Zhongji Innolight: Industry demand remains strong; company actively preparing materials and capacity

According to Shenchao TechFlow, on November 06, Zhongji Innolight issued a midday announcement. Looking ahead, industry demand remains strong. Orders from key customers have largely covered the full year of 2027, and some major customers have provided clear demand guidance for 2028. The company expects demand for its 800G and 1.6T orders to continue growing rapidly. Demand for next-generation optical interconnect products such as NPO and XPO will gradually emerge in the second half of next year and can be applied to scenarios such as scale-out and scale-up. The company is actively preparing materials and capacity to better ramp up in 2027. (Jin10)

Source: Shenchao TechFlow