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Accelink forecasts 65%–82% profit growth on AI data-center optical module demand

AI summary

Accelink said it expects first-three-quarter 2026 net profit attributable to shareholders of 1.189 billion to 1.310 billion yuan, up 65.37% to 82.26% year on year. The company attributed the change mainly to a global wave of AI compute capital spending that drove rapid growth in datacom optical module demand, alongside continued data-center investment by domestic cloud service providers, with its product lineup supporting the improvement. These are preliminary forecast ranges and the company's own explanation, pending formal financial results.

In-depth insight

The forecast indicates AI compute capital spending is flowing through to the upstream optical module supply chain, which the company cites as a main driver of its profit growth.

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