• November 12. 2026

On November 2nd, US time, Marvell officially announced its all-stock acquisition of Lumentum, valuing the company at $115 billion, making it the largest M&A deal in the history of optical communications and AI optical interconnects. The news immediately triggered a negative reaction in the secondary market, with both companies' stock prices plummeting, putting pressure on sentiment across the ...

• November 10. 2026

We have some great news to share! Our testing lab has welcomed a very important new partner! We have officially introduced the ZXCTN 6120H-SL. This is not simply adding a piece of hardware, but rather the launch of a completely new quality assurance capability. Many partners ask: We already have testing equipment, so why did we specifically introduce the ZXCTN 6120H-SL? Ⅰ.New Equipment Is Now in P...

• November 05. 2026

The Three-Stage Transition From "Data Center" to "Digital Oilfield" As server rooms become the "new oil fields" of the digital age, they are being redefined. In 2026, the four tech giants Amazon, Microsoft, Google, and Meta plan to invest a total of approximately $730 billion in AI infrastructure—a figure that represents a 78% year-on-year increase and exceeds the annual GDP of many countries. Mos...

• November 03. 2026

Unique Perspective: Two Types of "Light" on the Grassland One hangs in the vast sky—the wind and solar power that generate a steady stream of green electricity; The other travels through fiber cores—the optical signals in optical communications that orchestrate tokens (the building blocks of AI large models) across these grasslands. Optical modules serve as the critical interface for electro-optic...

• October 30. 2026

Introduction: When selecting components for data center, 5G communication, and enterprise networking projects, many procurement and engineering personnel focus on the following: Does the optical module have formal certification? Can it be exported overseas? Is it stable for long-term, large-scale use? As a core component for photoelectric conversion, the certification of optical modules is not jus...

• October 27. 2026

In the optical communication industry, when selecting and developing optical modules, companies often focus on speed, transmission distance, and compatible equipment, but rarely delve into the core optical component—the OSA (Optical Sub-module). In fact, the iterative upgrade of optical module speed is essentially an iteration of the OSA optical architecture, light emission principle, and signal c...

• October 22. 2026

Optical module compatibility is crucial for stable network operation, and it mainly falls into two categories: hardware compatibility and software compatibility. Hardware ensures normal physical layer connection, while software enables module identification, link negotiation, and normal functioning. The vast majority of optical module port downtime, disconnections, and malfunctions are caused by h...

• October 20. 2026

Looking at high-speed optical interconnects from the front lines of the industry, AI computing architecture is reshaping the demand curve for optical modules. Recent industry growth expectations have been continuously revised upwards, with 800G currently in a golden window for large-scale delivery, while the next-generation 1.6T is rapidly approaching. Leaving aside research report rhetoric, we'll...

• October 15. 2026

With the upgrading of data center bandwidth, large-scale deployment of 400G and commercial deployment of 800G have become mainstream. 400G/800G optical modules adopt a parallel multi-channel transmission architecture and rely on MPO high-density patch cords to achieve multi-optical path integrated transceiver, which is the core interconnection method for current high-speed networking. The number o...

• October 13. 2026

China country has captured over 60% of the global optical module manufacturing capacity, but behind this impressive overall production capacity, high-end optical chips and high-speed DSP chips remain the weakest links in the industry chain. With the explosive growth of AI computing power, the accelerated adoption of 800G, and the commencement of 1.6T mass production, the self-sufficiency and contr...

• October 10. 2026

The Race and Shifts in the Trillion-Dollar Market In 2026, the global AI computing power industry stands at an unprecedented historical juncture. Ⅰ.Computing Power: An Exponential Increase According to the latest report released by an industry research institution, as of June 2025, the total computing power of global computing devices reached 4495 EFlops, a significant year-on-year increase of 117...

• October 09. 2026

With the large-scale deployment of 800G AI computing clusters, many buyers only focus on optical parameters such as SR8/DR8/FR4 during procurement, neglecting the differences between IHS and RHS packaging. This leads to problems such as modules not fitting into the cage, insufficient heat dissipation, and project delays. This article thoroughly explains the differences between the two mainstream O...