AI 광통신 인프라

개념 진화 타임라인

7주간 이 테마에서 다룬 66개 개념 중, 지속 등장 1개 · 단발 등장 65개.

• Silicon Photonics (SiPh)

  처음: 2026-04-20

  2x
• Top Pick Score Framework

  처음: 2026-04-20

  1x
• EV/EBITDA · EV/FCF · FCF Yield · PEG

  처음: 2026-04-20

  1x
• Consensus Overshoot Detection

  처음: 2026-04-20

  1x
• Bottleneck Position Score

  처음: 2026-04-20

  1x
• 12M Catalyst Mapping

  처음: 2026-04-20

  1x
• Portfolio Rebalancing Logic

  처음: 2026-04-20

  1x
• Co-Packaged Optics (CPO)

  처음: 2026-04-20

  1x
• Near-Package Optics (NPO)

  처음: 2026-04-20

  1x
• Optical I/O

  처음: 2026-04-20

  1x
• Electrical I/O reach limit

  처음: 2026-04-20

  1x
• Beachfront Bandwidth

  처음: 2026-04-20

  1x
• Photonic Integrated Circuit (PIC)

  처음: 2026-04-20

  1x
• External Laser Source (ELS)

  처음: 2026-04-20

  1x
• Fiber Attach Unit (FAU)

  처음: 2026-04-20

  1x
• TSMC COUPE

  처음: 2026-04-20

  1x
• NVIDIA Quantum/Spectrum CPO

  처음: 2026-04-20

  1x
• Single-Mode vs Multi-Mode Fiber

  처음: 2026-04-20

  1x
• MPO (Multi-fiber Push-On) Connector

  처음: 2026-04-20

  1x
• OS2 / OM4 / OM5 Fiber Grades

  처음: 2026-04-20

  1x
• Bend-Insensitive Fiber

  처음: 2026-04-20

  1x
• Hollow-Core Fiber

  처음: 2026-04-20

  1x
• Fiber Count per Data Center

  처음: 2026-04-20

  1x
• Ribbon Fiber

  처음: 2026-04-20

  1x
• Optical Ground Wire (OPGW)

  처음: 2026-04-20

  1x
• Data Center Interconnect (DCI)

  처음: 2026-04-20

  1x
• Corning Gen 2 Fiber Platform

  처음: 2026-04-20

  1x
• Indium Phosphide (InP)

  처음: 2026-04-20

  1x
• EML (Electro-Absorption Modulated Laser)

  처음: 2026-04-20

  1x
• DFB (Distributed Feedback Laser)

  처음: 2026-04-20

  1x
• VCSEL (Vertical Cavity Surface-Emitting Laser)

  처음: 2026-04-20

  1x
• Modulator types (MZM, MRM, EAM)

  처음: 2026-04-20

  1x
• Photodiode (PD, APD)

  처음: 2026-04-20

  1x
• Wafer fabrication for III-V

  처음: 2026-04-20

  1x
• Heterogeneous Integration

  처음: 2026-04-20

  1x
• Wavelength Division Multiplexing (WDM)

  처음: 2026-04-20

  1x
• AI 데이터센터 네트워크 토폴로지

  처음: 2026-04-20

  1x
• Scale-up vs Scale-out

  처음: 2026-04-20

  1x
• NVLink · InfiniBand · Ethernet

  처음: 2026-04-20

  1x
• North-South vs East-West Traffic

  처음: 2026-04-20

  1x
• Fat-Tree · CLOS · Dragonfly

  처음: 2026-04-20

  1x
• Bandwidth per GPU

  처음: 2026-04-20

  1x
• Latency budget

  처음: 2026-04-20

  1x
• Collective Communication (AllReduce, AllGather)

  처음: 2026-04-20

  1x
• GPU Utilization ratio

  처음: 2026-04-20

  1x
• Pluggable vs Embedded Optics

  처음: 2026-04-20

  1x
• Network Switch ASIC

  처음: 2026-04-20

  1x
• Packet Switching vs Circuit Switching

  처음: 2026-04-20

  1x
• Broadcom Tomahawk / Jericho series

  처음: 2026-04-20

  1x
• NVIDIA Spectrum-X / Quantum

  처음: 2026-04-20

  1x
• Arista EOS (Extensible Operating System)

  처음: 2026-04-20

  1x
• DSP (Digital Signal Processor)

  처음: 2026-04-20

  1x
• Switching Capacity (Tbps)

  처음: 2026-04-20

  1x
• Radix (Port Count)

  처음: 2026-04-20

  1x
• Packet Per Second (PPS)

  처음: 2026-04-20

  1x
• Custom ASIC vs Merchant Silicon

  처음: 2026-04-20

  1x
• Pluggable Transceiver (QSFP-DD, OSFP)

  처음: 2026-04-20

  1x
• PAM4 · NRZ Modulation

  처음: 2026-04-20

  1x
• Baud rate vs Bit rate

  처음: 2026-04-20

  1x
• Shannon Capacity

  처음: 2026-04-20

  1x
• Single-mode Fiber (SMF) vs Multi-mode (MMF)

  처음: 2026-04-20

  1x
• DR4/FR4/LR4/ZR Reach classes

  처음: 2026-04-20

  1x
• Linear Drive Pluggable Optics (LPO)

  처음: 2026-04-20

  1x
• Linear Receive Optics (LRO)

  처음: 2026-04-20

  1x
• Digital Signal Processor (DSP)

  처음: 2026-04-20

  1x
• 100G-per-lane → 200G-per-lane Transition

  처음: 2026-04-20

  1x