The market is concerned about 1.6 trillion delayed demand, China International Investment Corporation responds.

Regarding the question of "market concerns about the delay in 1.6T demand, how is the current demand situation seen by the company", Zhongji Xuchuang stated on July 12th that the overall industry demand for 1.6T in 2027 still remains strong, with no changes compared to the previous expected quantity range, and the number of customers has also increased. The growth in demand for 800G in 2027 is more significant than previously expected. Overall, there is no sign of a decrease in customer demand. The quantity of 1.6T demand next year is basically consistent with previous expectations, with the main changes being reflected in the structure. Some customers have indeed reduced their demand, but at the same time, there are also new cloud vendors and AI large model customers who have increased their 1.6T demand. Overall, the 1.6T demand has not decreased, only showing a structural adjustment.