DioMicro (688381) Exchange Meeting Notes Excerpt 20260726, Republished from Huixuan Overseas Investment Research

English summary

### DioMicro (688381) Exchange Meeting Notes Excerpt 20260726, Republished from Huixuan Overseas Investment Research Time: 2026-07-29 17:39:38 Content: Please introduce DioMicro's business progress since 2026, especially its layout and breakthroughs in AI-related fields. As an analog chip supplier, the company has strategically shifted its focus from traditional consumer electronics, automotive electronics, and industrial control/security fields to AI-related areas, covering upstream optical communications, data centers, and downstream AI edge applications. Since 2026, the company has made significant progress in AI-related businesses, mainly in optical modules and AI PCs. In the optical module field, the company began product R&D project initiation in H2 2023 and started shipping to customers such as Accelink and HGTECH in H2 2025. Entering 2026, the customer base further expanded, adding Coherent, Corridor, Innolight, Cambridge, and two overseas customers Lumentum and Acacia. ...