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Lian-Ya Optoelectronics Plans Six-Fold Capacity Surge to Meet Silicon Photonics Demand
Electronic Technology · Semiconductors · economic_daily · 2026-10-28
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Lian-Ya Optoelectronics reports strong Q3 earnings and plans a massive six-fold capacity expansion over two years to capitalize on surging silicon photonics demand.
What Happened
Financial Performance: Lian-Ya Optoelectronics reported a strong third quarter with net profit reaching NT$621 million, a 528% year-over-year increase. Earnings per share for the period stood at NT$6.12, reflecting robust growth driven by high demand for silicon photonics products.
Capacity Expansion: To address supply shortages, the company has invested NT$8 billion in capital expenditures over the past year. Management aims to increase production capacity by 2.5 times by 2027, with a further 2.5-fold increase by 2028, totaling a six-fold expansion within two years.
Product Development: The company has successfully mass-produced 1.6T products and is currently collaborating with clients on 3.2T and NPO-related high-power applications. Development of next-generation CPO products remains on schedule as the company seeks to capitalize on evolving optical communication standards.
Market Outlook: CFO Yang Chi-yu noted that current order volumes exceed production capacity, indicating a supply-constrained environment. With new capacity coming online, the company remains confident in delivering stronger operational performance in the coming year.