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Jingyan Technology has begun mass production of some of its optical module casings, following two years of joint development with clients. The company is advancing its research and development for even more cutting-edge products, with specifications iterating from 800G to 1.6T. AI
A CITIC Securities report indicates that demand for high-frequency and high-speed computing power is rapidly increasing, suggesting that electronic-grade PTFE materials are poised for widespread adoption. These materials offer excellent thermal stability, chemical resistance, and dielectric properties, making them suitable for applications in military, server high-speed cables, and high-speed boards. The report highlights the potential use of PTFE in NVIDIA's next-generation Rubin ultra servers, with domestic companies like Shengyi Technology Co., Ltd. actively involved in validation. Jingyan Technology has also seen its optical module casings, developed over two years with clients, begin mass production, with specifications evolving from 800G to 1.6T. AI
IMPACT Increased demand for high-speed computing power is driving the adoption of advanced materials like PTFE, potentially impacting the performance and cost of AI infrastructure.