An AI infrastructure revolution ignited by 1. 6T optical modules In the late autumn of 2025, a market rumor exploded like a thunderclap: Google had placed an additional order for 1. AI orders drive the southward shift of the optical module industry. The "Yizhongtian" group represented by Zhongji Innolight, New Photonics, and Tianfu. ATW Technology, a high-technology company specializing in intelligent inspection equipment for semiconductor and optoelectronic applications, today announced that it has received a bulk purchase order for dozens of optical module AOI systems from a major domestic optical communications customer. Orders cover HDI-ML and mSAP production equipment, with major wins in China, Taiwan, South Korea and incremental European business. As a technology giant with a total market value of over US$4 trillion, Nvidia's influence has far exceeded the scope of a technology company. This surge in new business is directly tied to clients ramping up investments in advanced PCB and substrate manufacturing for artificial.
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