c\u4ee5\u53ca\u4e3a\u5171\u5c01\u88c5\u5149\u5b66\uff08CPO\uff09\u63d0\u4f9b\u7684\u5916\u90e8\u6fc0\u5149\u6e90\u3002\u8fd9\u4e9b\u4ea7\u54c1\u5e76\u975e\u4e3a\u4f20\u7edf\u6570\u636e\u4e2d\u5fc3\u51c6\u5907\uff0c\u800c\u662f\u4e13\u95e8\u9488\u5bf9\u82f1\u4f1f\u8fbe<\/a><\/span><\/span>GPU\u96c6\u7fa4\u7684CPO\u5e94\u7528\u8bbe\u8ba1\u3002<\/p>\n

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\u65b0\u6613\u76db<\/span>\u5219\u9009\u62e9\u4e86LPO\uff08\u7ebf\u6027\u9a71\u52a8\u53ef\u63d2\u62d4\u5149\u5b66\uff09\u7684\u5dee\u5f02\u5316\u8def\u5f84\u3002LPO\u6280\u672f\u76f8\u6bd4\u4f20\u7edf\u7684DSP\u65b9\u6848\uff0c\u80fd\u660e\u663e\u964d\u4f4e\u529f\u8017\u548c\u6210\u672c\uff0c\u9002\u5408AI\u6570\u636e\u4e2d\u5fc3\u7684\u4e2d\u77ed\u8ddd\u79bb\u9ad8\u901f\u4e92\u8fde\u3002\u65b0\u6613\u76db2026\u5e74800G LPO\u6a21\u5757\u51fa\u8d27\u91cf\u9884\u8ba1\u8fbe300\u4e07\u53ea\u3002<\/p>\n

\u6bcf\u4e2a\u4f01\u4e1a\u90fd\u5728\u5bfb\u627e\u81ea\u5df1\u7684\u751f\u6001\u4f4d\u3002Lumentum\u5360\u636e\u4ea7\u4e1a\u94fe\u6700\u4e0a\u6e38\uff0c\u6280\u672f\u58c1\u5792\u6700\u9ad8\uff1b\u4e2d\u56fd\u4f01\u4e1a\u5728\u89c4\u6a21\u5316\u5236\u9020\u548c\u5e94\u7528\u521b\u65b0<\/a>\u4e0a\u5f62\u6210\u4e86\u7279\u8272\u3002\u8fd9\u4e0d\u662f\u7b80\u5355\u7684\u66ff\u4ee3\u5173\u7cfb\uff0c\u800c\u662f\u4e92\u8865\u548c\u7ade\u4e89\u5e76\u5b58\u7684\u683c\u5c40\u3002<\/p>\n

\"\u8ba2\u5355\u6392\u6ee1\u81f32028\u5e74\uff1a\u5149\u901a\u4fe1\u5982\u4f55\u6210\u4e3aAI\u65f6\u4ee3\u201c\u5356\u6c34\u4eba\u201d\"<\/a><\/p>\n

\u6280\u672f\u8fed\u4ee3\u7684\u9690\u5f62\u6218\u573a<\/strong><\/p>\n

\u5149\u901a\u4fe1\u4ea7\u4e1a\u7684\u7ade\u4e89\uff0c\u8868\u9762\u4e0a\u662f\u4ea7\u80fd\u548c\u8ba2\u5355\u7684\u7ade\u4e89\uff0c\u5b9e\u9645\u4e0a\u662f\u6280\u672f\u8def\u7ebf\u548c\u6807\u51c6\u5236\u5b9a\u7684\u7ade\u4e89\u3002\u5728OFC 2026\u5927\u4f1a\u4e0a\uff0c\u51e0\u4e2a\u5173\u952e\u6280\u672f\u65b9\u5411\u6b63\u5728\u51b3\u5b9a\u4ea7\u4e1a\u683c\u5c40\u3002<\/p>\n

\u5171\u5c01\u88c5\u5149\u5b66\uff08CPO\uff09\u662f\u76ee\u524d\u6700\u53d7\u5173\u6ce8\u7684\u65b9\u5411\u3002\u4e0e\u4f20\u7edf\u7684\u5149\u6a21\u5757\u63d2\u62d4\u5f0f\u8bbe\u8ba1\u4e0d\u540c\uff0cCPO\u5c06\u5149\u5b50\u5143\u4ef6<\/a><\/span><\/span>\u76f4\u63a5\u5c01\u88c5\u5728\u4ea4\u6362\u673a\u6216ASIC\u82af\u7247\u65c1\u8fb9\uff0c\u53ef\u4ee5\u660e\u663e\u964d\u4f4e\u5ef6\u8fdf\u548c\u529f\u8017\u3002\u82f1\u4f1f\u8fbeRubin\u67b6\u6784\u5df2\u660e\u786e\u6280\u672f\u8def\u5f84\uff0c\u8ba1\u52122026\u5e74\u7387\u5148\u5728Scale-Out\u7f51\u7edc\u5b9e\u73b0CPO\u91cf\u4ea7\uff0c2027\u5e74\u5bfc\u5165Scale-Up\u7f51\u7edc\u3002Lumentum\u5728\u8fd9\u4e00\u9886\u57df\u91cd\u70b9\u5e03\u5c40\u4e86scale-out\u548cscale-up\u4e24\u79cdCPO\u65b9\u6848\uff0c\u5176CPO\u4ea7\u54c1\u9884\u8ba12027\u5e74\u5e95\u9996\u6279\u51fa\u8d27\u3002<\/p>\n

\u5149\u8def\u4ea4\u6362\uff08OCS\uff09\u662f\u53e6\u4e00\u4e2a\u5173\u952e\u6280\u672f\u3002OCS\u5229\u7528MEMS\u6280\u672f\u76f4\u63a5\u5728\u6570\u636e\u7aef\u70b9\u4e4b\u95f4\u5efa\u7acb\u5149\u8fde\u63a5\uff0c\u907f\u514d\u4f20\u7edf\u7535\u5b50<\/span>\u4ea4\u6362\u73af\u8282\uff0c\u529f\u8017\u4f4e\u3001\u7aef\u53e3\u5bc6\u5ea6\u9ad8\u3002Lumentum\u7684OCS\u8bbe\u5907\u5df2\u7ecf\u5728\u7f8e\u56fd\u591a\u4e2a\u5927\u578bAI\u6570\u636e\u4e2d\u5fc3\u90e8\u7f72\uff0c\u516c\u53f8\u79ef\u538b\u8ba2\u5355\u5df2\u8d854\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u96c6\u4e2d\u5728\u4e09\u5bb6\u8d85\u5927\u89c4\u6a21\u5382\u5546\u3002\u516c\u53f8\u76ee\u6807\u662f2027\u5e74OCS\u4e1a\u52a1\u8425\u6536\u8d85\u8fc710\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u7845\u5149\u5b50\u6280\u672f\u4ee3\u8868\u4e86\u66f4\u957f\u8fdc\u7684\u65b9\u5411\u3002\u5c06\u5149\u5b66\u5143\u4ef6<\/span>\u96c6\u6210\u5728\u7845\u57fa\u677f\u4e0a\uff0c\u53ef\u4ee5\u5b9e\u73b0\u66f4\u9ad8\u5bc6\u5ea6\u3001\u66f4\u4f4e\u6210\u672c\u7684\u5149\u4e92\u8fde\u3002\u82f1\u4f1f\u8fbe\u4e0eCoherent\u8fbe\u6210\u6218\u7565\u5408\u4f5c\uff0cCoherent\u5728OFC 2026\u4e0a\u5c55\u793a\u4e86\u57fa\u4e8e\u7845\u5149\u5b50\u5b66\u76846.4T socketed CPO\u7b49\u6280\u672f\u3002\u6280\u672f\u8def\u7ebf\u7684\u9009\u62e9\u51b3\u5b9a\u4f01\u4e1a\u547d\u8fd0\u2014\u2014\u62bc\u5bf9\u4e86\u65b9\u5411\uff0c\u53ef\u80fd\u83b7\u5f97\u5341\u500d\u589e\u957f\uff1b\u62bc\u9519\u4e86\u65b9\u5411\uff0c\u518d\u5927\u7684\u4ea7\u80fd\u4e5f\u53ef\u80fd\u88ab\u6dd8\u6c70\u3002<\/p>\n

\u201c\u5356\u6c34\u4eba\u201d\u6216\u662f\u66f4\u597d\u7684\u751f\u610f<\/strong><\/p>\n

\u5728\u52a0\u5dde\u6dd8\u91d1\u70ed\u65f6\u671f\uff0c\u771f\u6b63\u8d5a\u5230\u5927\u94b1\u7684\u4e0d\u4e00\u5b9a\u662f\u6dd8\u91d1\u8005\uff0c\u800c\u662f\u4e3a\u4ed6\u4eec\u63d0\u4f9b\u5de5\u5177\u548c\u670d\u52a1\u7684\u201c\u5356\u6c34\u4eba\u201d\u3002\u5728AI\u7b97\u529b\u70ed\u6f6e\u4e2d\uff0c\u5149\u901a\u4fe1\u4f01\u4e1a\u6b63\u5728\u626e\u6f14\u7c7b\u4f3c\u89d2\u8272\u3002<\/p>\n

Lumentum\u4e0d\u505aAI\u6a21\u578b\uff0c\u4e0d\u8bad\u7ec3\u5927\u8bed\u8a00\u6a21\u578b\uff0c\u4f46\u5b83\u4e3a\u6240\u6709\u505a\u8fd9\u4e9b\u4e8b\u7684\u4f01\u4e1a\u63d0\u4f9b\u6700\u5173\u952e\u7684\u57fa\u7840\u8bbe\u65bd\u3002\u6ca1\u6709\u9ad8\u6548\u7684\u5149\u4e92\u8fde\uff0c\u518d\u5148\u8fdb\u7684AI\u82af\u7247<\/a><\/span><\/span>\u4e5f\u65e0\u6cd5\u53d1\u6325\u5168\u90e8\u6f5c\u529b\u3002<\/p>\n

\u8fd9\u79cd\u201c\u5356\u6c34\u4eba\u201d\u89d2\u8272\u5e26\u6765\u4e86\u72ec\u7279\u7684\u5546\u4e1a\u6a21\u5f0f\u3002\u9996\u5148\uff0c\u5149\u901a\u4fe1\u9700\u6c42\u4e0eAI\u7b97\u529b\u589e\u957f\u9ad8\u5ea6\u6b63\u76f8\u5173\uff0c\u4f46\u6ce2\u52a8\u6027\u8f83\u5c0f\u3002\u5176\u6b21\uff0c\u6280\u672f\u58c1\u5792\u548c\u8ba4\u8bc1\u5468\u671f\u8ba9\u5148\u53d1\u4f01\u4e1a\u5efa\u7acb\u4e86\u62a4\u57ce\u6cb3\u3002\u6700\u540e\uff0c\u6df1\u5ea6\u5b9a\u5236\u5316\u670d\u52a1\u8ba9\u5ba2\u6237\u9ecf\u6027\u5f88\u9ad8\u3002\u4e00\u65e6\u8fdb\u5165\u82f1\u4f1f\u8fbe\u6216\u8c37\u6b4c\u7684\u4f9b\u5e94\u94fe\uff0c\u66ff\u6362\u6210\u672c\u975e\u5e38\u9ad8\u2014\u2014\u4e0d\u53ea\u662f\u4ea7\u54c1\u89c4\u683c\u7684\u95ee\u9898\uff0c\u8fd8\u6709\u7cfb\u7edf\u96c6\u6210\u3001\u8054\u5408\u6d4b\u8bd5\u3001\u957f\u671f\u6280\u672f\u6f14\u8fdb\u8def\u5f84\u7684\u5339\u914d\u3002\u8fd9\u79cd\u6df1\u5ea6\u7ed1\u5b9a\u8ba9\u5934\u90e8\u4f01\u4e1a\u83b7\u5f97\u4e86\u975e\u5e38\u7a33\u56fa\u7684\u5e02\u573a\u5730\u4f4d\u3002<\/p>\n

\"\u8ba2\u5355\u6392\u6ee1\u81f32028\u5e74\uff1a\u5149\u901a\u4fe1\u5982\u4f55\u6210\u4e3aAI\u65f6\u4ee3\u201c\u5356\u6c34\u4eba\u201d\"<\/center><\/p>\n

\u4ece\u8d22\u52a1\u89d2\u5ea6\u770b\uff0c\u5149\u901a\u4fe1\u4f01\u4e1a\u6b63\u4eab\u53d7\u524d\u6240\u672a\u6709\u7684\u589e\u957f\u7ea2\u5229\u3002Lumentum\u9884\u8ba1\u52302027\u8d22\u5e74\u5b9e\u73b0\u5e74\u531650\u4ebf\u7f8e\u5143\u7684\u8425\u6536\u89c4\u6a21\uff0c2028\u8d22\u5e74\u8fbe\u5230\u5e74\u531680\u4ebf\u7f8e\u5143\u3002\u8fd9\u79cd\u589e\u957f\u901f\u5ea6\u5728\u4f20\u7edf\u7684\u901a\u4fe1\u8bbe\u5907<\/a><\/span><\/span>\u9886\u57df\u5f88\u96be\u60f3\u8c61\u3002Lumentum\u5728\u7eb3\u65af\u8fbe\u514b<\/a><\/span><\/span>\u4e0a\u5e02<\/a>\u7684\u80a1\u7968\u5728\u8fc7\u53bb\u4e00\u5e74\u4e2d\u4e0a\u6da8\u4e86\u8d85\u8fc71500%\u3002<\/p>\n

\u6839\u636eLumentum\u5728OFC 2026\u4e0a\u7684\u9884\u6d4b\uff0c\u52302030\u5e74\uff0c\u6db5\u76d6\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u3001CPO\u548cOCS\u7684AI\u5149\u901a\u4fe1\u603b\u6f5c\u5728\u5e02\u573a\uff08TAM\uff09\u5c06\u4ece2025\u5e74\u7684180\u4ebf\u7f8e\u5143\u98d9\u5347\u81f3900\u4ebf\u7f8e\u5143\uff0c\u5e74\u590d\u5408\u589e\u957f\u7387\u9ad8\u8fbe40%\u3002\u6469\u6839\u58eb\u4e39\u5229<\/a><\/span><\/span>\u7684\u57fa\u672c\u9884\u6d4b\u662f\uff0c\u52302028\u5e74\u5149\u901a\u4fe1\u5e02\u573a\u89c4\u6a21\u5c06\u8d85\u8fc7650\u4ebf\u7f8e\u5143\u3002\u4e00\u4e2a\u5343\u4ebf\u7f8e\u5143\u7ea7\u7684\u5e02\u573a\u6b63\u5728\u5f62\u6210\u3002<\/p>\n

\u6280\u672f\u7a81\u8fdb\u7684\u53e6\u4e00\u9762<\/strong><\/p>\n

\u5f53Michael Hurlston\u5ba3\u5e03Lumentum\u8ba2\u5355\u6392\u6ee1\u81f32028\u5e74\u65f6\uff0c\u4ed6\u4e0d\u4ec5\u516c\u5e03\u4e86\u4e00\u5bb6\u4f01\u4e1a\u7684\u4e1a\u7ee9<\/a>\u9884\u671f\uff0c\u4e5f\u63ed\u793a\u4e86\u4e00\u4e2a\u4ea7\u4e1a\u7684\u91cd\u5927\u8f6c\u6298\u3002\u5149\u901a\u4fe1\u6b63\u5728\u4ece\u901a\u4fe1\u4ea7\u4e1a\u7684\u914d\u89d2\uff0c\u8f6c\u53d8\u4e3aAI\u65f6\u4ee3\u7684\u5173\u952e\u57fa\u7840\u8bbe\u65bd\u63d0\u4f9b\u8005\u3002<\/p>\n

\u5149\u901a\u4fe1\u4ea7\u4e1a\u524d\u666f\u5149\u660e\uff0c\u4f46\u4ecd\u9762\u4e34\u4e0d\u5c11\u6311\u6218\u3002\u4ea7\u80fd\u6269\u5f20\u7684\u8d44\u91d1\u9700\u6c42\u3001\u6280\u672f\u8fed\u4ee3\u7684\u98ce\u9669<\/a>\u3001\u5730\u7f18\u653f\u6cbb\u7684\u5f71\u54cd\u3001\u5e02\u573a\u7ade\u4e89\u7684\u52a0\u5267\uff0c\u90fd\u662f\u884c\u4e1a\u53c2\u4e0e\u8005\u5fc5\u987b\u9762\u5bf9\u7684\u95ee\u9898\u3002<\/p>\n

Hurlston\u66fe\u8868\u793a\uff0c1\u4ebf\u7f8e\u5143\u53ea\u662f\u5f00\u59cb\u3002\u5982\u679c\u5e02\u573a\u9700\u6c42\u7ee7\u7eed\u4ee5\u76ee\u524d\u7684\u901f\u5ea6\u589e\u957f\uff0cLumentum\u53ef\u80fd\u9700\u8981\u66f4\u5927\u89c4\u6a21\u7684\u6295\u8d44\u3002\u4f46\u540c\u65f6\uff0c\u4e5f\u8981\u8b66\u60d5\u8fc7\u5ea6\u6295\u8d44\u7684\u98ce\u9669\u3002<\/p>\n

\u6280\u672f\u8fed\u4ee3\u7684\u98ce\u9669\u540c\u6837\u4e0d\u5bb9\u5ffd\u89c6\u3002\u4ece800G\u52301.6T\uff0c\u4ece1.6T\u52303.2T\uff0c\u6bcf\u4e00\u6b21\u6280\u672f\u5347\u7ea7\u90fd\u610f\u5473\u7740\u5de8\u5927\u7684\u7814\u53d1\u6295\u5165\u548c\u751f\u4ea7\u7ebf\u6539\u9020\u3002\u5149\u901a\u4fe1\u6280\u672f<\/a><\/span><\/span>\u8def\u5f84\u4ecd\u5904\u4e8e\u5feb\u901f\u8fed\u4ee3\u671f\uff0c\u4e0b\u6e38\u9700\u6c42\u5b58\u5728\u4e0d\u786e\u5b9a\u6027\u3002\u5355\u6a21\u5149\u7ea4\u4f20\u8f93\u6781\u9650\u4e9f\u5f85\u7a81\u7834\uff0c\u5149\u7ea4\u635f\u8017\u63a7\u5236\u3001\u82af\u7247\/\u5668\u4ef6\u96c6\u6210\u5ea6\u63d0\u5347\u4ecd\u662f\u6280\u672f\u653b\u5173\u91cd\u70b9\uff1b\u8bbe\u5907\u63a5\u53e3\u6807\u51c6\u4e0d\u7edf\u4e00\u5bfc\u81f4\u4e92\u64cd\u4f5c\u6027\u4e0d\u8db3\uff1bCPO\u6838\u5fc3\u4e13\u5229\u3001\u5148\u8fdb\u5236\u7a0b\u7b49\u9886\u57df\u4ecd\u5b58\u5728\u6280\u672f\u58c1\u5792\u3002<\/p>\n

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