The scale of AI clusters continues to expand, and companies in the optical communication industry have full order backlogs.

Recently, many companies in the optical communication industry chain, both at home and abroad, have revealed that they have ample orders on hand, with visibility of orders continuously extending. Some companies have scheduled orders as far out as 2027, and even 2028. From domestic optical module and optical device manufacturers to overseas optical communication leaders, the industry is entering a phase of tight production capacity, with customers continuously securing capacity. From a driving perspective, downstream cloud providers are consistently raising their capital expenditure guidance, intensifying investments in artificial intelligence data centers and computing power clusters, which have become the core drivers of the demand for high-speed optical communications.