However, according to an interview with Chairman Dai Jun, the actual price-to-sales ratio of the merger and acquisition is only 3.6 times, while the price-to-sales ratio of A-share semiconductor equipment companies is generally more than 10 times. Driven by AI technology, we should be optimistic about the future of FiconTEC.
To verify this statement, we must understand the concept of CPO co-packaging of optoelectronics .
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CPO is an optoelectronic packaging solution that is optimized indonesia telegram data in terms of cost, power consumption, and integration.
The capital market is already familiar with optical modules. Since ChatGPT set off a wave of global AI investment, data center infrastructure investment has continued to drive the demand for optical modules every year.
According to Light counting's forecast, the global optical module market size will maintain a CAGR of 12% in the next five years, and will exceed US20 billion in 2027, with data centers becoming the largest application market.
In the technological evolution route within high-speed optical modules, CPO emerged as the optimal solution to achieve higher integration, lower power consumption and cost.
The rapid development of current high-computing power application scenarios will accelerate the evolution of optical modules from 400G800G to 1.6T. At the 1.6T rate, the integration and power consumption of traditional pluggable optical modules will become more prominent.