Innosilicon: 1.6T optical module orders are in good condition, and shipments are expected to be on an upward trend this year
Xin Yi Sheng, a company specializing in optical modules, reported strong order volumes for its 1.6T optical modules, a key product for the year. The company anticipates a growth trend in shipments for 2024 and expects the industry to remain robust through 2026, prompting continued capacity expansion. Their Thai facility's second phase, completed in early 2025, is accelerating production to meet demand. AI
IMPACT This signals increased demand for high-speed networking infrastructure crucial for AI development and deployment.