The demand for high-speed datacom optical modules has surged, with shipments of 400G and 800G units exceeding 20 million in 2024, totaling over $9 billion in revenue, according to Cignal AI's latest Optical Components Report. 6T optics will enter volume production in select Nvidia and. The rapid development of AIGC has promoted the demand for 800G optical modules, and the entire industrial chain involving optical components, optical modules, and optical communication equipment is expected to fully benefit. This growth is largely driven by AI applications requiring advanced.
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