According to the latest research report issued by CSC Securities, the swift advancement and iterative refinement of GPUs and ASICs have led to a continuous enhancement in computing power performance. This, in turn, has fueled a substantial surge in data transmission requirements. Within AI data centers, customers are showing a growing preference for network hardware with broader bandwidth capabilities. The rationale behind this trend is that larger bandwidth translates to reduced costs and lower power consumption per transmitted bit, along with a more compact physical footprint. The swift proliferation of 800G optical modules serves as a clear indicator of the AI-driven urgency for increased bandwidth. CSC Securities projects that the demand for 800G optical modules will sustain its rapid growth trajectory through 2026. Simultaneously, the shipment volume of 1.6T optical modules is expected to experience a notable upswing, and R&D initiatives for 3.2T optical modules have officially kicked off. The report maintains a strong endorsement for companies operating within the optical module, optical device, and optical chip sectors.