Zhaochi: 200G-and-below optical modules in mass production; 400G/800G expansion accelerating

The disclosure matters less for what is shipping than for the sequencing: a supplier confirming volume output at the low end while framing the high-speed ramp as accelerating suggests a two-tier capacity build rather than a single leap. That distinction matters to anyone tracking whether AI-driven demand is being met by genuine throughput or by qualification-stage announcements. The absence of figures and timelines is the real signal — mass production claims without volumes are hard to verify, and the open question is whether the 400G/800G ramp converts into disclosed output rather than staying a schedule statement.