CBN News 2026-10-19 23:19:24

Editor: Zhou Ling

According to CCTV Finance, in a company specializing in optical components in Nanchang, Jiangxi, a seemingly insignificant small piece of glass is entering the high-speed optical communication market with the growing demand for AI computing power. From 2.5G PON type filters used in fiber-to-the-home connections to 1.6T optical module products, after 11 years of development, its value has increased by more than 60 times from just 0.1 yuan.

With the rapid construction of the AI large model and computing power centers, 5-nanometer and 10-nanometer high-precision coating products are seeing a broad market. Nowadays, the ratio of this company's traditional imaging to optical communication business has been optimized from 8:2 to 5:5. In the first half of this year, revenue from the communication optics business increased by 118.25%, almost achieving last year's annual profit half a year ahead of schedule. Their orders for high-speed optical module components have already been scheduled until the end of 2027.

A-share infrastructure sectors such as optical modules and storage AI generally declined.

On October 14th local time, sectors related to AI in the US stock market also experienced selling pressure.

Optical modules in the spotlight: The disagreements are as intense as the enthusiasm.

“NPO is on its way.” Xinyisheng wrote this prominent message on their booth at the Guangbo Fair, and various manufacturers also began to launch products related to NPO.

AI "Oral slowdown" raises concerns; the market value of the three giants in A-share optical modules evaporated by nearly 100 billion in a single day

Rumors of large models "braking" disrupt the market

Direct Report from the Optoelectronics Expo: The industry chain cries out for "out of stock," with 1.6T optical modules seeing accelerated production increases

The continuous expansion of computing power demand, as indicated by AI, is driving the optical communication industry into a period of rapid iteration.

Orders scheduled until 2030, with Shanghai's shipbuilding industry growing by over 60% in the first 7 months

Orders scheduled until 2030, with Shanghai's shipbuilding industry growing by over 60% in the first 7 months