The research report released by CITIC Securities highlights that the soaring demand for AI computing power is propelling the optical communication industry towards an upgrade. Overseas cloud service providers and TSMC are consistently ramping up their capital expenditures, a move that underscores the robust demand for AI infrastructure. This, in turn, is fueling the need for high-speed optical modules. Despite a short-term supply crunch for materials like high-speed optical chips, upstream manufacturers are proactively expanding their production capacities. Additionally, with the rising adoption of silicon photonics solutions, supply chain constraints are anticipated to ease. Technologically speaking, NPO (Non-Pluggabale Optical) is emerging as a pivotal transitional solution at the Scaleup level, thanks to its low power consumption, high bandwidth, and ease of maintenance. Pioneering companies have taken the lead in deploying (here, "layout" is better expressed as "deploying" in the context of strategic positioning) strategies to steer the industry towards more efficient optical interconnect architectures. CITIC Securities is upbeat about the growth prospects of leading domestic optical communication companies and maintains a "Stronger than Market" rating for the communication sector.