According to the Huatai Securities Research Report, Huatai Securities organized the 2026 Fall Strategy Meeting from September 2 to 3. At the conference, discussions were held on various segments of AI computing power infrastructure. Huatai Securities found that AI computing power construction is driving industrial competition from a single accelerator to systems such as materials, interconnection, general computing and advanced packaging: 800G and 1.6T optical module iterations drive the increase in demand for active optical chips; high specifications, yield and stable delivery capacity of InP substrates are more critical, and the domestic supply chain accelerates verification and introduction; AI data centers significantly increase optical fiber usage, and the expansion cycle of optical bars is long. The supply and demand of high-performance optical fiber is expected to be tight, and the evolution of new technologies such as air core fiber is accelerated; continuous planning, tooling, and multi-task collaborative CPU orchestration and CPU scheduling are improving degree Value; Large-size, high-density package upgrades open up new application space for glass substrates, and mass production capacity will determine the pace of industrialization.

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