During a conference call addressing concerns about the impact of computing power deflation on the industry following the emergence of Deepseek, InnoLight affirmed that the demand and capital expenditures of its key domestic and international customers remain unaffected. The evolution of AI has advanced to its second phase, characterized by a substantial surge in demand for AI inference. Despite these industry shifts, customers' appetite for technological advancements in optical modules remains robust. Both domestic and foreign clients are actively preparing for the mass production of higher-speed optical modules in the upcoming year.
