NPO optical interconnect
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- 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.
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