New Yisheng reported that while the supply crunch for certain materials witnessed in the first quarter of this year has shown signs of gradual alleviation, the overall supply situation across the industry remains constrained. To safeguard its material supply for the period from 2027 to 2028, the company has proactively secured materials in advance. This has been achieved through strategies such as entering into lock-in agreements with suppliers and making upfront payments.

The company is experiencing a swift uptick in capital expenditures. Concurrently, it is ramping up investments in product development and research and development (R&D) to bolster its technological edge. At present, New Yisheng has made comprehensive arrangements within the realm of optical circuit switches (OCS). It is well-positioned to tailor product development to meet specific customer requirements. The company anticipates that the market will witness a surge in demand for bulk supplies in the latter half of next year or by 2028.