• 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 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...

• August 27. 2026

The rapid upgrade of AI computing power and the significant increase in network transmission bandwidth and latency requirements for large-scale model training have rendered traditional 400G networks, which are now limited in performance and unable to meet the demands of high-end intelligent computing scenarios, a new iteration cycle has begun.The industry is now entering a phase of large-scale com...

• July 14. 2026

As the core hub of optical communication systems, the rate iteration of optical modules determines the data transmission efficiency and upper limit, supporting the upgrading of industries such as digital economy, AI computing power, and 5G communication. From 1.25G to 800G, the iteration of optical modules is accompanied by innovations in architecture, principles, and performance. This article wil...

• June 25. 2026

With the rapid development of AI computing power and the continuous surge in data center traffic, 400G networks are gradually reaching their performance bottlenecks. To adapt to the needs of high-density, low-latency computing network upgrades, ETU-LINK Optical Communication has launched a pre-launch campaign for new products, showcasing two self-developed 800G high-speed optical modules based on ...

• June 23. 2026

With the rapid expansion of AI computing clusters and large data centers, the optical communication industry is accelerating its iteration from 400G to 800G large-scale commercial use and 1.6T small-batch trial production. The core of upgrading high-speed optical modules lies not in simply increasing the speed, but in the technological innovation of core optoelectronic materials. In 800G/1.6T tran...

• March 05. 2026

AI computing power has driven explosive growth in the optical module market, with 800G and 1.6T technologies leading the industry transformation. Chinese companies occupy a dominant position in global competition. Coupled with the explosive growth in AI inference demand and the expansion of emerging application scenarios, the high prosperity of the optical module industry will continue in 2026. I....

• January 16. 2026

I. Surging Demand: AI Computing Power Race Drives Explosive Growth in Optical Module Market Size (1). Core Driving Force: Inference Demand Density Exceeds Training Phase The AI industry has formed a positive cycle of "reduced technology iteration costs → application promotion → explosive growth in inference demand → increased token quantity → accelerated model iteration." According to a report by ...