The second half of artificial intelligence is the stage of talking about logic, performance, and products, which is no longer the time when the concept can grow and the cows, ghosts, snakes and gods can fly into the sky.
has been emphasizing that this year is the first year of artificial intelligence, and it is also a well-deserved main line, which is impossible to shake in any theme, and can be compared with the white horse blue-chip new energy of previous years.
For the strongest branch CPO, I have always said that five times ten times is too conservative, after nearly a month of adjustment, the results have also been disclosed, and there is a tendency to open the second half.
But the second half, must not be rubbing the concept of the stage to rise, the second half is to fake the truth, talk about logic, talk about the performance of the product, you can see if the target in your hand is in line with the points I said?
CPO is the same, there must be 800G 1.6T companies, today I sorted out the four core 800G optical module core companies of CPO. It is expected to ride the wind and waves and soar into the sky!
The first one, Zhongji Xuchuang
The company is the first in China and the second in the world optical module manufacturers, of which 400G 800G is directly supplied to NVIDIA, 800G optical modules have been continuously added by major manufacturers many times, and may be shipped in bulk next year. 1.6T products are the big army in the CPO sector and are favored by large funds such as institutions.
The second one, Tianfu Communications
The company has laser chip integrated high-speed light engine research and development projects, providing one-stop solutions for CPOs. It is the leader in the optical fiber connection market segment, and is also the third supplier of NVIDIA, and also supplies domestic communication manufacturers such as Huawei and ZTE.
The third one, Guangxun Technology
The company is mainly engaged in the research and development, production and sales of optoelectronic components, is the world's leading supplier, in 2022 has completed the research and development of 800G optical modules, sample delivery, is the supplier of ADM, 800G in small quantities shipment, recently there are rumors that the company has obtained 800G optical modules NVIDIA up to 100,000 large orders.
The fourth and my favorite.
It is one of the largest laser equipment manufacturers in mainland China, and one of the world's largest optical module manufacturers, supplying to domestic Huawei and other large manufacturers, the company's annual production capacity of optical modules exceeds 30 million, has successfully developed 800G, 400G, 200G full series of products, is the smallest adjustment in this CPO, and will break through the previous high in the near future. Become the most beautiful dark horse in the market.
Do you know who the last one is? I have sorted it out into [CPO Dark Horse Internal Ginseng].
I won't say anything more here