CITIC Securities : L'IA stimule la croissance simultanée du volume et du prix des puces de lasers, en se concentrant sur les nouvelles opportunités nationales

Mars Finance News 20 April: CITIC Securities research report states that currently AI computing clusters have shifted from “stacking computing power” to “competing network efficiency,” with high performance, high bandwidth, and low latency networks becoming the key to improving data center performance. Laser chip is the core component of optical modules, determining the electro-optical conversion efficiency and product generation of the optical module. CITIC Securities believes that the laser chip industry will benefit from the value increase brought by Scale-out/Scale-up network supernode expansion and technological generation,迎来巨大的发展机遇。同时由于市场需求旺盛且产能短期存在刚性，激光器芯片市场正处于快速增长且供需失衡的结构。而头部厂商的优势正不断凸显。看好激光器芯片龙头公司未来的发展潜力。（广角观察）