As AI computing power infrastructure continues to expand and demand for high-speed optical connectivity grows rapidly, the optical communication sector is entering a “sharp rise in volume and price” boom cycle. Since August, various optical communication segments such as optical fiber and CPO have continued to be active. Choice data shows that since August, many individual stocks such as Hengdongguang, Changyingtong, and Taichenguang have accumulated gains of more than 80%. Behind the active optical communications sector, breakthroughs in industrialization have injected strong momentum into the market. On August 14, Nvidia announced that the Spectrum-X Ethernet silicon optical switch has entered full mass production. This is the world's first 200g/LANE CPO Ethernet switch system to enter mass production. The switch is based on the Spectrum-6 switching chip. The number of lasers was reduced to a quarter of the traditional solution, power consumption was reduced to one-fifth, optical loss was reduced from about 22 dB to about 4 dB, and signal integrity was increased 64 times.

As AI computing power infrastructure continues to expand and demand for high-speed optical connectivity grows rapidly, the optical communication sector is entering a “sharp rise in volume and price” boom cycle. Since August, various optical communication segments such as optical fiber and CPO have continued to be active. Choice data shows that since August, many individual stocks such as Hengdongguang, Changyingtong, and Taichenguang have accumulated gains of more than 80%. Behind the active optical communications sector, breakthroughs in industrialization have injected strong momentum into the market. On August 14, Nvidia announced that the Spectrum-X Ethernet silicon optical switch has entered full mass production. This is the world's first 200g/LANE CPO Ethernet switch system to enter mass production. The switch is based on the Spectrum-6 switching chip. The number of lasers was reduced to a quarter of the traditional solution, power consumption was reduced to one-fifth, optical loss was reduced from about 22 dB to about 4 dB, and signal integrity was increased 64 times.