The research report released by Galaxy Securities highlights that the optical communications industry is currently experiencing significant transformations, propelled by the explosive growth in demand for AI computing power. The industry's boom has transitioned from traditional cyclical patterns to a phase of sustained, long-term expansion, underpinned by both technological advancements and increased capital investments. Leading global cloud service providers and AI firms have progressively boosted their budget allocations for computing power infrastructure, spurring a non-linear surge in demand for high-speed optical modules. The report forecasts that, commencing in 2026, the adoption rate of high-speed products within the data communication sector will pick up pace, with 1.6T products already poised to enter the mass production phase. The robust growth in demand offers steadfast backing for capacity expansion and profitability enhancement across all segments of the industrial chain. As the likelihood of sustained high demand growth becomes more apparent, capacity expansion has demonstrated a quarter-by-quarter improvement since the start of the year. Although there remains a persistent shortage of upstream raw materials, this challenge is anticipated to gradually alleviate as the process of domestic substitution progresses.