As AI large models operate at high speeds in the cloud and autonomous vehicles process massive amounts of data in real-time, two “invisible champions”—optical modules and PCBs (printed circuit boards)—are quietly supporting this growth and are now entering a golden development period. Serving as the “highway” for data transmission and the “nervous system” for electronic … Read more
In the ongoing wave of technological advancement, the technology sector on August 13, 2025, once again became the market focus. Multiple fields are showing strong development momentum, bringing numerous surprises and opportunities for investors and technology enthusiasts. On that day, the A-share technology sector saw a pleasing increase. As of 11:28 AM, the communication equipment … Read more
Follow the “Southern Financial View” public account to like and share for good luck, and enjoy daily limit increases!! With the mass production of NVIDIA’s GB300, PCB and optical module manufacturers are now in the performance realization period. Which companies in the market are benefiting from this? The editor has compiled the list, please see … Read more
The following is a comprehensive analysis of the technology, industry applications, and supply chain enterprises related to silicon photonic chips, combined with the latest industry dynamics and layout: 1. Technical Principles and Core Advantages Silicon photonic chips (Silicon Photonics) integrate optical devices (lasers, modulators, detectors, etc.) with electronic circuits on the same silicon substrate, utilizing … Read more
Source: Today’s Optoelectronics Original Author: Xiaoxing Wang How to select TIA chips for optical modules? Should we continue using the model from the previous project or follow the recommendations of the FAE? What parameters should we focus on for high-speed TIA chips? High-speedTIA chips are core components in optical modules and have always attracted significant … Read more
Written by｜Li Heran, Zhou Hanlin, Wei Pengcheng With the resonance of AI inference and training demands, along with the maturity of ASIC chips, the wave of AI network construction has been reignited. Major international chip leaders Marvell and Broadcom continue to increase their ASIC projects, suggesting that ASICs may drive the next wave of Capex … Read more
Recently, the PCB (Printed Circuit Board) industry has been bustling with activity. Just recently, the PCB New Technology and Industry Innovation Forum held in Shenzhen sent out strong signals: driven by the AI wave, the Chinese PCB market is making significant strides towards a phase of technological dominance. Meanwhile, many PCB companies are expanding overseas, … Read more
The conference emphasized the strategic position of AI, highlighting the urgent need for domestic computing power alternatives. Giants like ByteDance and Alibaba are increasing their investments in computing power, with a projected year-on-year growth of 22%-28% in computing power investments by 2025 for mobile, telecom, and Unicom sectors. Domestic GPUs such as Huawei Ascend and … Read more
A few days ago, Lightcounting released a table regarding the trends in DSP chips. To provide some context, a few years ago, when 200G optical modules were just starting to ramp up, the DSP market, which emerged alongside PAM4, began to grow rapidly. In contrast to the slower growth of the coherent module market, the … Read more
The report from Electronic Enthusiasts Network (by Liang Haobin) states that as optical modules develop towards 800G and 1.6T high speeds, DSP is facing increasing challenges, including performance and power consumption. Due to the small size of optical modules and the difficulty in heat dissipation, the power consumption of high-performance DSPs determines whether stable operation … Read more
