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Accton Targets AI Optical Transmission Market with Q4 Switch Shipments
Electronic Technology · Computer Communications · economic_daily · 2026-08-24
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Accton Technology is expanding its AI optical transmission capabilities, with new CPO and switch products expected to begin shipping by the fourth quarter.
What Happened
Optical Transmission Strategy: Accton is aggressively investing in optical transmission technologies to address data center bottlenecks, leveraging acquisitions and strategic partnerships. By integrating advanced photonics, the company aims to enhance computing performance for AI and high-performance computing applications.
Shipment Timeline: The company's CPO, OCS, and OWS switch products are currently in the sampling phase. Analysts anticipate that these high-end networking solutions will begin contributing to revenue as early as the fourth quarter of this year.
Technical Innovations: Accton’s CPO switches reduce power consumption and thermal requirements by placing optical engines closer to the ASIC. The OCS and OWS offerings are specifically designed to handle server-to-server connectivity within data centers and long-distance transmission between facilities.
Market Outlook: Following record-breaking July revenue and strong Q2 financial results, foreign institutional investors remain bullish on Accton. The company is well-positioned to benefit from the ongoing AI infrastructure upgrade cycle and the adoption of next-generation networking technologies.