Regarding questions such as “the market is worried about the delay in demand for 1.6T, what is the current demand situation the company sees”, Zhongji Xuchuang said on July 12 that the overall industry's demand for 1.6T will remain strong in 2027. There has been no change compared to the previously anticipated volume range, and the number of customers has also increased. Demand growth in the 800G industry in 2027 was more significant than previously anticipated. Looking at overall customer demand, no decline in demand was observed. The demand volume for 1.6T next year is basically in line with previous expectations. The main changes are reflected in the structure. Demand from some customers has indeed been lowered, but at the same time, new cloud vendors and AI big model customers have raised demand by 1.6T. Overall, demand for 1.6T has not declined; only structural adjustments have been made.

Regarding questions such as “the market is worried about the delay in demand for 1.6T, what is the current demand situation the company sees”, Zhongji Xuchuang said on July 12 that the overall industry's demand for 1.6T will remain strong in 2027. There has been no change compared to the previously anticipated volume range, and the number of customers has also increased. Demand growth in the 800G industry in 2027 was more significant than previously anticipated. Looking at overall customer demand, no decline in demand was observed. The demand volume for 1.6T next year is basically in line with previous expectations. The main changes are reflected in the structure. Demand from some customers has indeed been lowered, but at the same time, new cloud vendors and AI big model customers have raised demand by 1.6T. Overall, demand for 1.6T has not declined; only structural adjustments have been made.