According to InnoLight Technology's investor relations activity record, the company anticipates a significant boost in capital expenditures by its key overseas customers for AI infrastructure in the second quarter of 2025. This surge in investment will primarily drive demand for 800G and 400G optical modules. InnoLight has witnessed a rapid expansion in shipments of 800G optical modules, accompanied by a swift increase in the adoption of silicon photonics technology within this segment. Furthermore, the second quarter marked the gradual commencement of 1.6T optical module shipments, with expectations of continued mass production and shipment expansion over the subsequent two quarters.

Concurrently, InnoLight Technology is actively advancing its capacity planning for high-end products, including 1.6T and 800G modules, in both domestic and international markets. Notably, Advanced Electronic Components (AEC) products are actively being sampled to customers both locally and globally. Additionally, the company is making progress in the development of liquid-cooled products, with select offerings already initiating the sampling phase.