The construction period of the super node opens, and the acceleration alliance of domestic optical interconnection ecology is established.

On July 22, Inter Inc. launched its Hong Kong Stock Exchange IPO, expecting to raise 5.45 billion Hong Kong dollars for research and development of photonic interconnect products, global production capacity expansion, etc. On July 15, Shijia Photonics disclosed a 2.8 billion yuan private placement plan, intending to raise funds for the construction of photonic interconnect components and other projects. Photonic interconnect, a technology term that was somewhat unfamiliar just a year ago, is now becoming one of the busiest tracks in the computing power industry. Behind the boom is the rigid demand brought by the evolution of the AI industry. With AI entering the era of reasoning, the continuous iteration of trillion-parameter large models and the opening of the super node construction cycle have made photonic interconnect technology highly valued for its advantages of high bandwidth, low power consumption, high parallelism, and scalability. Currently, the domestic photonic interconnect ecosystem is forming alliances with upstream and downstream manufacturers in the industry chain, and listed companies are also continuously increasing their investments in the silicon photonics track.