During its performance briefing, Focuslight Technologies unveiled its latest business developments: Micro-optical products designed for pluggable optical modules have commenced large-scale supply to certain clients and are progressing through verification and ramping up mass production with additional customers. It is anticipated that NPO and CPO-related micro-optical products, along with high-channel V-groove products, will secure several new customers in the first half of 2026. Notably, some of these products have already undergone successful batch verification. The company's backlog of orders continues to surge, and a technology licensing agreement has been inked and put into effect with a key customer. OCS MLA is experiencing accelerated adoption at a major customer, having transitioned into mass production. In terms of silicon photonic module CW light source and CPO external laser light source applications, collaboration on aluminum nitride substrate materials is underway with multiple leading industry players, accompanied by ongoing sample delivery and verification processes. The company's customer base and business scale are steadily expanding. Strategically, certain core optical communication products from the company have garnered customer recognition, with existing production capacity already secured through advance customer orders and demand forecasts.
