Data Center Buildout Drives Surge in EML Demand
EML demand is tied to the optical communications speed upgrade cycle, with a concentrated surge in data center interconnects.
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C114 Communications Network · Optical CommunicationsOptics industryAI score4747 Coherent: We Would Benefit if Optical Module Restrictions Take Effect
Coherent said it would benefit if U.S. restrictions on Chinese optical modules take effect, and that customers have already proactively reached out.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score4949 Lumentum: NPO Is Incremental, CPO Is the End Game
Lumentum said NPO represents an incremental market, while CPO is the ultimate form.
OFweek Optics Network · NewsOptics industryAI score1919 O-Film Refutes 'Asset Stripping' Allegation, Files Police Report
O-Film has denied and reported to police an article alleging that its actual controller stripped assets from the listed company.
C114 Communications Network · Optical CommunicationsOptics industryAI score4141 Analysis of Why Carrier Optical Cable Tenders Keep Failing
C114 analyzes the reasons why carrier optical cable procurement tenders have repeatedly failed.
OFweek Laser Network · NewsOptics industryOptics and AIAI score5454 Duogen Hexin Begins Volume Production of CWDM4 100mW High-Power DFB Chips
Duogen Hexin has begun large-scale volume production of CWDM4 100mW high-power CW DFB chips and COC devices for 400G/800G/1.6T data centers.
OFweek Optics Network · NewsOptics industryAI score1414 O-Film Clarifies 'Asset Stripping' Rumors
O-Film issued a clarification announcement on August 9, denying any transfer of benefits to parties related to its actual controller.
C114 Communications Network · Optical CommunicationsOptics industryAI score4747 AOI Continues to Expand 800G and 1.6T Optical Module Capacity
AOI says demand remains strong and it will continue to expand capacity for 800G and 1.6T optical modules.
OFweek Laser Network · NewsOptics industryAI score3434 Focuslight Reports First-Half Revenue of CNY 419 Million
Focuslight posted first-half revenue of CNY 419 million, with orders in some business lines rising sharply.
OFweek Optics Network · NewsOptics industryAI score99 O-Film Draws Attention After Whistleblower Report
An investor has reported allegations that O-Film's de facto controller drained the listed company.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score4747 LightCounting: Three Hurdles to Large-Scale CPO/NPO Deployment
LightCounting analyzes the three major hurdles facing large-scale CPO/NPO deployment.
OFweek Optics Network · NewsOptics industryAI score4444 O-Film Takes Control of Zhongke Daojing to Expand into Optical Communications
O-Film acquired a 51% stake in Hefei Zhongke Daojing through a transfer of existing shares and a capital increase.
OFweek Optics Network · NewsOptics industryAI score2929 Dongtian Micro Sets Up Subsidiary in Wuxi for Semiconductor Optical Precision Processing
On August 3, Dongtian Micro used its own funds to establish a wholly owned subsidiary in Wuxi, focusing on semiconductor optical precision processing.
C114 Communications Network · Optical CommunicationsOptics industryAI score4141 YOFC Embraces the AI-Driven Fiber Optic Supercycle
YOFC says it remains committed to long-termism and is embracing the AI-driven supercycle in the fiber optic industry.
C114 Communications Network · Optical CommunicationsOptics industryAI score5757 US FCC Plans to Ban Imports of Optical Modules Made in China
The US FCC plans to prohibit imports of optical modules manufactured in China.
C114 Communications Network · Optical CommunicationsOptics industryAI score4545 Omdia's Lu Mingyang: Supply Chain, Not Security, Is the Core Issue for AI Optical Modules; China Remains Irreplaceable
Omdia's Lu Mingyang argues that the core issue for AI optical modules is the supply chain rather than security, and that China remains irreplaceable.
C114 Communications Network · Optical CommunicationsOptics industryAI score4545 Omdia's Lu Mingyang: Supply Chain, Not Security, Is the Core Issue for AI Optical Modules; China Remains Irreplaceable
Omdia's Lu Mingyang argues that the core issue for AI optical modules is the supply chain rather than security, and that China remains irreplaceable.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score4747 LightCounting: Ethernet Optical Module Market to Grow 73% in 2026
LightCounting forecasts that the Ethernet optical module market will grow 73% in 2026.
C114 Communications Network · Optical CommunicationsOptics industryAI score3737 Luxshare Precision Terminates Acquisition of Futong Jiashan Optical Fiber Assets
Luxshare Precision has announced the termination of its acquisition of Futong Jiashan optical fiber assets.
C114 Communications Network · Optical CommunicationsOptics industryAI score2929 Sixth China Forum on High-Quality Development of Optical Communications Held
The sixth China Forum on High-Quality Development of Optical Communications has been held.
C114 Communications Network · Optical CommunicationsOptics industryAI score3939 Why Optical Module Makers Are Listing in Hong Kong
C114 analyzes why well-funded optical module makers are rushing to list in Hong Kong.
C114 Communications Network · Optical CommunicationsOptics industryAI score4141 Zhongji Innolight: Annual Price Declines Are Standard Practice for Optical Modules
Zhongji Innolight says annual price declines are standard industry practice for optical modules and that the current pricing system is healthy.
OFweek Optics Network · NewsOptics industryAI score4444 Robotechnik Subsidiary ficonTEC Wins 129 Million Yuan Order
On July 23, Robotechnik's German subsidiary ficonTEC signed an equipment contract worth about 129 million yuan with a subsidiary of a company listed on the New York Stock Exchange.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score4747 Tencent, Alibaba Bet on NPO as Nvidia Follows
Tencent and Alibaba are pushing the NPO solution, and Nvidia is also making moves.
C114 Communications Network · Optical CommunicationsOptics industryAI score3939 Optical Module Capacity Expansion Anxiety Resurfaces
C114 comments on the expansion anxiety triggered by optical module companies spending 4 billion yuan on acquisitions and 2.5 billion yuan on self-built capacity.
C114 Communications Network · Optical CommunicationsOptics industryAI score4141 Guolong Technology Deepens OCS Strategy
Su Guoyan of Guolong Technology outlines the company's OCS strategy, aimed at building a core engine for AI compute optical interconnects.
C114 Communications Network · Optical CommunicationsOptics industryAI score3939 Hengtong Builds Strategy Around Connectivity Plus Computing
Hengtong says AI is reshaping the logic of the optical communications industry, and the company is pursuing growth around connectivity plus computing.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score4343 China Telecom's Liu Yuyang: OCS Moves Toward Metro-Scale Compute Optical Interconnects
China Telecom's Liu Yuyang says AI inference is driving compute closer to the edge, and OCS is moving toward metro-scale compute optical interconnects.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score4141 China Unicom's Hu Yakun Explains Optical Interconnect for Intelligent Computing Centers
China Unicom's Hu Yakun discusses optical interconnect technologies and practical applications for intelligent computing centers.
C114 Communications Network · Optical CommunicationsOptics industryOptics and AIAI score4545 Alibaba Cloud's Wang Peng: The Evolution of OCS Technology for AI Clusters
Alibaba Cloud's Wang Peng outlines the evolution of OCS technology for AI clusters and its application outlook.
C114 Communications Network · Optical CommunicationsOptics industryAI score3333 Dongshan Precision: Stolen Optical Modules Have Minimal Impact on Performance
Dongshan Precision says the stolen optical module incident has a minimal impact on the company's performance.
OFweek Optics Network · NewsOptics industryOptics and AIAI score5151 Accelink Expects Revenue to Rise 52% to 71% in the First Half of 2026
Accelink has released its interim earnings forecast, expecting revenue of RMB 400 million to RMB 450 million in the first half of 2026, up 52.16% to 71.18% year on year, with net profit attributable to shareholders of RMB 48 million to RMB 52 million. The company attributes the growth mainly to deliveries of passive optical subcomponents for high-speed data center optical modules and OCS yttrium vanadate crystals, driven by global AI computing infrastructure construction. On capacity, phases one and two of the Hefei yttrium vanadate crystal project are at full production, the Thailand plant is ramping up, and the Zhengzhou plant is expected to begin production in the third quarter of 2026.
C114 Communications Network · Optical CommunicationsOptics industryAI score5555 Zhongji Innolight to List in Hong Kong on July 30, Raising Over HKD 54.5 Billion
Zhongji Innolight will list in Hong Kong on July 30, raising more than HKD 54.5 billion.
C114 Communications Network · Optical CommunicationsOptics industryAI score3737 Dongshan Precision: Optical Module Unit Prices to Decline Slightly
Dongshan Precision says unit prices for its optical module products will decline slightly.
C114 Communications Network · Optical CommunicationsOptics industryAI score3535 Eoptolink: Securing Raw Material Supply and Production Delivery Is a Priority
Eoptolink said securing raw material supply and production delivery is a current priority.
OFweek Optics Network · NewsOptics industryAI score3434 Dongtian Optics Expects First-Half Net Profit to Rise by Up to 87%
Dongtian Optics expects net profit attributable to shareholders of 85 million to 95 million yuan in the first half, up 67.71% to 87.44% year on year.
Guangdian Hui · TrendsOptics industryOptics and AIAI score5757 Surveying Current Advanced Silicon Photonics Solutions
Silicon photonics chip and optical module solutions from Intel, HG Genuine, Accelink Technologies and other vendors target high-speed interconnect needs in AI and data centers. Intel's OCI chipset supports 64 data channels of 32 Gbps in each direction, reaches up to 100 m and consumes 5 pJ per bit. HG Genuine, Accelink Technologies and others showcased 1.6T modules. The survey also covers 800G silicon photonics engines and modules, linear pluggable optics and co-packaged optics (CPO) light source modules.