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The concept of optical communication picked up in the afternoon, and Tefa Information went up and down. Out of the 4-day 2 board, Changguang Huaxin, Dongtian Micro, Saiwei Electronics, Fujing Technology, Decolly, and Yuanjie Technology all achieved record highs. According to the news, according to TrendForce Jibang Consulting's latest research, high-speed interconnection technology has become the key to determining the maximum efficiency and large-scale development of AI data centers. In 2025, the world will have 24 million optical transceiver modules above 800G, and it is estimated that in 2026 it will reach nearly 63 million sets, a growth rate of 2.6 times.

Zhitongcaijing·12/10/2025 06:17:05
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The concept of optical communication picked up in the afternoon, and Tefa Information went up and down. Out of the 4-day 2 board, Changguang Huaxin, Dongtian Micro, Saiwei Electronics, Fujing Technology, Decolly, and Yuanjie Technology all achieved record highs. According to the news, according to TrendForce Jibang Consulting's latest research, high-speed interconnection technology has become the key to determining the maximum efficiency and large-scale development of AI data centers. In 2025, the world will have 24 million optical transceiver modules above 800G, and it is estimated that in 2026 it will reach nearly 63 million sets, a growth rate of 2.6 times.