Zhongji Innolight: Industry demand remains strong, and the company is actively preparing materials and production capacity.

Zhongji Innolight said intraday on November 6 that industry demand remains strong, with orders from its main customers essentially covering all of 2027 and some key clients already providing clear 2028 demand guidance. The Chinese optical-module maker expects orders for its 800G and 1.6T products to keep growing rapidly, while demand for next-generation optical interconnect products including NPO and XPO is expected to begin ramping in the second half of next year for scale-out and scale-up applications. The company said it is actively preparing materials and expanding capacity to support higher volumes in 2027. The disclosure matters because it extends visibility on AI-driven optical networking demand well beyond current consensus and signals a multi-year order book. Investors will watch for confirmation of 2028 guidance from additional customers and for progress on NPO and XPO qualification and volume ramp.