Zhongji Xuchuang has responded to market concerns regarding potential delays in 1.6T demand, stating that industry demand for 1.6T in 2027 remains robust and consistent with previous expectations. The company has also observed an increase in the number of clients seeking these products. Furthermore, Zhongji Xuchuang anticipates a more significant growth in 800G demand than previously projected. While some clients have reduced their 1.6T orders, this has been offset by new cloud and AI model clients increasing their demand, indicating a structural adjustment rather than an overall decline. AI
IMPACT Confirms sustained demand for high-bandwidth networking components crucial for AI model training and inference.
RANK_REASON Company response to market speculation about product demand.
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