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Tong Hsing Shares Surge Over 6% on Strong AI Data Center Demand

Electronic Technology · Electronic Components · cnyes · 2026-09-03

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Optical filter manufacturer Tong Hsing sees shares hit a three-month high as AI data center infrastructure demand boosts its order-to-shipment ratio.

What Happened

Strong Operational Growth: Optical filter manufacturer Tong Hsing is benefiting from the rapid expansion of AI data center infrastructure, with cumulative revenue for the first seven months of the year up 66.77% year-on-year. The company successfully turned profitable in the first half of the year, reporting a net profit of NT$114 million.

AI Application Momentum: Tong Hsing’s products support various data center interconnect applications, including Scale-up, Scale-out, and Scale-across, with long-distance high-speed transmission showing the strongest growth. As AI data centers scale up, high-value optical filters have become a key growth driver for the company.

Market Outlook: Analysts suggest that as North American infrastructure projects move into the final approval stages, diverse deployment methods—including fiber optics, LEO satellites, and microwave—will drive demand for various optical filters. Tong Hsing is well-positioned to capitalize on these trends due to its established technical expertise.

Stock Performance: Tong Hsing shares rallied during the session, reversing early losses to climb over 6% and reach NT$274. This marks a three-month high, reflecting positive investor sentiment regarding the company's future growth prospects.

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