Ge Long Hui A P P·2026-01-14 07:58Core Viewpoint - Zhongji Xuchuang is a global leader in optical modules, benefiting significantly from the surge in AI computing demand through deep partnerships with top North American clients [1] Group 1: Company Strengths - The company has significant advantages in technology, production capacity, and supply chain [1] - Zhongji Xuchuang's silicon photonics capabilities are outstanding, with investments in next-generation optical interconnect technologies such as NPO and OCS [1] - The company is expected to benefit long-term from investments in AI computing [1] Group 2: Product and Market Potential - The 1.6T product is set to ramp up production first, with material capacity adequately prepared, laying the foundation for a significant increase in high-speed optical module production by 2026 [1] - The company has established delivery capabilities through multi-dimensional barriers in capacity, technology, and materials, solidifying its leading position in the market [1] Group 3: Future Outlook - The performance release potential for 2026 and 2027 is considerable, indicating strong future growth [1] - In the post-Moore's Law era, interconnects are equated with computing power, suggesting a promising long-term space for optical interconnects [1] - The company is transforming into a platform-type leader in optical interconnects, with an expected upward shift in valuation [1]