Guangzhi Technology is expanding into infrared modules with local capital backing, aiming for 4 billion yuan in output and 15% net margin by 2027, while also benefiting from surging demand for high-speed EML/CW chips used in 1.6T/3.2T/CPO/PhotonLink applications.
Guangzhi Technology is a vertically integrated play on the booming demand for high-speed optical chips and infrared modules, with ambitious growth targets and a secure raw material supply chain.
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