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賽微電子(300456.SZ):公司製造的是硅光子芯片,處於產業鏈上游,並非下游應用模組
格隆匯 07-25 10:28

格隆匯7月25日丨有投資者向賽微電子(300456.SZ)提問,“請問貴司鏡內外生產線的硅光子產品的性能參數有嗎,與市面上相應產品比有無優勢?請問你提到的光開關是做什麼的,有什麼用處,市場需求如何,能否為公司帶來利潤?”

賽微電子回覆稱,公司製造的是硅光子芯片,處於產業鏈上游,並非下游應用模組,詳細性能參數屬於需受到保護的客户商業機密;硅光子器件可廣泛應用於光通信、光互聯和光計算,以滿足5G與物聯網時代不斷增長的通信與傳輸需求。公司境內外產線已服務於數家境內外搜索引擎、AI計算、ICT知名廠商,相關MEMS芯片晶圓交付給客户後可最終應用於數據中心等通信場景,可以為公司帶來相關收入和利潤。

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