中際旭創(300308.SZ):明年800G光模塊需求量很大,主要集中在一些海外AI客户
格隆匯10月26日丨中際旭創(300308.SZ)於2023年10月25日進行投資者關係活動,就“明年下半年800G光模塊的供應格局?”,公司回覆稱,和現在沒有變化,保持一致,明年800G光模塊需求量很大,主要集中在一些海外AI客户。2025年還會產生新的800G用户,也可能會有新的800G供應商,但主要供應商還是目前這幾家,旭創是其中一家。
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