EP300. 等於把高鐵站蓋到每一棟建築門口，專家看矽光子量產瓶頸和時間？ ft.陽明交大講座教授、瑞利光智能創辦人何志浩

from 數位時代 Business Next · host 數位時代 Business Next

AI運算三本柱：算力、電力和傳輸，缺一不可。當算力和電力因大力投資而擴大，傳輸也必須跟上，如同超跑不斷升級換代，就需要有更好路面讓其展現優異性能，路面部分就是矽光子業者著力之處。專長在光傳輸、擁有多項國際專利的陽明交大講座教授何志浩，延續超跑和路面比喻，進一步延伸為把高鐵站蓋到每一棟建築門口，所有AI資料用高鐵列車來傳輸，大幅提升便利和速度。概念上容易理解，實際上需要很多還在理論或實驗階段的嘗試，去拼搭起來，牽涉電子和光學原本各自獨立的兩個領域，學會講同一種語言。原本中國在光傳輸和光電整合領域領先，但在美國要求非紅供應鏈壓力下，創造台廠一個特殊機會，也促成一年來台股最多的千金股。用光取代銅線，實現晶片與晶片之間訊號傳輸、把矽光子晶片和光傳輸元件共同封裝的CPO(Co-Packaged Optics)，何志浩預計最快是在2028年，量產則在更晚之後；至於位置接近、不需共同封裝在一起的NPO(Near-Packaged Optics)會更早看到和量產。 Powered by Firstory Hosting

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EP300. 等於把高鐵站蓋到每一棟建築門口，專家看矽光子量產瓶頸和時間？ ft.陽明交大講座教授、瑞利光智能創辦人何志浩

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