Tianfu Communication Says H1 2026 Component Shortage Impacts Active Optical Devices, Eases from Q3
Tianfu Communication said a temporary shortage of certain materials in the first half of 2026 affected the production ramp-up of its active optical devices. The company responded by introducing new suppliers to secure stable delivery of core materials. Since the third quarter of 2026, the shortage has gradually eased and supply is improving. The firm will continue to enhance supply chain management, focusing on delivery assurance.
Tianfu Communication said that in the first half of 2026, a temporary tight supply of certain materials had a certain impact on the production ramp-up of its active optical device products. In response to the temporary shortage, the company promptly took proactive measures, including introducing new suppliers, to ensure stable delivery of core materials.
Judging from the current situation, since the third quarter of 2026, the related material shortage has gradually eased, and the overall supply situation is improving. 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.