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Source Photonics July Profit Jumps 65.8% on High-End Product Growth
Electronic Technology · Electronic Components · cnyes · 2026-08-26
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Source Photonics reported a 65.8% year-over-year profit increase for July, driven by strong demand for 400G and 800G optical modules.
What Happened
Financial Performance: Source Photonics announced its unaudited financial results for July, reporting a net profit of NT$131 million, a 65.8% increase compared to the same period last year. Earnings per share for the month reached NT$0.92, contributing to a strong first-half performance.
Growth Drivers: The company's growth is fueled by the expansion of its 400G long-haul interconnect optical modules and continuous-wave (CW) laser business. With 800G products now in mass production, shipments are expected to scale significantly in the second half of the year.
Strategic Focus: Analysts highlight the company's successful expansion in outsourced CW laser epitaxy and steady growth in 400G ZR modules. The upcoming ramp-up of 800G ZR modules is expected to be a key contributor to profitability in the coming months.
Market Outlook: Despite recent stock price volatility due to foreign institutional selling, the company's shares remain near recent highs. Market observers remain optimistic that product upgrades will ensure the second half of the year outperforms the first.