2025-12-24 13:28:08

Optical computing chips achieve a major breakthrough! Shanghai Jiao Tong University recently developed a fully optical computing chip that supports large-scale generative models. This innovation directly breaks the bottleneck that has limited the transition of optical computing from theory to practicality.

Regarding the optical computing industry chain, it’s not just a few companies pushing forward. Companies like Yuanjie Technology, Changguang Huaxin, and Shijia Photonics are each deeply involved in different segments such as light source chips, optical modules, and supporting components. Some are IDM leaders with strong vertical integration capabilities, some have made breakthroughs in high-power devices, and others cover the entire supply chain from top to bottom. Each of these companies has its own unique expertise.

As the core direction of next-generation computing architecture, the technological puzzle pieces are gradually coming together. Although it’s a new hot spot in the chip field, will this wave of innovation reshape the industry landscape like GPUs did back in the day? It’s worth ongoing attention.

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StablecoinEnjoyer

· 4h ago

This wave of optical computing is truly different; from papers to chips, it's just one step away from Jiaotong University.

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CryptoPunster

· 4h ago

Once again, there's talk of "reshaping the industry landscape," and it's making my ears calloused. But on the other hand, if optical computing really becomes the next GPU, these optical chip concept stocks will probably be driven to sky-high prices again, and us retail investors will just wait to pick up the leftovers.

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TestnetFreeloader

· 4h ago

Optical computing chips, it really feels like it's about to take off. Shanghai Jiao Tong University's latest move has directly broken the deadlock. Companies like Yuanjie and Changguang have been holding back big moves for a while. Now, the technological puzzle is becoming clearer, and there's a déjà vu of GPU rise. If this really succeeds, the chip industry landscape might be rewritten. We need to keep a close watch. Had I known Shanghai Jiao Tong University was so aggressive, I should have already invested in related concept stocks, haha. However, moving optical computing from the lab to industrialization is no small feat. It still depends on how the subsequent mass production capabilities develop.

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ThatsNotARugPull

· 4h ago

Optical computing is really about to take off. This time, Tsinghua University's chip is not just talk; it has genuinely solved engineering problems. Wait, should these companies start accumulating early positions? Another wave of GPU rebranding stories, but whether this can truly reshape the industry landscape depends on implementation. Honestly, if optical computing really becomes widespread, GPU's days might need to change. With such a complete industry chain, is a breakout still far away? Why do I feel this is the next concept being hyped by capital? Let's wait and see.

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DarkPoolWatcher

· 4h ago

Hey, wait a minute. Can optical computing really turn the tide like GPUs? I'm a bit skeptical. --- Can the combination of Yuanjie, Changguang, and Shijia really succeed? Feels like it's too early to draw conclusions. --- The gap between theory and practical application is indeed difficult. Is Shanghai Jiao Tong University truly making breakthroughs this time, or is it just hype? --- If all-optical chips can truly be commercialized and implemented, the landscape of the chip industry will have to be rewritten. --- I just want to know when I can buy related concept stocks. Don't tell me it's another PPT revolution.

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SchrodingerGas

· 4h ago

Another wave of "breakthrough" is coming, this time involving optical computing. The question is, can the gap between laboratory research and real industrial application be bridged?

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