How is Dongshan Precision progressing in optical communications?

  • As of 31 October 2026, Dongshan Precision had cumulatively repurchased 255.2 thousand shares, representing 0.01312% of its total share capital, for a total consideration of 49.9948 million yuan.
  • A 2 September research report by Orient Securities said the company's integrated optical chip and module strategy could benefit from growing demand for AI optical communications. Its optical modules range from 10G to 1.6T, and its 100G and 200G EML optical chips are already shipping in volume. It is also developing products of 3.2T and above.
  • For next-generation high-speed optical modules, the company is pursuing silicon photonics and in-house EML technologies in parallel to address advances in optical interconnect technology.

How close are Yuanjie Semiconductor's new light sources to shipment?

  • Yuanjie Semiconductor said NPO and CPO solutions vary by customer and that it has collaborated with customers on the validation and development of several products. As demand for CW light sources is growing faster, the company is allocating more capacity to CW.
  • Among its existing high-speed products, 100G PAM4 EML products are already shipping in volume, while customer validation of 200G products is still underway. A 120mW CW light source for NPO is under development, while 300mW and higher-power products for CPO are undergoing customer validation. The company expects the relevant products could ship in volume in 2027.
  • Huatai Securities expects the second phase of the company's R&D and production base to begin adding capacity from late 2026 to early 2027, following equipment installation and commissioning, supporting subsequent deliveries of high-end optical chips.

What stage has Chunchiu Electronic's liquid cooling business reached?

  • Chunchiu Electronic's chair proposed repurchasing 40 million to 80 million yuan worth of shares for equity incentives or employee stock ownership plans.
  • After completing its acquisition of Asetek in April, the company added liquid cooling modules to its product range. These are currently used mainly in desktop computers, and the company plans to expand into the data center liquid cooling market. It has also supplied AI glasses structural components to some customers, and its participation in Lenovo AI PC orders has generated revenue.