China's AI compute surge is driving demand for high-speed optics. Several
domestically designed, supercomputing/data-center‑grade optical-communication
chips have completed process validation and are entering mass production and
delivery, narrowing the supply gap in high-end optical chips. Optical fiber
makers report rapid demand: a Wujiang (Suzhou) producer said fiber sales are up
>35% YoY, orders are almost full, the firm is prioritizing large clients, and
planned capacity is allocated through Q1 2027.
