Jan 31, 2026
CITIC Securities released a research report stating that three trends in the optical module industry were showcased at OFC 2024 recently: the rapid development of solutions such as single
Jun 18, 2026
The report uses the optical module market as an example. The current sustained high growth rate of 800G optical modules clearly reflects the urgent demand for network bandwidth driven
Apr 15, 2026
Citi Research nearly doubled its price target on Chinese optical module maker Eoptolink to 701 yuan, projecting the global optical interconnect market will reach $92 billion by 2028.
Jan 21, 2026
Citibank Securities released a research report stating that the demand for optical communication is growing nonlinearly, and the market space for optical module equipment is booming.
Mar 06, 2026
Overseas leading optical module products are in strong demand for 800G and 1.6T products, and DCI is expected to usher in new growth. It is recommended to focus on manufacturers with leading
Apr 22, 2026
Its advantages include doubling bandwidth, halving optical fiber length, and reducing total cost of ownership, making it the mainstream direction for the next generation of computing networks.
Aug 07, 2025
CITIC Securities stated that Arista, in collaboration with over 45 industry partners, officially released the eXtra-dense Pluggable Optics (XPO) white paper, which proposes a new standard for pluggable
May 30, 2026
The optical module sector is expected to achieve performance beyond expectations and valuation repair in the future, making it an attractive investment. We recommend investing in leading optical module
Dec 04, 2025
CITIC Securities believes that by 2026, the demand for 800G optical modules is expected to continue to grow rapidly, while the shipment volume of 1.6T will also increase significantly, and the
Sep 19, 2025
This article will provide a detailed introduction to the news about CITIC Securities: Computing Power Upgrade Drives Bandwidth Necessity, 800G Optical Module Growth Continues,
Nov 21, 2025
The Shenzhen-listed company submitted an application for a proposed H-share listing on the main board of the Hong Kong Stock Exchange in April, with CITIC Securities acting as the sole
Sep 21, 2025
This article will provide a detailed introduction to the news about CITIC Securities: Optical Fiber and Cable Industry Enters a Phase of "Tight Supply, Rising Volume and Prices",
Mar 23, 2026
CITIC Securities expects that in the second half, AI commercialization will enter an earnings verification phase, with the tech rally shifting from valuation expansion to industrial monetization and
Apr 09, 2026
As a result, industry value is shifting rapidly from the traditional DCI era, when it was heavily concentrated among downstream system vendors, to the midstream and upstream
Nov 21, 2025
Looking ahead to the second half of the year, CITIC Securities offered a more specific roadmap. The brokerage believes that entering the second half of 2026, AI commercialization will
Mar 16, 2026
Citic Securities pointed out that on March 11, 2026, Arista Networks, together with over 45 industry partners, officially released the eXtra-dense Pluggable Optics whitepaper, proposing a new
Mar 05, 2026
XPO, a next-generation pluggable optical module solution launched by Arista in collaboration with over 60 partners, successfully breaks the physical limits of traditional OSFPs with 8 times the bandwidth,
Apr 01, 2026
Citibank raises target price for NeoPhotonics by nearly double, expects global optical interconnection market to grow at a rate of 65% over the next three years.
Nov 02, 2025
XPO, a new-generation pluggable optical module solution, was introduced by Arista in collaboration with more than 60 partners. It boasts an 8x increase in bandwidth, a 4x improvement in
Sep 26, 2025
CITIC Securities: AI Application + Hardware Bring Rapid Breakthroughs, Strengthening Trend in Optical Module Industry.
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