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Higashiyama Seimitsu said at the performance briefing that the company has already sold small-batch optical chips this year. In order to guarantee personal use as a priority, it has not sold it on a large scale. Large-scale external sales of optical chips depend on the progress of the popularization of next-generation technologies such as in-cabinet interconnection, and subsequent demand is expected to gradually increase. The company has completed preparations for the construction of optical chip production capacity, and plans to launch parallel external sales of optical modules and optical chips from a specific point in the future. The company mainly tested and verified 1.6T products by customers in the third quarter of this year, and began shipping in relatively large quantities in the fourth quarter. DSP is still under pressure to deliver in recent quarters. It is expected that subsequent wafer production capacity will improve significantly after the release of subsequent wafer production capacity, and will not affect next year's delivery. Currently, DSP distributes supplies according to share. The company is in an incremental stage of rapid customer expansion and has a certain comparative advantage.

Zhitongcaijing·11/02/2026 13:49:11
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Higashiyama Seimitsu said at the performance briefing that the company has already sold small-batch optical chips this year. In order to guarantee personal use as a priority, it has not sold it on a large scale. Large-scale external sales of optical chips depend on the progress of the popularization of next-generation technologies such as in-cabinet interconnection, and subsequent demand is expected to gradually increase. The company has completed preparations for the construction of optical chip production capacity, and plans to launch parallel external sales of optical modules and optical chips from a specific point in the future. The company mainly tested and verified 1.6T products by customers in the third quarter of this year, and began shipping in relatively large quantities in the fourth quarter. DSP is still under pressure to deliver in recent quarters. It is expected that subsequent wafer production capacity will improve significantly after the release of subsequent wafer production capacity, and will not affect next year's delivery. Currently, DSP distributes supplies according to share. The company is in an incremental stage of rapid customer expansion and has a certain comparative advantage.