
AI-generated summary
Lianya is a Taiwanese optical communication epitaxial manufacturer. Its data center products account for about 80-85% of its revenue, mainly silicon optical products. The company's current 1.6T products have begun mass production, and 3.2T products are actively being developed with customers. The market has positive expectations for its growth.
Lianya rose more than 5% intraday. (Extracted from official website)
[Reporter Wang Yihong/Report from Taipei] Optical communications epitaxial plant Lianya (3081) was inspired by the overall rise in U.S. optical communications stocks. The stock price opened higher today. It once reached 2,885 yuan in early trading, an increase of more than 8%. As of 9:43, the stock price was temporarily reported at 2,795 yuan, up 135 yuan, or 5.08%, with more than 2,300 transactions.
There are reports in the market that U.S. congressmen are considering imposing a ban on 3.2T optical transceiver modules made in China, driving the stock prices of U.S. optical communications stocks, including Coherent and Lumentum, to jump higher.
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Lianya's current data center (Datacom) products account for about 80-85% of revenue, of which silicone products are the main ones. The 1.6T products have begun mass production, and the 3.2T products are actively being developed with customers. Market legal persons pointed out that Lianya's revenue is growing month by month due to the increase in the penetration rate of the silicon photonics market. The revenue in the third quarter is expected to increase by more than 20% quarterly. With the continuous expansion of production capacity, the production capacity will increase by 150% in 2027 and is expected to grow multiple times in 2028.
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AI outlook — possibilities, not facts
Lianya's third-quarter revenue will increase by more than 20% quarter-to-quarter
Possible · Within months
Lianya's production capacity will increase by 150% annually in 2027, and is expected to double in 2028
Possible · Within years

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