Coherent (Zhongji Inlight): Optical Module Industry Anticipated to Sustain Robust Growth Momentum into 2026
2025-10-31 / Read about 0 minute
Author:小编   

In an institutional conference call held on October 30, Coherent (Zhongji Inlight) revealed that the optical module industry has witnessed a swift surge in demand since the start of the year. Major overseas clients have persistently revised their capital expenditure forecasts upwards, bolstered investments in AI data center infrastructure, and specified their optical module requirements for the 2025-2026 period. Given the relentless expansion in AI computing power needs, the optical module sector continues to thrive with a high degree of growth certainty. It is projected that the industry will maintain a positive growth trajectory through 2026.