TODAY'S MARKET INTELLIGENCE
Key points from the just-concluded Zhongji Innolight conference call
English summary
1. There is no such price of USD 600, absurd!!! 2. Competitors do not have such prices either! 3. Demand is very good; some customers have already given 2028 guidance; 4. Growth in 1.6T, 2.4T, 3.2T, Scale-UP, and Scale-across is very certain. In addition, we also confirmed with Luxshare: they will not adopt a low-price strategy; what customers need is not low prices but high-quality delivery!
The English text is machine translated and may require verification against the Chinese version.
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