Tianfu Communication: CPO products are expected to gradually ramp up starting in 2027 and will become a new growth driver for the company.
Tianfu Communication released a record of investor relations activities, stating that regarding CPO supporting products, the company's related products have now entered the stage of volume delivery, and customer demand is relatively clear. Based on the current progress of projects in hand, the company expects CPO products to gradually increase in volume starting from 2027 and to become a new growth driver for the company. NPO supporting products are still in the stage of R&D advancement, customer sampling, and verification, and the overall progress is in line with the company's expectations. If subsequent verification and customer introduction progress smoothly, large-scale mass production is also expected to be achieved in 2027.
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