tphuang(@tphuang):AI DC buildout in America is not possible w/o Chinese suppliers. This wk, Innolight reports lifting capacity + delivering new 1.6T transceiver products due to ever increasing demand. Fiber cable industry reports px jumping 10x in past yr due to supply not meeting demand. Order has 4x over the past yr but production only doubled due to lead time in increasing capacity. In Q1, transceiver module export grew 30% YoY. 1.6T transceiver modules are now the most fought over products in export mkt. China now supplies 70+% of global transceiver & 60+% of fiber cable. It has led in innovation of hollow core fiber & dense fiber cables + high speed optical transceiver interconnect.

2026.05.16 13:08

AI DC buildout in America is not possible w/o Chinese suppliers. This wk, Innolight reports lifting capacity + delivering new 1.6T transceiver products due to ever increasing demand. Fiber cable industry reports px jumping 10x in past yr due to supply not meeting demand. Order has 4x over the past yr but production only doubled due to lead time in increasing capacity. In Q1, transceiver module export grew 30% YoY. 1.6T transceiver modules are now the most fought over products in export mkt. China now supplies 70+% of global transceiver & 60+% of fiber cable. It has led in innovation of hollow core fiber & dense fiber cables + high speed optical transceiver interconnect.