B[Changguang Huaxin: Morgan Stanley related reports informal regulations domestic 800G/1.6T optical chips are still in extreme short supply in the short term] "Science and Technology Innovation Board Daily" reported on the 8th, regarding the "FCC 65%" related clauses mentioned in Morgan Stanley's report, and the impact that the company's stock price may have today, a person from Changguang Huaxin Securities Department told the "Science and Technology Innovation Board Daily" reporter that the report is a policy scenario deduction report, not an officially implemented regulation or clause, but just "one family's words." Secondly, the optical module and its materials involved in the report are 3.2T, but the domestic 3.2T industry is currently in its infancy, and it is not expected to be large-scale until 2028-2029. The main products shipped this year and next are still 800G/1.6T. Products with these two speeds are still in extremely short supply, and domestic optical chips will still grow rapidly in the short term.
He believes that the global AI industry chain is deeply interactive. Even if the global geopolitical game will have an impact, industries are not "decoupled if they want to". Finally, he said that domestic manufacturers will also make arrangements for relevant situations in advance, such as building factories overseas. (Kechuangban Daily reporter Huang Xiumei) B[Beijing Key Laboratory of High-Speed Optical Interconnection and Computing Technology Landed in Beijing Economic Development Zone] September 26th, according to the "Beijing Yizhuang" public account, recently, the 2026 Beijing Microelectronics International Symposium and IC WORLD Conference - Optoelectronic Integration Frontier Technology Forum was held in Yizhuang, Beijing. At the event site, the Beijing Key Laboratory of High-Speed Optical Interconnection and Computing Technology was unveiled, adding another municipal key laboratory in the field of integrated circuits in Yizhuang, Beijing. The Beijing Key Laboratory of High-Speed Optical Interconnection and Computing Technology unveiled this time is jointly built by Northern Integrated Circuit Technology Innovation Center (Beijing) Co., Ltd., Beijing Haiguangxincheng Semiconductor Technology Co., Ltd., Qiming Photonics (Beijing) Technology Co., Ltd. and Peking University. It has been officially awarded by the Beijing Municipal Science and Technology Commission and the Zhongguancun Management Committee. The laboratory will focus on the three core technology directions of heterogeneous integrated silicon photonic chips, on-chip dense wavelength division multiplexing, and advanced silicon photonic packaging to build a full-chain R&D system of "device-chip-system-packaging". B[2026 Pujiang Innovation Forum releases multiple silicon photonics achievements and Shanghai strives to strengthen silicon photonics future industry] "Science and Technology Innovation Board Daily" reported on the 15th that at the 19th Pujiang Innovation Forum "Silicon Photonics Innovation and Development Special Forum", single-wavelength 400G silicon photonics chips based on pure silicon solutions, programmable space photoelectric heterogeneous AI inference chips and other achievements were released one after another. Qu Wei, deputy director of the Shanghai Municipal Science and Technology Commission, said that facing the future, Shanghai will closely follow the national strategic needs, focus on the development of cutting-edge technologies, and take measures such as strengthening the layout of cutting-edge technologies, creating a highland for innovative talents, and cultivating an industrial agglomeration ecology. It will continue to improve the silicon photonics innovation ecosystem and make every effort to strengthen the future silicon photonics industry. In terms of pilot testing and manufacturing platforms, according to the public introduction by the person in charge of relevant projects of the Shanghai Science and Technology Commission, Shanghai has formed a relatively complete silicon photonic chip production line foundation covering 8-inch and 12-inch mass production, pilot testing, R&D and special processes. Zhangjiang Hi-Tech is simultaneously promoting the construction of the first and second phases of silicon photonic core sources: the first phase is aimed at start-ups and R&D teams, with a public service platform for optoelectronic chip testing and a thousand-level shared clean room, close to the 12-inch silicon photonics R&D pilot platform; the second phase is aimed at growing small and medium-sized enterprises, and is surrounded by downstream application scenarios such as intelligent computing, intelligent terminals, and commercial aerospace. (Kechuangban Daily reporter Huang Xinyi)
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