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On October 23, Yuanjie Technology announced that the escalating demand for AI technologies has disrupted the supply-demand equilibrium, presenting a golden opportunity for domestic laser enterprises to penetrate the high-end data center market. Presently, the company predominantly supplies CW lasers (70mW, 100mW) and 100G EML products tailored for data center applications. Looking ahead, Yuanjie Technology is set to embark on the development of laser products boasting enhanced power and speed, specifically designed for scenarios encompassing NPO, CPO, and higher-speed pluggable modules. Given the formidable technical challenges and the swift pace of industry evolution, future competition is expected to remain robust yet focused among industry leaders, particularly within the high-end product segment.
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