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Nvidia and Zhongji Innolight are entering the game! The high-speed rate optical module shipments are driving the doubling of demand for optical chips. Which domestic manufacturers can get a piece of the pie?
①AI drives the demand for high-speed optical modules, leading to a shortage of optical chips, prompting international major factories to announce price hikes; ②The demand for optical chips is expected to continue rising, with various parties such as Guangdong, Wuxi, and nvidia recently announcing investments or support for the development of optical chips; ③Currently, the high-speed optical chip market is still mainly dominated by foreign manufacturers, with domestic 100G EML optical chips still not being shipped in large quantities.
browny_440 : FFIE