• September 07. 2026

Ⅰ.Computing Power Constraints: The Bottleneck Lies in Transmission, and the Key Lies in Optical Modules Against the backdrop of the rapid expansion of the AI industry, the market has long focused on computing chips such as CPU and GPU, but has neglected optical communication hardware that carries massive data flows. In an interview,  NVIDIA CEO Jensen Huang pointed out a key pain point i...

• September 02. 2026

Reuters reports that the U.S. FCC is pushing forward with new regulations that plan to restrict the entry of Chinese-made 1.6T and 3.2T high-speed optical modules into the U.S. market. On August 7, a third supplementary rule announcement was released, officially opening a 30-day comment period followed by a 45-day response period for public feedback. The US has repeatedly raised the issue of "data...

• 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...

• August 20. 2026

Today, optical modules are rapidly iterating from 800G to 1.6T and 3.2T, and optical chip materials and integration routes have become the core points of competition in the industry. Indium phosphide (InP), electro-absorption modulated lasers (EML), silicon-based optoelectronics (SiPho/silicon photonics), and thin-film lithium niobate (TFLN) are not parallel substitutes, but rather a progressive s...

• August 13. 2026

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...

• August 06. 2026

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...

• August 04. 2026

With the continuous growth of data center traffic, 100G networks have become the industry standard. However, many engineers often face a practical problem when deploying 100G networks: what kind of patch cord should be used with 100G optical modules? Choosing the wrong one can lead to signal attenuation, link failure, or even equipment damage. This article provides a professional overview of the p...

• July 16. 2026

With the explosive growth of cloud computing and AI big data models, and the iterative upgrade from 5G to 6G, network bandwidth demand has seen an explosive increase. From backbone networks to metropolitan area networks, from data center interconnect (DCI) to enterprise core networks, 400G has become the "mainstream threshold" for high-speed transmission. Among them, 400G QSFP-DD LR4, with its uni...