中文(ZH) 今年以来算力相关产品加速出海，有武汉企业800G以上光模块出口同比增长超过100倍

China's AI hardware exports surge, with optical modules up over 100x

By PulseAugur Editorial · [1 sources] · 2026-06-27 07:28

Chinese exports of AI-related hardware, particularly high-speed optical modules, have seen a dramatic surge this year. One company in Wuhan reported an export growth of over 100 times for its 800Gb/s optical modules. This trend is driven by the global demand for computing power, with AI industry products contributing over half of the growth in electromechanical product exports from China. AI

IMPACT Accelerates global AI infrastructure build-out by increasing supply of critical high-speed networking components.

RANK_REASON Significant growth in AI hardware exports from China, indicating a major industry trend. [lever_c_demoted from significant: ic=1 ai=0.7]

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China's AI hardware exports surge, with optical modules up over 100x

COVERAGE [1]

36氪 (36Kr) TIER_1 中文(ZH) · 2026-06-27 07:28

Since the beginning of this year, computing power-related products have accelerated their overseas expansion, with a Wuhan-based company seeing its export of optical modules above 800G increase by more than 100 times year-on-year.

6月27日，今年前5个月，我国机电产品出口额7.58万亿元，占我国出口总值的比重达到63.6%。自2025年3月起，连续15个月刷新同期月度最高值。记者在浙江嘉兴的一家工厂看到，这里有近1000台织布机正在织布，它是人工智能服务器中的电子布。电子布，是电子信息产业当中的关键材料。随着算力需求爆发，电子布需求也随之增加。企业车间里，产线24小时满产运行。今年以来，和算力有关的相关产品加速出海。在武汉，光模块的生产线同样24小时不停机。随着全球算力基础设施建设加速推进，今年以来，这家企业800G以上光模块出口同比增长超过100倍。数据显示，今年以来，人工智能…

COVERAGE [1]

Since the beginning of this year, computing power-related products have accelerated their overseas expansion, with a Wuhan-based company seeing its export of optical modules above 800G increase by more than 100 times year-on-year.

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