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Huatai Securities: The optical module equipment market is approaching an accelerated growth inflection point, optimistic about the development of related companies in the industry chain

MarsBitNews
Mars Finance News, Huatai Securities research report states that the demand for optical modules remains highly prosperous, and technological advancements are expected to accelerate equipment market growth. The continuous increase in AI computing power demand drives high-speed optical modules to rapidly expand, while upgrades to 1.6T/3.2T high speeds and technological iterations such as CPO promote ongoing improvements in optical module packaging complexity and performance requirements, leading the upstream equipment industry into a phase of "volume growth + price increase" resonance. The optical module equipment market is approaching a growth acceleration turning point, with a positive outlook for the development of related companies in the industry chain.
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