Zhongji Xuchuang: Expected demand for high-end optical modules such as 1.6T and 800G to continue to grow rapidly
2026-10-23 12:35:37
According to CoinMeta, in its midday announcement, Zhongji Xuchuang stated that the company's current production and operations are functioning normally, with a stable supply chain and sufficient capacity utilization. Customer order demand is strong, and the downstream market remains highly prosperous, resulting in a full backlog of orders for the company. In the overseas market, main customer orders have been extended until 2027, and some key customers have provided clear guidance for demand in 2028. It is expected that demand for high-end optical modules such as 1.6T and 800G will continue to grow rapidly. The demand for next-generation optical interconnection products such as npo and xpo is also expected to gradually increase. In the domestic market, the construction of AI computing power infrastructure is advancing rapidly, and demand for products such as 400G and 800G is also expected to grow further.
Source:Jin10 Data
This content is for market information only and does not constitute investment advice.
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