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Lian-Jun's July Profit Surges 279% as AI Optical Demand Drives Expansion
Electronic Technology · Electronic Components · cnyes · 2026-09-02
Optical communication firm Lian-Jun reported a 279% year-on-year profit surge for July, fueled by robust AI demand, and plans further capacity expansion.
What Happened
Strong Financial Results: Lian-Jun (3450) reported a net profit of NT$148 million for July, marking a 279% year-on-year increase with an EPS of NT$1.02. The company's cumulative EPS for the first seven months of the year reached NT$3.8, highlighting significant growth momentum.
Market Performance: Driven by strong earnings, Lian-Jun's stock price has rallied from a late-July low of NT$338.5 to NT$602, representing a gain of over 70%. This sharp appreciation reflects investor confidence in the company's operational trajectory.
Capacity Expansion: During an investor conference, management noted that AI-related optical communication components remain in short supply despite industry-wide efforts. The company intends to accelerate production capacity and increase capital expenditure through new financing plans to meet client demand.
Competitive Edge: Analysts highlight that Lian-Jun has solidified its position as a global leader in COSA packaging, particularly in 65G to 200G EML chips. The company continues to benefit from the rapid expansion of high-speed broadband and AI-driven data transmission requirements.