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In response to the question of “how to view demand and capital expenditure trends in 2029,” Zhongji Xuchuang said that customers usually do not provide specific demand guidance two years in advance, but the company can clearly see the customer's technical route for the next two to three years, including technology trends and solutions in the fields of scale-up and scale-in. The company believes that future computing power, bandwidth and optical connectivity application scenarios will continue to improve, and more high-end optical interconnection solutions are needed. The company will actively assist customers in continuously developing product solutions. Industry customers continue to adopt optical interconnection solutions. The roadmap for future technology iterations is clear, and there is room for continuous growth.
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In response to the question of “how to view demand and capital expenditure trends in 2029,” Zhongji Xuchuang said that customers usually do not provide specific demand guidance two years in advance, but the company can clearly see the customer's technical route for the next two to three years, including technology trends and solutions in the fields of scale-up and scale-in. The company believes that future computing power, bandwidth and optical connectivity application scenarios will continue to improve, and more high-end optical interconnection solutions are needed. The company will actively assist customers in continuously developing product solutions. Industry customers continue to adopt optical interconnection solutions. The roadmap for future technology iterations is clear, and there is room for continuous growth.
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