劍橋科技(603083.SH):我們的數通光模塊明年應該增長比較多一點,內部的預測可能至少30%的增長率
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“往明年看,對咱們光模塊業務來講增量比較快的,可能主要還是集中在我們可能需要去突破的800G中短距離產品,是嗎?”
公司回覆稱,對,還是集中在AI的算力方面,包括傳統的一些互聯網裏的數通光模塊。我們的數通光模塊明年應該增長比較多一點,內部的預測可能至少30%的增長率,傳統模塊可能會表現比較平穩一點。
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