Eoptolink Says 800G Optical Modules Now Its Main Product Line

The shift of 800G to primary status at a Chinese module maker is a supply-side signal for AI datacenter interconnect, where optical capacity has been a gating factor. The notable part is the 1.6T ramp already underway rather than merely planned, plus rising silicon photonics mix and LPO engagement — both cost and power levers for hyperscalers. Whether the second-half acceleration holds, and how competitor capacity responds, is the open question for the broader optical supply chain.