Zhongji Xuchuang said on July 12 that industry demand for 1.6T in 2027 remains strong and within its previously expected quantity range, and that customer count has increased. 800G demand is rising more sharply than earlier expected. The company has not observed an overall drop in customer demand; 1.6T volumes for next year are broadly unchanged versus prior forecasts but have shifted structurally — some customers reduced orders while new cloud and AI large‑model customers increased 1.6T demand.