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In late May 2026, AI optical modules are the most demand-certain link in the compute chain — and the easiest place to overpay.
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Huagong Tech, an optical module manufacturer based in central China''s Wuhan, launched the world''s first 12.8-terabit
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Innolight and Eoptolink are estimated by industry sources to supply roughly 60% of NVIDIA''s 800G volume, controlling
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The competitiveness of optical modules also largely hinges on the synergy of the complete upstream industrial chain,
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Latin America and the Middle East & Africa represent emerging markets for optical modules, where increasing investments in
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