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The research report released by Huatai Securities highlights that the demand for optical modules remains consistently strong, and technological progress is set to further propel the growth of the equipment market. The escalating need for AI computing capabilities has driven a rapid uptake of high-speed optical modules. Concurrently, technological advancements, including the shift towards 1.6T/3.2T high-speed rates and the adoption of Co-Packaged Optics (CPO), have significantly raised the complexity and performance standards for optical module packaging. This, in turn, has propelled the upstream equipment sector into a phase of synergistic growth, marked by "increased volumes and higher prices." The optical module equipment market is now at a pivotal juncture, poised for accelerated growth, with bright prospects for related enterprises throughout the industrial chain.
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