• 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 25. 2026

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, ...

• 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...

• 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...

• 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...

• July 07. 2026

With the rapid development of data centers, AI, and 5G transport networks, 400G optical modules have become a core necessity in the communications industry chain. Compared to the mature 100G optical modules, their large-scale deployment still faces many underlying technical and application challenges, directly restricting market penetration and affecting cost control and operational stability in d...