[Multiple Domestic High-Speed Optical Communication Chips Enter Mass Production; Domestic Optical Fiber Capacity Booked Through 2027]

Published: Jun 18, 2026 10:34

Save

Since the beginning of this year, the wave of AI computing power has swept the globe. If AI large models are compared to the most powerful brains, then optical communication serves as the “high-speed blood vessels” that deliver massive amounts of data to them. Over the past year, multiple high-speed optical communication chip products designed for supercomputing centers have completed process verification and gradually entered mass production and delivery, continuously filling the supply gap of high-end optical chips for localisation. As the core medium of information transmission, optical fiber is the key infrastructure connecting computing power and data. Since the beginning of this year, the optical fiber product sales of an enterprise in Wujiang, Suzhou, have increased by over 35% YoY. The rapidly growing demand for new-type optical fiber products from data centers has kept the enterprise’s products in continuous undersupply. “Orders are nearly full every month. We will focus on selecting major clients and make good plans for future capacity. Currently, capacity planning has already extended into Q1 2027.” (Jinshi Data APP)

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

33 mins ago

End-use demand was sluggish, suppliers cut prices to sell, and overall trading sentiment weakened [SMM South China Spot Copper]

33 mins ago

US Dollar Pulls Back, Metals Broadly Fall; Lithium Carbonate Drops Nearly 5%; LME and SHFE Tin, Platinum and NY Silver, Coking Coal and Coke Lead Declines [SMM Midday Review]

33 mins ago

1 hour ago

US Fed Releases Hawkish Signals, Most-Traded SHFE Tin Contract Center Slips to Around 412,000 [SMM Tin Midday Commentary]

[SMM Tin Midday Review: US Fed Releases Hawkish Signal, Center of the Most-Traded SHFE Tin Contract Slides to Around 412,000]

1 hour ago