InnoLight: Industry demand remains strong; actively preparing materials and capacity

In its midday announcement, InnoLight stated that industry demand remains robust, with major customers’ orders largely secured through the full year of 2027; some key customers have even provided clear demand guidance for 2028. According to JIN10 Data, the company expects continued high growth in orders for 800G and 1.6T optical modules. Meanwhile, next-generation optical interconnect technologies—including NPO and XPO—will begin ramping up gradually starting in H2 2025, supporting diverse application scenarios such as scale-out and scale-up architectures. To ensure efficient capacity ramp-up through 2027, the company is simultaneously advancing critical material inventory buildup and production line expansion.