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Company Locks in Critical Chip Supply to Strengthen AI Optical Interconnect Leadership
Crealights Technology Co., Ltd. has secured long-term procurement agreements for approximately 10 million Digital Signal Processor (DSP) chips scheduled for delivery in 2027, positioning itself to capitalize on surging global demand for artificial intelligence (AI) computing infrastructure and next-generation optical communications.
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The Hong Kong-listed AI silicon photonics company (Stock Code: 1191.HK) announced that it had finalized its 2027 chip procurement arrangements with an independent upstream core chip supplier, describing the move as a strategic investment to strengthen its manufacturing capacity and secure future growth amid global semiconductor supply constraints.
The announcement comes as AI large language models, hyperscale data centres and high-performance computing continue to drive unprecedented demand for high-speed optical interconnect technologies worldwide.
Strategic Move to Secure AI Infrastructure Supply Chain
Crealights said the agreement goes beyond conventional supply chain management, representing a long-term strategy to eliminate one of the industry’s biggest bottlenecks—the limited availability of high-end DSP chips used in AI optical networking equipment.
With demand accelerating for 800G and 1.6T optical interconnect products, the company said securing long-term chip supply would provide certainty for mass production and large-scale deliveries beginning in 2027.
DSP chips serve as the core processing engine that enables ultra-high-speed data transmission while maintaining low power consumption in AI networking equipment, making them one of the most critical components in next-generation data centre infrastructure.
AI Computing Boom Reshapes Optical Communications Industry
The company noted that rapid advances in generative AI and large AI models are fundamentally transforming global optical communications, creating enormous demand for higher-capacity networking infrastructure.
As hyperscale cloud providers expand AI computing capacity worldwide, demand continues to rise for optical modules capable of supporting massive bandwidth requirements across AI clusters and data centres.
However, industry-wide shortages of advanced semiconductor manufacturing capacity and the highly specialized nature of DSP chip production have created supply constraints across the AI optical interconnect market.
Crealights believes its early procurement strategy positions the company ahead of competitors by ensuring uninterrupted access to one of the industry’s most critical components.
Positioning for Large-Scale Commercial Deliveries
According to the company, securing approximately 10 million DSP chips significantly strengthens its ability to execute large customer orders while enhancing confidence among global hyperscale cloud providers and AI infrastructure operators.
The company said long-term competitiveness in optical communications depends not only on technological innovation but also on the ability to deliver products at industrial scale.
By locking in future supply, Crealights expects to convert market demand into sustainable revenue growth while minimizing operational risks associated with semiconductor shortages.
Strengthening Competitive Advantage
Crealights said the procurement agreement reinforces its capabilities in high-speed optical interconnection and silicon photonics innovation.
The company believes the strategy will:
- Secure manufacturing capacity for 2027 and beyond.
- Improve delivery reliability for global customers.
- Enhance supply chain resilience amid semiconductor shortages.
- Increase its competitiveness in the rapidly expanding AI data centre market.
- Support long-term revenue growth through large-scale production capabilities.
AI Investment Continues to Drive Global Demand
Industry analysts expect global investment in AI infrastructure to remain robust as cloud service providers, enterprises and governments expand computing capacity to support increasingly sophisticated AI applications.
High-speed optical interconnect solutions have become a foundational technology enabling AI training clusters, cloud computing platforms and next-generation data centres, making semiconductor availability a critical competitive factor for technology suppliers.
By securing core DSP chip resources well ahead of market demand, Crealights aims to strengthen its position as a leading supplier of AI optical networking solutions while supporting the continued expansion of global AI computing infrastructure.
