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老坛酸菜面现大飞蛾

AI光模块市场年增57%！260亿美元机遇爆发！含光量超45%的创业板人工智能ETF华宝159363上探逾2%冲击前高！_蜘蛛资讯网

JDG挑杯三强

，预计市场规模将从2025年的165亿美元大幅跃升至2026年的260亿美元，年增长率超过57%。这一显著增长不仅源于技术规格的持续升级，更反映了全球AI数据中心加速建设背景下，光通信供应链正在经历结构性重组。AI推理需求的爆发式增长正推动算力架构从通用GPU向专用ASIC转移，后者凭借深度优化的能效和成本优势，在推理场景中表现突出，博通、Marvell等头部厂商的定制化芯片业务已呈现强劲增长态势

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