Zhongji Xuchuang: The 1.6T product has already entered mass production and is expected to maintain a quarter-on-quarter increase in shipments.
InterSunrise Creativity released an Investor Relations Activity Record Announcement, stating that the company's 1.6T product is already in mass production and shipment, with an expected increase in shipment volume quarter by quarter. The company is optimistic about the continuous growth in AI computing power demand and AI infrastructure investment expenditure in the coming years. The company has received orders for the full year of 2026 from some customers. The company will further strengthen the development of new products and the shipment capacity of high-end products, using technology, mass production, and delivery capabilities to maintain competitiveness and market share. The shipment volume of 1.6T products will continue to increase in the upcoming three quarters. The company's performance in 2026 is expected to continue to grow, mainly benefiting from the continuous growth in downstream AI computing demand and the release of high-speed products. The company will continue to improve delivery capabilities and operational quality to drive steady performance growth. There is expected to be significant demand and shipment of 1.6T and 800G optical modules in 2026, and the company is actively preparing for the research and testing of new products such as 6.4T NPO and 12.8T XPO. Currently, the silicon photonics technology accounts for more than half of the 1.6T and 800G products.
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