[The demand for AI computing power is growing rapidly, and optical module companies have outstanding performance in the first half of the year] August 27th, in the first half of 2026, the construction of global AI computing power infrastructure continued to accelerate, the capital expenditures of cloud computing giants climbed to a high level, and high-speed optical modules ushered in a super boom cycle with both volume and price rising. With the large-scale delivery of 800G products, accelerated commercial launch of 1.6T products, and iterative breakthroughs in cutting-edge technology of 3.2T products, domestic optical module industry chain companies performed well in the first half of the year. Analysts from many institutions believe that the optical module industry has jumped out of the traditional communication cycle fluctuations and entered a long-term upward channel driven by AI computing power. The technology, production capacity, and order barriers of leading companies continue to strengthen, and the certainty of the industry's prosperity continues to be consolidated. (China Securities Journal)