Tianfu Communication Says Bottleneck Material Supply Eases
Tianfu Communication said on September 1 that demand for passive optical components for high-speed optical modules continues to grow. In the first half of 2026, the company expanded capacity and maintained high utilization to meet delivery needs. Bottleneck material shortages that affected performance have eased, and the company will strengthen supply chain management.
Tianfu Communication said on September 1, during an institutional research visit, that benefiting from robust industry demand, customer demand for passive optical components supporting high-speed optical modules continues to grow. In the first half of 2026, the company expanded production capacity in response to customer requirements while maintaining a high capacity utilization rate to meet delivery needs. It will continue to dynamically expand passive component capacity based on market and customer demand.
In the first half of 2026, shortages in bottleneck material supply affected the company's periodic performance growth. Currently, the tight supply situation for these bottleneck materials has eased. The company will continue to strengthen supply chain management for key materials and enhance supply assurance capabilities.