Accelink

Headlines · 2

1. 6d
   FCC Shadow Raises Stakes for China’s Optical-Chip Supply Chain

   An analysis republished by 36Kr, TMTPost and Cyzone examines how potential FCC restrictions on optical interconnect could affect China’s efforts to domesticate optical chips for AI infrastructure. It says China has made progress in 70mW and 100mW CW lasers, but remains less than one to two generations behind overseas leaders in high-end EML and high-power CW products, with yield and customer-certification hurdles. The article also warns that duplicated investment could create overcapacity in lower-end products, though those warnings are analytical rather than independently verified.

   36氪 人工智能 · 🔥 0
2. Oct 15
   Accelink forecasts 65%–82% profit growth on AI data-center optical module demand

   Accelink said it expects first-three-quarter 2026 net profit attributable to shareholders of 1.189 billion to 1.310 billion yuan, up 65.37% to 82.26% year on year. The company attributed the change mainly to a global wave of AI compute capital spending that drove rapid growth in datacom optical module demand, alongside continued data-center investment by domestic cloud service providers, with its product lineup supporting the improvement. These are preliminary forecast ranges and the company's own explanation, pending formal financial results.

   36氪快讯 · 🔥 0

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