When Cars Meet "Light": The AI Infrastructure Underlying the Acquisition of Botai Vehicle Connectivity (02889)

Zhitong Finance APP learned that a company specializing in smart cabins and AI applications is interested in acquiring a photonic communication chip enterprise. Botai Vehicle Networking (02889) offers an answer hidden in the "hunger" of AI large models for data transmission. On August 7, the company announced the acquisition of approximately 70% equity in Chengdu Mingyi, one of the few domestic Fabless design companies capable of mass-producing single-wave 100G TIA chips, whose products have entered the supply chain for AI servers' 400G/800G optical modules.