{"id":77124,"date":"2026-05-20T23:56:00","date_gmt":"2026-05-20T15:56:00","guid":{"rendered":"https:\/\/www.granitefirm.com\/blog\/?p=77124"},"modified":"2026-06-03T19:14:58","modified_gmt":"2026-06-03T11:14:58","slug":"%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2","status":"publish","type":"post","link":"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/","title":{"rendered":"CPO\u5149\u5b78\u50b3\u8f38\u80a1\u7968\u706b\u7bad\u822c\u4e00\u5b57\u98ca\u6f32\uff0c\u6b63\u6539\u8b8a\u50b3\u7d71\u7684\u8cc7\u6599\u50b3\u8f38\u65b9\u5f0f"},"content":{"rendered":"\n<p>\u82e5\u4f60\u662f\u6ce8\u610f\u7f8e\u80a1\u7684\u6295\u8cc7\u4eba\uff0c\u61c9\u8a72\u6703\u9a5a\u898b\u8fd1\u65e5\u4ee5\u4f86\u5149\u5b78\u50b3\u8f38\u80a1\u7968\u706b\u7bad\u822c\u4e00\u5b57\u98ca\u6f32\u3002\u6295\u8cc7\u4eba\u5fc5\u9700\u958b\u59cb\u8a8d\u8b58\u9019\u500b\u9818\u57df\uff0c\u56e0\u70ba\u5149\u5b78\u50b3\u8f38\u6b63\u5728\u6539\u8b8a\u50b3\u7d71\u7684\u8cc7\u6599\u50b3\u8f38\u65b9\u5f0f\uff0c\u672a\u4f86\u6703\u53d6\u4ee3\u73fe\u6709\u7684\u8cc7\u6599\u50b3\u8f38\u65b9\u5f0f\u3002<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"\u986f\u793a\/\u96b1\u85cf\u5167\u5bb9\u76ee\u9304\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #ffffff;color:#ffffff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #ffffff;color:#ffffff\" class=\"arrow-unsorted-368013\" 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href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E9%BE%90%E5%A4%A7%E7%9A%84%E5%B8%82%E5%A0%B4%E9%A9%85%E5%8B%95%E9%9C%80%E6%B1%82\" >\u9f90\u5927\u7684\u5e02\u5834\u9a45\u52d5\u9700\u6c42<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E5%B8%82%E5%A0%B4%E4%B8%BB%E6%B5%81\" >\u5e02\u5834\u4e3b\u6d41<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E9%9C%80%E6%B1%82%E7%81%AB%E7%88%86\" >\u9700\u6c42\u706b\u7206<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E6%BD%9B%E5%9C%A8%E5%B8%82%E5%B8%82%E8%A6%8F%E6%A8%A1\" >\u6f5b\u5728\u5e02\u5e02\u898f\u6a21<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E5%85%A9%E5%A4%A7AI%E6%99%B6%E7%89%87%E5%B7%A8%E6%93%98%E7%9A%84%E6%85%8B%E5%BA%A6\" >\u5169\u5927AI\u6676\u7247\u5de8\u64d8\u7684\u614b\u5ea6<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E8%BC%9D%E9%81%94%E4%BD%88%E5%B1%80CPO%EF%BC%8C%E4%BD%86%E8%A1%A8%E7%A4%BA%E5%85%A9%E8%80%85%E4%B8%A6%E8%A1%8C\" >\u8f1d\u9054\u4f48\u5c40CPO\uff0c\u4f46\u8868\u793a\u5169\u8005\u4e26\u884c<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E5%8D%9A%E9%80%9A%E4%BB%8D%E6%94%AF%E6%8F%B4%E9%8A%85%E7%BA%9C\" >\u535a\u901a\u4ecd\u652f\u63f4\u9285\u7e9c<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E9%80%8F%E9%9C%B2%E8%A8%8A%E6%81%AF\" >\u900f\u9732\u8a0a\u606f<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E6%9C%AA%E4%BE%86%E7%9A%84%E8%B6%A8%E5%8B%A2%E6%98%AFCPO\" >\u672a\u4f86\u7684\u8da8\u52e2\u662fCPO<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E5%8D%9A%E9%80%9A%E7%9A%84%E7%AD%96%E7%95%A5\" >\u535a\u901a\u7684\u7b56\u7565<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#SerDes%E6%98%AF%E6%A0%B8%E5%BF%83%E6%8A%80%E8%A1%93\" >SerDes\u662f\u6838\u5fc3\u6280\u8853<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#448G%E6%98%AF%E7%9B%AE%E5%89%8D%E7%9A%84%E6%A8%99%E6%BA%96%E9%80%9F%E7%8E%87%E9%85%8D%E7%BD%AE\" >448G\u662f\u76ee\u524d\u7684\u6a19\u6e96\u901f\u7387\u914d\u7f6e<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E4%BE%9B%E6%87%89%E9%8F%88%E4%B8%AD%E7%9A%84%E8%A6%81%E8%A7%92%E6%9C%89%E9%82%A3%E4%BA%9B%EF%BC%9F\" >\u4f9b\u61c9\u93c8\u4e2d\u7684\u8981\u89d2\u6709\u90a3\u4e9b\uff1f<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E6%9C%80%E5%BA%95%E5%B1%A4%E7%9A%84%E8%B3%87%E6%96%99%E5%82%B3%E8%BC%B8\" >\u6700\u5e95\u5c64\u7684\u8cc7\u6599\u50b3\u8f38<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E9%9B%BB%E4%BF%A1%E9%A0%98%E5%9F%9F\" >\u96fb\u4fe1\u9818\u57df<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E9%9B%B7%E5%B0%84%E5%85%83%E4%BB%B6\" >\u96f7\u5c04\u5143\u4ef6<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E5%9E%82%E7%9B%B4%E6%95%B4%E5%90%88%E5%95%86\" >\u5782\u76f4\u6574\u5408\u5546<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E5%85%89%E7%BA%96%E9%80%A3%E6%8E%A5\" >\u5149\u7e96\u9023\u63a5<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E9%80%A3%E6%8E%A5%E5%99%A8%E5%92%8C%E9%9B%B6%E4%BB%B6\" >\u9023\u63a5\u5668\u548c\u96f6\u4ef6<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E7%B6%B2%E8%B7%AF%E9%80%9A%E8%A8%8A%E5%BB%A0\" >\u7db2\u8def\u901a\u8a0a\u5ee0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E6%99%B6%E7%89%87%E8%A8%AD%E8%A8%88%E5%95%86\" >\u6676\u7247\u8a2d\u8a08\u5546<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E8%B3%87%E6%9C%AC%E5%B8%82%E5%A0%B4%E7%9A%84%E8%A1%A8%E7%8F%BE\" >\u8cc7\u672c\u5e02\u5834\u7684\u8868\u73fe<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E8%82%A1%E5%83%B9%E8%A1%A8%E7%8F%BE\" >\u80a1\u50f9\u8868\u73fe<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E8%BC%9D%E9%81%94%E5%85%A5%E8%82%A1%E5%85%A9%E5%A4%A7%E5%BB%A0%E5%95%86Lumentum%E5%92%8CCoherent\" >\u8f1d\u9054\u5165\u80a1\u5169\u5927\u5ee0\u5546Lumentum\u548cCoherent<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E8%BC%9D%E9%81%94%EF%BC%8C%E8%B6%85%E5%BE%AE%EF%BC%8C%E8%8B%B1%E7%89%B9%E7%88%BE%E5%90%8C%E5%85%A5%E8%82%A1Ayar_Labs\" >\u8f1d\u9054\uff0c\u8d85\u5fae\uff0c\u82f1\u7279\u723e\u540c\u5165\u80a1Ayar Labs<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E6%9C%AC%E6%96%87%E6%89%80%E6%8F%90%E5%8F%8A%E5%85%AC%E5%8F%B8%E8%82%A1%E5%83%B9%E8%A1%A8%E7%8F%BE\" >\u672c\u6587\u6240\u63d0\u53ca\u516c\u53f8\u80a1\u50f9\u8868\u73fe<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/#%E7%9B%B8%E9%97%9C%E6%96%87%E7%AB%A0\" >\u76f8\u95dc\u6587\u7ae0<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E4%BD%95%E8%AC%82CPO%EF%BC%9F%E6%9C%89%E4%BD%95%E5%A5%BD%E8%99%95%EF%BC%9F\"><\/span>\u4f55\u8b02CPO\uff1f\u6709\u4f55\u597d\u8655\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>CPO\uff08Co-Packaged Optics\uff0c\u5171\u5c01\u88dd\u5149\u5b78\u6a21\u7d44)\u7684\u60f3\u6cd5\u662f\u5c07\u5149\u5f15\u64ce\u8207\u4ea4\u63db\u6676\u7247\u5728\u5c01\u88c5\u5c64\u7d1a\u7dca\u5bc6\u6574\u5408\uff0c\u628a\u539f\u672c\u4f4d\u65bc\u524d\u9762\u677f\u7684\u5149\u6a21\u7d44\u6536\u7e2e\uff0c\u4e26\u7e2e\u77ed\u96fb\u8a0a\u865f\u8d70\u7dda\u8ddd\u96e2\uff0c\u6e1b\u5c11\u640d\u8017\u8207\u71b1\u6e90\u7684\u96c6\u4e2d\u554f\u984c\u3002\u7576\u96fb\u5149\u8f49\u63db\u66f4\u63a5\u8fd1\u6676\u7247\u6838\u5fc3\uff0c\u4e0d\u53ea\u53ef\u4ee5\u964d\u4f4e\u91cd\u65b0\u5b9a\u6642\u8def\u7684\u9700\u6c42\uff0c\u4e5f\u80fd\u5927\u5e45\u6e1b\u5c11\u7a7a\u9593\u7684\u4f54\u7528\uff0c\u63d0\u5347\u983b\u5bec\u7684\u5bc6\u5ea6\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E9%BE%90%E5%A4%A7%E7%9A%84%E5%B8%82%E5%A0%B4%E9%A9%85%E5%8B%95%E9%9C%80%E6%B1%82\"><\/span>\u9f90\u5927\u7684\u5e02\u5834\u9a45\u52d5\u9700\u6c42<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%B8%82%E5%A0%B4%E4%B8%BB%E6%B5%81\"><\/span>\u5e02\u5834\u4e3b\u6d41<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u76ee\u524d\u5927\u578bAI\u8cc7\u6599\u4e2d\u5fc3\u7684\u4e3b\u6d41\u914d\u7f6e\u662f800G\u7684\u5149\u5b78\u50b3\u8f38\u6a21\u7d44\uff0c\u800c\u4e14\u6b63\u54111.6T\u5149\u5b78\u50b3\u8f38\u6a21\u7d44\u6f14\u9032\u4e2d\u30022024\u5e74800G\u7684\u5149\u5b78\u50b3\u8f38\u6a21\u7d44\u4f54\u6bd4\u53ea\u6709\u5169\u6210\u5de6\u53f3\uff0c2026\u5e74\u4f54\u6bd4\u5df2\u9054\u516d\u6210\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E9%9C%80%E6%B1%82%E7%81%AB%E7%88%86\"><\/span>\u9700\u6c42\u706b\u7206<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u7531\u65bcAI\u8cc7\u6599\u4e2d\u5fc3\u7684\u5efa\u8a2d\u4f9b\u4e0d\u61c9\u6c42\uff0c\u4e00\u4f75\u9020\u6210CPO\u5149\u5b78\u50b3\u8f38\u6a21\u7d44\u4e5f\u6709\u884c\u7121\u5e02\uff0c\u4f9b\u61c9\u5546\u672c\u4f86\u5c31\u4e0d\u591a\uff0c\u5e02\u5834\u9700\u6c42\u706b\u7206\uff0c\u77ed\u671f\u4e4b\u5167\u4e0d\u6703\u51b7\u537b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E6%BD%9B%E5%9C%A8%E5%B8%82%E5%B8%82%E8%A6%8F%E6%A8%A1\"><\/span>\u6f5b\u5728\u5e02\u5e02\u898f\u6a21<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u6839\u64da Lumentum \u5728 OFC 2026 \u7684\u9810\u6e2c\uff0c\u5230 2030 \u5e74\uff0cAI \u5149\u901a\u4fe1\u5e02\u5834\u898f\u6a21\u5c07\u5f9e 180 \u5104\u7f8e\u5143\u98c6\u5347\u81f3 900 \u5104\u7f8e\u5143<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%85%A9%E5%A4%A7AI%E6%99%B6%E7%89%87%E5%B7%A8%E6%93%98%E7%9A%84%E6%85%8B%E5%BA%A6\"><\/span>\u5169\u5927AI\u6676\u7247\u5de8\u64d8\u7684\u614b\u5ea6<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u5169\u5927\u7b97\u529b\u5de8\u982d\u535a\u901a\u8207\u8f1d\u9054\u91dd\u5c0d\u6b21\u4e16\u4ee3\u50b3\u8f38\u6280\u8853\u7684\u6700\u65b0\u52d5\u614b\u8207\u6230\u7565\u5206\u6b67\uff0c\u66f4\u76f4\u63a5\u5f15\u767c\u5149\u901a\u8a0a\u65cf\u7fa4\u7684\u5287\u70c8\u9707\u76ea\u3002\u6df1\u5165\u63a2\u7a76\u5176\u80cc\u5f8c\u7684\u539f\u56e0\uff0c\u95dc\u9375\u5728\u65bc\u5169\u8005\u6838\u5fc3\u7522\u54c1\u7684 \u300c\u5b9a\u4f4d\u5dee\u7570\u300d\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E8%BC%9D%E9%81%94%E4%BD%88%E5%B1%80CPO%EF%BC%8C%E4%BD%86%E8%A1%A8%E7%A4%BA%E5%85%A9%E8%80%85%E4%B8%A6%E8%A1%8C\"><\/span>\u8f1d\u9054\u4f48\u5c40CPO\uff0c\u4f46\u8868\u793a\u5169\u8005\u4e26\u884c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u8f1d\u9054\u4ee3\u8868\u7684 \u300c\u901a\u7528\u578bGPU\u300d \u8def\u7dda\uff1a\u8f1d\u9054\u4e3b\u6253\u7684\u662f\u516c\u7248\u3001\u901a\u7528\u7684 GPU \u67b6\u69cb\uff0c\u5176\u7522\u54c1\u5fc5\u9808\u9762\u5c0d\u5168\u7403\u5e02\u5834\u6700\u591a\u5143\u5316\u7684\u5ba2\u6236\u7fa4\u8207\u5404\u7a2e\u6975\u7aef\u61c9\u7528\u5834\u666f\u3002\u70ba\u4e86\u5728\u8ffd\u6c42\u6975\u81f4\u7b97\u529b\u6548\u80fd\u8207\u7dad\u6301\u4f4e\u529f\u8017\u4e4b\u9593\u53d6\u5f97\u6700\u4f73\u5e73\u8861\uff0c\u50b3\u7d71\u9285\u7dda\u7684\u7269\u7406\u6975\u9650\u5df2\u6210\u70ba\u7d46\u8173\u77f3\uff0c\u56e0\u6b64\u5168\u9762\u8d70\u5411 CPO \u6280\u8853\uff0c\u6210\u70ba\u8f1d\u9054\u7a81\u7834\u7269\u7406\u6975\u9650\u7684\u5fc5\u7d93\u4e4b\u8def\u3002<\/p>\n\n\n\n<p>\u70ba\u7a81\u7834\u672a\u4f86\u7684\u7b97\u529b\u50b3\u8f38\u74f6\u9838\uff0c\u8f1d\u9054\u9078\u64c7\u4e86\u622a\u7136\u4e0d\u540c\u7684\u9053\u8def\u2014\u5168\u9762\u8d70\u5411 CPO\uff08\u5171\u5c01\u88dd\u5149\u5b78\uff09\u8207\u77fd\u5149\u5b50\u6280\u8853\u3002\u89c0\u5bdf\u8f1d\u9054\u8fd1\u671f\u7684\u52d5\u5411\uff0c\u5176\u4e0d\u60dc\u7838\u4e0b 40 \u5104\u7f8e\u5143\u91cd\u91d1\uff0c\u5165\u80a1 Lumentum\u8207 Coherent\u5169\u5927\u5149\u901a\u8a0a\u8a2d\u5099\u5ee0\u3002\u9019\u9805\u6230\u7565\u8209\u63aa\u6e05\u695a\u5730\u8868\u660e\uff0c\u8f1d\u9054\u672a\u4f86\u5728 Scale-up\uff08\u6a5f\u67b6\u5167\u64f4\u5145\uff09 \u7684\u767c\u5c55\u65b9\u5411\uff0c\u7121\u7591\u662f\u91cd\u78c5\u62bc\u6ce8\u77fd\u5149\u5b50\u8207 CPO \u6280\u8853\u3002\u6b64\u5916\uff0c\u8f1d\u9054\u5728 ISSCC 2026\u5927 \u6703\u4e0a\u66f4\u6295\u4e0b\u4e86\u77fd\u5149\u5b50\u6280\u8853\u7684\u9707\u64bc\u5f48\uff0c\u5c55\u793a\u4e86 3D \u5806\u758a\u8207\u4f4e\u5ef6\u9072 DWDM\uff08\u9ad8\u5bc6\u5ea6\u6ce2\u9577\u591a\u5de5\uff09 \u93c8\u8def\u6280\u8853\uff0c\u9032\u4e00\u6b65\u62c6\u89e3\u4e86\u6b21\u4e16\u4ee3 CPO \u5149\u6e90\u3002<\/p>\n\n\n\n<p><a href=\"https:\/\/blogs.nvidia.com\/blog\/gtc-2026-news\/\" target=\"_blank\" rel=\"noopener\">\u57282026\u5e743\u670816\u65e5\uff0c\u8f1d\u9054GTC\u63ed\u9732\u540d\u70baFeynman\u7684\u5168\u65b0\u67b6\u69cb<\/a>\uff0c\u642d\u8f09Rosa CPU\u3001Feynman Die Stacking Custom HBM\u3001LP40 NVLink\u3001NVLink 8 CPO\u53caBlueField-5\u7db2\u8def\u6280\u8853\u3002\u5728\u50b3\u8f38\u4ecb\u9762\u90e8\u5206\uff0c\u8f1d\u9054\u63a1\u53d6\u300c\u9285\u7e9c\u8207\u5149\u901a\u8a0a\u300d\u96d9\u7ba1\u9f4a\u4e0b\u7684\u7b56\u7565\uff0c\u672a\u4f86\u5c07\u900f\u904eSpectrum 7\u6280\u8853\u5be6\u73feCPO\u5168\u9762\u91cf\u7522\u3002<\/p>\n\n\n\n<p><a href=\"https:\/\/blogs.nvidia.com\/blog\/gtc-2026-news\/\" target=\"_blank\" rel=\"noopener\">\u57282026\u5e743\u670816\u65e5\uff0c<\/a>\u9ec3\u4ec1\u52f3\u8aaa\uff0c\u8f1d\u9054\u4e5f\u6b63\u5168\u901f\u751f\u7522Spectrum-X\u4e59\u592a\u7db2\u8def\u4ea4\u63db\u5668\uff0c\u662f\u5168\u7403\u9996\u6b3e\u63a1\u7528CPO\u6280\u8853\u7684\u4ea4\u63db\u5668\uff0c\u628a\u5149\u5b78\u96f6\u4ef6\u76f4\u63a5\u5b89\u88dd\u5728\u6676\u7247\u4e0a\uff0c\u5c07\u96fb\u5b50\u8f49\u5316\u70ba\u5149\u5b50\uff0c\u9019\u9805\u6280\u8853\u7531\u8f1d\u9054\u8207\u53f0\u7a4d\u96fb\u5171\u540c\u7814\u767c\u3002<\/p>\n\n\n\n<p>\u9ec3\u4ec1\u52f3<a href=\"https:\/\/blogs.nvidia.com\/blog\/gtc-2026-news\/\" target=\"_blank\" rel=\"noopener\">\u57282026\u5e743\u670816\u65e5<\/a>GTC\u5927\u6703\u4e0a\u8868\u793a\uff1a\u300c<a href=\"https:\/\/x.com\/KawzInvests\/status\/2033640647530582112\">\u76ee\u524d\u6709\u5f88\u591a\u8a0e\u8ad6\uff0c\u8f1d\u9054\u7a76\u7adf\u6703\u8d70\u5411\u300e\u9285\u7dda\u64f4\u5c55\u300f\u9084\u662f\u300e\u5149\u5b78\u64f4\u5c55\u300f\uff0c\u6211\u5011\u7684\u7b54\u6848\u662f\uff1a\u5169\u8005\u4e26\u884c<\/a>\u300d\u3002<\/p>\n\n\n\n<p>\u5f9e\u85cd\u5716\u4f86\u770b\uff0cNVIDIA&nbsp;\u6703\u7dad\u6301&nbsp;Kyber&nbsp;\u8207&nbsp;Oberon\uff08\u70ba&nbsp;Blackwell&nbsp;\u4e16\u4ee3\u7522\u54c1\uff0c\u4e3b\u8981\u7528\u65bc\u9285\u7dda&nbsp;Scale-up\uff09\u67b6\u69cb\u96d9\u8ecc\u5236\uff0c\u5230&nbsp;2028&nbsp;\u5e74\u7684&nbsp;Feynman&nbsp;\u4e16\u4ee3\uff0cKyber&nbsp;\u7cfb\u7d71\u5c07\u63a5\u66ff&nbsp;Oberon&nbsp;\u6210\u70ba\u8d85\u5927\u898f\u6a21\u64f4\u5c55\u7684\u4e3b\u8981\u8a2d\u8a08\u3002<\/p>\n\n\n\n<p>Feynman&nbsp;\u6703\u642d\u914d\u65b0\u7684&nbsp;LP40\uff0c\u4e26\u63a8\u51fa\u5168\u65b0&nbsp;Rosa CPU\u3001BlueField-5&nbsp;\u4ee5\u53ca\u65b0\u4e00\u4ee3&nbsp;SuperNIC CX10\uff1b\u81f3\u65bc&nbsp;Kyber&nbsp;\u6a5f\u67b6\uff0c\u5247\u6709\u9285\u4e92\u9023\u548c&nbsp;CPO&nbsp;\u5169\u7a2e&nbsp;Scale-up&nbsp;\u7248\u672c\uff0c\u4ed6\u5f37\u8abf\u300c\u6211\u5011\u5c07\u9996\u6b21\u540c\u6642\u900f\u904e\u9285\u8207&nbsp;CPO&nbsp;\u9032\u884c\u7cfb\u7d71\u64f4\u5c55\u300d\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%8D%9A%E9%80%9A%E4%BB%8D%E6%94%AF%E6%8F%B4%E9%8A%85%E7%BA%9C\"><\/span>\u535a\u901a\u4ecd\u652f\u63f4\u9285\u7e9c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u535a\u901a\u4e3b\u8981\u70ba\u5ba2\u6236\u63d0\u4f9b\u9ad8\u5ea6\u5ba2\u88fd\u5316\u7684 ASIC \u7b97\u529b\u89e3\u6c7a\u65b9\u6848\u3002\u56e0\u70ba\u5177\u5099\u6975\u9ad8\u7684 ASIC \u67b6\u69cb\u5f48\u6027\u5373\u4fbf\u5728\u67b6\u69cb\u8a2d\u8a08\u4e2d\uff0c\u77ed\u8ddd\u96e2\u50b3\u8f38\u7e7c\u7e8c\u6cbf\u7528\u50b3\u7d71\u7684\u9285\u7dda\u6280\u8853\uff0c\u4f9d\u7136\u80fd\u5920\u7cbe\u6e96\u6eff\u8db3\u7279\u5b9a\u5ba2\u6236\u5c0d\u65bc\u904b\u7b97\u6548\u80fd\u7684\u9700\u6c42\uff0c\u540c\u6642\u517c\u9867\u56b4\u683c\u7684\u6210\u672c\u8003\u91cf\u3002<\/p>\n\n\n\n<p>\u5728\u9019\u5834\u6280\u8853\u8def\u7dda\u4e4b\u722d\u4e2d\uff0c\u535a\u901a\u6210\u70ba\u4e86 \u300c\u633a\u9285\u6d3e\u300d \u7684\u9818\u8ecd\u4eba\u7269\u3002<a href=\"https:\/\/www.fool.com\/earnings\/call-transcripts\/2026\/03\/04\/broadcom-avgo-q1-2026-earnings-call-transcript\/\" target=\"_blank\" rel=\"noopener\">\u535a\u901a\u57f7\u884c\u9577\u9673\u798f\u967d\u57282026\u5e74\u7684\u4e09\u6708\u56db\u65e5\u76842026\u5e74\u7b2c1\u5b63\u7684\u8ca1\u5831\u6703\u8b70<\/a>\u4e2d\u91cb\u51fa\u660e\u78ba\u4fe1\u865f\uff0c\u5f37\u8abf\u96a8\u8457\u5ba2\u6236\u53e2\u96c6\u898f\u6a21\u4e0d\u65b7\u64f4\u5927\uff0c\u80fd\u8b93\u5ba2\u6236\u900f\u904e 200G SerDes \u6280\u8853\uff0c\u6301\u7e8c\u4f7f\u7528 Direct Attach Copper\uff08DAC\uff0c\u76f4\u63a5\u9023\u63a5\u9285\u7e9c\uff09\u3002\u9673\u798f\u967d\u9032\u4e00\u6b65\u6307\u51fa\uff0c\u9019\u9805\u6280\u8853\u5728 2028 \u5e74\u5c07\u6703\u63a8\u9032\u81f3 400G SerDes\uff0c\u9019\u610f\u5473\u8457\u5176 XPU \u5ba2\u6236\u672a\u4f86\u4ecd\u6709\u6975\u9ad8\u7684\u6a5f\u7387\u7e7c\u7e8c\u7559\u5728\u9285\u7e9c\u4e0a\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E9%80%8F%E9%9C%B2%E8%A8%8A%E6%81%AF\"><\/span>\u900f\u9732\u8a0a\u606f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u4e0d\u8ad6\u662f\u535a\u901a\u6216\u8f1d\u9054\uff0c\u9019\u5169\u5927AI\u7b97\u529b\u5de8\u982d\u4e0d\u8ad6\u7b56\u7565\u5982\u4f55\uff0c\u5169\u8005\u90fd\u4e0d\u7d04\u800c\u540c\u63a1\u53d6\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u77ed\u671f\u5167\uff0c\u751a\u81f3\u5728\u53ef\u9810\u898b\u7684\u672a\u4f86\uff0c\u4ecd\u6703\u6301\u7e8c\u652f\u63f4\u4f7f\u7528\u9285\u7e9c\u9032\u884c\u8cc7\u6599\u50b3\u8f38\u3002<\/li>\n\n\n\n<li>\u9577\u671f\u800c\u8a00\uff0c\u90fd\u5df2\u7d93\u6295\u5165\u8cc7\u6e90\uff0c\u4e26\u5df2\u7d93\u63a8\u51fa\u5149\u901a\u8a0a\u7684\u6280\u8853\u548c\u76f8\u95dc\u7522\u54c1\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E6%9C%AA%E4%BE%86%E7%9A%84%E8%B6%A8%E5%8B%A2%E6%98%AFCPO\"><\/span>\u672a\u4f86\u7684\u8da8\u52e2\u662fCPO<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%8D%9A%E9%80%9A%E7%9A%84%E7%AD%96%E7%95%A5\"><\/span>\u535a\u901a\u7684\u7b56\u7565<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u7576\u901f\u7387\u9081\u5411448G\uff0c\u96fb\u8a0a\u865f\u5728\u50b3\u7d71\u9285\u7dda\u4e2d\u7684\u50b3\u8f38\u5df2\u89f8\u53ca\u7269\u7406\u6975\u9650\uff0c\u300c\u5149\u9032\u9285\u9000\u300d\u4e0d\u518d\u662f\u9810\u8a00\uff0c\u800c\u662f\u67b6\u69cb\u7d1a\u7684\u5fc5\u7136\u9078\u64c7\u3002<\/p>\n\n\n\n<p>\u535a\u901a\u57fa\u65bc\u6210\u672c\uff0c\u76f8\u5bb9\u7b49\u591a\u9805\u8003\u91cf\uff0c\u76ee\u524d\u4ecd\u6703\u652f\u63f4\u9285\u7e9c\uff0c\u4f46\u535a\u901a\u6df1\u77e5\u672a\u4f86\u7684\u8da8\u52e2\u662fCPO\uff0c\u56e0\u6b64\u65e9\u5728\u591a\u5e74\u524d\u5c31\u5927\u529b\u6295\u5165CPO\u7684\u7814\u767c\u3002\u535a\u901a\u65e9\u5df2\u65bc2019-2020\u5e74\u5de6\u53f3\u958b\u59cb\u76f8\u95dc\u7684\u7814\u767c\u9805\u76ee\uff0c\u5176\u7b2c\u4e00\u4ee3\u3001\u696d\u754c\u9818\u5148\u7684CPO\u7522\u54c1\u4e5f\u65bc2021\u5e74\u63a8\u51fa\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"SerDes%E6%98%AF%E6%A0%B8%E5%BF%83%E6%8A%80%E8%A1%93\"><\/span>SerDes\u662f\u6838\u5fc3\u6280\u8853<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>SerDes\u5c07\u662fCPO \u7684\u8d77\u9ede\u3002 CPO\u7684\u672c\u8cea\u662f\u5c07\u539f\u672c\u5728\u677f\u7d1a\u9577\u8ddd\u96e2\u50b3\u8f38\u7684\u96fb\u8a0a\u865f\uff0c\u76e1\u53ef\u80fd\u63d0\u524d\u8f49\u63db\u70ba\u5149\u8a0a\u865f\u3002\u5149\u5b78\u5f15\u64ce\u96e2\u6676\u7247\u8d8a\u8fd1\uff0c\u9810\u7559\u7d66\u96fb\u93c8\u8def\u7684\u88d5\u91cf\u5c31\u8d8a\u5c0f\u3002\u9019\u5c31\u5c0dSerDes \u7684\u6296\u52d5\u3001\u7dda\u6027\u5ea6\u53ca\u8aa4\u78bc\u7387\u63d0\u51fa\u4e86\u8fd1\u4e4e\u82db\u523b\u7684\u8981\u6c42\u3002<\/p>\n\n\n\n<p>CPO \u7d55\u975e\u7c21\u55ae\u7684\u4ee5\u5149\u66ff\u96fb\uff0c\u800c\u662f\u4e00\u5834\u6db5\u84cb\u96f7\u5c04\u5149\u6e90\u6574\u5408\uff08\u5982\u535a\u901a\u63a8\u5d07\u7684ELS \u5916\u7f6e\u65b9\u6848\uff09\u3001\u71b1\u8a2d\u8a08\u3001\u5c01\u88dd\u8026\u5408\u8207\u826f\u7387\u7684\u8907\u96dc\u7cfb\u7d71\u5de5\u7a0b\u3002 SerDes \u80fd\u529b\u8d8a\u5f37\uff0c\u96fb\u8def\u5f91\u8d8a\u77ed\uff0c\u7cfb\u7d71\u88d5\u91cf\u8d8a\u53ef\u63a7\u3002 \u9019\u7a2e\u300c\u4ee5\u5f37\u5236\u5f31\u300d\u7684\u80fd\u529b\uff0c\u6b63\u662f\u535a\u901a\u8207Marvell \u80fd\u5728CPO \u9818\u57df\u4fdd\u6301\u7d55\u5c0d\u9818\u5148\u7684\u5e95\u5c64\u908f\u8f2f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"448G%E6%98%AF%E7%9B%AE%E5%89%8D%E7%9A%84%E6%A8%99%E6%BA%96%E9%80%9F%E7%8E%87%E9%85%8D%E7%BD%AE\"><\/span>448G\u662f\u76ee\u524d\u7684\u6a19\u6e96\u901f\u7387\u914d\u7f6e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u7ad9\u5728\u7522\u696d\u93c8\u7684\u8996\u89d2\u4f86\u770b\uff0c\u7121\u8ad6\u662f448G\u7684\u5be6\u73fe\u9084\u662fCPO\u7684\u5546\u7528\uff0c\u90fd\u5728\u5012\u903c\u6574\u500b\u4e92\u806f\u751f\u614b\u9032\u884c\u914d\u5957\u5347\u7d1a\u3002 448G PAM4 \u8a0a\u865f\u7684\u9a57\u8b49\u96e3\u5ea6\u9060\u9ad8\u65bc\u4e0a\u4e00\u4ee3\u6280\u8853\uff0c\u5c0d\u8a0a\u865f\u5b8c\u6574\u6027\u3001\u8aa4\u78bc\u7387\u4ee5\u53ca\u901a\u9053\u5efa\u6a21\u63d0\u51fa\u4e86\u66f4\u56b4\u683c\u8981\u6c42\u3002\u56e0\u6b64\uff0c\u6e2c\u8a66\u6e2c\u91cf\u5ee0\u5546\u4e5f\u958b\u59cb\u4f48\u5c40\u5b8c\u6574\u7684448G\u9a57\u8b49\u7cfb\u7d71\u3002\u4f8b\u5982Keysight\u3001Anritsu\u3001Tektronix \u548cTeledyne LeCroy\u7b49\u5ee0\u5546\u90fd\u63a8\u51fa\u4e86\u91dd\u5c0d448G PAM4\u7684\u5168\u93c8\u8def\u6e2c\u8a66\u65b9\u6848\uff0c\u6db5\u84cb\u767c\u5c04\u6a5fSNDR\u3001RLM\u3001\u901a\u9053S\u53c3\u6578\u4ee5\u53ca\u8aa4\u78bc\u7387\u7b49\u95dc\u9375\u6307\u6a19\u3002\u5176\u4e2d\uff0c\u5b89\u7acb\u4e5f\u8207\u9d3b\u9a30\u7cbe\u5bc6\u5408\u4f5c\u5b8c\u6210\u4e86448G Twinax\u7dda\u7e9c\u7684\u8a0a\u865f\u5b8c\u6574\u6027\u9a57\u8b49\uff0c\u9032\u4e00\u6b65\u5b8c\u5584\u4e86\u9ad8\u901f\u4e92\u806f\u7684\u6e2c\u8a66\u751f\u614b\u3002<\/p>\n\n\n\n<p>\u5f9e\u66f4\u5b8f\u89c0\u7684\u89d2\u5ea6\u4f86\u770b\uff0c448G\u4e0d\u50c5\u662f\u4e00\u6b21SerDes\u901f\u7387\u5347\u7d1a\uff0c\u66f4\u662f\u6574\u500bAI\u4e92\u806f\u9ad4\u7cfb\u7684\u4e0b\u4e00\u4ee3\u6280\u8853\u57fa\u77f3\u3002\u7576\u6a21\u578b\u898f\u6a21\u6301\u7e8c\u64f4\u5927\u3001GPU\u53e2\u96c6\u898f\u6a21\u6301\u7e8c\u6210\u9577\u6642\uff0c\u53ea\u6709\u4e0d\u65b7\u63d0\u5347SerDes\u901f\u7387\u4e26\u512a\u5316\u4e92\u806f\u67b6\u69cb\uff0c\u624d\u80fd\u652f\u6490\u672a\u4f86AI\u7b97\u529b\u7cfb\u7d71\u7684\u983b\u5bec\u9700\u6c42\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E4%BE%9B%E6%87%89%E9%8F%88%E4%B8%AD%E7%9A%84%E8%A6%81%E8%A7%92%E6%9C%89%E9%82%A3%E4%BA%9B%EF%BC%9F\"><\/span>\u4f9b\u61c9\u93c8\u4e2d\u7684\u8981\u89d2\u6709\u90a3\u4e9b\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E6%9C%80%E5%BA%95%E5%B1%A4%E7%9A%84%E8%B3%87%E6%96%99%E5%82%B3%E8%BC%B8\"><\/span>\u6700\u5e95\u5c64\u7684\u8cc7\u6599\u50b3\u8f38<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Ayar Labs\u662f\u5176\u4e2d\u6700\u8457\u540d\u5ee0\u5546\uff0c\u672c\u6587\u7a0d\u5f8c\u6703\u4ecb\u7d39\u9019\u5bb6\u516c\u53f8\u3002Celestial AI\u662fAyar Labs\u6700\u5927\u7684\u7af6\u722d\u540c\u884c\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E9%9B%BB%E4%BF%A1%E9%A0%98%E5%9F%9F\"><\/span>\u96fb\u4fe1\u9818\u57df<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Ciena\u5247\u662f\u9ad8\u5ea6\u5c08\u6ce8\u65bc\u5149\u50b3\u8f38\u7db2\u8def\u6280\u8853\uff0d\u9019\u9805\u6280\u8853\u5229\u7528\u5149\u900f\u904e\u5149\u7e96\u96fb\u7e9c\u50b3\u8f38\u8cc7\u6599\uff0c\u5178\u578b\u901f\u5ea6\u70ba400G \u81f31.6Tbps\u4ee5\u4e0a\u7684\u8def\u7531\u5668\u548c\u4ea4\u63db\u5668\uff0c\u7279\u5225\u662f\u5728\u96fb\u4fe1\u696d\u9818\u57df\u3002<\/p>\n\n\n\n<p>2024 \u5e74\uff0c\u8afe\u57fa\u4e9e\u4ee5 23 \u5104\u7f8e\u5143\u300c\u9be8\u541e\u300d\u5149\u7db2\u8def\u8a2d\u5099\u5546 Infinera\uff0c\u7d42\u65bc\u88dc\u9f4a\u5f9e\u6578\u64da\u4e2d\u5fc3\u7db2\u8def(DCN) \u5230\u6578\u64da\u4e2d\u5fc3\u4e92\u9023 (DCI) \u7684\u5168\u93c8\u689d\u4f48\u5c40\uff0c\u5b8c\u6210 AI \u6642\u4ee3\u7684\u6700\u5f8c\u4e00\u584a\u62fc\u5716\u3002\u4e26\u6191\u85c9\u9ad8\u983b\u5bec\u8207\u4f4e\u5ef6\u9072\u5149\u901a\u4fe1\u6280\u8853\uff0c\u6210\u70ba\u89e3\u6c7aGPU\u6578\u64da\u4e2d\u5fc3\u96c6\u7fa4\u6548\u7387\u74f6\u9838\u7684\u95dc\u9375\uff0c\u5438\u5f15\u8f1d\u9054\u6295\u8cc7\u8afe\u57fa\u4e9e10\u5104\u7f8e\u5143\uff0c\u53d6\u5f972.9%\u7684\u80a1\u4efd\u3002\u5168\u7403\u524d\u5341\u5927\u96f2\u7aef\u5546\u4e2d\u6709\u4e5d\u5bb6\u63a1\u7528\u8afe\u57fa\u4e9e\u7684\u6280\u8853\uff0c\u6700\u5927\u7684\u96f2\u7aef\u5546\u6bcf\u5b63\u6295\u8cc7\u984d\u5df2\u8d85\u904e\u6700\u5927\u96fb\u4fe1\u516c\u53f8\u4e00\u5e74\u7684\u9810\u7b97\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E9%9B%B7%E5%B0%84%E5%85%83%E4%BB%B6\"><\/span>\u96f7\u5c04\u5143\u4ef6<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Coherent\uff08\u7f8e\u80a1\u4ee3\u78bc\uff1aCOHR\uff09\uff0cLumentum\uff08\u7f8e\u80a1\u4ee3\u78bc\uff1aLITE\uff09\u662f\u4e3b\u8981\u7d14\u7db7\u7684CPO\u73a9\u5bb6\u3002Lumentum\u662f\u5149\u5b78\u8207\u5546\u7528\u96f7\u5c04\u5143\u4ef6\u4f9b\u61c9\u5546\uff0cCoherent\u5247\u662f\u4e3b\u8981\u7684\u77fd\u5149\u5b50\u5171\u540c\u5c01\u88dd\u5149\u5b78\uff08CPO\uff09\u5ee0\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%9E%82%E7%9B%B4%E6%95%B4%E5%90%88%E5%95%86\"><\/span>\u5782\u76f4\u6574\u5408\u5546<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u7e3d\u516c\u53f8\u5728\u7f8e\u570b\uff0c\u7531\u53f0\u88d4\u7f8e\u7c4d\u4eba\u58eb\u5275\u8fa6\u7684\u5782\u76f4\u6574\u5408\u5149\u7e96\u7db2\u8def\u7522\u54c1\u4f9b\u61c9\u5546\u7965\u8302\u5149\u96fb(Applied Optoelectronics\uff1aAAOI)\u3001\u751f\u7522\u7814\u767c\u57fa\u5730\u5247\u6df1\u5165\u53f0\u7063\uff0c\u5728\u4e2d\u570b\u4e5f\u6709\u5de5\u5ee0\u3002\u4e5f\u662f\u4e00\u5bb6\u63d0\u4f9b\u5f9e\u96f7\u5c04\u6676\u7247\u8a2d\u8a08\u5230\u5149\u6a21\u7d44\u5c01\u88dd\u7684\u5782\u76f4\u6574\u5408\u4e00\u689d\u9f8d\u670d\u52d9\u7684\u4e2d\u578b\u5ee0\u5546\uff0c\u64c1\u6709\u5168\u7f8e\u6700\u5927\u7684800G\u82071.6T\u5149\u6536\u767c\u6a21\u7d44\u7522\u80fd\u3002<\/p>\n\n\n\n<p>\u53e6\u4e00\u5bb6\u5247\u662f\u672a\u4e0a\u5e02\u7684TeraHop\u4e3b\u696d\u662f\u958b\u767c\u77fd\u5149\u5b50\u767c\u5c04\u5668\u548c\u63a5\u6536\u5668\uff0c\u5229\u7528\u6574\u5408\u5149\u5b50\u6676\u7247\u5c07\u96fb\u8a0a\u865f\u8f49\u63db\u70ba\u5149\u8a0a\u865f\uff1b\u5178\u578b\u7522\u54c1\u662f TeraHop 800G OSFP112 \u5149\u6536\u767c\u5668\u548c TeraHop 1.6T OSFP224 \u5149\u6a21\u7d44\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%85%89%E7%BA%96%E9%80%A3%E6%8E%A5\"><\/span>\u5149\u7e96\u9023\u63a5<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u5b89\u8cbb\u8afe\uff08\u7f8e\u80a1\u4ee3\u78bc\uff1aAPH\uff09\u5247\u662f\u4e3b\u8981\u7684\u96fb\u5b50\u53ca\u5149\u7e96\u9023\u63a5\u5668\u3001\u7dda\u7e9c\u53ca\u4e92\u9023\u7cfb\u7d71\u751f\u7522\u5546\u3002\u5eb7\u5be7\uff08\u7f8e\u80a1\u4ee3\u78bc\uff1aGLW\uff09\u5247\u662f\u4e3b\u8981\u7684\u5149\u7e96\u548c\u5149\u7e96\u96fb\u7e9c\u7684\u751f\u7522\u5546\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E9%80%A3%E6%8E%A5%E5%99%A8%E5%92%8C%E9%9B%B6%E4%BB%B6\"><\/span>\u9023\u63a5\u5668\u548c\u96f6\u4ef6<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u9019\u90e8\u4efd\u7684\u4e3b\u8981\u5ee0\u5546\u5305\u62ec\u4e86Samtec\u548cMolex\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%B6%B2%E8%B7%AF%E9%80%9A%E8%A8%8A%E5%BB%A0\"><\/span>\u7db2\u8def\u901a\u8a0a\u5ee0<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Arista\u6700\u65b0\u63a8\u51fa\u7684XPO(eXternal Pluggable Optics)\u7522\u54c1\uff0c\u53ef\u88ab\u7528\u65bc\u9ad8\u901f\u7684\uff08800G \u53ca\u4ee5\u4e0a\uff09\u4e59\u592a\u7db2\u8def\u7684\u53ef\u63d2\u62d4\u5149\u6536\u767c\u5668\u6a21\u7d44\uff1b\u7784\u6e96\u7684\u5c31\u662f\u9019\u500b\u65b0\u8208\u7684\u9818\u57df\u3002\u7576\u7136Arista\u7684\u6700\u5927\u5c0d\u624b\u601d\u79d1\u4e5f\u6709\u76f8\u5c0d\u61c9\u7684\u7522\u54c1\u65b9\u6848\u63a8\u51fa\uff1a\u601d\u79d1\uff0c\u6700\u8fd1\u63a8\u51fa\u4e86\u7528\u65bc\u4eba\u5de5\u667a\u6167\u7db2\u8def\u7684 800G\u7dda\u6027\u53ef\u63d2\u62d4\u5149\u6a21\u7d44\uff08LPO\uff09 \u548c 1.6T \u5149\u6a21\u7d44\uff1b\u6b64\u5916\uff0c\u601d\u79d1\u4e5f\u5728\u63a2\u7d22CPO\uff08\u5149\u6a21\u7d44\u5c01\u88dd\uff09\uff0c\u5373\u5c07\u5149\u6a21\u7d44\u76f4\u63a5\u6574\u5408\u5230\u4ea4\u63db\u5668ASIC\u4e2d\uff0c\u800c\u4e0d\u662f\u4f7f\u7528\u53ef\u63d2\u62d4\u6a21\u7d44\u3002<br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E6%99%B6%E7%89%87%E8%A8%AD%E8%A8%88%E5%95%86\"><\/span>\u6676\u7247\u8a2d\u8a08\u5546<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u6b64\u5916\uff0c\u8f1d\u9054\u548c\u535a\u901a\uff08\u7f8e\u80a1\u4ee3\u78bc\uff1aAVGO\uff09\u4e5f\u662f\u4e3b\u8981\u7684\u5e02\u5834\u73a9\u5bb6\u3002\u9081\u5a01\u723e\uff08\u7f8e\u80a1\u4ee3\u78bc\uff1aMRVL\uff09\u4e5f\u5728\u7a4d\u6975\u53c3\u8207\u9019\u500b\u65b0\u8208\u9818\u57df\u7684\u722d\u596a\uff0c\u4ee5\u514d\u5728\u65b0\u6642\u4ee3\u7684\u5149\u50b3\u8f38\u6230\u4e2d\u843d\u5f8c\u540c\u696d\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E8%B3%87%E6%9C%AC%E5%B8%82%E5%A0%B4%E7%9A%84%E8%A1%A8%E7%8F%BE\"><\/span>\u8cc7\u672c\u5e02\u5834\u7684\u8868\u73fe<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E8%82%A1%E5%83%B9%E8%A1%A8%E7%8F%BE\"><\/span>\u80a1\u50f9\u8868\u73fe<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u672c\u6587\u6240\u63d0\u7684\u516c\u53f8\uff0c\u9664\u4e86\u535a\u901a\u7531\u65bc\u5e02\u503c\u592a\u9f90\u5927\u5916\uff0c\u6240\u6709\u7684\u516c\u53f8\u8fd1\u65e5\u7684\u80a1\u50f9\u8868\u7c21\u76f4\u53ef\u4ee5\u7528\u706b\u7bad\u4e00\u5b57\u76f4\u4e0a\u96f2\u9704\u4f86\u5f62\u5bb9\uff0c\u5728\u6b64\u5c31\u4e00\u4e00\u5217\u51fa\uff0c\u6709\u8208\u8da3\u7684\u6295\u8cc7\u4eba\u8acb\u81ea\u884c\u67e5\u95b1\u5c31\u80fd\u4e86\u89e3\u6211\u6240\u8a00\u4e0d\u5047\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E8%BC%9D%E9%81%94%E5%85%A5%E8%82%A1%E5%85%A9%E5%A4%A7%E5%BB%A0%E5%95%86Lumentum%E5%92%8CCoherent\"><\/span>\u8f1d\u9054\u5165\u80a1\u5169\u5927\u5ee0\u5546Lumentum\u548cCoherent<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>2026\u5e743\u67081\u65e5\uff0c<a href=\"https:\/\/www.reuters.com\/technology\/nvidia-invest-2-billion-photonic-product-maker-lumentum-2026-03-02\/\" target=\"_blank\" rel=\"noopener\">\u8f1d\u9054\u5ba3\u4f48\u5404\u4ee5\u5eff\u5104\u7f8e\u91d1\u5165\u80a1\u524d\u5169\u5927CPO\u5149\u5b78\u50b3\u8f38\u5ee0\u5546Coherent\u548cLumentum<\/a>\uff0c\u66f4\u52a0\u5287\u4e86\u5e02\u5834\u7684\u7af6\u722d\u3002\u6bcf\u5bb6\u516c\u53f8\u5c07\u7372\u5f9720\u5104\u7f8e\u5143\u6295\u8cc7\u3002\u8f1d\u9054\u8868\u793a\uff0c\u9019\u5169\u7b46\u6295\u8cc7\u5305\u62ec\u300c\u6578\u5341\u5104\u7f8e\u5143\u7684\u63a1\u8cfc\u627f\u8afe\u548c\u672a\u4f86\u53d6\u5f97\u300d\u67d0\u4e9b\u96f7\u5c04\u96f6\u4ef6\u7684\u6b0a\u5229\u3002<\/p>\n\n\n\n<p>\u8f1d\u9054\u8207Lumentum\u7c3d\u8a02\u591a\u5e74\u6230\u7565\u5354\u8b70\uff0c\u4ee5\u52a0\u901f\u5148\u9032\u5149\u5b78\u6280\u8853\u7684\u5275\u65b0\uff0c\u5305\u62ec\u7814\u767c\uff0c\u5f9e\u800c\u5be6\u73fe\u4e0b\u4e00\u4ee3\u4eba\u5de5\u667a\u6167\u57fa\u790e\u8a2d\u65bd\u548c\u7cfb\u7d71\u8a2d\u8a08\u3002\u8a72\u975e\u7368\u5bb6\u5354\u8b70\u5305\u62ec\u8f1d\u9054\u6578\u5341\u5104\u7f8e\u5143\u7684\u8cfc\u8cb7\u627f\u8afe\u548c\u5148\u9032\u96f7\u5c04\u7d44\u4ef6\u7684\u672a\u4f86\u5bb9\u91cf\u8a2a\u554f\u6b0a\u3002<\/p>\n\n\n\n<p>\u6b64\u5916\uff0c\u8f1d\u9054\u5c07\u5411Lumentum\u6295\u8cc720\u5104\u7f8e\u5143\uff0c\u4ee5\u652f\u6301\u7814\u767c\u3001\u672a\u4f86\u7522\u80fd\u548c\u904b\u71df\uff0c\u56e0\u70baLumentum\u6b63\u5728\u4e00\u5bb6\u65b0\u7684\u6676\u5713\u5ee0\u5efa\u7acb\u5176\u4f4d\u65bc\u7f8e\u570b\u7684\u88fd\u9020\u80fd\u529b\u3002<\/p>\n\n\n\n<p>\u5c0d\u65bcCoherent\uff0c\u8a72\u5354\u8b70\u9084\u6db5\u84cb\u5176\u4ed6\u5149\u7db2\u8def\u7522\u54c1\u3002<\/p>\n\n\n\n<p>3\u67088\u65e5\u6a19\u666e 500 \u6307\u6578\u7f6e\u63db\u56db\u5bb6\u6210\u4efd\u80a1\u540d\u55ae\u51fa\u7210\uff0c\u56db\u5bb6\u4e2d\u5c31\u5305\u62ec\u4e86Lumentum\u8207 Coherent\uff0c\u81ea 3 \u6708 23 \u65e5\u8d77\u751f\u6548\u3002\u53d7\u6b64\u6d88\u606f\u5f71\u97ff\uff0cLumentum\u4e0b\u4e00\u500b\u4ea4\u6613\u65e5\u6536\u9ad814.73%\uff0cCoherent\u6536\u9ad87.04%\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E8%BC%9D%E9%81%94%EF%BC%8C%E8%B6%85%E5%BE%AE%EF%BC%8C%E8%8B%B1%E7%89%B9%E7%88%BE%E5%90%8C%E5%85%A5%E8%82%A1Ayar_Labs\"><\/span>\u8f1d\u9054\uff0c\u8d85\u5fae\uff0c\u82f1\u7279\u723e\u540c\u5165\u80a1Ayar Labs <span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u53e6\u5916\u503c\u5f97\u4e00\u63d0\u7684\u662f\u8f1d\u9054\uff0c\u8d85\u5fae\uff0c\u82f1\u7279\u723e\u9019\u4e09\u5927\u6676\u7247\u9818\u5c0e\u9f8d\u982d\u57282025\u5e74\uff0c\u4e0d\u7d04\u800c\u540c\u5730\u90fd\u5165\u80a1Ayar Labs\u9019\u5bb6\u5149I\/O\u7684\u65b0\u5275\u4f01\u696d\u3002\u9019\u7d55\u5c0d\u4e0d\u662f\u5de7\u5408\uff0c\u56e0\u70ba\u4ed6\u5011\u90fd\u610f\u8b58\u5230\u5149\u50b3\u8f38\u6b63\u5728\u6539\u8b8a\u50b3\u7d71\u7684\u672a\u4f86\u8cc7\u6599\u50b3\u9001\u65b9\u5f0f\uff0c\u4e0d\u53c3\u8207\u5176\u4e2d\uff0c\u5c07\u6703\u88ab\u6642\u4ee3\u629b\u68c4\u3002<\/p>\n\n\n\n<p>Ayar \u7684\u6280\u8853\u63a1\u7528\u5149\u8a0a\u865f\u53d6\u4ee3\u50b3\u7d71\u96fb\u8a0a\u865f\uff0c\u65e8\u5728\u900f\u904e\u9023\u63a5AI \u904b\u7b97\u6676\u7247\u8207\u5132\u5b58\u6676\u7247\u52a0\u901f\u8cc7\u6599\u50b3\u8f38\u3002\u96a8\u8457\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u5ee0\u5546\u8207\u5404\u570b\u6295\u5165\u6578\u5343\u5104\u7f8e\u5143\u722d\u596aAI \u57fa\u790e\u8a2d\u65bd\u4e3b\u5c0e\u5730\u4f4d\uff0c\u8a72\u6280\u8853\u50f9\u503c\u65e5\u76ca\u51f8\u986f\u3002<\/p>\n\n\n\n<p>\u8207\u50b3\u7d71\u7684\u53ef\u63d2\u62d4\u5149\u5b78\u5143\u4ef6\u548c\u96fb\u6c23 SerDes 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\u5bc6\u5ea6\u3001\u6578\u64da\u901f\u7387\u64f4\u5c55\u548c\u4e92\u806f\u529f\u7387\u6548\u7387\u7684\u9650\u5236\u3002\u662f\u696d\u754c\u9996\u500b\u5c01\u88dd\u5167\u5149I\/O \u89e3\u6c7a\u65b9\u6848\u3002<\/p>\n\n\n\n<p>\u70ba\u8fce\u982d\u8d95\u4e0a\u8702\u64c1\u800c\u4e0a\u7684\u9700\u6c42\uff0cAyar Labs\u6b63\u52aa\u529b\u64f4\u5927\u751f\u7522\u8207\u6e2c\u8a66\u80fd\u529b\uff0c\u62d3\u5c55\u5168\u7403\u696d\u52d9\uff0c\u52a0\u901f\u5176\u5171\u5c01\u88dd\u5149\u5b78\uff08CPO\uff09\u89e3\u6c7a\u65b9\u6848\u7684\u90e8\u7f72\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E6%9C%AC%E6%96%87%E6%89%80%E6%8F%90%E5%8F%8A%E5%85%AC%E5%8F%B8%E8%82%A1%E5%83%B9%E8%A1%A8%E7%8F%BE\"><\/span>\u672c\u6587\u6240\u63d0\u53ca\u516c\u53f8\u80a1\u50f9\u8868\u73fe<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\u7f8e\u80a1\u4ee3\u78bc<\/td><td>4\/14\/2026\u80a1\u50f9<\/td><td>\u4eca\u5e74\u81f34\/14\u80a1\u50f9\u8868\u73fe<\/td><td>\u904e\u53bb\u4e00\u5e74\u80a1\u50f9\u8868\u73fe<\/td><td>\u904e\u53bb\u4e94\u5e74\u80a1\u50f9\u8868\u73fe<\/td><td>\u672c\u76ca\u6bd4<\/td><td>\u5e02\u503c(\u7f8e\u91d1\u5341\u5104)<\/td><\/tr><tr><td>NVDA<\/td><td>196.51<\/td><td>5.37%<\/td><td>75.14%<\/td><td>1117.53%<\/td><td>40.11<\/td><td>4775.193<\/td><\/tr><tr><td>AVGO<\/td><td>380.78<\/td><td>10.02%<\/td><td>112.79%<\/td><td>693.29%<\/td><td>74.27<\/td><td>1802.606<\/td><\/tr><tr><td>CIEN<\/td><td>467.19<\/td><td>99.76%<\/td><td>686.78%<\/td><td>727.18%<\/td><td>296.69<\/td><td>66.06<\/td><\/tr><tr><td>MRVL<\/td><td>133.83<\/td><td>57.48%<\/td><td>150.99%<\/td><td>174.35%<\/td><td>43.58<\/td><td>117<\/td><\/tr><tr><td>COHR<\/td><td>313.42<\/td><td>69.81%<\/td><td>454.33%<\/td><td>283.76%<\/td><td>337.77<\/td><td>61.202<\/td><\/tr><tr><td>LITE<\/td><td>852.79<\/td><td>131.37%<\/td><td>1518.50%<\/td><td>816.58%<\/td><td>260.76<\/td><td>60.889<\/td><\/tr><tr><td>APH<\/td><td>148.72<\/td><td>10.05%<\/td><td>126.16%<\/td><td>334.09%<\/td><td>44.49<\/td><td>182.841<\/td><\/tr><tr><td>AAOI<\/td><td>146.39<\/td><td>319.94%<\/td><td>1178.52%<\/td><td>1757.74%<\/td><td>#N\/A<\/td><td>11.008<\/td><\/tr><tr><td>ANET<\/td><td>154.37<\/td><td>17.81%<\/td><td>110.89%<\/td><td>684.40%<\/td><td>56.08<\/td><td>193.972<\/td><\/tr><tr><td>CSCO<\/td><td>82.61<\/td><td>7.24%<\/td><td>44.42%<\/td><td>59.97%<\/td><td>29.76<\/td><td>326.301<\/td><\/tr><tr><td>GLW<\/td><td>172.82<\/td><td>97.37%<\/td><td>313.64%<\/td><td>276.51%<\/td><td>94.31<\/td><td>148.455<\/td><\/tr><tr><td>NOK<\/td><td>10.35<\/td><td>59.97%<\/td><td>101.36%<\/td><td>150.61%<\/td><td>77.01<\/td><td>50.003<\/td><\/tr><tr><td>CRDO<\/td><td>159.52<\/td><td>10.86%<\/td><td>307.15%<\/td><td>#N\/A<\/td><td>88.53<\/td><td>29.433<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"90\" height=\"112\" src=\"https:\/\/www.granitefirm.com\/blog\/wp-content\/uploads\/2026\/03\/CPO-Optical-Transmission-Custom.jpg\" alt=\"CPO\u5149\u5b78\u50b3\u8f38\" class=\"wp-image-77150\"\/><\/figure>\n\n\n\n<p><em><strong>\u672c\u4eba\u70ba\u539f\u6587\u4f5c\u8005\uff0c\u672c\u6587\u7cbe\u83ef\u7248\u539f\u520a\u767b\u5728Money\u9322\u96dc\u8a8c<\/strong><\/em><strong><em>2026\u5e745\u6708\u865f<\/em><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%9B%B8%E9%97%9C%E6%96%87%E7%AB%A0\"><\/span>\u76f8\u95dc\u6587\u7ae0<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u300a<a href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/05\/20\/%e5%85%89%e5%ad%b8%e5%82%b3%e8%bc%b8%e8%82%a1%e7%a5%a8%e7%81%ab%e7%ae%ad%e8%88%ac%e4%b8%80%e5%ad%97%e9%a3%8a%e6%bc%b2\/\">CPO\u5149\u5b78\u50b3\u8f38\u80a1\u7968\u706b\u7bad\u822c\u4e00\u5b57\u98ca\u6f32\uff0c\u6b63\u6539\u8b8a\u50b3\u7d71\u7684\u8cc7\u6599\u50b3\u8f38\u65b9\u5f0f<\/a>\u300b<\/li>\n\n\n\n<li>\u300a<a href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2026\/06\/02\/%e5%85%89%e9%80%9a%e4%bf%a1%e5%92%8c%e5%95%86%e7%94%a8%e9%9b%b7%e5%b0%84%e5%99%a8%e7%9a%84%e5%b0%88%e5%ae%b6lumentum\/\">\u5149\u901a\u4fe1\u548c\u5546\u7528\u96f7\u5c04\u5668\u7684\u5c08\u5bb6Lumentum<\/a>\u300b<\/li>\n\n\n\n<li>\u300a<a href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2025\/12\/20\/%e9%ab%98%e9%80%9f%e9%80%a3%e7%b5%90%e5%b0%88%e5%ae%b6credo%e9%9d%a0ai%e5%bf%ab%e9%80%9f%e5%b4%9b%e8%b5%b7\/\">\u9760AI\u5feb\u901f\u5d1b\u8d77\u7684\u9ad8\u901f\u9023\u7d50\u5c08\u5bb6Credo<\/a>\u300b<\/li>\n\n\n\n<li>\u300a<a href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2025\/07\/08\/ai%e9%ab%98%e9%80%9f%e5%82%b3%e8%bc%b8%e5%b0%88%e5%ae%b6astera-labs%e5%a6%82%e4%bd%95%e8%b3%ba%e9%8c%a2\/\">AI\u9ad8\u901f\u50b3\u8f38\u5c08\u5bb6Astera Labs\u5982\u4f55\u8cfa\u9322\uff1f<\/a>\u300b<\/li>\n\n\n\n<li>\u300a<a href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2024\/09\/06\/%E4%BB%80%E9%BA%BC%E6%98%AF%E7%9F%BD%E5%85%89%E5%AD%90%EF%BC%9F%E6%9C%89%E4%BD%95%E9%87%8D%E8%A6%81%E6%80%A7%EF%BC%9F%E7%9B%AE%E5%89%8D%E7%9A%84%E7%99%BC%E5%B1%95%E9%80%B2%E5%BA%A6%E5%A6%82%E4%BD%95\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u4ec0\u9ebc\u662f\u77fd\u5149\u5b50\uff08Silicon Photonics\uff09\uff1f\u6709\u4f55\u91cd\u8981\u6027\uff1f\u76ee\u524d\u7684\u767c\u5c55\u9032\u5ea6\u5982\u4f55\uff1f<\/a>\u300b<\/li>\n\n\n\n<li>\u300a<a href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2025\/06\/10\/spectrum-x%e5%92%8cquantum-x%e4%ba%a4%e6%8f%9b%e6%a9%9f\/\">Spectrum-X\u548cQuantum-X\u77fd\u5149\u5b50\u4ea4\u63db\u6a5f\u7684\u4e0a\u5e02\uff0c\u8f1d\u9054\u9818\u57df\u7684\u91cd\u5927\u6539\u8b8a<\/a>\u300b<\/li>\n\n\n\n<li>\u300a<a href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2025\/10\/14\/%e8%bc%9d%e9%81%94%e7%9a%84%e6%8a%95%e8%b3%87%e5%b8%9d%e5%9c%8b\/\">\u8f1d\u9054\u7684\u6295\u8cc7\u5e1d\u570b\uff0c\u6295\u8cc7\u7d44\u5408\u88e1\u6709\u90a3\u4e9b\u516c\u53f8\uff1f<\/a>\u300b<\/li>\n\n\n\n<li>\u300a<a href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2024\/12\/02\/%E5%8D%9A%E9%80%9A%E8%82%A1%E5%83%B9%E9%95%B7%E6%9C%9F%E6%8C%81%E7%BA%8C%E8%A1%A8%E7%8F%BE%E5%84%AA%E7%95%B0%E7%9A%84%E8%83%8C%E5%BE%8C%E5%8E%9F%E5%9B%A0\/\">\u535a\u901a\uff08broadcom\uff09\u80a1\u50f9\u9577\u671f\u6301\u7e8c\u8868\u73fe\u512a\u7570\u7684\u80cc\u5f8c\u539f\u56e0<\/a>\u300b<\/li>\n\n\n\n<li>\u300a<a href=\"https:\/\/www.granitefirm.com\/blog\/blog\/2021\/07\/23\/%E5%8D%9A%E9%80%9A%E7%B6%93%E7%87%9F%E6%96%B9%E5%BC%8F%E5%B7%B2%E7%B6%93%E7%99%BC%E7%94%9F%E9%87%8D%E5%A4%A7%E7%9A%84%E6%94%B9%E8%AE%8A\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u535a\u901a\uff08Broadcom\uff09\u5982\u4f55\u8cfa\u9322\uff1f\u7d93\u71df\u65b9\u5f0f\u76841\u9805\u91cd\u5927\u6539\u8b8a<\/a>\u300b<\/li>\n<\/ul>\n\n\n\n<p><em><strong>\u91cd\u8981\u8072\u660e<\/strong><\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>\u672c\u7ad9\u5167\u5bb9\u70ba\u4f5c\u8005\u500b\u4eba\u610f\u898b\uff0c\u50c5\u4f9b\u53c3\u8003\uff0c\u672c\u4eba\u4e0d\u5c0d\u6587\u7ae0\u5167\u5bb9\u3001\u8cc7\u6599\u4e4b\u6b63\u78ba\u6027\u3001\u770b\u6cd5\u3001\u8207\u5373\u6642\u6027\u8ca0\u4efb\u4f55\u8cac\u4efb\uff0c\u8b80\u8005\u8acb\u52d9\u5fc5\u81ea\u884c\u5224\u65b7\u3002<\/em><\/li>\n\n\n\n<li><em>\u5c0d\u65bc\u8b80\u8005\u76f4\u63a5\u6216\u9593\u63a5\u4f9d\u8cf4\u4e26\u53c3\u8003\u672c\u7ad9\u8cc7\u8a0a\u5f8c\uff0c\u63a1\u53d6\u4efb\u4f55\u6295\u8cc7\u884c\u70ba\u6240\u5c0e\u81f4\u4e4b\u76f4\u63a5\u6216\u9593\u63a5\u640d\u5931\uff0c\u6216\u56e0\u6b64\u7522\u751f\u4e4b\u4e00\u5207\u8cac\u4efb\uff0c\u672c\u4eba\u5747\u4e0d\u8ca0\u4efb\u4f55\u640d\u5bb3\u8ce0\u511f\u53ca\u5176\u4ed6\u6cd5\u5f8b\u4e0a\u4e4b\u8cac\u4efb\u3002<\/em><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u7531\u65bcAI\u8cc7\u6599\u4e2d\u5fc3\u7684\u5efa\u8a2d\u4f9b\u4e0d\u61c9\u6c42\uff0c\u4e00\u4f75\u9020\u6210CPO\u5149\u5b78\u50b3\u8f38\u6a21\u7d44\u4e5f\u6709\u884c\u7121\u5e02\uff0c\u4f9b\u61c9\u5546\u672c\u4f86\u5c31\u4e0d\u591a\uff0c\u5e02\u5834\u9700\u6c42\u706b\u7206\uff0c\u77ed\u671f\u4e4b\u5167\u4e0d\u6703\u51b7\u537b\u3002<\/p>\n","protected":false},"author":1,"featured_media":77150,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[549],"tags":[614,1053,1773,373,1774,1775,1771,1021,1788,460,1699,1770,1777,518,1253,139,1776,1778],"class_list":["post-77124","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-communication","tag-aaoi","tag-anet","tag-aph","tag-avgo","tag-ayar","tag-celestial-ai","tag-cien","tag-cohr","tag-cpo","tag-csco","tag-glw","tag-lite","tag-molex","tag-mrvl","tag-nok","tag-nvda","tag-samtec","tag-terahop"],"_links":{"self":[{"href":"https:\/\/www.granitefirm.com\/blog\/wp-json\/wp\/v2\/posts\/77124","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.granitefirm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.granitefirm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/wp-json\/wp\/v2\/comments?post=77124"}],"version-history":[{"count":103,"href":"https:\/\/www.granitefirm.com\/blog\/wp-json\/wp\/v2\/posts\/77124\/revisions"}],"predecessor-version":[{"id":80321,"href":"https:\/\/www.granitefirm.com\/blog\/wp-json\/wp\/v2\/posts\/77124\/revisions\/80321"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/wp-json\/wp\/v2\/media\/77150"}],"wp:attachment":[{"href":"https:\/\/www.granitefirm.com\/blog\/wp-json\/wp\/v2\/media?parent=77124"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/wp-json\/wp\/v2\/categories?post=77124"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/wp-json\/wp\/v2\/tags?post=77124"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}