劍橋科技(603083.SH):DSP廠家一再確認產能問題在今年四季度或明年一季度完全解決
格隆匯8月29日丨劍橋科技(603083.SH)於2023年8月21日10:30-11:30召開電話會議,問答環節中,就“從行業角度來看,上游原材料DSP芯片、EML、VCSEL光芯片,整體上還緊張嗎?”
公司回覆稱,光芯片不算太緊張,DSP現在到下半年有一點緊張,特別是800G的DSP比較緊張,但是會很快緩解。因為芯片的原材料並不緊張,不像一年前芯片原材料開始就緊張。現在是短期的需求量突然增大,可能緊張。DSP廠家一再確認產能問題在今年四季度或明年一季度完全解決。
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