Spurred by the AI computing boom and large-scale 5G deployment, optical modules, the critical backbone of communication infrastructure, are undergoing a significant shift towards domestic production in China. more than a decade of industry. Optical module chips are semiconductor devices that enable high-speed data transmission in fiber optic networks. Optical module demand is being shaped by two hard constraints at the same time. Dense networks need more bandwidth, while operators push for lower power use, encryption, and shorter lead. In 2026, the large-scale expansion of AI computing power clusters continues, and the industry's supply-demand contradiction gradually shifts upward, transmitting from the traditional optical module assembly capacity to the core upstream optical chip segment. 6T technologies leading the industry transformation. Chinese companies occupy a dominant position in global competition.
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