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...
The true core strength and the industry's biggest bottleneck—Indium Phosphide (InP) —is the only core substrate material for high-speed optical modules, EML lasers, detectors, and optical chips . China holds more than 70% of the world's refined indium production capacity and has long included indium phosphide in its export control list. Coupled with the continuous explosion of AI computing power, ...
AI computing infrastructure is expanding at full speed. 800G OSFP and QSFP-DD Optical Modules have fully entered the market adoption cycle. The industry is generally showing a differentiated pattern where leading manufacturers are operating at full capacity and order schedules are lengthening, while small and medium-sized manufacturers are accelerating production expansion to grab market share. Th...
As the AI computing power race intensifies, Google is aggressively expanding its global computing infrastructure. In this arms race, optical modules, serving as the "highway" for data transmission, have become one of the core procurement categories for Google's data center construction. Based on data from third-party organizations such as TrendForce and LightCounting, the following outlines the ke...
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...
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 ...
The explosive growth in demand for AI computing power is pushing data centers to a critical inflection point for upgrades. Looking ahead to 2026, the battle between 400G and 800G optical modules is no longer just a race for speed, but a generational choice concerning power consumption, cost, and future architecture. I. Technical Architecture: The Transition from 8×50G to 8×100G The 400G optical mo...
Recently, the sales partner encountered a thorny problem, the customer received the optical module can not be used, after much research to find the reason, the original customer purchased the optical module with a heat sink, and the existing network card slots do not match. What is the difference between the flat top of the optical transceiver module and the top of the heat sink? In the use ...
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