从光模块到光传输：AI离不开中国供应链
From Optical Modules to Optical Transport: Why AI Cannot Run Without China's Supply Chain
光模块全球前十有七家是中国厂商，1.6T时代又转向光传输和CPO，想看懂AI算力供应链就看这篇。
LightCounting排名显示，全球光模块前十强中有七家中国厂商。随着1.6T光模块放量，行业焦点正转向光传输、硅光、InP衬底和CPO。中国供应链在AI数据中心建设中的角色愈发关键。
From Optical Modules to Optical Transport: Why AI Cannot Run Without China's Supply Chain
LightCounting ranks seven Chinese vendors in the global optical-module top ten. As 1.6T ramps, the focus is shifting from pluggable modules to optical transport, silicon photonics, InP substrates, and CPO.
This report is categorized under AITOP's "Industry" desk, focusing on China's AI industry and domestic foundation model ecosystem. Key entities and technical topics under continuous tracking include LightCounting, optical modules, 1.6T, CPO.
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