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"description": "2026年09月03日(优分析/产业数据中心报导)⸺ 网通设备厂正文科技Gemtek Technology(4906-TW)加快布局高速光通讯市场,宣布与印度电子制造大厂Dixon Technologies (India) Limited深化策略合作,双方将透过印度合资企业扩大光收发模组(Optical Transceivers)、双向光学次模组(BOSA)及高速光连接产品的制造与市场机会,锁定宽频、电信、云端、资料中心及AI基础建设需求。 相较正文过去以宽频、Wi-Fi、光纤与5G网通产品为主",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6595982/o/fbb6d3b475c6da229aaae5905c42a9e6.jpg\" alt=\"印度电子制造大厂Dixon Technologies位于诺伊达的生产线。Reuters/TPG\" /><p>2026年09月03日(优分析/产业数据中心报导)⸺ 网通设备厂正文科技Gemtek Technology(4906-TW)加快布局高速光通讯市场,宣布与印度电子制造大厂Dixon Technologies (India) Limited深化策略合作,双方将透过印度合资企业扩大光收发模组(Optical Transceivers)、双向光学次模组(BOSA)及高速光连接产品的制造与市场机会,锁定宽频、电信、云端、资料中心及AI基础建设需求。</p>\n<p>相较正文过去以宽频、Wi-Fi、光纤与5G网通产品为主要业务,此次合作值得关注的是,公司正进一步扩大高速光通讯产品布局,产品传输速率涵盖1G至1.6T,包括光收发模组、SFP、BOSA及其他高速光连接解决方案,并将技术发展重点推进至800G、1.6T及下一代光子整合技术。</p>\n<p>正文表示,公司将运用EIC-PIC光子整合及先进制造能力,因应AI、云端与资料中心基础建设带动的高频宽、高效能连接需求。随着AI伺服器运算能力提升,资料中心内部资料传输量快速增加,交换器与伺服器之间的高速连接需求同步升级,也使800G、1.6T等高速光通讯技术成为AI基础建设的重要发展方向。</p>\n<p>此次正文与Dixon合作的另一项重点,在于建立印度在地制造能力。双方将结合正文在光通讯、光子整合及产品开发的技术优势,以及Dixon在印度的大规模制造、供应链管理与当地市场布局,建立可随需求扩充的光通讯生产平台。</p>\n<p>Dixon成立于1993年,总部位于印度诺伊达,是印度大型电子设计与制造服务业者,产品涵盖消费电子、电信设备及IT硬体等领域,并具备产品设计、工程开发、大规模制造与供应链管理能力。</p>\n<p>在网通领域,Dixon既有产品包括5G固定无线接取(FWA)设备、光纤网路终端(ONT)及IPTV机上盒等,使其在电信与网通产品量产方面已有一定基础。正文则提供光通讯、光子整合及高速连接产品开发能力,双方合作可望把既有网通制造经验进一步延伸至高速光通讯领域。</p>\n<p>印度近年持续提高电子与通讯设备的在地制造比重,正文与Dixon此次合作也将配合当地对光收发模组、BOSA及其他高速光通讯产品的生产需求。透过Dixon既有印度制造及供应链体系,正文可在当地建立具规模化能力的生产模式,同时服务印度及全球客户。</p>\n<p>对正文而言,印度产能也将与既有全球制造布局形成互补,有助分散生产区域并提高供应链韧性。在AI基础建设快速扩张之际,高速光通讯供应链除了比拚传输速率及光子整合技术,量产能力、供应稳定度以及接近终端市场的制造据点,也逐渐成为竞争关键。</p>\n<p>正文也将于2026年10月7日至10日参加在印度新德里Yashobhoomi举行的India Mobile Congress(IMC)2026,预计展示1G至1.6T光通讯产品组合,以及应用于宽频、电信与AI资料中心的光收发模组、BOSA及下一代高速光连接技术。</p><p>※ 本文经「优分析」授权转载,原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/6849454538\">原文连结</a>\n <br>※ 免责声明:文中所提的个股、基金、期货商品内容仅供参考,并非投资建议,投资人应独立判断,审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-4512.html\" title=\"赖清德:台日携手半导体与AI领域并进 深化经济安全与科技三面向合作\">赖清德:台日携手半导体与AI领域并进 深化经济安全与科技三面向合作</a></li>\n <li><a href=\"/new/tw/article-703.html\" title=\"2805组争千万奖金!史上最顶规创业大联盟决赛今引爆 詹方冠:AI大航海时代来临\">2805组争千万奖金!史上最顶规创业大联盟决赛今引爆 詹方冠:AI大航海时代来临</a></li>\n <li><a href=\"/new/tw/article-19382.html\" title=\"【量大强涨股整理】台股5万点最后上车机会!下一波买谁?石英元件+CPO+被动元件「3大主流」黑马股一次公开!\">【量大强涨股整理】台股5万点最后上车机会!下一波买谁?石英元件+CPO+被动元件「3大主流」黑马股一次公开!</a></li>\n <li><a href=\"/new/tw/article-12182.html\" title=\"圆展启动AI办公室战略布局 聚焦三大核心应用\">圆展启动AI办公室战略布局 聚焦三大核心应用</a></li>\n <li><a href=\"/new/tw/article-19362.html\" title=\"营收速报 - 神数(7821)9月营收11.44亿元年增率高达69.36%\">营收速报 - 神数(7821)9月营收11.44亿元年增率高达69.36%</a></li>\n <li><a href=\"/new/tw/article-14963.html\" title=\"【量大强涨股整理】CPO扩散效应爆发,矽光子暴涨背后的秘密!接棒股锁定谁?!\">【量大强涨股整理】CPO扩散效应爆发,矽光子暴涨背后的秘密!接棒股锁定谁?!</a></li>\n </ul>\n</div>",
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