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Tong Hsing Targets Data Center Interconnect Opportunities, Sees Growth in WDM Filters

Electronic Technology · Electronic Components · economic_daily · 2026-08-26

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At its investor conference, Tong Hsing highlighted the growing demand for WDM filters driven by AI data center interconnects, projecting a 13% CAGR for the DWDM market.

What Happened

AI Connectivity: Tong Hsing categorizes AI connectivity into four segments: chip-to-chip, intra-rack, inter-rack, and data center-to-data center. The company is focusing its efforts on the latter, known as Scale-across.

Market Drivers: As data centers evolve into distributed architectures to maintain training speeds, the need for extensive interconnectivity is rising. This trend is expected to significantly drive demand for WDM filters.

Growth Outlook: According to LightCounting, the DWDM market—specializing in long-distance optical transmission—is projected to grow at a compound annual growth rate of 13% between 2026 and 2031.

Strategic Focus: Tong Hsing is positioning itself to capture the growing demand for high-bandwidth transmission in AI environments, leveraging its expertise in optical components to support the next generation of data center infrastructure.

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