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Tianfu Communications' optical interconnect business sees 81% growth while high-margin 46% products also accelerate.

Optical interconnect demand surges as data centers scale rack density for AI clusters, sustaining hardware margins.
Trade pressSlicast · July 1, 2026 · China · Source: 钛媒体
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Tianfu Communications' optical interconnect business sees 81% growth while high-margin 46% products also accelerate.

Optical interconnect demand surges as data centers scale rack density for AI clusters, sustaining hardware margins.

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Tianfu Communications' optical interconnect… · Slicast