{"id":42470,"date":"2026-03-16T00:00:24","date_gmt":"2026-03-15T16:00:24","guid":{"rendered":"https:\/\/naipnews.naipo.com\/?p=42470"},"modified":"2026-03-12T16:54:33","modified_gmt":"2026-03-12T08:54:33","slug":"%e5%8f%b0%e7%a7%af%e7%94%b5%e7%a1%85%e5%85%89%e5%ad%90%e6%8a%80%e6%9c%af2026-%e5%b9%b4%e8%bf%88%e5%90%91%e9%87%8f%e4%ba%a7%ef%bc%8c%e5%85%b1%e5%b0%81%e8%a3%85%e5%85%89%e5%ad%a6%ef%bc%88cpo%ef%bc%89","status":"publish","type":"post","link":"https:\/\/naipnews.naipo.com\/zh-hans\/42470\/","title":{"rendered":"\u53f0\u79ef\u7535\u7845\u5149\u5b50\u6280\u672f2026 \u5e74\u8fc8\u5411\u91cf\u4ea7\uff0c\u5171\u5c01\u88c5\u5149\u5b66\uff08CPO\uff09\u8fce\u5411\u5546\u8f6c\u5143\u5e74"},"content":{"rendered":"<figure id=\"attachment_39589\" aria-describedby=\"caption-attachment-39589\" style=\"width: 918px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39589 size-full\" src=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2026\/01\/2070595583_75M-FIX.jpg\" alt=\"\" width=\"918\" height=\"506\" srcset=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2026\/01\/2070595583_75M-FIX.jpg 918w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2026\/01\/2070595583_75M-FIX-768x423.jpg 768w\" sizes=\"auto, (max-width: 918px) 100vw, 918px\" \/><figcaption id=\"caption-attachment-39589\" class=\"wp-caption-text\">\u56fe\u7247\u6765\u6e90 : shutterstock\u3001\u8fbe\u5fd7\u5f71\u50cf<\/figcaption><\/figure>\n<blockquote><p>\u968f\u7740\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u8fd0\u7b97\u89c4\u6a21\u6301\u7eed\u6269\u5f20\uff0c\u6570\u636e\u4e2d\u5fc3\u6b63\u9762\u4e34\u4e25\u5cfb\u7684\u529f\u8017\u4e0e\u4f20\u8f93\u5e26\u5bbd\u74f6\u9888\uff0c\u4f20\u7edf\u63d2\u62d4\u5f0f\u5149\u5b66\u6a21\u5757\u7684\u7535\u8baf\u53f7\u4f20\u8f93\u8ddd\u79bb\u4e0e\u80fd\u6548\u5df2\u9010\u6e10\u903c\u8fd1\u7269\u7406\u6781\u9650\u3002\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u7845\u5149\u5b50\uff08Silicon Photonics\uff09\u4e0e\u5171\u5c01\u88c5\u5149\u5b66\uff08Co-Packaged Optics\uff0cCPO\uff09\u6280\u672f\uff0c\u6b63\u88ab\u89c6\u4e3a\u7a81\u7834\u4e0b\u4e00\u4ee3\u7b97\u529b\u4e0e\u4e92\u8fde\u74f6\u9888\u7684\u91cd\u8981\u89e3\u65b9\u3002\u5e02\u573a\u666e\u904d\u9884\u671f\uff0c\u968f\u7740\u9ad8\u901f\u4ea4\u6362\u82af\u7247\u4e0e\u5149\u7535\u6574\u5408\u6280\u672f\u9010\u6b65\u6210\u719f\uff0c2026\u5e74\u53ef\u671b\u6210\u4e3aCPO\u8fc8\u5411\u5546\u4e1a\u90e8\u7f72\u7684\u5173\u952e\u8d77\u70b9\uff0c\u5305\u62ec\u82f1\u4f1f\u8fbe\uff08NVIDIA\uff09\u4e0e\u535a\u901a\uff08Broadcom\uff09\u7b49\u5de8\u5934\u7eb7\u7eb7\u91cd\u5175\u90e8\u7f72\uff0c\u5e76\u9ad8\u5ea6\u4ef0\u8d56\u53f0\u79ef\u7535\u5148\u8fdb\u5c01\u88c5COUPE\u5e73\u53f0\u4e0e SoIC-X \u6280\u672f\uff0c\u5b9e\u73b0\u9ad8\u5bc6\u5ea6\u5149\u7535\u6574\u5408\u67b6\u6784\u3002<\/p>\n<p>\u7136\u800c\uff0c\u5728\u786c\u4ef6\u6280\u672f\u9010\u6b65\u8fc8\u5411\u91cf\u4ea7\u7684\u540c\u65f6\uff0c\u4e00\u573a\u56f4\u7ed5\u6280\u672f\u6807\u51c6\u4e0e\u4e13\u5229\u5e03\u5c40\u7684\u7ade\u4e89\u4e5f\u6b63\u6084\u7136\u5c55\u5f00\u30022023\u5e74\uff0c\u56fd\u9645\u5149\u7535\u4e92\u8054\u8bba\u575b\uff08OIF\uff09\u53d1\u5e033.2T\u5171\u5c01\u88c5\u5149\u5b66\u6a21\u5757\u5b9e\u65bd\u534f\u8bae\uff08Implementation Agreement\uff09\uff0c\u4e3a\u9ad8\u901f\u5149\u7535\u4e92\u8fde\u5efa\u7acb\u8de8\u5382\u724c\u4e92\u901a\u7684\u6280\u672f\u6846\u67b6\u3002\u968f\u7740\u4ea7\u4e1a\u89c4\u683c\u9010\u6e10\u6210\u5f62\uff0c\u56fd\u9645\u82af\u7247\u4e0e\u7f51\u901a\u8bbe\u5907\u5927\u5382\u5df2\u5728\u7845\u5149\u5b50\u7ec4\u4ef6\u3001\u5149\u7535\u5c01\u88c5\u4e0e\u9ad8\u901f\u4e92\u8fde\u67b6\u6784\u7b49\u9886\u57df\u52a0\u901f\u4e13\u5229\u5e03\u5c40\u3002\u82e5\u90e8\u5206\u6838\u5fc3\u6280\u672f\u672a\u6765\u88ab\u7eb3\u5165\u6807\u51c6\u6216\u6210\u4e3a\u7cfb\u7edf\u8bbe\u8ba1\u4e2d\u7684\u5173\u952e\u8282\u70b9\uff0c\u76f8\u5173\u4e13\u5229\u53ef\u80fd\u9010\u6b65\u5f62\u6210\u7c7b\u4f3c\u6807\u51c6\u5fc5\u8981\u4e13\u5229\uff08SEP\uff09\u7684\u6388\u6743\u7ed3\u6784\uff0c\u5bf9\u540e\u7eed\u8fdb\u5165\u5e02\u573a\u7684\u5382\u5546\u4ea7\u751f\u5f71\u54cd\u3002\u5f53CPO\u9010\u6b65\u8d70\u5411\u91cf\u4ea7\uff0c\u66f4\u5e94\u7559\u610f\u672a\u6765\u8c01\u638c\u63e1\u4e86\u5173\u952e\u4e13\u5229\u4e0e\u6807\u51c6\u8bdd\u8bed\u6743\u3002<\/p><\/blockquote>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_69_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">\u76ee\u9304<\/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=\"Toggle Table of Content\"><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: #999;color:#999\" 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: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/42470\/#%E6%8F%92%E6%8B%94%E5%BC%8F%E6%A8%A1%E5%9D%97%E9%9D%A2%E4%B8%B4%E7%93%B6%E9%A2%88%EF%BC%8CCPO%E6%88%90%E6%95%B0%E6%8D%AE%E4%B8%AD%E5%BF%83%E9%87%8D%E8%A6%81%E8%A7%A3%E6%96%B9\" title=\"\u63d2\u62d4\u5f0f\u6a21\u5757\u9762\u4e34\u74f6\u9888\uff0cCPO\u6210\u6570\u636e\u4e2d\u5fc3\u91cd\u8981\u89e3\u65b9\">\u63d2\u62d4\u5f0f\u6a21\u5757\u9762\u4e34\u74f6\u9888\uff0cCPO\u6210\u6570\u636e\u4e2d\u5fc3\u91cd\u8981\u89e3\u65b9<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/42470\/#_2026%E5%B9%B4%EF%BC%9ACPO%E6%8A%80%E6%9C%AF%E8%BF%88%E5%85%A5%E6%96%B0%E9%87%8C%E7%A8%8B%E7%A2%91\" title=\"\u00a02026\u5e74\uff1aCPO\u6280\u672f\u8fc8\u5165\u65b0\u91cc\u7a0b\u7891\">\u00a02026\u5e74\uff1aCPO\u6280\u672f\u8fc8\u5165\u65b0\u91cc\u7a0b\u7891<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/42470\/#AI%E6%8E%A8%E5%8D%87%E5%85%89%E4%BA%92%E8%BF%9E%E9%9C%80%E6%B1%82%EF%BC%8C%E7%BD%91%E7%BB%9C%E4%BA%A4%E6%8D%A2%E5%99%A8%E6%88%90%E6%9C%80%E5%A4%A7%E8%90%A5%E6%94%B6%E5%BC%95%E6%93%8E\" title=\"AI\u63a8\u5347\u5149\u4e92\u8fde\u9700\u6c42\uff0c\u7f51\u7edc\u4ea4\u6362\u5668\u6210\u6700\u5927\u8425\u6536\u5f15\u64ce\">AI\u63a8\u5347\u5149\u4e92\u8fde\u9700\u6c42\uff0c\u7f51\u7edc\u4ea4\u6362\u5668\u6210\u6700\u5927\u8425\u6536\u5f15\u64ce<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/42470\/#%E8%8B%B1%E4%BC%9F%E8%BE%BEvs%E5%8D%9A%E9%80%9A%EF%BC%9A%E7%A1%85%E5%85%89%E5%AD%90%E9%9C%B8%E6%9D%83%E4%BA%89%E5%A4%BA%E6%88%98%E5%85%A8%E9%9D%A2%E5%BC%80%E6%89%93\" title=\"\u82f1\u4f1f\u8fbevs\u535a\u901a\uff1a\u7845\u5149\u5b50\u9738\u6743\u4e89\u593a\u6218\u5168\u9762\u5f00\u6253\">\u82f1\u4f1f\u8fbevs\u535a\u901a\uff1a\u7845\u5149\u5b50\u9738\u6743\u4e89\u593a\u6218\u5168\u9762\u5f00\u6253<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/42470\/#%E4%B8%8B%E4%B8%80%E6%B3%A2%E5%85%89%E5%AD%A6%E4%B8%93%E5%88%A9%E6%88%98%E7%9A%84%E8%B5%B7%E7%82%B9%EF%BC%9F\" title=\"\u4e0b\u4e00\u6ce2\u5149\u5b66\u4e13\u5229\u6218\u7684\u8d77\u70b9\uff1f\">\u4e0b\u4e00\u6ce2\u5149\u5b66\u4e13\u5229\u6218\u7684\u8d77\u70b9\uff1f<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"%E6%8F%92%E6%8B%94%E5%BC%8F%E6%A8%A1%E5%9D%97%E9%9D%A2%E4%B8%B4%E7%93%B6%E9%A2%88%EF%BC%8CCPO%E6%88%90%E6%95%B0%E6%8D%AE%E4%B8%AD%E5%BF%83%E9%87%8D%E8%A6%81%E8%A7%A3%E6%96%B9\"><\/span><strong>\u63d2\u62d4\u5f0f\u6a21\u5757\u9762\u4e34\u74f6\u9888\uff0c<\/strong><strong>CPO<\/strong><strong>\u6210\u6570\u636e\u4e2d\u5fc3\u91cd\u8981\u89e3\u65b9<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u82f1\u4f1f\u8fbe\u6bcf\u5e74\u4e3e\u529e\u7684\u79d1\u6280\u76db\u4f1aGTC 2026\uff0c\u5c06\u4e8e3\u670816\u65e5\u81f319\u65e5\u767b\u573a\uff0c\u82f1\u4f1f\u8fbe\u5c06\u53d1\u8868\u65b0\u4e00\u4ee3CPO\u4ea4\u6362\u5668\uff0c\u5ba3\u793aAI\u6570\u636e\u4e2d\u5fc3\u9ad8\u901f\u4e92\u8fde\u6b63\u5f0f\u8fc8\u5411\u5149\u7535\u5171\u5c01\u88c5\u65f6\u4ee3\u3002\u53d7\u60e0\u4e8e\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u548c\u5927\u578b\u8bed\u8a00\u6a21\u578b\u7684\u84ec\u52c3\u53d1\u5c55\uff0c\u5171\u5c01\u88c5\u5149\u5b66\u5e02\u573a\u6b63\u8fce\u6765\u53d8\u9769\u6027\u6210\u957f\uff0c\u5e76\u6210\u4e3a\u4eba\u5de5\u667a\u80fd\u6570\u636e\u4e2d\u5fc3\u9886\u57df\u6700\u70ed\u95e8\u7684\u6280\u672f\u4e4b\u4e00\u3002\u4e13\u6ce8\u4e8e\u5171\u5c01\u88c5\u5149\u5b66\u7ec4\u4ef6\u7684\u65b0\u521b\u516c\u53f8Ayar Labs\uff0c\u5728\u8fd1\u671f\u5b8c\u6210\u7684\u4e00\u8f6e\u878d\u8d44\u4e2d\u7b79\u96c6\u4e865\u4ebf\u7f8e\u5143\uff0c\u672c\u8f6e\u878d\u8d44\u7531Neuberger Berman\u9886\u6295\uff0c\u516c\u53f8\u4f30\u503c\u8fbe37.5\u4ebf\u7f8e\u5143\u3002\u5176\u4ed6\u77e5\u540d\u6295\u8d44\u8005\u5305\u62ecNVIDIA\u3001AMD\u548c\u8054\u53d1\u79d1<a href=\"#_ftn1\" name=\"_ftnref1\">[1]<\/a>\uff0c\u51f8\u663e\u4e86\u8fd9\u9879\u6280\u672f\u5bf9\u534a\u5bfc\u4f53\u4ea7\u4e1a\u7684\u6218\u7565\u91cd\u8981\u6027\u3002<\/p>\n<p><strong>\u00a0<\/strong>\u8fd1\u5e74\u6765\uff0c\u5149\u6536\u53d1\u5668\u6280\u672f\u6b63\u7a33\u6b65\u671d\u7740\u5c06\u5149\u5b66\u7ec4\u4ef6\u66f4\u9760\u8fd1\u7279\u6b8a\u5e94\u7528\u96c6\u6210\u7535\u8def\uff08ASIC\uff09\u7684\u65b9\u5411\u53d1\u5c55\u3002\u4f20\u7edf\u4e0a\uff0c\u63d2\u5165\u4ea4\u6362\u5668\u524d\u9762\u677f\u7684\u53ef\u63d2\u62d4\u6a21\u5757\u4f4d\u4e8e\u5370\u5237\u7535\u8def\u677f\u8fb9\u7f18\uff0c\u957f\u671f\u4ee5\u6765\u4e00\u76f4\u662f\u6570\u636e\u4e2d\u5fc3\u8fde\u63a5\u4ea4\u6362\u5668\u548c\u670d\u52a1\u5668\u7684\u6807\u51c6\u89e3\u51b3\u65b9\u6848\u3002\u5c3d\u7ba1\u8fd9\u4e9b\u6a21\u5757\u56e0\u7075\u6d3b\u6027\u3001\u6613\u4e8e\u66f4\u6362\u548c\u6269\u5145\u6027\u800c\u5e7f\u53d7\u6b22\u8fce\uff0c\u4f46\u6b63\u9762\u4e34\u529f\u8017\u4e0a\u5347\u4ee5\u53ca\u5355\u4f4d\u524d\u9762\u677f\u9762\u79ef\u5e26\u5bbd\u9650\u5236\u7b49\u65e5\u76ca\u4e25\u5cfb\u7684\u6311\u6218\u3002<\/p>\n<p>\u5728\u7f51\u7edc\u4e92\u8fde\u6548\u7387\u4f4e\u4e0b\uff0c\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u6b63\u9762\u4e34\u74f6\u9888\u3002\u968f\u7740\u5e26\u5bbd\u9700\u6c42\u7684\u7206\u70b8\u5f0f\u6210\u957f\uff0c\u94dc\u7f06\u6d88\u8017\u8fc7\u591a\u7535\u529b\u6210\u4e3a\u74f6\u9888\uff0c\u9650\u5236\u4e86\u6bcf\u74e6\u548c\u6bcf\u7f8e\u5143\u7684\u4eba\u5de5\u667a\u80fd\u541e\u5410\u91cf\uff0c\u5171\u5c01\u88c5\u5149\u7ec4\u4ef6\u514b\u670d\u4e86\u8fd9\u4e9b\u969c\u788d\uff0c\u4f7f\u6570\u5343\u4e2a GPU \u80fd\u591f\u4f5c\u4e3a\u4e00\u4e2a\u7edf\u4e00\u7684\u7cfb\u7edf\u8fd0\u884c\uff0c\u5e76\u6ee1\u8db3\u8d85\u5927\u89c4\u6a21\u4eba\u5de5\u667a\u80fd\u6240\u9700\u7684\u80fd\u529b\u3002\u4e5f\u8ba9CPO\u6210\u4e3a\u4eba\u5de5\u667a\u80fd\u548c\u534a\u5bfc\u4f53\u9f99\u5934\u5382\u5546\u7684\u5173\u6ce8\u7126\u70b9\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"_2026%E5%B9%B4%EF%BC%9ACPO%E6%8A%80%E6%9C%AF%E8%BF%88%E5%85%A5%E6%96%B0%E9%87%8C%E7%A8%8B%E7%A2%91\"><\/span><strong>\u00a0<\/strong><strong>2026<\/strong><strong>\u5e74\uff1a<\/strong><strong>CPO<\/strong><strong>\u6280\u672f\u8fc8\u5165\u65b0\u91cc\u7a0b\u7891<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u968f\u7740\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u9762\u4e34\u4e25\u5cfb\u7684\u529f\u8017\u4e0e\u5e26\u5bbd\u6781\u9650\uff0c\u4f20\u7edf\u63d2\u62d4\u5f0f\u5149\u6536\u53d1\u6a21\u5757\u7684\u6280\u672f\u5929\u82b1\u677f\u5df2\u7ecf\u6d6e\u73b0\u3002\u4e3a\u514b\u670d\u8fd9\u4e9b\u9650\u5236\uff0c\u4e1a\u754c\u5df2\u5f00\u59cb\u5c06\u5149\u5f15\u64ce\u5411\u4ea4\u6362\u5668ASIC\u9644\u8fd1\u8fc1\u79fb\uff0c\u4ee5\u7f29\u77ed\u7528\u4e8e\u7535\u8baf\u53f7\u4f20\u8f93\u7684\u94dc\u7ebf\u3002\u867d\u7136\u8fd9\u4e9b\u8fd1\u5c01\u88c5\uff08Near-packaged\uff09\u65b9\u6cd5\u6539\u5584\u4e86\u7535\u6c14\u6027\u80fd\uff0c\u4f46\u4ecd\u504f\u79bb\u6210\u719f\u7684\u53ef\u63d2\u62d4\u751f\u6001\u7cfb\u7edf\uff0c\u4e14\u5173\u952e\u9650\u5236\u4f9d\u7136\u5b58\u5728\u3002\u56e0\u6b64\uff0c\u4e1a\u5185\u8bb8\u591a\u4eba\u58eb\u9884\u671f\u6280\u672f\u5c06\u76f4\u63a5\u8fc7\u6e21\u5230\u5982\u5171\u5c01\u88c5\u5149\u5b66\u7ec4\u4ef6\u7b49\u5b8c\u5168\u6574\u5408\u7684\u89e3\u51b3\u65b9\u6848\u3002\u6839\u636e\u7814\u7a76\u673a\u6784IDTechEx\u53d1\u5e03\u6700\u65b0\u62a5\u544a<a href=\"#_ftn2\" name=\"_ftnref2\">[2]<\/a>\uff0c\u660e\u786e\u6307\u51fa\u5171\u5c01\u88c5\u5149\u5b66\u7ec4\u4ef6\u5c06\u6210\u4e3a\u91cd\u5851\u672a\u6765\u5341\u5e74\u6570\u636e\u4e2d\u5fc3\u57fa\u7840\u8bbe\u65bd\u7684\u6838\u5fc3\u3002<\/p>\n<p>CPO\u6280\u672f\u843d\u5730\u7684\u6700\u9c9c\u660e\u6307\u6807\uff0c\u6765\u81eaNVIDIA\u57282025\u5e74GTC\u5927\u4f1a\u4e0a\u9707\u64bc\u63a8\u51fa\u7684\u4e24\u6b3e\u5168\u65b0\u7f51\u7edc\u4ea4\u6362\u5668\u5e73\u53f0Spectrum-X Photonics\u4e0eQuantum-X Photonics\u3002\u8fd9\u4e24\u5927\u5e73\u53f0\u7686\u4ee5CPO\u6280\u672f\u4e3a\u57fa\u77f3\uff0c\u5176\u6838\u5fc3\u6b63\u662f\u91c7\u7528\u53f0\u79ef\u7535\u7684\u5c0f\u5916\u5f62\u96c6\u6210\u7535\u8def\uff08SoIC\uff09\u6280\u672f\u3002\u53f0\u79ef\u7535\u5229\u7528\u5176\u5148\u8fdb\u5c01\u88c5SoIC\u6280\u672f\uff0c\u5c06\u300c\u7535\u5b50\u82af\u7247\u300d\u4e0e\u300c\u5149\u5b50\u82af\u7247\u300d3D \u5806\u6808\u5728\u4e00\u8d77\uff0c\u89e3\u51b3\u4e86\u8baf\u53f7\u4f20\u8f93\u7684\u8017\u80fd\u95ee\u9898\uff0c\u662f\u5b9e\u73b0\u5171\u5c01\u88c5\u5149\u5b66\u7684\u5173\u952e\u3002COUPE\u662f\u4e00\u6b3e\u5c16\u7aef\u7684\u7845\u5149\u5b50\u6574\u5408\u7cfb\u7edf\u548c\u5171\u5c01\u88c5\u5149\u5b66\u5e73\u53f0\uff0c\u5c06\u591a\u4e2a\u96c6\u6210\u7535\u8def\u3001\u79ef\u4f53\u5149\u8def\u548c\u5149\u7ea4\u8026\u5408\u5668\u6574\u5408\u5230\u5355\u4e00\u5c01\u88c5\u4e2d\uff0c\u53ef\u51cf\u5c11\u8026\u5408\u635f\u8017\uff0c\u540c\u65f6\u5927\u5e45\u52a0\u901f\u82af\u7247\u5bf9\u82af\u7247\u548c\u673a\u5668\u5bf9\u673a\u5668\u7684\u901a\u8baf<a href=\"#_ftn3\" name=\"_ftnref3\">[3]<\/a>\u3002\u5305\u542b\u535a\u901a\u5728\u5185\u7684\u7f51\u901a\u5de8\u5934\uff0c\u90fd\u5df2\u91c7\u7528\u53f0\u79ef\u7535\u7684COUPE\u5e73\u53f0\uff0c\u8fdb\u4e00\u6b65\u51f8\u663e\u4e863D\u6574\u5408\u4e0e\u6df7\u5408\u952e\u7ed3\u5728CPO\u6280\u672f\u84dd\u56fe\u4e2d\u4e0d\u53ef\u64bc\u52a8\u7684\u6218\u7565\u5730\u4f4d\u3002<\/p>\n<p>CPO\u7684\u6210\u529f\u4e0e\u5426\uff0c\u9ad8\u5ea6\u4ef0\u8d56\u5148\u8fdb\u534a\u5bfc\u4f53\u5c01\u88c5\u6280\u672f\u7684\u652f\u6301\u3002\u8fd9\u9879\u6280\u672f\u5fc5\u987b\u80fd\u5b8c\u7f8e\u5b9e\u73b0\u5149\u5b50\u96c6\u6210\u7535\u8def\uff08PIC\uff09\u4e0e\u7535\u5b50\u96c6\u6210\u7535\u8def\u7684\u9ad8\u5bc6\u5ea6\u6574\u5408\uff0c\u5e76\u8ba9\u5149\u5f15\u64ce\u4e0e\u4ea4\u6362\u5668ASIC\u6216XPU\u8fbe\u6210\u65e0\u7f1d\u8fde\u63a5\u3002\u8fd9\u7275\u6d89\u5230\u5305\u542b2.5D\u4e2d\u4ecb\u5c42\u3001\u7845\u901a\u5b54\uff08TSV\uff09\u3001\u6247\u51fa\u578b\u6676\u5706\u7ea7\u5c01\u88c5\uff08FOWLP\uff09\uff0c\u4ee5\u53ca\u8fd1\u671f\u5907\u53d7\u77a9\u76ee\u3001\u7531\u6df7\u5408\u952e\u7ed3\uff08Hybrid Bonding\uff09\u652f\u6491\u76843D\u6574\u5408\u6280\u672f\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"AI%E6%8E%A8%E5%8D%87%E5%85%89%E4%BA%92%E8%BF%9E%E9%9C%80%E6%B1%82%EF%BC%8C%E7%BD%91%E7%BB%9C%E4%BA%A4%E6%8D%A2%E5%99%A8%E6%88%90%E6%9C%80%E5%A4%A7%E8%90%A5%E6%94%B6%E5%BC%95%E6%93%8E\"><\/span><strong>AI<\/strong><strong>\u63a8\u5347\u5149\u4e92\u8fde\u9700\u6c42\uff0c\u7f51\u7edc\u4ea4\u6362\u5668\u6210\u6700\u5927\u8425\u6536\u5f15\u64ce<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>IDTechEx\u9884\u4f30\uff0c2036\u5e74\u5168\u7403CPO\u5e02\u573a\u89c4\u6a21\u5c06\u5f3a\u52bf\u7a81\u7834200\u4ebf\u7f8e\u5143\uff0c2026\u5e74\u81f32036\u5e74\u7684\u5e74\u590d\u5408\u6210\u957f\u7387\uff08CAGR\uff09\u66f4\u9ad8\u8fbe37%\uff0c\u5149\u901a\u8baf\u4ea7\u4e1a\u5c06\u6b63\u5f0f\u8fc8\u5165\u9ad8\u6574\u5408\u5ea6\u7684\u5168\u65b0\u7eaa\u5143\u3002\u5728\u5e02\u573a\u89c4\u6a21\u7684\u7206\u53d1\u529b\u4e0a\uff0cIDTechEx\u9884\u6d4bCPO\u7f51\u7edc\u4ea4\u6362\u5668\u5c06\u6210\u4e3a\u63a8\u5347\u8425\u6536\u7684\u6700\u4e3b\u8981\u9a71\u52a8\u529b\uff0c\u672a\u6765\u7684\u5355\u4e00\u4ea4\u6362\u5668\u6700\u591a\u5c06\u53ef\u6574\u540816\u4e2aCPO\u5149\u5b50\u96c6\u6210\u7535\u8def\u3002\u540c\u65f6\uff0c\u9488\u5bf9\u4eba\u5de5\u667a\u80fd\u7cfb\u7edf\u5e94\u7528\u7684\u5149\u4e92\u8fde\u6280\u672f\u4e5f\u5c06\u62ff\u4e0b\u7ea610%\u5e02\u5360\u7387\u3002\u5728\u9ad8\u901f\u8fd0\u7b97\u5e94\u7528\u5bf9\u6570\u636e\u5904\u7406\u4e0e\u901a\u8baf\u9700\u6c42\u82e5\u6e34\u7684\u8d8b\u52bf\u4e0b\uff0c\u672a\u6765\u7684\u6bcf\u4e2aAI\u52a0\u901f\u5668\u901a\u5e38\u5c06\u914d\u59071\u4e2a\u5149\u4e92\u8fdePIC\uff0c\u6210\u4e3a\u63a8\u5347CPO\u5e02\u573a\u7684\u53e6\u4e00\u6ce2\u5f3a\u52b2\u52a8\u80fd\u3002<\/p>\n<p>NVIDIA\u8fd1\u65e5\u4e5f\u5ba3\u5e03\u5206\u522b\u6295\u8d44\u5149\u901a\u8baf\u5927\u5382Lumentum<a href=\"#_ftn4\" name=\"_ftnref4\">[4]<\/a>\u4e0eCoherent<a href=\"#_ftn5\" name=\"_ftnref5\">[5]<\/a>\u540420\u4ebf\u7f8e\u5143\uff0c\u5e76\u7b7e\u7f72\u591a\u5e74\u5ea6\u91c7\u8d2d\u627f\u8bfa\uff0c\u4e0e\u5148\u8fdb\u96f7\u5c04\u3001\u5149\u5b66\u4ea7\u54c1\u7684\u4f18\u5148\u4f9b\u8d27\u6743\u3002\u6b64\u4e3e\u663e\u793a\u672a\u6765\u7684\u7b97\u529b\u57fa\u7840\u8bbe\u65bd\u5c06\u66f4\u4f9d\u8d56\u5149\u5b66\u6280\u672f\u3002TrendForce\u9884\u671f\uff0c\u57fa\u4e8e\u7845\u5149\u4e0eCPO\u7684\u5149\u4e92\u8fde\u6280\u672f\uff0c\u5c06\u7387\u5148\u5bfc\u5165\u5728NVIDIA Rubin \u4e16\u4ee3\u673a\u67dc\u95f4\u6570\u636e\u4f20\u8f93\u7684Scale Out\uff0c\u5e76\u89c4\u5212\u5c06\u5149\u4e92\u8fde\u6574\u5408\u81f3\u672a\u6765\u7684Scale-up\u4e92\u8fde\u67b6\u6784\u4e2d\uff0c\u4ee5\u5b9e\u73b0\u66f4\u9ad8\u7684\u5e26\u5bbd\u5bc6\u5ea6\u30022026\u5e74\u7528\u4e8eAI\u6570\u636e\u4e2d\u5fc3\u7684\u5149\u901a\u8baf\u6a21\u5757\u4e2d\uff0cCPO\u6e17\u900f\u7387\u4ec5\u7ea60.5%\u3002\u968f\u7740\u7845\u5149\u4e0eCPO\u5c01\u88c5\u6280\u672f\u9010\u6e10\u7eaf\u719f\uff0c\u9884\u4f30\u81f32030\u5e74\u5de6\u53f3\uff0c\u7845\u5149CPO\u4e8eAI\u6570\u636e\u4e2d\u5fc3\u7684\u6e17\u900f\u7387\u6709\u673a\u4f1a\u8fbe\u523035%\u6c34\u5e73\uff0c\u540c\u65f6\uff0c\u65b0\u578b\u6001\u7684\u5149\u4e92\u8fde\u4e0eOptical I\/O\u7b49\u5149\u5b66\u6280\u672f\u4e5f\u53ef\u80fd\u9646\u7eed\u51fa\u73b0\u3002<\/p>\n<figure id=\"attachment_42321\" aria-describedby=\"caption-attachment-42321\" style=\"width: 809px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-42321 size-full\" src=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2026\/03\/0311-4.jpg\" alt=\"\" width=\"809\" height=\"432\" srcset=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2026\/03\/0311-4.jpg 809w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2026\/03\/0311-4-768x410.jpg 768w\" sizes=\"auto, (max-width: 809px) 100vw, 809px\" \/><figcaption id=\"caption-attachment-42321\" class=\"wp-caption-text\">\u56fe1. 2025\uff5e2030\u5e74CPO\u4e8eAI\u6570\u636e\u4e2d\u5fc3\u5149\u901a\u8baf\u6a21\u5757\u51fa\u8d27\u5360\u6bd4\u9884\u4f30\uff1b\u56fe\u7247\u6765\u6e90\uff1aTrendForce<\/figcaption><\/figure>\n<h2><span class=\"ez-toc-section\" id=\"%E8%8B%B1%E4%BC%9F%E8%BE%BEvs%E5%8D%9A%E9%80%9A%EF%BC%9A%E7%A1%85%E5%85%89%E5%AD%90%E9%9C%B8%E6%9D%83%E4%BA%89%E5%A4%BA%E6%88%98%E5%85%A8%E9%9D%A2%E5%BC%80%E6%89%93\"><\/span><strong>\u82f1\u4f1f\u8fbe<\/strong><strong>vs<\/strong><strong>\u535a\u901a\uff1a\u7845\u5149\u5b50\u9738\u6743\u4e89\u593a\u6218\u5168\u9762\u5f00\u6253<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u770b\u51c6\u8fd9\u6ce2\u5146\u5143\u5546\u673a\uff0c\u7f51\u901a\u4e0eAI\u82af\u7247\u5de8\u64d8\u5df2\u63d0\u524d\u4eae\u5251\u3002\u82f1\u4f1f\u8fbe\u9635\u8425\u4e3b\u653bGPU\u4e92\u8fde\uff0c\u82f1\u4f1f\u8fbe\u521b\u529e\u4eba\u9ec4\u4ec1\u52cb\u4e8e2025\u5e7410\u6708\u53d1\u5e03\u9996\u6b3e\u91c7\u7528CPO\u6280\u672f\u7684\u7f51\u7edc\u4ea4\u6362\u5668Spectrum-X\uff0c\u5e76\u83b7\u7532\u9aa8\u6587\u4e0eMeta\u529b\u633a<a href=\"#_ftn6\" name=\"_ftnref6\">[6]<\/a>\u3002Spectrum-X\u5c06\u662f\u94fe\u63a5\u767e\u4e07\u9897GPU\u300c\u795e\u7ecf\u7cfb\u7edf\u300d\u7684\u5173\u952e\uff0c\u5176\u80cc\u540e\u751f\u6001\u7cfb\u96c6\u7ed3\u4e86\u53f0\u79ef\u7535COUPE\u6280\u672f\u3001\u9e3f\u6d77\u7ec4\u88c5\u3001\u6ce2\u82e5\u5a01\uff08Browave\uff09\u3001Coherent\u3001\u5eb7\u5b81\u3001Fabrinet\u3001Lumentum\u3001SENKO\u3001\u7845\u54c1\u7cbe\u5bc6\u5de5\u4e1a\uff08SPIL\uff09\u3001\u4f4f\u53cb\u7535\u5de5\uff08Sumitomo Electric Industries\uff09\u548c\u5929\u5b5a\u901a\u4fe1\uff08TFC Communication\uff09\u7b49\u53f0\u7f8e\u4f9b\u5e94\u94fe<a href=\"#_ftn7\" name=\"_ftnref7\">[7]<\/a>\uff0c\u7ec4\u6210\u73af\u73af\u76f8\u6263\u7684\u7f51\u7edc\u751f\u6001\u7cfb\u3002<\/p>\n<p>\u53e6\u4e00\u65b9\u9762\uff0c\u634d\u536b\u4ee5\u592a\u7f51\u7edc90%\u5e02\u5360\u7387\u7684\u535a\u901a\uff0c\u540c\u6b65\u4e8e2025\u5e7410\u6708\u63a8\u51fa\u4e1a\u754c\u9996\u6b3e\u6574\u5408CPO\u6280\u672f\u7684Tomahawk6-Davisson\u4ea4\u6362\u5668\uff0c\u5176\u5355\u82af\u7247102.4Tbps\u7684\u4ea4\u6362\u5bb9\u91cf\u521b\u4e0b\u4e1a\u754c\u7eaa\u5f55\uff0c\u66f4\u85c9\u7531\u53f0\u79ef\u7535COUPE\u6280\u672f\u5c06\u5149\u5b66\u4e92\u8fde\u529f\u8017\u72c2\u964d70%<a href=\"#_ftn8\" name=\"_ftnref8\">[8]<\/a>\u3002\u800c\u65e0\u8bba\u662f\u82f1\u4f1f\u8fbe\u8fd8\u662f\u535a\u901a\uff0c\u4e24\u5f3a\u7684\u5e95\u5c42\u6b66\u5668\u7686\u6307\u5411\u53f0\u79ef\u7535\u3002\u53f0\u79ef\u7535\u7684COUPE\u5e73\u53f0\u5de7\u5999\u7ed3\u5408\u4e866\u5948\u7c73\u7535\u5b50\u96c6\u6210\u7535\u8def\uff08EIC\uff09\u4e0e65\u5948\u7c73\u5149\u5b50\u96c6\u6210\u7535\u8def\uff08Photonic Integrated Circuit\uff0cPIC\uff09\uff0c\u5e76\u900f\u8fc7SoIC-X\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u5b9e\u73b0\u3002<\/p>\n<p>\u89c2\u5bdf\u53f0\u79ef\u7535\u7684CPO\u6218\u7565\u53ef\u5206\u4e3a\u4e09\u9636\u6bb5\uff1a\u7b2c\u4e00\u4ee3\uff082025-2026\u5e74\uff09\u9488\u5bf9OSFP\u8fde\u63a5\u5668\u63d0\u4f9b1.6Tbps\u4f20\u8f93\u7387\uff1b\u7b2c\u4e8c\u4ee3\uff082026-2028\u5e74\uff09\u5c06COUPE\u6574\u5408\u8fdbCoWoS\u5c01\u88c5\uff0c\u901f\u5ea6\u8fbe6.4Tbps\uff1b\u7b2c\u4e09\u4ee3\uff08\u7814\u53d1\u4e2d\uff09\u5219\u5c06\u76f4\u653b12.8Tbps\u5e76\u6574\u5408\u81f3\u5904\u7406\u5668\u5c01\u88c5\u5185<a href=\"#_ftn9\" name=\"_ftnref9\">[9]<\/a>\u3002\u5e02\u573a\u9884\u6d4b\uff0cAMD\u53ef\u80fd\u6210\u4e3a\u53f0\u79ef\u7535 COUPE \u6280\u672f\u7684\u9996\u6279\u91c7\u7528\u8005\uff0c\u800c\u82f1\u4f1f\u8fbe\u9884\u8ba1\u4e8e2027\u5e74\u5e95\u91cf\u4ea7\u7684Rubin Ultra\uff0c\u4e5f\u88ab\u89c6\u4e3a\u53ef\u80fd\u9996\u6b3e\u5bfc\u5165COUPE\u7684\u5019\u9009\u4ea7\u54c1\u4e4b\u4e00<a href=\"#_ftn10\" name=\"_ftnref10\">[10]<\/a>\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E4%B8%8B%E4%B8%80%E6%B3%A2%E5%85%89%E5%AD%A6%E4%B8%93%E5%88%A9%E6%88%98%E7%9A%84%E8%B5%B7%E7%82%B9%EF%BC%9F\"><\/span><strong>\u4e0b\u4e00\u6ce2\u5149\u5b66\u4e13\u5229\u6218\u7684\u8d77\u70b9\uff1f<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u56de\u987e2023\u5e744\u6708\uff0cOIF\u6b63\u5f0f\u53d1\u5e03\u300c3.2T\u5171\u5c01\u88c5\u5149\u5b66\u6a21\u5757\u5b9e\u65bd\u534f\u8bae\u300d\uff0c\u8fd9\u9879\u89c4\u8303\u9996\u6b21\u4e3a\u9ad8\u901f\u6570\u636e\u4e2d\u5fc3\u5149\u7535\u4e92\u8fde\u5efa\u7acb\u8de8\u5382\u724c\u4e92\u901a\u67b6\u6784\uff0c\u8981\u6c42\u672a\u6765\u6570\u636e\u4e2d\u5fc3\u7684\u5149\u7535\u63a5\u53e3\u5fc5\u987b\u5177\u5907\u8de8\u5382\u724c\u7684\u4e92\u64cd\u4f5c\u6027<a href=\"#_ftn11\" name=\"_ftnref11\">[11]<\/a>\uff0c\u6807\u5fd7\u7740\u7845\u5149\u5b50\u4e0e\u5171\u5c01\u88c5\u5149\u5b66\u6280\u672f\u4ece\u5b9e\u9a8c\u5ba4\u8d70\u5411\u4ea7\u4e1a\u5316\u7684\u91cd\u8981\u91cc\u7a0b\u7891\u3002\u968f\u7740\u4e92\u901a\u89c4\u683c\u9010\u6e10\u6536\u655b\uff0c\u76f8\u5173\u6280\u672f\u8def\u7ebf\u4e5f\u540c\u6b65\u88ab\u56fa\u5b9a\u4e0b\u6765\uff0c\u7b49\u540c\u4e3a\u4e0b\u4e00\u4ee3\u5149\u7535\u4e92\u8fde\u7cfb\u7edf\u5212\u5b9a\u4e86\u4ea7\u4e1a\u57fa\u51c6\u3002<\/p>\n<p>\u4ece\u6807\u51c6\u6846\u67b6\u9010\u6b65\u6210\u5f62\u5230\u5e02\u573a\u5927\u89c4\u6a21\u90e8\u7f72\u4e4b\u95f4\u7684\u8fc7\u6e21\u671f\uff0c\u5f80\u5f80\u4f1a\u51fa\u73b0\u4e00\u6ce2\u5bc6\u96c6\u7684\u4e13\u5229\u7533\u8bf7\u6f6e\uff0c\u5bf9\u4e8e\u957f\u671f\u6295\u5165\u76f8\u5173\u7814\u53d1\u7684\u5927\u578b\u79d1\u6280\u4f01\u4e1a\u800c\u8a00\uff0c\u8fd9\u6b63\u662f\u5c06\u6280\u672f\u65b9\u6848\u8f6c\u5316\u4e3a\u4e13\u5229\u8d44\u4ea7\u7684\u6700\u4f73\u65f6\u673a\u3002\u4ece 2023 \u5e74\u6807\u51c6\u65b9\u5411\u786e\u7acb\uff0c\u5230\u9884\u671f 2025\u81f3 2026\u5e74\u95f4\u6570\u636e\u4e2d\u5fc3\u5f00\u59cb\u5bfc\u5165\u7845\u5149\u5b50\u4e0eCPO\u65b9\u6848\uff0c\u4e2d\u95f4\u5927\u7ea6\u4e24\u5230\u4e09\u5e74\u7684\u65f6\u95f4\uff0c\u5f80\u5f80\u6b63\u662f\u5927\u578b\u79d1\u6280\u4f01\u4e1a\u5bc6\u96c6\u7533\u8bf7\u4e13\u5229\u3001\u5efa\u7acb\u6280\u672f\u62a4\u57ce\u6cb3\u7684\u9636\u6bb5\u3002\u76ee\u524d\uff0c\u5305\u62ec Intel\u3001Broadcom\u3001Cisco\u7b49\u957f\u671f\u53c2\u4e0e\u5149\u4e92\u8fde\u6807\u51c6\u5236\u5b9a\u7684\u4f01\u4e1a\uff0c\u90fd\u5df2\u5728\u7845\u5149\u5b50\u3001\u5149\u7535\u5c01\u88c5\u4e0e\u9ad8\u901f\u4e92\u8fde\u67b6\u6784\u7b49\u9886\u57df\u6301\u7eed\u7d2f\u79ef\u4e13\u5229\u3002\u5f53\u76f8\u5173\u6280\u672f\u9010\u6b65\u88ab\u7eb3\u5165\u4ea7\u4e1a\u89c4\u683c\u540e\uff0c\u5176\u4e2d\u90e8\u5206\u4e13\u5229\u53ef\u80fd\u8f6c\u5316\u4e3a\u6807\u51c6\u5fc5\u8981\u4e13\u5229\uff08SEP\uff09\uff0c\u6216\u6210\u4e3a\u7cfb\u7edf\u6574\u5408\u8fc7\u7a0b\u4e2d\u96be\u4ee5\u56de\u907f\u7684\u5173\u952e\u6280\u672f\u3002<\/p>\n<p>\u56e0\u6b64\uff0c\u968f\u7740\u7845\u5149\u5b50\u4e0e\u5171\u5c01\u88c5\u5149\u5b66\u9010\u6b65\u8d70\u5411\u5546\u7528\u5316\uff0c\u76f8\u5173\u4f9b\u5e94\u94fe\u9664\u4e86\u6295\u5165\u5236\u7a0b\u4e0e\u5c01\u88c5\u80fd\u529b\u5916\uff0c\u4e5f\u9700\u8981\u540c\u6b65\u5f3a\u5316\u4e13\u5229\u7b56\u7565\uff0c\u5305\u62ec\u63d0\u524d\u8fdb\u884c\u4e13\u5229\u5730\u56fe\u5206\u6790\u3001\u7d2f\u79ef\u4ea4\u53c9\u6388\u6743\u7b79\u7801\uff0c\u6216\u5728\u7cfb\u7edf\u67b6\u6784\u4e0e\u5c01\u88c5\u6d41\u7a0b\u4e0a\u5efa\u7acb\u53ef\u9632\u5fa1\u7684\u6280\u672f\u8def\u7ebf\u3002\u5426\u5219\u4e00\u65e6\u4ea7\u4e1a\u8fdb\u5165\u5927\u89c4\u6a21\u90e8\u7f72\u9636\u6bb5\uff0c\u4e13\u5229\u6388\u6743\u8c08\u5224\u7684\u4e3b\u5bfc\u6743\u5f88\u53ef\u80fd\u638c\u63e1\u5728\u5c11\u6570\u65e9\u671f\u5e03\u5c40\u7684\u56fd\u9645\u5927\u5382\u624b\u4e2d\u3002<\/p>\n<p><strong>\u5907\u6ce8\uff1a<\/strong><\/p>\n<p><a href=\"#_ftnref1\" name=\"_ftn1\">[1]<\/a> 2026\/3\/3\uff0cAyar Labs: <a href=\"https:\/\/ayarlabs.com\/news\/ayar-labs-closes-500m-series-e-accelerates-volume-production-of-co-packaged-optics\/\" target=\"_blank\" rel=\"noopener\">Ayar Labs Closes $500M Series E, Accelerates Volume Production of Co\u2011Packaged Optics<\/a>.<\/p>\n<p><a href=\"#_ftnref2\" name=\"_ftn2\">[2]<\/a> IDTechEx: <a href=\"https:\/\/www.idtechex.com\/en\/research-report\/co-packaged-optics-cpo\/1138\" target=\"_blank\" rel=\"noopener\">Co-Packaged Optics (CPO) 2026-2036: Technologies, Market, and Forecasts<\/a>.<\/p>\n<p><a href=\"#_ftnref3\" name=\"_ftn3\">[3]<\/a> 2024\/4\/24\uff0cAnsys\uff1a\u300c<a href=\"https:\/\/www.ansys.com\/zh-tw\/news-center\/press-releases\/4-24-24-ansys-collaborates-with-tsmc-coupe-on-multiphysics\" target=\"_blank\" rel=\"noopener\">Ansys\u4e0e\u53f0\u79ef\u7535\u4e3a\u5149\u5b66\u548c\u5149\u5b50\u5b66\u5171\u540c\u63a8\u51fa\u591a\u7269\u7406\u5e73\u53f0\uff0c\u4ee5\u6ee1\u8db3\u4eba\u5de5\u667a\u80fd\u3001\u9ad8\u6548\u80fd\u8fd0\u7b97\u7845\u82af\u7247\u7cfb\u7edf\u7684\u9700\u6c42<\/a>\u300d\u3002<\/p>\n<p><a href=\"#_ftnref4\" name=\"_ftn4\">[4]<\/a> 2026\/3\/2\uff0cNVIDIA: <a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-announces-strategic-partnership-with-lumentum-to-develop-state-of-the-art-optics-technology\" target=\"_blank\" rel=\"noopener\">NVIDIA Announces Strategic Partnership With Lumentum to Develop State-of-the-Art Optics Technology<\/a>.<\/p>\n<p><a href=\"#_ftnref5\" name=\"_ftn5\">[5]<\/a> 2026\/3\/2\uff0cNVIDIA: <a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-and-coherent-announce-strategic-partnership-to-develop-optics-technology-to-scale-next-generation-data-center-architecture\" target=\"_blank\" rel=\"noopener\">NVIDIA and Coherent Announce Strategic Partnership to Develop Optics Technology to Scale Next-Generation Data Center Architecture<\/a>.<\/p>\n<p><a href=\"#_ftnref6\" name=\"_ftn6\">[6]<\/a> 2025\/10\/13\uff0cNVIDIA\uff1a\u300c<a href=\"https:\/\/blogs.nvidia.com.tw\/blog\/nvidia-spectrum-x-ethernet-switches-speed-up-networks-for-meta-and-oracle\/\" target=\"_blank\" rel=\"noopener\">NVIDIA Spectrum-X \u4ee5\u592a\u7f51\u7edc\u4ea4\u6362\u5668\u534f\u52a9 Meta \u4e0e Oracle \u52a0\u901f\u7f51\u7edc<\/a>\u300d\u3002<\/p>\n<p><a href=\"#_ftnref7\" name=\"_ftn7\">[7]<\/a> 2025\/3\/18\uff0cNVIDIA\uff1a\u300c<a href=\"https:\/\/blogs.nvidia.com.tw\/blog\/nvidia-spectrum-x-co-packaged-optics-networking-switches-ai-factories\/\" target=\"_blank\" rel=\"noopener\">NVIDIA \u5ba3\u5e03\u63a8\u51faSpectrum-X Photonics\u5171\u540c\u5c01\u88c5\u5149\u5b66\u7f51\u7edc\u4ea4\u6362\u5668\uff0c \u6269\u5c55 AI \u5de5\u5382\u81f3\u6570\u767e\u4e07\u9897 GPU \u7684\u89c4\u6a21<\/a>\u300d<\/p>\n<p><a href=\"#_ftnref8\" name=\"_ftn8\">[8]<\/a> 2025\/10\/8\uff0cBroadcom: <a href=\"https:\/\/investors.broadcom.com\/news-releases\/news-release-details\/broadcom-announces-tomahawkr-6-davisson-industrys-first-1024\" target=\"_blank\" rel=\"noopener\">Broadcom Announces Tomahawk\u00ae 6 \u2013 Davisson, the Industry\u2019s First 102.4-Tbps Ethernet Switch with Co-Packaged Optics<\/a>.<\/p>\n<p><a href=\"#_ftnref9\" name=\"_ftn9\">[9]<\/a> 2024\/5\/1\uff0cTom\u2019s Hardware: <a href=\"https:\/\/www.tomshardware.com\/desktops\/servers\/tsmc-details-128-tbps-on-package-communication-solution-an-efficient-silicon-photonics-interconnect-for-ai\" target=\"_blank\" rel=\"noopener\">TSMC details 12.8 Tbps on-package optical communications \u2014 an efficient silicon photonics interconnect for AI<\/a>.<\/p>\n<p><a href=\"#_ftnref10\" name=\"_ftn10\">[10]<\/a> 2025\/1\/22\uff0cMedium\uff1a\u300c<a href=\"https:\/\/medium.com\/@mingchikuo\/himax%E7%82%BA%E5%8F%B0%E7%A9%8D%E9%9B%BB%E7%9F%BD%E5%85%89%E5%AD%90-coupe-%E9%97%9C%E9%8D%B5ai%E4%B8%8A%E6%B8%B8%E8%B4%8F%E5%AE%B6-2026-2028%E5%BC%B7%E5%8B%81%E6%88%90%E9%95%B7%E5%8B%95%E8%83%BD%E4%B9%8B%E8%83%BD%E8%A6%8B%E5%BA%A6%E9%A1%AF%E8%91%97%E6%8F%90%E5%8D%87-43d8066e9c86\" target=\"_blank\" rel=\"noopener\">Himax\u4e3a\u53f0\u79ef\u7535\u7845\u5149\u5b50 (COUPE) \u5173\u952eAI\u4e0a\u6e38\u8d62\u5bb6\uff0c2026\u20132028\u5f3a\u52b2\u6210\u957f\u52a8\u80fd\u4e4b\u80fd\u89c1\u5ea6\u663e\u8457\u63d0\u5347<\/a>\u300d\u3002<\/p>\n<p><a href=\"#_ftnref11\" name=\"_ftn11\">[11]<\/a> 2023\/3\/29\uff0cOIF: <a href=\"https:\/\/www.oiforum.com\/wp-content\/uploads\/OIF-Co-Packaging-3.2T-Module-01.0.pdf\" target=\"_blank\" rel=\"noopener\">Implementation Agreement for a 3.2Tb\/s Co-Packaged (CPO) Module<\/a>.<br \/>\n<!-- \u4f5c\u8005\u4ecb\u7ecd\u5f00\u59cb --><\/p>\n<table border=\"0\" width=\"89%\" cellspacing=\"1\" cellpadding=\"8\">\n<tbody>\n<tr>\n<td bgcolor=\"#EFEFF8\">\n<table style=\"margin-bottom: 0px;\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"3\">\n<tbody>\n<tr>\n<td class=\"Article_content_15px\" valign=\"top\" bgcolor=\"#DBDBEE\" width=\"13%\"><strong>\u4f5c\u8005\uff1a<\/strong><\/td>\n<td class=\"Article_content_15px\" bgcolor=\"#DBDBEE\" width=\"87%\">\u5434\u78a7\u5a25<\/td>\n<\/tr>\n<tr>\n<td class=\"Article_content_15px\" valign=\"top\"><strong>\u73b0\u4efb\uff1a<\/strong><\/td>\n<td class=\"Article_content_15px\">\u5317\u7f8e\u667a\u6743\u62a5\u4e3b\u7f16<\/td>\n<\/tr>\n<tr>\n<td class=\"Article_content_15px\" valign=\"top\" bgcolor=\"#DBDBEE\"><strong>\u5b66\u5386\uff1a<\/strong><\/td>\n<td class=\"Article_content_15px\" bgcolor=\"#DBDBEE\">\u653f\u6cbb\u5927\u5b66\u65b0\u95fb\u7814\u7a76\u6240<\/td>\n<\/tr>\n<tr>\n<td class=\"Article_content_15px\" valign=\"top\"><strong>\u7ecf\u5386\uff1a<\/strong><\/td>\n<td class=\"Article_content_15px\">\u5317\u7f8e\u667a\u6743\u62a5\u8d44\u6df1\u7f16\u8f91<br \/>\n\u9a85\u8baf\u7535\u5b50\u603b\u7ecf\u7406\u5ba4\u7279\u52a9<br \/>\n\u7ecf\u6d4e\u65e5\u62a5\u8d22\u7ecf\u7ec4\u8bb0\u8005<br 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