China's Passive Component Giant Lands $500M Order from US Data Center

Very Bullish · $301486.SZ

What Happened

ZhiShang Technology announced a $500 million MPO order, directly targeting North American data center cabling, with revenue expected to jump starting Q2 2026.

Bottom Line

ZhiShang Technology's $500M MPO order positions it as a rising leader in passive optical components, with potential for further upside from Nvidia's DFAU adoption.

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