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太辰光(300570.SZ):具備MT插芯的供應能力
格隆匯 11-07 19:21

格隆匯11月7日丨太辰光(300570.SZ)在投資者關係表示,目前,MPO連接器的需求旺盛,AI的發展推動了大型數據中心的建設,對高密度的MPO連接器需求大增,光模塊升級週期縮短也推動了MPO產品的需求增長,未來CPO技術的發展有望催生保偏MPO需求的啟動。市場競爭方面,國內廠商憑藉產品質量、交付能力和性價比等優勢已成為全球市場主要供應源,未來份額有望進一步提高,公司作為其中的佼佼者,同時具備MT插芯的供應能力,相信未來一定能夠把握更多機遇。

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