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中際旭創(300308.SZ):從明後年的需求結構來看,800G的需求量高於200G和400G的需求量
格隆匯 08-28 11:01

格隆匯8月28日丨中際旭創(300308.SZ)於2023年8月27日下午20:00-21:00召開電話會議,問答環節中,就“推理階段需要800G光模塊嗎,還是200G、400G就夠了?”

公司表示,根據我們的瞭解,一些AI重點客户在推理階段仍會繼續使用更高速率的光模塊,且從明後年的需求結構來看,800G的需求量高於200G和400G的需求量。在2025年,AI客户對1.6T需求也會釋放出來。而200G和400G的需求從長期來看,是呈下降趨勢的。

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