A Sweeping Overview of the Optical Module’s Mid-Year Report: ‘Two Titans’ Lead the Charge, as the Entire Industry Chain Thrives in ‘All-Encompassing Prosperity’
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Author:小编   

The burgeoning demand for AI computing power is propelling robust performance growth throughout the optical communication industry chain, a trend set to continue through 2026. Mid-year reports from A-share listed companies reveal that the combined net profit of Zhongji Innolight and YOFC New Speed Technology has surpassed 21 billion yuan. Optical module manufacturers, including Huagong Tech and Accelink Technologies, along with upstream suppliers of optical devices and optical chips, have all witnessed substantial growth, underscoring a dynamic and thriving momentum across the entire industry ecosystem.