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LuxNet Secures Major 800G Optical Component Order from Marvell

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

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LuxNet has landed a significant outsourcing contract for 800G optical components from Marvell, bolstering its position within the US cloud service provider supply chain.

What Happened

Business Expansion: LuxNet has successfully secured a major order for 800G ZR/ZR+ optical passive components from Marvell, further integrating itself into the supply chain of major US cloud service providers. This partnership is expected to sustain strong shipment momentum through next year as demand for ASIC servers continues to rise.

Technological Advancements: Beyond its core optical business, LuxNet has penetrated the back-end packaging and testing supply chain for III-V epitaxial wafer manufacturers. The company has also made strides in CW Laser wafer processes, with plans to scale up equipment sizes to boost production efficiency and long-term growth.

Financial Performance: Driven by robust demand in the optical communications sector, LuxNet reported a record-breaking monthly revenue of NT$546 million in August, marking a 37.4% year-on-year increase. Its cumulative revenue for the first eight months reached NT$3.537 billion, representing a 20.3% growth compared to the same period last year.

Market Outlook: Analysts maintain a positive outlook for LuxNet, projecting double-digit revenue growth for the full year. With an increasing mix of high-margin products, the company is well-positioned to deliver stronger profitability compared to the previous fiscal year.

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