On December 4th, reports emerged that during an online investor conference call, Everbright Photonics revealed significant progress in the optical communications sector. The company announced that its 100G EML chips have entered mass production and have been successfully shipped in large quantities since the second quarter of this year, garnering positive feedback from customers. Presently, the 200G EML chips are undergoing customer verification. Additionally, the 100G VCSEL, 100mW CW DFB, and 70mW CWDM4 DFB chips are poised for mass production and delivery.

Driven by the ongoing surge in computing power demand and shifts in the global landscape, the company is encountering a wealth of opportunities, with new orders currently under negotiation. Recently, the company received feedback from several optical module manufacturers indicating that overseas suppliers of 100G PAM4 EML are expected to face severe delivery shortages. Based on demand forecasts from some downstream customers, should overseas manufacturers indeed encounter shortages, Everbright Photonics is well-positioned to bridge this production capacity gap.