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Chinese optical module manufacturers run at full capacity through holiday to meet AI demand
Sunday, February 22, 2026 at 01:37 AM
Chinese optical networking firms including HGTECH, FiberHome, and YOFC maintained 24/7 production during the Chinese New Year holiday to meet high demand for AI-related high-speed optical modules. HGTECH reported its connectivity business orders are secured through Q4 2026, with production bases in Wuhan and Thailand operating at full capacity to deliver 800G and 1.6T modules. FiberHome and YOFC also reported full utilization across their domestic and international facilities in Hungary and Thailand.
Context
Chinese semiconductor and optical giants HGTECH, FiberHome, and YOFC are operating at 100% capacity through the 2026 Lunar New Year to satisfy unrelenting AI demand. This unprecedented holiday production highlights a significant supply chain backlog, with HGTECH reporting that its high-speed connectivity order book is already fully secured through Q4 2026. Production lines in both domestic and international bases are running 24/7 to accelerate the mass delivery of next-generation hardware.
The shift is driven by the rapid adoption of 800G and 1.6T optical modules, which are critical for the newest AI clusters. With global demand for 1.6T modules projected to surpass 10 million units by late 2026, these manufacturers are now vital links in the global AI infrastructure chain. This continuous production cycle signals that AI infrastructure needs are outpacing typical expansion rates, forcing a permanent increase in manufacturing intensity.
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