Zhongji Innolight: Customer Orders Cover All of 2027, Some Give 2028 Guidance

Cointime update: Zhongji Innolight said in a midday filing that industry demand remains strong, with major customer orders now essentially covering all of 2027 and some key clients giving clear 2028 demand guidance. The company expects 800G and 1.6T order demand to keep growing rapidly, while next-generation optical interconnect products such as NPO and XPO will ramp in the second half of next year. It is actively preparing materials and capacity for 2027.