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港股異動丨半導體股逆勢上漲 上海光機所光計算芯片研究取得突破
港股半導體股逆勢拉昇,其中,華虹半導體、貝克微漲3.3%,龍頭中芯國際漲1.3%,晶門半導體、上海復旦、芯智控股跟漲。消息上,中科院上海光機所官微消息,近日,中國科學院上海光學精密機械研究所空天激光技術與系統部謝鵬研究員團隊在解決“光芯片上高密度信息並行處理”難題上取得突破,研製出超高並行光計算集成芯片-“流星一號”,實現了並行度>100的光子計算原型驗證系統。此研究進展爲突破光計算的計算密度瓶頸,提升光計算性能開闢了新途徑。有分析指出,這一進展爲國產芯片替代提供了“換道超車”的可能性,尤其在高端計算領域。雖然短期內難以完全替代傳統芯片,但爲中長期技術自主開闢了新路徑,疊加國家政策支持(如“十四五”光電規劃),有望成爲國產替代的重要補充力量。(格隆匯)

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