Taclink(SH:688205) Ge Long Hui A P P·2025-09-18 11:07Core Viewpoint - The company, 德科立 (688205.SH), has reported a surge in market interest for its OCS (Optical Switching) products driven by the demand for AI computing power, although it has not yet secured bulk orders from major overseas manufacturers [1] Group 1: Company Developments - The company is closely monitoring technological advancements related to OCS products [1] - The silicon-based OCS products have received overseas sample orders, indicating initial market interest [1] - The company maintains a cautious stance towards the OCS business due to the high technical barriers and significant R&D investments required [1] Group 2: Industry Context - The OCS technology is still in the early stages of exploration and validation within the industry [1] - There is considerable uncertainty regarding the commercialization process and the timeline for large-scale application of OCS technology [1] - The overall market maturity and profitability outlook for OCS products remain unclear, prompting the company to advise investors to be aware of related technological and market risks [1]