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CIOE Shenzhen: AI Compute Tightens Optical Supply as 1.6T Modules Ramp

This story is from 2026-09-11. It is preserved in the archive; the latest stories are on the live feed.

At CIOE 2026 in Shenzhen, exhibitors said AI cluster demand is stretching optical interconnect capacity: 800G remains the volume mainstay while 1.6T modules move into headmaker mass production amid tight upstream supply.

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Timeline · 1 report

  1. 2026-09-11 07:56 · Pandaily
    CIOE Shenzhen: AI Compute Tightens Optical Supply as 1.6T Modules Ramp

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