TFC Communication: Material Shortages to Ease from Q3 2026 After Affecting Active Optical Ramp-Up
TFC Communication said during an institutional site visit on August 19 that temporary supply shortages of certain materials in the first half of 2026 had affected the production ramp-up of its active optical components. The company has taken measures including introducing new suppliers to ensure stable delivery of core materials. From the third quarter of 2026, the shortages have gradually eased, with overall supply improving. TFC will continue to strengthen supply chain management for risk materials, focusing on delivery assurance to support customer ramp-up needs.
During an institutional site visit on August 19, TFC Communication stated that certain materials experienced periodic supply shortages in the first half of 2026, which had a certain impact on the production ramp-up of its active optical components. In response to the temporary shortages, the company has taken proactive measures, including introducing new suppliers, to ensure stable delivery of the relevant core materials. As of now, the material shortages have gradually eased since the third quarter of 2026, with the overall supply situation showing an improving trend. Going forward, the company will continue to strengthen supply chain management for risk materials, with a focus on 'ensuring delivery' to enhance material assurance capabilities and better support customers' production ramp-up needs.
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