机构：光器件和光模块供应商正在积极扩充产能

Core Insights - The report from LightCounting indicates that capital expenditures from cloud computing companies and sales growth of Ethernet optical modules and DWDM transmission equipment have exceeded expectations [1] - The telecommunications market is showing signs of recovery, primarily driven by growth in data center interconnect (DCI) infrastructure [1] - Optical device and module suppliers are actively expanding their production capacity to meet the increasing demand, with all new capacity expected to be fully utilized despite potential market fluctuations [1]