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Largan Precision Hits Record High on NVIDIA CPO Supply Chain Speculation
Electronic Technology · Electronic Components · economic_daily · 2026-08-26
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Shares of Largan Precision surged to a record high of 6,290 TWD amid reports that the lens maker has entered NVIDIA's supply chain for next-gen CPO modules.
What Happened
Expansion Strategy: Largan Precision has acquired a new plot of land in Taichung for 3.08 billion TWD, marking its fourth major land purchase this year to bolster production capacity.
Supply Chain Rumors: Market speculation suggests the company has leveraged its automation expertise to enter the fiber array module market, with mass production for NVIDIA's Rubin Ultra platform potentially starting next year.
Official Stance: While the company declined to comment on specific client relationships, management confirmed that pilot production lines for its new optical components are on track for completion by the end of Q3.
Stock Performance: Driven by seasonal demand for smartphone lenses and optimism surrounding its CPO initiatives, Largan's stock price hit a historic peak of 6,290 TWD during the trading session.
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