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Recently, the international situation has undergone dramatic changes. The US-led assassination of Iranian officials has stirred up a ripple effect, like a boulder thrown into a lake, and the shadow of localized war has quickly loomed. In this sudden upheaval, the business world has been hit hardest, with customer orders and cargo transportation being the first to feel the impact. The once stable a...
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....
In early 2026, global commodity markets experienced increased volatility: gold prices broke through $5,189 per ounce, and prices of non-ferrous metals such as copper and tin rose by more than 20% year-on-year. Prices of epoxy resin and fiberglass, key raw materials for PCB boards, also continued their upward trend. For the optical module industry, these raw materials form the "basic framework" of ...
Optical modules, as core components of optical communication systems, are essentially "signal translators" connecting the digital world. At the transmitting end, they convert electrical signals into optical signals for transmission via optical fiber, and at the receiving end, they are converted back into electrical signals, enabling seamless data interaction between devices. From speeds leaping fr...
Is your network transmission slow, inefficient, or unstable? Whether it's transferring files across industrial parks, backhauling data from 4G / 5G base stations, or implementing smart projects, transmission bottlenecks always seem to be the culprit. As data volumes increase and transmission distances grow, traditional network equipment can no longer keep up with the demands. In this context, 10 G...
In the digital economy era, data transmission efficiency and stability determine the core competitiveness of a network. Optical modules and switches, as core network hardware, form a closely interdependent and symbiotic relationship—optical modules are the "extension arms" of switches that overcome transmission limitations, while switches are the "command center" for optical modules to function. T...
The optical engine is a core component of an optical communication system. It is an integrated optical subsystem responsible for processing and transmitting optical signals, and its performance directly impacts the system's signal transmission. The following is a detailed introduction to the optical engine: I. Composition and Working Principle of the Optical Engine (1). Composition: A light ...
The following is an analysis of the changes in the gold market in 2025: I. Price Trend: Operating at Historically High Levels 1. International gold price: As of November 2025, the international gold price broke through $4,200 per ounce, with an increase of nearly 50% this year, and continued to set new historical highs. 2. Domestic gold prices: The price of branded pure gold jewelry has exceeded 1...
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 ...
In the digital economy, scenarios such as 5G backbone networks, cross-city data center interconnection, and enterprise wide area networks urgently require "high-speed + long-distance" optical transmission solutions. The 40G ZR4 optical module, with its ultra-long-distance transmission capability of 80km, has become a cost-effective choice for bridging 10G and 100G, with ETU-LINK products gaining m...
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