July_Optical Communication|Optical Communication Module Market Analysis(Up)
Last October, we published a series of silicon photonics and co-packaging special reports. As AI's demand for hardware computing power continues to rise, and so does the demand for data transmission, both the market dynamics of the 800G volume release and the trend forecast of optical-in-copper-out discussions indicate that data transmission is still the focus of the market, so this month's special report focuses on the current situation of the optical communication market update. At present, Datacom and Telecom are the two major end-use markets for optical communication modules. In recent years, the rapid progress of generative AI technology has attracted more and more vendors to invest in building data centers to train AI models.