Innolight Tianfu: No Obvious Change in CPO/NPO Capacity Ramp-Up Pace Recently

36Kr learned from a Tianfu Communication announcement that the company's FAU, ELS and other products supporting the CPO technology route already have a solid foundation in performance, yield and delivery assurance, and will continue to ramp up production based on customer demand. NPO-related supporting products are currently at the sample stage. The pace of CPO/NPO capacity ramp-up has not shown any obvious change recently. The company's passive component capacity expansion next year will cover both pluggable optical modules and the CPO/NPO direction, both of which have strong demand support. The company will coordinate resource allocation to actively support the introduction and volume ramp-up of new technology directions while ensuring growth of existing businesses. The import and export policies recently released do not restrict optical device products and do not affect the company's business. The company has a mass-production base in Thailand that can meet customers' needs for multi-base global capacity expansion.