company news about Huagong Technology: The shipment of 800G optical modules is expected to grow rapidly in the second half of this year

Recently, Huagong technology in the acceptance of institutional research response to the progress of 800G products.

The company said that 800G DR8/FR8 products have been sent to Microsoft, NVIDIA and other samples, and will be tested soon. The 800G test will be completed at the end of the second quarter, and the order will be started in the third quarter.

With the advent of the large AI model represented by chatGPT and the rapid development of related applications, AI training and reasoning servers are expected to further promote the demand for high-rate optical modules. It is expected that 800G optical module shipment will grow rapidly in the second half of 2023. The main drivers are the growth in data traffic due to AI applications, higher than expected demand for data center bandwidth, and technology iteration by optical module vendors.

It is understood that from January to December 2022, the business revenue composition of Huugong Technology is: computer and communication and other electronic equipment manufacturing accounted for 74.92%, sensor and perceptual material manufacturing accounted for 24.09%, leasing and other accounted for 0.99%.