中际旭创(300308.SZ)在投资者关系活动记录表中称，2025Q2海外重点客户进一步增加资本开支投入AI基础设施，主要需求为800G光模块和400G光模块，公司800G出货量提升快速增长，以及800G中的硅光比例也在快速提升。二季度1.6T已开始逐步出货，预计未来两个季度1.6T将持续量产和规模出货。同时公司也在积极推进高端产品如1.6T和800G在国内和海外的产能建设。基于算力基础设施建设的增长，交换机之间互连的需求也在快速增长。部分客户开始从GPU过渡到ASIC芯片，对应的带宽和交换机网络层数需求都在增加，因此也增加了光连接的次数，应用场景变得更加庞大，部分客户的ASIC对应的光模块比例也在提升，整体800G和1.6T需求呈现快速增长的趋势，scale-out仍有较大的光模块需求空间。去年和今年，公司陆续跟一些合作伙伴设立了铜连接解决方案公司以及液冷解决方案公司。AEC产品正在积极送样给国内和海外客户；液冷产品也正在研发，部分产品已开始送样给客户。整体进展符合预期，公司也比较看好在这两个相应领域的发展机会。
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