Computing power demand drives the acceleration of technological iteration in the industry chain.

The demand for AI computing power is rapidly increasing, driving the rapid iteration of core components and packaging technologies. At the 26th China International Optoelectronic Expo recently held, the deep integration of AI and optical communication became the focus of the exhibition. At the same time, listed companies actively responded to the progress of optical module and co-packaged optical technologies. Financial reports show that driven by demand, the performance of optical module companies in the first half of the year has increased. Industry experts predict that the development of the AI industry will directly drive a surge in demand for optical modules, with 1.6T modules becoming the focus of competition, but the industry still needs to go through the process of capacity and yield climbing.