Introduction: Dongbai Group is preparing to invest CNY 316 million to cross over into the optical chip sector. A listed company that has been in the business of department stores, shopping malls, and warehousing and logistics for many years has suddenly decided to buy an optical chip company. On the evening of October 11, Dongbai Group disclosed that its wholly-owned subsidiary, Dongbai Chuangzhi, plans to acquire a 52.6667% equity stake in Hangzhou Kuailing Optoelectronic Technology Co., Ltd. f
October 14, 2026
[Relevant companies involved in this article] Huawei, HiSilicon, Amkor, Tianshui HT Technology, Broadcom, ASE. Development of NPO Product Technology Roadmap Before discussing NPO, let us review the AI clusters within data centers over the past few years, which primarily relied on copper cable interconnects. As rates and bandwidth steadily advance to higher levels, data centers initiated the transition of "optics replacing copper" in 2025. 200G-800G pluggable optical modules took the stage, handl
October 13, 2026
Recently, Hangjiashuo Display analyzed the growth logic and industry impact of LED all-in-one displays (Review). In this article, we collected feedback around three dimensions: size distribution, pixel pitch selection, and packaging technology routes of LED all-in-one displays. Based on a survey of 21 companies, the current market shows the following common judgments: Size dimension: The demand for 108-inch products is showing a downward trend, and the 135-165 inch range has become the most dens
October 13, 2026
zhangtongshe.com Focusing on the fields of wafer-level optics and optical integration. Recently, Shanghai North Ocean Photonics Co., Ltd. (hereinafter referred to as "NOP") announced the completion of its Series C+ financing round of over CNY 1 billion. This marks the company's second major financing within less than a year, following the completion of a Series C round of several hundred million CNY earlier this year. Founded in December 2016, NOP focuses on wafer-level optics and optical integr
October 13, 2026
Author | Cui Yuanwei, Editor | Chen Junda According to a report by Chip Insights on October 12, yesterday, Fujian Dongbai Group Co., Ltd. announced that its wholly-owned subsidiary, Fujian Dongbai Chuangzhi Investment Co., Ltd., plans to acquire a 52.6667% equity stake held by relevant shareholders of the optical detection chip company Hangzhou Kuailing Optoelectronics Technology Co., Ltd., with a tentative equity transfer consideration of CNY 316 million. According to the announcement, the net
October 13, 2026
Introduction: The AI optical communication supply chain, which was the most sought after by capital over the past year, has collectively suffered a severe plunge. On October 8, the optical chip sector suddenly faced a stress test. Yuanjie Technology and Everbright Photonics both hit the 20% daily limit down, Dongshan Precision hit the daily limit down, and a batch of optical communication supply chain companies including Henan Shijia Photons Technology, Tengjing Technology, and Dekeli saw signif
October 12, 2026
The display industry is a typical technology- and capital-intensive sector characterized by rapid technological iteration, long industrial chains, and fierce international competition. Combining these industry characteristics with practical applications, the evaluation of advanced manufacturing capabilities in the display field can be carried out from four core dimensions. First, leading technical indicators adaptable to diverse application scenarios. Product performance possesses generational a
October 10, 2026
CPO packs the optical engine into the switch chip package, incidentally doing something easily overlooked: moving the laser out. While silicon photonics modulators can move along with the switch chip, indium phosphide (InP) lasers cannot—they are sensitive to heat and stress, and must be replaceable if they fail. Therefore, they are housed separately in a pluggable External Light Source (ELS), using polarization-maintaining fiber to send light back to the modulators inside the package. This chan
October 10, 2026
According to statistics from Global Semiconductor Observation, recently, at least 40 financing events have occurred in the domestic semiconductor, chip, and related fields, of which 33 disclosed the amounts. Seven billion-level transactions account for more than 60% of the total disclosed amount. In terms of direction, AI computing power and optical interconnect take the lion's share of the funds, while automotive-grade, power, and advanced packaging are also favored by capital. Figure 2: Distri
October 8, 2026
In 2026, the optical communication industry officially enters the 3.0 era. This is not a gradual upgrade, but an industrial paradigm revolution driven by the dual engines of AI computing power and 6G bearer networks. With the deep integration of communication, computing power, and sensing into a trinity, optical communication is leaping from a traditional transmission pipeline to the core hub of intelligent digital infrastructure in the AI era. 01 / Dual-Engine Drive: The Underlying Logic of Ind
October 8, 2026
During the 2026 interim reporting season, Taclink Optoelectronics Technology (688205) delivered a highly impressive half-year report: revenue reached CNY 545 million, a year-on-year increase of 25.78%; net profit attributable to shareholders reached CNY 98.2556 million, a year-on-year increase of 249.74%. As the protagonist of this installment in the 'Daily SSE STAR Market' series, this SSE STAR Market enterprise, which has been deeply engaged in the optoelectronic device field for over two deca
October 4, 2026
Optical fiber has become the core infrastructure for AI computing power. Since the beginning of this year, driven by the demand for AI computing power and optical fiber drones, the market for optical fibers has been soaring, and related listed companies have become the focus of attention and investment in the capital market. At the 27th China International Optoelectronic Exposition (CIOE) in September, optical fiber manufacturers made a collective appearance. The lineup included the "Big Four" -
October 3, 2026
In the past, discussions on AI computing power focused entirely on GPUs and servers, but in 2026, the landscape has completely shifted. From top-level documents issued by the Ministry of Industry and Information Technology (MIIT) and the National Development and Reform Commission (NDRC), to a series of support plans in Guangdong Province and Shenzhen City, a succession of major policies has been intensively rolled out. An inconspicuous small component hidden deep inside the racks—the optical mod
September 30, 2026
Recently, experts at Display Research learned from corporate sources that Megmeet (002851) has seen its LED display power supply revenue exceed CNY 400 million in 2025, with an additional CNY 200 million completed in the first half of 2026. It now ranks among the top in market share for mid-to-high-end power supplies (excluding the channel market). It is understood that Megmeet entered this business around 2012. Its revenue was approximately CNY 20 million in 2015. In 2016, it capitalized on the
September 29, 2026
zhangtongshe.com Recently, Viewtrix Tech issued a voluntary announcement stating that the company has established two holding subsidiaries: Shuqing Zhiyun (Shanghai) Technology Co., Ltd. (hereinafter referred to as 'Shuqing Zhiyun') and Xinqing Zhiyun (Shanghai) Technology Co., Ltd. (hereinafter referred to as 'Xinqing Zhiyun'). The new companies will respectively undertake two major new businesses: optical interconnect and UCIe IP, extending Viewtrix Tech's business footprint from display drive
September 28, 2026
The release of the "15th Five-Year Plan for the Development of Electronic Information Manufacturing Industry" (hereinafter referred to as the "Plan") has outlined a new blueprint for China's electronic information industry. In the section on "Accelerating the Innovative Development of Consumer Electronics," it explicitly proposes deploying key technologies such as spatial computing, display optics, and sensing and interaction, and breaking through critical components like high-end audio and vide
September 24, 2026
This article is written based on public information and is intended solely for information exchange purposes and does not constitute any investment advice. On September 22, at the Stock Exchange of Hong Kong, the highly anticipated optical communication enterprise Ligent Technologies (09856.HK) officially completed its listing. This marks the sixth listed company under Hisense, following Hisense Visual Technology, Hisense Home Appliances, Sanden Holdings, Changelight Technology, and Keli Electri
September 24, 2026
Author | Cui Yuanwei Editor | Chen Junda Reporting from Chip Insights on September 22, today, the optical communication company Ligent Technologies from Qingdao, Shandong Province, was listed on the Hong Kong Stock Exchange. Its IPO price was HKD 32.96 per share (approximately CNY 28.19 per share), and it opened up about 11% today at HKD 36.60 per share (approximately CNY 31.23 per share). As of 10:24 today, its share price rose 8.92% to HKD 35.90 per share (approximately CNY 30.64 per share), w
September 23, 2026
The demand for AI computing power is pushing high-speed optical modules from 800G to 1.6T, and further evolving toward CPO/NPO. What is being amplified is not just bandwidth, but also the "precision pressure" in packaging. As the optical path coupling among FAU, Lens, and PIC enters sub-micron control, what determines equipment performance is not only algorithms and controllers, but also the most fundamental mechanical motion components. Crossed roller guides are becoming key components worthy o
September 22, 2026
[Relevant Companies Involved in This Article] TFC Communication, InnoLight Technology, YOFC (Yangtze Optical Fibre and Cable), Samsung, ASE, Lumentum, T&S Communications, Broadcom, Corning, Fujikura. Mass Production Pacing of NPO and CPO Although NPO and CPO are often discussed together, their industrial implementation paces have shown significant divergence. Currently, the relatively mature NPO in the industry can achieve a 30-40% lower power consumption compared to pluggable modules, while
September 22, 2026
