BizLink-KY’s revenue in August was 8.89 billion yuan, the second-highest in a single month, with an annual increase of 53.99%
Total revenue for the first eight months of this year was 626.32 billion yuan, an increase of 40.01% per annum.
Quick Look
- BizLink-KY announced that its August revenue reached 8.89 billion yuan, setting a single-month record, with an annual increase of 53.99%.
- The cumulative revenue in the first eight months was 62.632 billion yuan, which was a new record for the same period in previous years.
- The company is optimistic about the progress of optical communication products and will expand production capacity in Tainan and China plants.
AI-generated summary
Why It Matters
Trade Union-KY posted revenue of $8.89 billion in August, a new record for the same period, and is actively deploying optical communications and CPO exchanger connectivity products.
Bizlian-KY (3665)’s revenue in August was 8.89 billion yuan, a monthly decrease of 7.66% and an annual increase of 53.99%, the second highest in a single month. The cumulative revenue in the first eight months of this year was 62.632 billion yuan, an annual increase of 40.01%, which was the same period last year. Xinyou; Management continues to believe that customer interaction and long-term infrastructure investment trends are still constructive, and long-term growth momentum such as high-performance computing and semiconductor equipment continues to be in line with the company's overall industry and business development direction explained at the Fashu Conference.
BizLink-KY said today that there have been no major changes in overall customer demand trends and mid- to long-term outlook since the company’s latest legal meeting. Monthly revenue performance may still be affected by factors such as seasonal factors, shipment schedules, customer verification progress, product transitions and normal operating fluctuations, rather than reflecting changes in underlying demand.
BizLink-KY is optimistic that the progress of its optical communication products is slightly better than originally expected. Samples of internal connection line products used in 102.4T CPO switches have been completed and will be shipped in small quantities in the second half of the year. In addition, the group has jointly developed related products with domestic wafer foundry leaders and Japanese optical connector manufacturers, and has supplemented key technical capabilities such as silicon photonics and FAU (fiber array unit) through the acquisition of Xinfusheng Optoelectronics.
BizLink-KY observes that due to the strong demand for optical communications orders, the existing production capacity is approaching full capacity, and Xinfusheng Optoelectronics has the advantages of a stable supply of glass rods and self-made grinding equipment, which will help enhance future competitiveness. In response to the rapid growth of market demand, BizLink-KY has also simultaneously launched a production expansion plan. It will add optical communication production lines in Tainan and China factories. The new production capacity is expected to be opened in the second half of the year, and the overall optical fiber production capacity will increase several times compared with the current level.
What to Watch
AI outlook — possibilities, not facts
New optical communications capabilities launched in the second half of this year
Very likely · Within months
Open Questions
- What is the exact output of the new production capacity that is actually fully operational?
- What is the actual contribution of small exports to the overall gross margin in the second half?
