{"id":2581,"date":"2026-04-14T15:16:54","date_gmt":"2026-04-14T15:16:54","guid":{"rendered":"https:\/\/tetsu811.com\/?p=2581"},"modified":"2026-04-14T15:34:30","modified_gmt":"2026-04-14T15:34:30","slug":"photonic-ic-viav","status":"publish","type":"post","link":"https:\/\/tetsu811.com\/ja\/photonic-ic-viav\/","title":{"rendered":"VIAVI Solutions \u6df1\u5ea6\u89e3\u6790 \u2014 AI \u8cc7\u6599\u4e2d\u5fc3\u7db2\u8def\u6e2c\u8a66\u5be1\u5360\u8005"},"content":{"rendered":"<style>:root{--bg:#0b0d12;--bg-2:#141720;--card:#1a1d28;--border:#2a2d3a;--accent:#6c5ce7;--accent-2:#00d4ff;--green:#00cec9;--red:#ff6b6b;--yellow:#feca57;--orange:#ff9f43;--text:#e4e6eb;--muted:#8b8fa3}*{margin:0;padding:0;box-sizing:border-box}body{font-family:-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang TC',sans-serif;background:linear-gradient(180deg,var(--bg) 0%,var(--bg-2) 100%);color:var(--text);line-height:1.75;padding:2rem 1rem}.container{max-width:1000px;margin:0 auto}nav.breadcrumb{font-size:.85rem;color:var(--muted);margin-bottom:1rem}nav.breadcrumb a{color:var(--accent-2);text-decoration:none}h1{font-size:2.2rem;margin-bottom:.3rem;background:linear-gradient(135deg,var(--accent-2),var(--accent),#ff6b9d);-webkit-background-clip:text;-webkit-text-fill-color:transparent;font-weight:800;line-height:1.2}.ticker-badge{display:inline-block;font-family:'SF Mono',monospace;font-size:.95rem;color:var(--accent-2);background:rgba(0,212,255,.1);padding:.2rem .6rem;border-radius:6px;margin-left:.5rem;vertical-align:middle}.subtitle{color:var(--muted);font-size:1rem;margin-bottom:2rem}.disclaimer{background:rgba(255,107,107,.08);border-left:3px solid var(--red);padding:.8rem 1rem;border-radius:0 8px 8px 0;margin-bottom:2rem;font-size:.85rem;color:#ffb4b4}article,section{background:var(--card);border:1px solid var(--border);border-radius:14px;padding:1.8rem;margin-bottom:1.5rem}h2{font-size:1.4rem;margin-bottom:1rem;color:var(--accent-2);border-bottom:1px solid var(--border);padding-bottom:.6rem}h3{font-size:1.1rem;margin:1.2rem 0 .5rem;color:var(--yellow)}h4{font-size:.95rem;margin:.8rem 0 .3rem;color:var(--text)}p{margin-bottom:.8rem}ul,ol{margin:.5rem 0 1rem 1.5rem}li{margin-bottom:.3rem}strong{color:var(--accent-2)}.why-box{background:rgba(108,92,231,.08);border-left:3px solid var(--accent);padding:.9rem 1.1rem;border-radius:0 8px 8px 0;margin:1rem 0;font-size:.92rem}.metrics-grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(160px,1fr));gap:.8rem;margin:1rem 0}.metric{background:rgba(108,92,231,.08);border-radius:8px;padding:1rem;text-align:center}.metric .value{font-size:1.3rem;font-weight:700;color:var(--green)}.metric .label{font-size:.75rem;color:var(--muted);margin-top:.2rem}table{width:100%;border-collapse:collapse;font-size:.88rem;margin:1rem 0}th,td{padding:.7rem .8rem;text-align:left;border-bottom:1px solid var(--border)}th{color:var(--muted);font-weight:600;font-size:.78rem;text-transform:uppercase;letter-spacing:.5px;background:rgba(255,255,255,.02)}.bull-bear{display:grid;grid-template-columns:1fr 1fr;gap:1rem;margin:1rem 0}@media(max-width:700px){.bull-bear{grid-template-columns:1fr}}.bull,.bear{padding:1rem;border-radius:8px}.bull{background:rgba(0,206,201,.06);border-left:3px solid var(--green)}.bear{background:rgba(255,107,107,.06);border-left:3px solid var(--red)}.bull h4{color:var(--green)}.bear h4{color:var(--red)}.related-articles{display:grid;grid-template-columns:repeat(auto-fit,minmax(220px,1fr));gap:.8rem}.related-articles a{display:block;padding:.8rem 1rem;background:rgba(255,255,255,.03);border:1px solid var(--border);border-radius:8px;color:var(--text);text-decoration:none;font-size:.9rem;transition:all .2s}.related-articles a:hover{border-color:var(--accent);color:var(--accent-2)}.footer{text-align:center;color:var(--muted);font-size:.75rem;margin-top:2rem;padding-top:1.5rem;border-top:1px solid var(--border)}body{background:var(--bg)!important}\n.container{background:var(--bg);padding:2rem;border-radius:14px}\n.entry-content{background:var(--bg)!important}\n<\/style>\n<div class=\"container\">\n<nav class=\"breadcrumb\"><a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a> &rsaquo; VIAVI Solutions<\/nav>\n<h1>VIAVI Solutions<span class=\"ticker-badge\">NASDAQ: VIAV<\/span><\/h1>\n<p class=\"subtitle\">AI \u7db2\u8def\u6e2c\u8a66\u5be1\u5360\u8005 \u00b7 \u7522\u696d\u4f4d\u7f6e\uff1aStage 6 \u54bd\u5589\u9ede<\/p>\n<div class=\"disclaimer\"><strong>\u514d\u8cac\u8072\u660e\uff1a<\/strong>\u672c\u6587\u50c5\u4f9b\u7522\u696d\u7814\u7a76\u8207\u6559\u80b2\u53c3\u8003\uff0c\u4e0d\u69cb\u6210\u4efb\u4f55\u6295\u8cc7\u5efa\u8b70\u3002<\/div>\n<article>\n<h2>\u516c\u53f8\u6982\u89c0<\/h2>\n<p>VIAVI Solutions \u5e02\u503c\u7d04 30 \u5104\u7f8e\u5143\uff0c\u662f\u5168\u7403\u7db2\u8def\u8207\u5149\u7e96\u6e2c\u8a66\u8a2d\u5099\u9818\u5c0e\u5ee0\u5546\u3002AI \u8cc7\u6599\u4e2d\u5fc3\u5d1b\u8d77\u8b93 VIAVI \u7684\u7db2\u8def\u6e2c\u8a66\u696d\u52d9\u5f9e\u6210\u719f\u884c\u696d\u8e8d\u5347\u70ba\u6210\u9577\u578b\u696d\u52d9\u3002<\/p>\n<div class=\"metrics-grid\">\n<div class=\"metric\">\n<div class=\"value\">~$3B<\/div>\n<div class=\"label\">\u5e02\u503c<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">3<\/div>\n<div class=\"label\">Hyperscaler hollow-core \u9a57\u8b49\u5408\u4f5c<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">1.6T<\/div>\n<div class=\"label\">TestCenter D2 \u65d7\u8266\u5e73\u53f0<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">#1<\/div>\n<div class=\"label\">OTDR \u5e02\u5834\u5730\u4f4d<\/div>\n<\/div>\n<\/div>\n<\/article>\n<article>\n<h2>\u5c0f\u767d\u7248\uff1aVIAVI \u5728\u505a\u4ec0\u9ebc\uff1f<\/h2>\n<div class=\"why-box\"><strong>\u751f\u6d3b\u6bd4\u55bb\uff1a<\/strong>\u84cb\u5b8c\u4e00\u68df\u5927\u6a13\u5f8c\uff0c\u5728\u4f4f\u6236\u642c\u9032\u53bb\u4e4b\u524d\uff0c\u4e00\u5b9a\u8981\u505a\u5b89\u5168\u6aa2\u67e5\u2014\u2014\u6c34\u7ba1\u6709\u6c92\u6709\u6f0f\u6c34\u3001\u96fb\u7dda\u6709\u6c92\u6709\u63a5\u597d\u3001\u96fb\u68af\u80fd\u4e0d\u80fd\u8dd1\u3002VIAVI \u5c31\u662f\u300cAI \u8cc7\u6599\u4e2d\u5fc3\u7684\u9a57\u5c4b\u516c\u53f8\u300d\u3002\u8cc7\u6599\u4e2d\u5fc3\u82b1\u4e86\u5e7e\u5341\u5104\u84cb\u597d\uff0c\u88e1\u9762\u6709\u4e0a\u842c\u689d\u5149\u7e96\uff0cVIAVI \u7684\u5de5\u5177\u53ef\u4ee5\u6aa2\u67e5\u6bcf\u4e00\u689d\u5149\u7e96\u6709\u6c92\u6709\u554f\u984c\u3002\u6c92\u6709\u901a\u904e VIAVI \u9a57\u6536\uff0c\u6c92\u6709 Hyperscaler \u6562\u555f\u7528\u8cc7\u6599\u4e2d\u5fc3\u3002<\/div>\n<\/article>\n<article>\n<h2>\u70ba\u4ec0\u9ebc\u7db2\u8def\u6e2c\u8a66\u662f\u4e0b\u6e38\u54bd\u5589<\/h2>\n<div class=\"why-box\"><strong>\u5f9e\u5be6\u9a57\u5ba4\u5230\u6a5f\u623f\u7684\u9d3b\u6e9d\uff1a<\/strong>\u6a21\u7d44\u8207\u4ea4\u63db\u5668\u5728\u5de5\u5ee0\u6e2c\u8a66\u518d\u5b8c\u7f8e\uff0c\u5be6\u969b\u90e8\u7f72\u5230\u8cc7\u6599\u4e2d\u5fc3\u5f8c\uff0c\u5149\u7e96\u9023\u63a5\u640d\u8017\u3001\u6a5f\u6ac3\u71b1\u74b0\u5883\u3001\u591a\u4f9b\u61c9\u5546\u4e92\u901a\u554f\u984c\u5168\u90e8\u6703\u6d6e\u73fe\u3002AI \u8a13\u7df4\u5c0d\u7db2\u8def\u5ef6\u9072\u6975\u5ea6\u654f\u611f\uff0c\u4efb\u4f55\u4e1f\u5305\u90fd\u6703\u8b93\u6578\u5104\u7f8e\u5143\u7684 GPU \u7b97\u529b\u9592\u7f6e\u3002<\/div>\n<p>Hyperscaler \u5c0d\u7db2\u8def\u53ef\u9760\u5ea6\u8981\u6c42 99.999%\uff08\u5168\u5e74\u5141\u8a31\u4e2d\u65b7 5 \u5206\u9418\uff09\uff0c\u9019\u662f VIAVI \u7684\u6838\u5fc3\u50f9\u503c\u3002<\/p>\n<\/article>\n<article>\n<h2>\u7368\u5bb6\u7af6\u722d\u512a\u52e2\uff1a\u7a7a\u82af\u5149\u7e96\u6e2c\u8a66<\/h2>\n<p>\u7a7a\u82af\u5149\u7e96\uff08Hollow-Core Fiber\uff09\u56e0\u5149\u5728\u7a7a\u6c23\u4e2d\u50b3\u64ad\u901f\u5ea6\u6bd4\u5728\u73bb\u7483\u4e2d\u5feb 47%\uff0c\u80fd\u5927\u5e45\u964d\u4f4e\u5ef6\u9072\u30022026 \u5e74 VIAVI \u5ba3\u5e03\u696d\u754c\u7b2c\u4e00\u500b\u4e2d\u9577\u7a0b HCF \u96d9\u5411\u6e2c\u8a66\u8a8d\u8b49\u65b9\u6848\uff0c\u4e26\u5df2\u8207 3 \u5bb6 Hyperscaler \u5b8c\u6210\u9a57\u8b49\u8a66\u9a57\u3002<\/p>\n<\/article>\n<article>\n<h2>\u6295\u8cc7\u8ad6\u9ede Bull vs Bear<\/h2>\n<div class=\"bull-bear\">\n<div class=\"bull\">\n<h4>\u591a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>1.6T \u6e2c\u8a66\u9996\u767c\u512a\u52e2<\/li>\n<li>\u7a7a\u82af\u5149\u7e96\u6e2c\u8a66\u7368\u5bb6<\/li>\n<li>\u8a55\u50f9\u76f8\u5c0d\u4fbf\u5b9c<\/li>\n<li>Hyperscaler \u8cc7\u672c\u652f\u51fa\u76f4\u63a5\u53d7\u60e0<\/li>\n<\/ul>\n<\/div>\n<div class=\"bear\">\n<h4>\u7a7a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>\u50b3\u7d71\u4f01\u696d\u7db2\u8def\u6e2c\u8a66\u696d\u52d9\u75b2\u5f31<\/li>\n<li>Keysight \u6574\u5408\u5f8c\u53ef\u80fd\u767c\u8d77\u50f9\u683c\u6230<\/li>\n<li>\u6bdb\u5229\u7387\u4e0d\u5982\u7d14\u6676\u7247\u8a2d\u8a08\u516c\u53f8<\/li>\n<li>\u5149\u5b78\u5b89\u5168\u696d\u52d9\u53d7\u4e2d\u570b\u9700\u6c42\u6ce2\u52d5\u5f71\u97ff<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/article>\n<aside>\n<h2>\u76f8\u95dc\u95b1\u8b80<\/h2>\n<div class=\"related-articles\">\n<a href=\"\/ja\/photonic-ic-aehr\/\">AEHR Test Systems \u2014 \u4e0a\u6e38\u6676\u5713\u6e2c\u8a66\u54bd\u5589<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-avgo\/\">Broadcom \u2014 CPO \u4ea4\u63db\u6676\u7247\u9818\u5c0e\u8005<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-nvda\/\">Nvidia \u2014 \u5149\u5b78\u6574\u5408\u7b56\u7565<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd\u8207\u5b8c\u6574\u67b6\u69cb<\/a>\n<\/div>\n<\/aside>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>VIAVI Solutions\uff08NASDAQ: VIAV\uff09\u662f AI \u8cc7\u6599\u4e2d\u5fc3\u7db2\u8def\u6e2c\u8a66\u7684\u4e0b\u6e38\u54bd\u5589\u3002\u672c\u6587\u89e3\u6790 TestCenter D2 1.6T\u3001\u7a7a\u82af\u5149\u7e96\u6e2c\u8a66\u3001OTDR \u8a8d\u8b49\u4e09\u5927\u7522\u54c1\u7dda\u3002<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_gspb_post_css":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-2581","post","type-post","status-publish","format-standard","hentry","category-photonic-ic"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2581","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/comments?post=2581"}],"version-history":[{"count":3,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2581\/revisions"}],"predecessor-version":[{"id":2639,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2581\/revisions\/2639"}],"wp:attachment":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/media?parent=2581"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/categories?post=2581"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/tags?post=2581"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}