Huagong Technology: The annual production capacity plan for optical communication modules is to reach 1 million units per month within the year.

Huagong Technology stated on the interactive platform that since the first half of the year, the domestic computing power infrastructure has been rapidly constructed, and demand growth is expected to remain strong in the second half of the year. The third quarter will be a stage for selecting computing power solutions for next year and preparing for the next generation of product iterations. In terms of product speed, domestic optical modules will gradually transition from 400G to 800G, with some manufacturers planning to fully scale up next year, while testing of 1.6T optical module products has also begun gradually. In terms of domestic production capacity, the company's "Next Generation Ultra-High-Speed Optical Module R&D Center and High-Speed Optical Module Production Base Construction Project" at the Optoelectronic Information Industry Research and Innovation Park officially commenced production in August. The production capacity plan for optical modules is set at 1 million units per month. As for overseas production capacity, the company continues to increase its capacity, with the Thailand factory expected to reach a monthly production capacity of 150,000 to 200,000 units within the year.