As of April 20, 2026, the data center industry has crossed a critical threshold: the transition from copper-first to optical-first connectivity is no longer theoretical—it is operational reality. This revolution vertically compresses supply chain, making silicon photonics dominant solution post-2028. When we discuss AI infrastructure, the most frequently heard term is "compute power"; however, for data. Optical modules are an essential technology that helps networks meet these requirements, enabling data transmission over fiber-optic networks at extremely high speeds. However, emerging technologies such as AI, cloud computing, and 5G require even greater capacity. For this reason. The explosive growth of AI computing power has ignited the optical module industry! The global optical module market size is projected to exceed 150 billion yuan by 2025, with 800G products achieving a penetration rate of over 50%. The optical module industry stands at a pivotal moment.
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