德科立：硅基OCS产品已获得海外样品订单，尚未获得海外大厂的批量订单

Core Viewpoint - The recent surge in AI computing power demand has led to heightened market interest in the company's Optical Switching (OCS) products, although the company remains cautious about the commercial viability and market maturity of this technology [1] Company Summary - The company has received overseas sample orders for its silicon-based OCS products but has not yet secured bulk orders from major international manufacturers [1] - The company emphasizes the high technical barriers and significant R&D investment required for OCS technology, indicating that the industry is still in the early stages of exploration and validation [1] Industry Summary - The overall commercialization process and timeline for large-scale application of OCS technology are highly uncertain, reflecting the nascent state of the market [1] - The company advises investors to be aware of the associated technological and market risks, encouraging rational decision-making and cautious investment [1]