Tianfu Communication Board Secretary Says AI Drives Optical Interconnection; Stock Drops 13.21%

On July 28, CPO concept stocks collectively plunged, with shares of Eoptolink, Zhongji Innolight, and Tianfu Communication experiencing a sharp correction. Tianfu Communication fell 13.21% on the day, though its year-to-date gain still stood at 25.41%.

The board secretary of Tianfu Communication recently stated that optical components are a key part of AI infrastructure, with optical interconnection, computing, and storage being the three pillars of AI computing power. As single-GPU computing power continues to increase and GPU cluster deployment scales up, higher requirements are placed on optical interconnection bandwidth, latency, and other performance indicators. Tianfu Communication has seen significant performance growth over the past two to three years.

In terms of technology layout, Tianfu Communication has technical reserves in both CPO (Co-Packaged Optics) and NPO (Near-Packaged Optics) directions. Its FAU and ELS products for CPO are in the delivery stage, and its 1.6T optical engine has entered mass production. The company has ample orders on hand, but current deliveries are constrained by upstream material supply.

On the capacity front, Tianfu Communication is simultaneously advancing the construction of three production bases in Suzhou, Jiangxi, and Thailand. The Suzhou super headquarters R&D center started construction in April 2026, a new 50,000-square-meter production base in Jiangxi is about to break ground, and the passive and active production lines at the Thailand factory are steadily expanding. The company's differentiated competitive ability is reflected in vertical integration providing systematic solutions, a high self-sufficiency rate in core products, lean and automated production, and sustained high-intensity R&D investment.