Recently, a number of domestic and foreign optical communication industry chain companies revealed that there are plenty of orders in hand, and the visibility of orders continues to grow. Some companies' orders are scheduled to be produced until 2027 or even 2028. From domestic optical module and optical device manufacturers to overseas optical communication leaders, the optical communications industry has ushered in a phase where production capacity is tight and customers continue to lock in production capacity. Judging from the driving factors, downstream cloud vendors continue to raise capital expenditure guidelines and increase the construction of artificial intelligence data centers and computing power clusters, which has become the core driving demand for high-speed optical communication.

Recently, a number of domestic and foreign optical communication industry chain companies revealed that there are plenty of orders in hand, and the visibility of orders continues to grow. Some companies' orders are scheduled to be produced until 2027 or even 2028. From domestic optical module and optical device manufacturers to overseas optical communication leaders, the optical communications industry has ushered in a phase where production capacity is tight and customers continue to lock in production capacity. Judging from the driving factors, downstream cloud vendors continue to raise capital expenditure guidelines and increase the construction of artificial intelligence data centers and computing power clusters, which has become the core driving demand for high-speed optical communication.