Silicon Photonics OCS Debuts at China International Optoelectronic Expo 2026
At the 27th China International Optoelectronic Expo on September 11, 2026, a reporter examined domestic silicon photonics optical circuit switching technology. As AI large models and very large computing clusters spread rapidly, demand for high-speed data movement keeps rising. Traditional discrete chip architectures and ordinary optical modules suffer high transmission loss and limited speed, falling short of that demand. The domestic silicon photonics OCS achieves nanosecond-level switching, with new products in multiple specifications continuing to iterate and reach deployment.
The rapid adoption of AI large models and very large computing clusters is driving continuous growth in demand for high-speed data movement. Traditional discrete chip architectures and ordinary optical modules suffer from high transmission loss and limited speed, and can no longer keep pace with high-speed data movement requirements.
Domestic silicon photonics optical circuit switching (OCS) achieves nanosecond-level switching, with new products in multiple specifications continuing to iterate and reach deployment.
Why this event matters
The event has a measured impact on 4 industrys. The strongest current signal is positive for Semiconductor Value Chain, with intensity 78/100 and 70% confidence over a medium term horizon.
Semiconductor Value Chain
- Direction
- positive
- Intensity
- 78
- Confidence
- 70%
- Horizon
- Medium term
Network Equipment
- Direction
- positive
- Intensity
- 72
- Confidence
- 65%
- Horizon
- Short term
Artificial Intelligence
- Direction
- positive
- Intensity
- 65
- Confidence
- 65%
- Horizon
- Medium term
Cloud Services & Data Centres
- Direction
- positive
- Intensity
- 60
- Confidence
- 60%
- Horizon
- Medium term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.