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Lian Guang Tong Expands Fiber Optic Capacity to Capitalize on AI Infrastructure Demand
Electronic Technology · Computer Communications · economic_daily · 2026-09-21
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Lian Guang Tong is ramping up its fiber optic and module production to meet surging AI-driven data transmission demand, hitting an 11-year revenue high.
What Happened
Surging Fiber Demand: Driven by AI infrastructure growth, Lian Guang Tong is aggressively expanding into fiber optic filaments and modules, having already commenced mass production to meet the needs of major cloud providers.
Capacity Expansion: The company is breaking its reliance on overseas suppliers by establishing domestic production capabilities, with a new facility expected to come online by year-end and significantly boost capacity next year.
Critical AI Components: Lian Guang Tong is also developing MPO and FAU products, which are essential for future CPO and NPO architectures, positioning itself to capture market share as these technologies gain traction.
Strong Financials: With revenue for the first eight months reaching an 11-year high, the company’s dual focus on energy storage and optical communications is expected to drive continued growth through next year.
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