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中際旭創(300308.SZ):目前800G和400G光模塊需求仍然非常旺盛
格隆匯 08-06 07:26

格隆匯8月6日丨中際旭創(300308.SZ)披露投資者關係活動記錄表顯示,目前800G和400G光模塊需求仍然非常旺盛,主要源自於AI數據中心需求。一些重點客户近期還有加單或催貨的情況。客户針對1.6T光模塊的需求進度沒有變化,公司已按計劃給客户送測,預計Q4開始交付、明年陸續上量。總體來看,下游客户需求旺盛,目前沒有砍單或推遲發貨、需求計劃削弱的情況發生,整個行業景氣度仍然高升。

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