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Largan Precision Hits Record High on Apple iPhone Hype and CPO Expansion
Electronic Technology · Electronic Components · economic_daily · 2026-08-27
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Optical lens leader Largan Precision surged to a record high of NT$6,915, fueled by Apple's upcoming product launch and growing optimism surrounding its CPO business.
What Happened
Record-Breaking Rally: Optical lens giant Largan Precision saw its stock price soar to a record high of NT$6,915, cementing its position as the third-largest high-priced stock in Taiwan. The rally was driven by strong momentum in both its core business and emerging technology sectors.
CPO and AI Prospects: Market speculation suggests that Largan is expanding into fiber array modules and may join NVIDIA's supply chain for the next-generation Rubin Ultra platform. While the company has not confirmed these rumors, its aggressive land acquisition for capacity expansion has fueled investor confidence.
Strong Operational Outlook: With the upcoming Apple fall event, Largan is entering a peak production season. Management expects capacity utilization to remain at full capacity, with the fourth quarter projected to be the busiest period of the year.
Sector-Wide Gains: Largan's strong performance triggered a rally across the optical component sector, with stocks like Genius Electronic Optical and Young Optics hitting daily limits. Investors are increasingly focused on the intersection of AI high-speed transmission and consumer electronics demand.