1.6T optical modules
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Headlines · 4
- Innolight reports 211.81% net profit growth for first nine months
Innolight reported 2026 first-nine-month revenue of RMB 69.547 billion, up 178.13% year over year, and attributable net profit of RMB 22.238 billion, up 211.81%. For the third quarter, revenue reached RMB 27.769 billion and attributable net profit RMB 8.587 billion, representing year-over-year growth of 171.83% and 173.74%, respectively.
36氪快讯 · 🔥 0 - Eoptolink reports higher Q3 output and expanding high-speed product deliveries
36氪, citing Securities Times, reported that Eoptolink’s product output grew in the third quarter compared with the second, while its delivery scale increased. The company said 800G optical-module shipments continued to rise and had become its main delivery product for the year, while 1.6T products had entered an ongoing volume ramp-up. It expected the 1.6T ramp to accelerate further in the second half.
36氪快讯 · 🔥 0 - Shengyi Electronics reports rising AI infrastructure orders
Shengyi Electronics said orders for AI servers, 800G/1.6T switches and related data-center products are steadily increasing, while production, deliveries, major projects and capacity expansion remain on schedule. The company also reported that its supply chain is stable, capacity utilization is high and its 1.6T optical-module products have made breakthrough progress. It forecast first-three-quarter 2026 net profit of RMB1.869 billion to RMB1.952 billion, up 68% to 75% year over year.
36氪快讯 · 🔥 0 - Zhongji Innolight Expects Strong Demand for 800G and 1.6T Optical Modules
Zhongji Innolight said production and operations are normal, supply chains are stable, capacity utilization is sufficient, customer orders are strong and its order book is full. Major overseas customer orders extend into 2027, and some key customers have provided explicit demand guidance for 2028. The company expects demand for 1.6T, 800G and other high-end optical modules to remain strong, while demand for next-generation NPO and XPO optical interconnects may gradually emerge. Domestically, it said rapid progress in AI computing infrastructure may further increase demand for 400G and 800G products. A separate supplied report headline states that first-half 2026 net profit increased 241.7% and orders extend into 2027, but no article text was provided to substantiate the headline.
36氪快讯 · 🔥 0
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