全球 AI 网络超级周期-2026 年（及 2027 年起）展望_ Global AI networking supercycle - What to expect in 2026F (and 2027F onwards)
2026-01-13 11:56

ANCHOR REPORT Global Markets Research 9 January 2026 Global AI networking supercycle driven by tech upgrade/supply shortage Accumulate market leaders InnoLight, YOFC, TFC and T&S We believe the global AI networking supercycle will continue in 2026F, and even extend into 2027F, driven by multiple technology upgrade roadmaps (i.e. Silicon Photonics [SiPh], Co-package optics [CPO], Optical Circuit Switch [OCS], Active Electronic Cable [AEC], Hollow Core Fiber [HCF]) and supply shortage (i.e. optical laser chip ...