Zhaochishares MicroLED Hits Test Phase

💡Optical module progress aids AI data center scaling needs.

⚡ 30-Second TL;DR

What Changed

MicroLED optical extensions at sample test stage

Why It Matters

Potential long-term boost to AI data center networking via faster optical tech, though scale small now.

What To Do Next

Test Zhaochishares optical module samples for AI cluster interconnects.

Who should care:Enterprise & Security Teams

Web-grounded analysis with 8 cited sources.

•Zhaochishares (Zhaochi Co., Ltd., 002429.SZ) vertically integrates the full LED chain from chip to module-application, positioning it as a leader benefiting from Mini/MicroLED advancements.[1]
•Company plans 50G/100G optical communication chips launch within 2025 for short-range data center and PON markets, building on July 2025 2.5G chip streaming.[1]
•MicroLED optical modules align with QSFP/OSFP standards, leveraging LED mass production for cost-efficient high-speed systems in AI data centers.[2][5]

MicroLED CPO reduces power to 1.6W for 1.6Tbps vs 30W transceivers

TrendForce estimates micro-LED co-packaged optics cut energy per bit by 20x through WaS architecture, easing thermal issues in AI data centers.[3]

Zhaochi's DFB laser chips to hit 25Gbps full production by early 2026

Plans include rolling out 25Gbps DFB lasers soon, followed by 50G versions mid-2026, targeting short-term competitiveness in optical comm.[5]

2025-07

2.5G optical communication chips enter streaming stage

2025-12

Plans announced for 50G/100G optical chips launch within year

Factual claims are grounded in the sources below. Forward-looking analysis is AI-generated interpretation.

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