Yuanjie Technology said AI-driven demand has created a supply–demand imbalance, opening a window for domestic laser suppliers to enter the high‑end data‑center market. The company currently ships data‑center CW lasers (70mW, 100mW) and 100G EML modules. It plans to develop and validate higher‑power and higher‑rate lasers targeting NPO, CPO and higher‑speed pluggable‑module applications. Yuanjie added the sector’s high technical barriers and rapid iteration will keep competition focused among lea

Yuanjie Technology said AI-driven demand has created a supply–demand imbalance, opening a window for domestic laser suppliers to enter the high‑end data‑center market. The company currently ships data‑center CW lasers (70mW, 100mW) and 100G EML modules. It plans to develop and validate higher‑power and higher‑rate lasers targeting NPO, CPO and higher‑speed pluggable‑module applications. Yuanjie added the sector’s high technical barriers and rapid iteration will keep competition focused among leading firms, particularly in high‑end products.