On October 8, the A-share optical communications sector pulled back. Higashiyama Precision responded during an investigation by the agency that the claim about the 65% ratio of materials originating in the US mentioned in the market is an unofficial market rumor; the company has laid out multi-regional production capacity and diversified supply chain plans ahead of schedule. As the scale of AI large-scale model clusters continues to expand, traditional bandwidth and power consumption bottlenecks are highlighted, and the optical interconnection industry has entered the stage of parallel iteration of multiple routes such as pluggable, NPO, and CPO, and the commercialization process is accelerating. The Securities Times reporter learned that under the impetus of new optical interconnection technology, optical communication companies are “digging for money” in the upstream sector of the industrial chain to meet the needs of technological infrastructure upgrades, seize profit margins, and enhance the autonomous and controllable capabilities of the supply chain.

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