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当前位置：首页>公司研报>【研报 A479】中际旭创公司深度报告:AI光模块高景气,800G/1.6T需求爆发与全球竞争格局全景解析

【研报 A479】中际旭创公司深度报告:AI光模块高景气,800G/1.6T需求爆发与全球竞争格局全景解析

  • 2026-10-08 15:46:40
【研报 A479】中际旭创公司深度报告:AI光模块高景气,800G/1.6T需求爆发与全球竞争格局全景解析

摘要：报告分析AI工厂建设驱动光模块超级周期，测算800G、1.6T收发器市场规模。复盘中际旭创全球龙头地位，解析海内外客户结构、泰国等全球化产能布局，对比同行竞争，研判NPO、OCS、3.2T下一代产品演进方向。

本报告共计：64页，受篇幅限制，仅展示部分内容。

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【研报 A500】智微智能公司深度报告:智算业务快速释放,LPU及机器人控制器打开成长天花板全景解析

基本 文件 流程 错误 SQL 调试
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  2. 运行时间 : 0.084025s [ 吞吐率：11.90req/s ] 内存消耗：5,175.38kb 文件加载：140
  3. 缓存信息 : 0 reads,0 writes
  4. 会话信息 : SESSION_ID=4768dc7aa14267f8a99845be13ad9a70
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  1. CONNECT:[ UseTime:0.000546s ] mysql:host=172.18.0.4;port=3306;dbname=e_15386;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000658s ]
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  13. SELECT * FROM `article` WHERE `id` < 460150 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.000686s ]
  14. SELECT * FROM `article` WHERE `id` < 460150 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.000929s ]
  15. SELECT * FROM `article` WHERE `id` < 460150 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001033s ]
0.102145s