On June 17, it was reported that the current surge in AI computing power has become a global phenomenon. If we liken AI large models to the most advanced brains, then optical communication functions as the "high-speed blood vessels" that transport vast amounts of data to these brains. Over the past year, several high-speed optical communication chips, specifically designed for supercomputing centers, have successfully undergone process verification and have sequentially entered the stages of mass production and delivery. This development effectively bridges the supply gap for the localization of high-end optical chips. As the fundamental medium for information transmission, optical fiber serves as a crucial infrastructure connecting computing power and data. This year, an enterprise in Wujiang, Suzhou, has witnessed its optical fiber product sales surge by over 35% year-on-year. The escalating demand for new optical fiber products from data centers has resulted in a supply shortage. The enterprise remarked, "Our monthly orders are nearly fully booked. We will prioritize serving large customers and have strategically planned our production capacity through the first quarter of 2027."
