Dongshan Precision: The Current Tight Supply Situation in the Optical Chip Market is Unlikely to Ease in the Short Term
5 day ago / Read about 0 minute
Author:小编   

On September 17th, Dongshan Precision announced that its AI strategic layout focuses on the hardware infrastructure needs of the AI industry ecosystem, aiming to build core competitiveness. In the future, the company will prioritize the research, development, and production of high-end PCBs and optical modules tailored for high-growth, high-performance AI computing scenarios. Currently, due to the surge in demand for high-speed optical modules driven by AI, there is a significant shortage in the optical chip market, particularly for 800G and above high-speed products, with the tight supply situation unlikely to ease in the short term. Regarding major clients, Solars focuses primarily on market penetration of high-end optical module products. The long-term goal post-acquisition is to target the demand for 1.6T optical modules from global top-tier tech clients by 2027, while optimizing production bases to lay a capacity foundation for business expansion in 2026.