Zhongji Xuechuang, China's optical transceiver leader, reports significant 2028 new-product guidance from key hyperscaler customers with very substantial order volumes. 800G, 1.6T, 2.4T, and NPO products demonstrate strong demand certainty. In 2027, NPO product scale-up with leading CSP and LLM customers will establish it as a mainstream standard.

Zhongji Xuechuang, China's optical transceiver leader, reports significant 2028 new-product guidance from key hyperscaler customers with very substantial order volumes. 800G, 1.6T, 2.4T, and NPO products demonstrate strong demand certainty. In 2027, NPO product scale-up with leading CSP and LLM customers will establish it as a mainstream standard.

AI data center networking (optical interconnect) demand now extends through 2028 with major volume commitments from hyperscalers, de-risking optical supply chain and signaling gigabit-scale interconnect as critical infrastructure bottleneck.