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Institution: 'Optical Replaces Copper' in Data Centers, Micro LED CPO Ushers in a New Era
3 day ago /
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Author：小编
According to a report by TrendForce, driven by strong demand for AI servers, NAND Flash revenue is expected to grow by 23.8% quarter-over-quarter in the fourth quarter of 2025, reaching USD 21.17 billion. Micro LED CPO technology, with energy consumption just 5% of that of copper cables, is poised to become a new solution for data center interconnection. Global sales of new energy vehicles are projected to increase by 14% to 23.4 million units in 2026, though growth will slow. Affected by rising memory prices, smartphone panel shipments are expected to decline by 7.3% to 2.14 billion units in 2026. Meanwhile, Apple has launched low-priced laptops, demonstrating its control over the supply chain.
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