Zheng Quan Shi Bao Wang·2025-12-23 00:07Core Viewpoint - The report from CITIC Securities highlights the rapid upgrades in GPU and ASIC technologies, leading to increased computing power and a significant rise in data transmission demands, particularly in AI data centers [1] Group 1: Market Trends - There is a growing preference among customers for network hardware with larger bandwidth due to lower costs, reduced power consumption, and smaller sizes associated with higher bandwidth [1] - The demand for 800G optical modules is experiencing high growth, reflecting the urgent need for bandwidth in AI applications [1] Group 2: Future Projections - CITIC Securities forecasts that the demand for 800G optical modules will continue to grow rapidly through 2026 [1] - The shipment scale for 1.6T optical modules is expected to increase significantly, and research and development for 3.2T optical modules has officially begun [1]