A research report released by CSC Securities reveals that the swift evolution of GPUs and ASICs has spurred continual enhancements in computational performance. Concurrently, there has been a marked uptick in the demand for data transmission. Within the realm of AI data centers, there is a growing preference among customers for high-bandwidth network hardware. This preference stems from its ability to diminish the transmission cost per bit, lower power consumption, and reduce physical footprint. The burgeoning growth of 800G optical modules underscores the pressing need for bandwidth in AI applications. Projections indicate that by 2026, the demand for 800G optical modules will persist in its rapid growth trajectory. Additionally, the shipment volume of 1.6T modules is anticipated to surge notably, while research and development efforts for 3.2T optical modules have already been initiated.