Yongding Chairman Mo Siming Cites AI-Driven Fiber Boom as Integrated Capacity Ramps
Yongding Co. said at its interim results briefing on September 17, 2026, that AI computing demand is sustaining a strong fiber-optic market, with its integrated optical preform and fiber capacity being released in an orderly manner on a solid order base. Chairman Mo Siming cited fiber price and foreign-exchange volatility as external uncertainties, to be hedged through order diversification, currency hedging and cross-segment coordination. Chips at 200mW and higher process nodes remain in research and development.
On September 17, 2026, Yongding Co. said at its interim results briefing that demand linked to AI computing is keeping the fiber-optic industry in a strong cycle, that its integrated optical preform and fiber capacity is being released in an orderly manner, and that its order base is solid.
Chairman Mo Siming said fiber price and foreign-exchange fluctuations represent external uncertainties. The company will hedge these risks through order diversification, foreign-exchange hedging and coordination across its business segments, and will work toward meeting its full-year operating targets.
On optical chips, the company said chips at 200mW and higher process nodes are currently in the research and development stage. As the optical communications market develops rapidly, the company will advance capacity expansion in line with market conditions to meet customer demand.
Why this event matters
The event has a measured impact on 2 industrys. The strongest current signal is positive for Network Equipment, with intensity 60/100 and 65% confidence over a short term horizon.
Network Equipment
- Direction
- positive
- Intensity
- 60
- Confidence
- 65%
- Horizon
- Short term
Semiconductor Value Chain
- Direction
- positive
- Intensity
- 50
- Confidence
- 60%
- Horizon
- Medium term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.