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\u94bb\u8fdb\u53bb\u7684\u90a3\u679a\u9489\u5b50\u662f CPO\u3002\u4f46\u628a CPO \u585e\u8fdb Scale-up\uff0c\u5de5\u7a0b\u7ea6\u675f\u4e00\u4e2a\u6bd4\u4e00\u4e2a\u786c\u3002\u53ef\u9760\u6027\u662f\u7b2c\u4e00\u9053\u5173——\u5149\u5f15\u64ce\u4e00\u65e6\u8026\u5408\u5931\u6548\uff0c\u6574\u7247 ASIC \u8fde\u540c\u5c01\u88c5\u4e00\u8d77\u5e9f\uff0c\u5728\u67dc\u5185\u9ad8\u5bc6\u5ea6\u5806\u53e0\u91cc\uff0c\u574f\u4e00\u7247\u5149\u5f15\u64ce\u53ef\u80fd\u8981\u6362\u6574\u673a\uff0c\u8fd9\u8d26\u600e\u4e48\u7b97\u90fd\u8089\u75bc\u3002\u53ef\u7ef4\u62a4\u6027\u7d27\u8ddf\u7740——\u4f20\u7edf\u53ef\u63d2\u62d4\u6a21\u5757\u80fd\u70ed\u62d4\u6362\uff0cCPO \u710a\u6b7b\u5728\u677f\u4e0a\uff0c\u8fd0\u7ef4\u6a21\u578b\u6574\u4e2a\u91cd\u5199\uff0c\u73b0\u573a\u5907\u4ef6\u4ece\"\u6362\u6a21\u5757\"\u53d8\u6210\"\u6362\u677f\u5361\u751a\u81f3\u6362\u6574\u673a\"\uff0c\u8bad\u7ec3\u96c6\u7fa4\u7684\u53ef\u7528\u7387\u8d26\u672c\u5f97\u91cd\u7b97\u3002\u6563\u70ed\u662f\u7b2c\u4e09\u9053\uff1a\u9ad8\u5bc6\u5ea6\u5149\u8026\u5408\u610f\u5473\u7740\u53d1\u70ed\u70b9\u5bc6\u5e03\uff0c\u5c01\u88c5\u91cc\u585e\u8fdb\u5149\u7535\u6df7\u5408\uff0c\u6e29\u6f02\u4e00\u504f\uff0c\u8026\u5408\u5c31\u6b6a\uff0c\u5149\u94fe\u8def\u6084\u6084\u6389\u773c\u56fe\u3002\u518d\u52a0\u4e0a\u5c01\u88c5\u826f\u7387\uff0c\u591a\u82af\u7247<\/a>\u5408\u5c01\u7684 yield \u635f\u8017\u6bd4\u53ef\u63d2\u62d4\u65f6\u4ee3\u9661\u4e86\u4e00\u4e2a\u53f0\u9636\uff0cknown-good-die \u7684\u7b5b\u9009\u6210\u672c\u76f4\u63a5\u644a\u8fdb\u5355\u4ef7\u3002\u8fd9\u4e9b\u4e0d\u662f\u8def\u7ebf\u56fe\u4e0a\u7684\u811a\u6ce8\uff0c\u662f\"\u5168\u5149\"\u53e3\u53f7\u80cc\u540e\u771f\u5b9e\u7684\u7269\u7406\u5929\u82b1\u677f\uff0c\u8c01\u558a\u5f97\u8d8a\u54cd\uff0c\u8d8a\u5f97\u5148\u628a\u8fd9\u4e9b\u5929\u82b1\u677f\u9876\u7a7f\u3002<\/p>\n

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\u5149\u8fdb\u5c01\u88c5\u7684\u826f\u7387\u957f\u8dd1\uff0c\u5916\u4eba\u5f88\u96be\u4f53\u4f1a\u3002Ayar Labs \u8fd9\u7c7b\u5149I\/O \u521d\u521b\u628a chiplet \u5149\u4e92\u8fde\u7684\u6545\u4e8b\u8bb2\u4e86\u5feb\u5341\u5e74\uff0c\u91cf\u4ea7\u5374\u4e00\u518d\u63a8\u8fdf——\u67dc\u95e8\u80cc\u540e\u7684\u5899\uff0c\u4e0d\u662f\u9760\u53e3\u53f7\u80fd\u64ac\u7a7f\u7684\u3002\u8282\u594f\u4e0a\uff0c\u95e8\u8fd8\u6ca1\u771f\u6b63\u63a8\u5f00\u3002\u957f\u98de\u5728 2025 \u5e74\u7684\u5224\u65ad\u662f\uff0c\u7eb5\u5411\u6269\u5c55\u5927\u7ea6 2028 \u5e74\u624d\u8fdb\"\u5149\u8fdb\u94dc\u9000\"\u9636\u6bb5\uff08\u591a\u6e90\u53e3\u5f84\uff09\uff0c\u4e5f\u5c31\u662f\u67dc\u5185\u94dc\u4ecd\u8981\u518d\u625b\u51e0\u5e74\u3002\u963f\u91cc\u4e91 2025 \u5e74 NPO 3.2T \u6a21\u5757\u5df2\u70b9\u4eae\uff08\u591a\u6e90\u53e3\u5f84\uff09\uff0c\u4f46\u4ecd\u662f\u70b9\u72b6\u4fe1\u53f7\uff0c\u662f\u9a8c\u8bc1\u800c\u4e0d\u662f\u91cf\u4ea7\u3002\u4ece\u70b9\u72b6\u9a8c\u8bc1\u5230\u673a\u67dc\u7ea7\u89c4\u6a21\u66ff\u6362\uff0c\u4e2d\u95f4\u8fd8\u9694\u7740\u53ef\u9760\u6027\u957f\u8dd1\u548c\u6210\u672c\u62d0\u70b9\uff0c\u8c01\u4e5f\u6ca1\u6cd5\u628a\u65f6\u95f4\u8868\u62cd\u6b7b\u3002\u84dd\u6d77\u5728\u90a3\u91cc\uff0c\u5899\u5728\u90a3\u91cc\uff0c\u64ac\u68cd\u8fd8\u5728\u78e8——\u7eb5\u5411\u8fd9\u4ef6\u4e8b\uff0c\u6bd4\u6a2a\u5411\u96be\u5149\u5316\u5f97\u591a\uff0c\u5de5\u7a0b\u8fb9\u754c\u88ab\u5e02\u573a\u4e25\u91cd\u4f4e\u4f30\uff0c\u5012\u8ba1\u65f6\u8fd8\u6ca1\u54cd\u3002<\/p>\n

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\u4f46\u628a\u89c6\u89d2\u4ece\"\u76d2\u5916\"\u63a8\u8fdb\u5230\"\u76d2\u5185\"\uff0c\u8fd9\u9898\u5c31\u6362\u4e86\u4e00\u526f\u9762\u5b54\u3002\u76d2\u5185\u5149\u5b50\u5b66\uff08in-package photonics\uff09\u4ece 0 \u5230 1\uff0c\u4e0d\u662f\u628a\u65e2\u6709\u7684\u5149\u5668\u4ef6\u76d8\u5b50\u6309\u6bd4\u4f8b\u653e\u5927\u4e00\u5708\uff0c\u800c\u662f\u4e00\u6b21\u4ea7\u4e1a\u94fe\u7684\u7ed3\u6784\u91cd\u7ec4<\/a>——\u53d7\u76ca\u7684\u73af\u8282\u8981\u91cd\u6392\uff0c\u966a\u8dd1\u7684\u73af\u8282\u53ef\u80fd\u4ece\u5934\u5230\u5c3e\u90fd\u6ca1\u5206\u5230\u589e\u91cf\u3002<\/p>\n

\u5148\u8bf4\u4ec0\u4e48\u662f\u76d2\u5185\u5149\u5b50\u5b66\u3002\u8fc7\u53bb\u5eb7\u5b81\u505a\u7684\u4e8b\u662f\"\u76d2\u5916\u5149\u7ea4\"\uff1a\u5149\u5728\u4ea4\u6362\u673a\u3001\u670d\u52a1\u5668\u8fd9\u4e9b\u673a\u7bb1\u5916\u9762\u8dd1\uff0c\u5b83\u5356\u7684\u662f\u673a\u67dc\u4e4b\u95f4\u3001\u673a\u67dc\u4e4b\u5185\u7684\u957f\u5149\u7ea4\u548c\u5e03\u7ebf\u3002\u4f46 CPO\uff08\u5171\u5c01\u88c5\u5149\u5b66\uff09\u548c NPO\uff08\u8fd1\u5c01\u88c5\u5149\u5b66\uff09\u628a\u5149\u4ea7\u751f\u548c\u4f20\u8f93\u76f4\u63a5\u632a\u5230\u4e86\u7845\u5149\u5f15\u64ce\u65c1\u8fb9\uff0c\u5149\u4e0d\u518d\u4ece\u9762\u677f\u4e0a\u7684\u53ef\u63d2\u62d4\u6a21\u5757\u8fdb\u51fa\uff0c\u800c\u662f\u8981\u5728\u82af\u7247\u5c01\u88c5\u5185\u90e8\u5c31\u5b8c\u6210\u8026\u5408\u3002\u8fd9\u4e00\u632a\uff0c\u5eb7\u5b81\u7b2c\u4e00\u6b21\u4ece\"\u76d2\u5916\"\u6324\u8fdb\u4e86\"\u76d2\u5185\"\u3002\u7ffb\u8fc7\u5b83\u8fd1\u5e74\u7684\u53e3\u5f84\uff0c\u7ba1\u7406\u5c42\u628a\u76d2\u5185\u5149\u5b50\u5b66\u7784\u51c6\u6210 2030 \u5e74 100 \u4ebf\u7f8e\u5143\u7684\u5e73\u53f0\u7ea7\u673a\u4f1a——\u8fd9\u662f\u5eb7\u5b81\u7ba1\u7406\u5c42\u6307\u5f15\uff0c\u975e\u7b2c\u4e09\u65b9\u6d4b\u7b97\uff0c\u542c\u7740\u632f\u594b\uff0c\u4f46\u6027\u8d28\u8981\u6807\u6e05\u695a\uff0c\u5b83\u4e0d\u662f\u884c\u4e1a\u5171\u8bc6\uff0c\u662f\u4e00\u5bb6\u516c\u53f8\u7684\u81ea\u5bb6\u5267\u672c\u3002<\/p>\n

\u95ee\u9898\u6b63\u597d\u51fa\u5728\uff1a\u8fd9 100 \u4ebf\u4e0d\u662f\u5747\u5300\u843d\u5728\"\u5149\"\u4e0a\u9762\u3002\u5b83\u8981\u7684\u4e0d\u662f\u7b3c\u7edf\u7684\"\u5149\u7ea4\"\u548c\"\u5149\u6a21\u5757\"\uff0c\u800c\u662f\u4e00\u4e32\u6781\u5176\u7279\u5b9a\u7684\u76d2\u5185\u5668\u4ef6——FAU\uff08\u5149\u7ea4\u9635\u5217\u5355\u5143\uff09\u8981\u8d34\u7740\u7845\u5149\u5f15\u64ce\u505a\u5fae\u7c73\u7ea7\u8026\u5408\uff1bMPO\/MMC \u8fd9\u7c7b\u9ad8\u5bc6\u5ea6\u8fde\u63a5\u5668\u8981\u5728\u51e0\u5398\u7c73\u5185\u585e\u8fdb\u51e0\u5341\u6839\u901a\u9053\uff1b\u4fdd\u504f\u5149\u7ea4\u8981\u625b\u4f4f\u76f8\u5e72\u548c\u7279\u5b9a\u6ce2\u957f\u7684\u504f\u632f\u8981\u6c42\uff1b\u73bb\u7483\u6ce2\u5bfc\u3001\u73bb\u7483\u6865\uff08Glass Bridge\uff09\u8981\u5728\u5c01\u88c5\u5185\u90e8\u66ff\u5149\u8d70\u7ebf\uff1b\u5916\u7f6e\u5149\u6e90 ELS \u628a\u6fc0\u5149\u4ece\u5c01\u88c5\u91cc\u5265\u79bb\u51fa\u6765\u5355\u72ec\u4f9b\u7535\u6563\u70ed\u3002\u8fd9\u4e9b\u5668\u4ef6\u7684\u9700\u6c42\u5f39\u6027\u3001\u826f\u7387\u74f6\u9888\u3001\u4ef7\u503c\u5360\u6bd4\uff0c\u8ddf\u6a2a\u5411\u67dc\u95f4\u90a3\u5957\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u6839\u672c\u4e0d\u662f\u4e00\u56de\u4e8b\u3002\u53ef\u63d2\u62d4\u6a21\u5757\u7684\u903b\u8f91\u662f\u6807\u51c6\u5316\u3001\u89c4\u6a21\u5316\u3001\u6bd4\u62fc\u6210\u672c\u548c\u4ea4\u4ed8\uff1b\u76d2\u5185\u5668\u4ef6\u7684\u903b\u8f91\u662f\u5b9a\u5236\u3001\u5bf9\u51c6\u3001\u53ef\u9760\u6027\u548c\u4e0e\u82af\u7247\u5382\u7684\u8054\u5408\u8bbe\u8ba1\u3002\u628a\u4e24\u8005\u6df7\u4e3a\u4e00\u8c08\uff0c\u8bf4\"\u5149\u6a21\u5757\u5382\u5168\u5403\u8089\"\uff0c\u662f\u540c\u4e00\u53e5\u8bdd\u91cc\u540c\u65f6\u9ad8\u4f30\u4e86\u4f20\u7edf\u73af\u8282\u3001\u4f4e\u4f30\u4e86\u76d2\u5185\u65b0\u73af\u8282\u3002<\/p>\n

\u628a\u4e24\u5957\u8d26\u6446\u5728\u4e00\u8d77\u66f4\u76f4\u89c2\u3002\u4e00\u6761\u6a2a\u5411 800G \u53ef\u63d2\u62d4\u5149\u6a21\u5757\u7684 BOM\uff0c\u662f DSP \u82af\u7247\u3001\u6fc0\u5149\u5668\u3001\u9a71\u52a8\u4e0e TIA\u3001\u6807\u51c6 PCB\u3001\u91d1\u5c5e\u5916\u58f3\u548c\u901a\u7528\u8fde\u63a5\u5668\u7684\u7ec4\u5408——\u6bcf\u4e00\u4e2a\u90fd\u662f\u6807\u51c6\u5316\u3001\u53ef\u89c4\u6a21\u5316\u7684\u6210\u719f\u5668\u4ef6\uff0c\u6bd4\u7684\u662f\u6210\u672c\u548c\u4ea4\u4ed8\u901f\u5ea6\u3002\u800c\u4e00\u4e2a CPO \u5c01\u88c5\u5185\u90e8\u7684\u5149\u5b66 BOM\uff0c\u53d8\u6210\u7845\u5149\u5f15\u64ce\uff08\u542b\u6fc0\u5149\u5668\u4e0e\u8c03\u5236\u5668\uff09\u3001FAU \u5149\u7ea4\u9635\u5217\u3001\u4fdd\u504f\u5149\u7ea4\u3001\u73bb\u7483\u6ce2\u5bfc\u3001\u5916\u7f6e\u5149\u6e90 ELS \u548c TGV \u73bb\u7483\u57fa\u677f\u7684\u7ec4\u5408——\u6bcf\u4e00\u4ef6\u90fd\u662f\u5b9a\u5236\u4ef6\uff0c\u8981\u8ddf\u82af\u7247\u5382\u8054\u5408\u5b9a\u4e49\u3001\u8d34\u7740\u5c01\u88c5\u505a\u5fae\u7c73\u7ea7\u5bf9\u51c6\u3002\u524d\u8005\u4e70\u7684\u662f\"\u8d27\u67b6\u4ea7\u54c1\"\uff0c\u540e\u8005\u4e70\u7684\u662f\"\u8054\u5408\u8bbe\u8ba1\u80fd\u529b\"\u3002\u540c\u4e00\u53e5\"\u5149\u6a21\u5757\u5382\u53d7\u76ca\"\uff0c\u5728\u76d2\u5916\u662f\u89c4\u6a21\u7ea2\u5229\uff0c\u5728\u76d2\u5185\u662f\u5b9a\u5236\u58c1\u5792\uff0c\u4e24\u672c\u8d26\u4e0d\u80fd\u5408\u5e76\u7b97\u3002<\/p>\n

\u6240\u8c13\u7ed3\u6784\u91cd\u7ec4\uff0c\u8bf4\u7684\u662f\u4ef7\u503c\u5728\u73af\u8282\u4e4b\u95f4\u8fc1\u79fb\uff0c\u800c\u4e0d\u662f\u6574\u6761\u94fe\u7ebf\u6027\u4e00\u8d77\u957f\u80d6\u3002\u65e7\u54c1\u7c7b\u91cc\uff0c\u4f9d\u8d56\u624b\u5de5\u5bf9\u51c6\u7684\u79bb\u6563\u5668\u4ef6\uff0c\u5f88\u53ef\u80fd\u88ab\u6676\u5706\u7ea7\u88ab\u52a8\u5bf9\u51c6\uff08passive alignment\uff09\u8fd9\u4e00\u8303\u5f0f\u66ff\u6362\u6389——\u4e00\u9053\u5de5\u5e8f\u4ece\"\u4eba\u62ff\u954a\u5b50\u5bf9\"\u53d8\u6210\"\u7845\u7247\u81ea\u5df1\u957f\u51fa\u6765\u5c31\u5bf9\u9f50\"\uff0c\u91cf\u4ea7\u903b\u8f91\u548c\u6210\u672c\u66f2\u7ebf\u90fd\u88ab\u91cd\u5199\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u73bb\u7483\u57fa\u5c01\u88c5\u3001TGV\uff08\u73bb\u7483\u901a\u5b54\uff09\u8fd9\u4e9b\u65b0\u54c1\u7c7b\u5d1b\u8d77\uff0c\u6210\u4e3a\u76d2\u5185\u5149\u8def\u771f\u6b63\u7684\u627f\u8f7d\u4f53\u3002\u8fd9\u91cc\u7684\u4ef7\u503c\u8fc1\u79fb\u662f\u73af\u8282\u7ea7\u7684\uff1a\u6709\u7684\u73af\u8282\u51ed\u7a7a\u957f\u51fa\u65b0\u9700\u6c42\uff0c\u6709\u7684\u73af\u8282\u5728\u8001\u5730\u76d8\u4e0a\u88ab\u66f4\u4fbf\u5b9c\u7684\u8303\u5f0f\u66ff\u4ee3\u3002\u65e7\u6587\u300a\u5fae\u7c73\u7684\u9ec4\u660f\u300b\u91cc\u8bb2\u8fc7\u7684 FAU \u4e09\u58c1\u5792\u548c GlassBridge \u8303\u5f0f\u66ff\u4ee3\uff0c\u662f\u8fd9\u5957\u53d9\u4e8b\u5df2\u7ecf\u94fa\u597d\u7684\u80cc\u666f\uff0c\u4e0d\u5728\u8fd9\u91cc\u91cd\u8bb2\uff0c\u4f46\u5b83\u4eec\u70b9\u660e\u7684\u4e8b\u5b9e\u6ca1\u53d8——\u76d2\u5185\u4e16\u754c\u8ba4\u7684\u662f\u7cbe\u5ea6\u548c\u5bf9\u51c6\uff0c\u4e0d\u662f\u4ea7\u80fd\u548c\u5428\u4f4d\u3002<\/p>\n

\u628a\u8fd9\u4e2a\u653e\u5927\u5230\u6574\u76d8\u8d26\u4e0a\uff0c\u5927\u6469<\/a>\u6d4b\u7b97\u7684 Scale-Up\uff08\u7eb5\u5411\u6269\u5c55\uff09TAM \u843d\u5728 700 \u4ebf\u5230 730 \u4ebf\u7f8e\u5143\u4e4b\u95f4\uff08\u5927\u6469\u6d4b\u7b97\uff0c\u5238\u5546<\/a>\u53e3\u5f84\uff0c\u975e\u4ea7\u4e1a\u843d\u5730\u5408\u7ea6\uff09\u3002\u6570\u5b57\u5f88\u5927\uff0c\u5927\u5230\u8db3\u4ee5\u8ba9\"\u5168\u4ea7\u4e1a\u94fe\u72c2\u6b22\"\u8fd9\u53e5\u8bdd\u7ee7\u7eed\u6210\u7acb\u3002\u4f46\u5927\u548c\u5c0f\u662f\u4e24\u5c42\u4e8b\uff1a\u76d8\u5b50\u5927\uff0c\u4e0d\u4ee3\u8868\u6bcf\u4e00\u9897\u5149\u5668\u4ef6\u90fd\u80fd\u540c\u6bd4\u4f8b\u5206\u5230\u5927\u5757\u3002100 \u4ebf\u7684\u76d2\u5185\u5e73\u53f0\uff08\u5eb7\u5b81\u7ba1\u7406\u5c42\u6307\u5f15\uff0c\u7784\u51c6 2030 \u5e74\uff09\u548c 700 \u4ebf\u4e0a\u4e0b\u7684 Scale-Up \u603b\u76d8\uff08\u5927\u6469\u6d4b\u7b97\uff09\u53e0\u5728\u4e00\u8d77\u770b\uff0c\u771f\u6b63\u7684\u610f\u601d\u662f——\u7a7a\u95f4\u786e\u5b9e\u88ab\u6253\u5f00\u4e86\uff0c\u4f46\u5206\u914d\u6781\u4e0d\u5747\u3002\u5149\u8fdb\u67dc\u95e8\u8fd9\u4ef6\u4e8b\uff0c\u8fdb\u5f97\u53bb\u7684\uff0c\u662f\u7279\u5b9a\u7ed3\u6784\uff1b\u8fdb\u4e0d\u53bb\u7684\uff0c\u8fd8\u662f\u67dc\u95e8\u5916\u7684\u65e7\u89d2\u8272\u3002<\/p>\n

\u56db\u3001\u4e09\u5957\u65f6\u949f\uff0c\u6ca1\u4e00\u4e2a\u5bf9\u4e0a<\/h2>\n

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\u4f46\u628a\"\u6269\u4ea7\"\u548c\"\u8282\u594f\"\u5f53\u6210\u4e00\u4ef6\u4e8b\uff0c\u7ef3\u5b50\u5bb9\u6613\u4ece\u4e2d\u95f4\u65ad\u3002\u6269\u7684\u662f\u4ea7\u80fd\uff0c\u5b9a\u7684\u662f\u65f6\u95f4\u8868\uff0c\u4e24\u7801\u4e8b\u3002\u5eb7\u5b81\u7ba1\u7406\u5c42\u5728\u7535\u8bdd\u4f1a\u4e0a\u4e5f\u677e\u8fc7\u53e3——Scale-up \u7684\u5bfc\u5165\u8282\u594f\uff0c\u8fde\u4ed6\u4eec\u81ea\u5df1\u90fd\u8bf4\"\u96be\u6d4b\"\u3002\u4ea7\u80fd\u53ef\u4ee5\u63d0\u524d\u94fa\uff0c\u8282\u594f\u5374\u7531\u82af\u7247\u5382\u548c\u5149\u8def\u9009\u578b\u8bf4\u4e86\u7b97\uff0c\u4e0d\u662f\u5149\u7ea4\u5382\u5355\u65b9\u9762\u62c9\u95f8\u5c31\u80fd\u52a0\u901f\u7684\u3002\u7535\u8bdd\u4f1a\u4e0a\u88ab\u53cd\u590d\u8ffd\u95ee\u843d\u5730\u8282\u70b9\uff0c\u56de\u7b54\u603b\u7ed5\u56de\"\u53d6\u51b3\u4e8e\u5ba2\u6237\u9a8c\u8bc1\"\uff0c\u8fd9\u53e3\u6c14\u672c\u8eab\u5c31\u8bf4\u660e\u8868\u8fd8\u6ca1\u5bf9\u597d\u3002<\/p>\n

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