欧洲光通讯大展开幕！Lumentum携手高通康宁秀D2D互连瞄准AI横向扩展架构开盘涨超3％

2026-11-06 05:51:07 网络阅读（64）
一年一度的欧洲光纤通讯展ECOC周一(21日)在西班牙举办，美国光通讯大厂Lumentum周一(21日)公布了与高通及康宁在ECOC 2026上联合演示的方案，将展示面向AI横向扩展(scale-up)架构的高密度裸片间(die-to-die)光连，演示将整合高通的D2D介面IP子系统、Lumentum基于VCSEL的光互连平台，以及康宁的多模光纤连接。
三家公司在一份声明中写道：「此次演示将展示一种大规模并行的光D2D架构，专为未来的共封装光学(CPO)和近封装光学(NPO)实现而设计，支援UCIe等新兴的D2D介面。」
声明还说，透过将高密度D2D连接扩展到跨越数十公尺的光链路，同时保持低延迟和低功耗，该架构可实现高度可扩展的频宽密度，因AI系统正推动互连需求超越当今电气连接的实际极限。
康宁的多模光纤玻璃插芯(ferrules)将提供演示中所用的高密度光纤连接，凸显出随着光链路日益逼近计算设备与先进封装环境，光纤密度的重要性。
Lumentum技术长Matt Sysak说：「这次演示展示了Lumentum的1060 nm VCSEL平台如何将高密度光连接更贴近AI运算。」
康宁周一在美股开盘涨逾2%，Lumentum开涨逾3%，高通涨逾1.5%。
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