新易盛 (Sheng)، a fiber optic module manufacturer, anticipates continued rapid growth in orders and deliveries for the latter half of the year. The company has expanded production capacity in Chengdu and Thailand in anticipation of strong market demand. While Q1 experienced supply chain constraints, these have eased, with Q3 and Q4 expected to see further acceleration in the rollout of 1.6T optical modules and continued growth in 800G modules, which are now a primary product. AI
IMPACT Increased availability of high-speed optical modules will support the scaling of AI infrastructure.
RANK_REASON Product update from a component manufacturer, not a frontier release.
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