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Lian Guang Tong Targets Fiber Optic Growth Amid AI Infrastructure Boom

Electronic Technology · Electronic Components · economic_daily · 2026-09-21

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Lian Guang Tong is ramping up production of fiber optic filaments and modules to meet surging AI-driven demand, fueling investor optimism and a recent stock rally.

What Happened

Industry Momentum: The rapid expansion of AI infrastructure is driving robust demand for fiber optic cables, which serve as the backbone for data transmission. Lian Guang Tong has begun mass production of fiber filaments and is aggressively expanding its presence in the optical communication module market to capture this growth.

Financial Performance: The company reported August consolidated revenue of NT$70.1 million, with year-to-date revenue reaching NT$975 million, a 10.5% increase and an 11-year high for the period. Analysts expect the company's performance to continue trending upward through next year, supported by stable energy storage business and rapid growth in optical communications.

Market Response: Shares of Lian Guang Tong surged on the 21st, hitting the daily limit and closing at NT$41.35. The stock successfully broke through all major moving averages, marking its highest single-day performance in over a month.

Institutional Activity: Institutional investors turned net buyers on the 21st, acquiring 441 shares and reversing a three-day selling streak. Market participants remain optimistic about the company's strategic pivot and its potential for sustained earnings growth in the coming quarters.

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