中际旭创：预计未来两个季度1.6T将持续量产和规模出货

Core Viewpoint - The company is experiencing significant growth in demand for its 800G and 400G optical modules, driven by increased capital expenditure from key overseas customers in AI infrastructure [1] Group 1: Product Development and Market Demand - The company has seen a rapid increase in the shipment volume of 800G products, with a growing proportion of silicon photonics within this category, which is beneficial for improving gross margin levels [1] - The company has begun gradual shipments of 1.6T products in Q2 of this year, with expectations for continued mass production and scale shipments over the next two quarters [1] - The company is actively advancing the capacity construction of high-end products such as 1.6T and 800G both domestically and internationally to maintain delivery capability amid rising industry demand [1] Group 2: Strategic Partnerships and New Solutions - The company has established copper connection solution companies and liquid cooling solution companies with various partners over the past year and this year [1] - AEC products are currently being sampled to domestic and overseas customers, while liquid cooling products are under development, with some products already being sampled to clients [1] - Overall progress in these areas is in line with expectations, and the company is optimistic about development opportunities in both fields [1]