Zhongji Xuchuang announced that looking forward to the future, industry demand is still strong. Major customer orders have basically covered the whole of 2027, and some key customers have given clear demand guidelines for 2028. It is expected that the company's demand for 800G and 1.6T orders will continue to grow rapidly. Demand for next-generation optical interconnect products such as NPO and XPO will gradually be released in the second half of next year, and can be applied to scenarios such as scale-out and scale-up. The company is actively preparing materials and production capacity to prepare for better volumes in 2027.
Zhitongcaijing · 2d ago
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Zhongji Xuchuang announced that looking forward to the future, industry demand is still strong. Major customer orders have basically covered the whole of 2027, and some key customers have given clear demand guidelines for 2028. It is expected that the company's demand for 800G and 1.6T orders will continue to grow rapidly. Demand for next-generation optical interconnect products such as NPO and XPO will gradually be released in the second half of next year, and can be applied to scenarios such as scale-out and scale-up. The company is actively preparing materials and production capacity to prepare for better volumes in 2027.
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