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Accelink Technologies

800G and 1.6T transceivers for AI computing centers

Published by FyncaResearch checked How we research

Where it fits in an AI server rack

Accelink’s 2025 annual report says its data-communication modules serve cloud data centers and AI computing centers, listing 800G (VR8, DR8, 2xFR4, DR8 LRO, 2xFR4 LPO) and 1.6T DR8 modules, and attributes 2025 growth to AI-driven datacom demand; revenue rose 44.20% to CNY 11.93 billion. Citing Omdia, it ranks fifth in optical components and fourth in datacom components (5.9%).

What the evidence establishes

AI-rack evidence

Disclosed: Accelink’s 2025 annual report describes its 800G and 1.6T modules for AI computing centers.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component role800G and 1.6T transceivers for AI computing centers
EvidenceDisclosed: Accelink’s 2025 annual report describes its 800G and 1.6T modules for AI computing centers.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceAccelink Technologies — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Customers are not named beyond leading domestic cloud providers, and the Omdia ranking is a research-firm estimate. The business also spans telecom transmission and access products.

Specialist business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Optical transceivers

Pluggable 800G and 1.6T modules that convert electrical signals to light and back for links that leave the rack.

Scope of the company links: 800G and 1.6T pluggable modules (OSFP) for the rack’s scale-out links. NVIDIA names Coherent, Eoptolink, Fabrinet and Innolight as pluggable-transceiver leaders (Mar 18, 2025). Innolight, Eoptolink and Accelink list 1.6T OSFP modules in their 2025 annual reports, Coherent and Lumentum describe 800G/1.6T modules in their 10-Ks, and AOI has a first 1.6T volume order of over $200 million from an unnamed hyperscaler. Fabrinet is a contract manufacturer (NVIDIA was 16.3% of FY2026 revenue), not a module brand. NVIDIA sells LinkX-branded optical transceivers without naming their makers. TFC supplies optical engines and passive parts that go inside modules, and Credo sells ZeroFlap optical transceivers. None of these sources gives volumes or says which system a given module ships into. Cisco ships 1.6T OSFP and 800G linear-drive optics with its Silicon One systems, and Luxshare lists 800G and 1.6T optical modules in small-batch supply.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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