【点金互动易】光模块+碳化硅，这家公司是光模块关键部件全球核心供应商，GaN射频芯片与SiC功率模块已成熟配套光模块与数据中心

Core Insights - The article emphasizes the investment value of key events, industry chain companies, and significant policy interpretations in the telecommunications sector [1] Group 1: Company Highlights - A company is identified as a global core supplier of key components for optical modules, with mature GaN RF chips and SiC power modules supporting optical modules and data centers, expecting continued capacity expansion by 2026 [1] - Another company has achieved large-scale deployment of hollow-core optical fibers in the O-band, with 800G optical modules already in mass production, fully supporting low-latency T-level transmission for intelligent computing centers [1]