According to the China Securities News, in the first half of 2026, global AI computing power infrastructure construction continued to accelerate, the capital expenditure of cloud computing giants rose to a high level, and high-speed optical modules ushered in a super boom cycle where volume and price were rising sharply. With large-scale delivery of 800G products, accelerated commercial implementation of 1.6T products, and iterative breakthroughs in cutting-edge technology of 3.2T products, domestic optical module industry chain enterprises performed well in the first half of the year. According to several agency analysts, the optical module industry has broken out of traditional communication cycle fluctuations and entered a long-term upward channel driven by AI computing power. The technology, production capacity, and order barriers of leading enterprises continue to strengthen, and the certainty of the industry sentiment continues to consolidate.

According to the China Securities News, in the first half of 2026, global AI computing power infrastructure construction continued to accelerate, the capital expenditure of cloud computing giants rose to a high level, and high-speed optical modules ushered in a super boom cycle where volume and price were rising sharply. With large-scale delivery of 800G products, accelerated commercial implementation of 1.6T products, and iterative breakthroughs in cutting-edge technology of 3.2T products, domestic optical module industry chain enterprises performed well in the first half of the year. According to several agency analysts, the optical module industry has broken out of traditional communication cycle fluctuations and entered a long-term upward channel driven by AI computing power. The technology, production capacity, and order barriers of leading enterprises continue to strengthen, and the certainty of the industry sentiment continues to consolidate.