{"city":"Xiamen","name":"Changelight","slug":"changelight","facts":[{"date":"2026-04-01","type":"revenue_band","value":"unknown","source":"cnblogs.com and caifuhao.eastmoney.com"}],"peers":[],"stage":null,"state":"Fujian","aliases":["长光华芯","Changelight Co., Ltd.","Suzhou Everbright Photonics"],"country":"China","domains":[{"why":"Changelight is building an 8-inch silicon photonics production line and expanding capacity across multiple wavelength bands.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":53,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":4,"position":6,"progress":6,"firepower":6,"commercial":2,"deployment":4,"production":6,"technology":6},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-09-16","header":"A-share semiconductor sector leads afternoon rally with multiple stocks hitting daily limits","outlet":"36Kr newsflashes"}],"website":"changelight.com.cn","category":"AI Infra · Fabrication, memory & packaging","categories":[{"name":"Photonic foundry & PIC platforms","domain":"AI Core","parent":"AI Infra · Fabrication, memory & packaging"}],"last_round":null,"updated_at":"2026-09-22T22:30:34.863+00:00","facts_total":3,"positioning":"Changelight is the second domestic laser chip name and is behind YJSemi on every axis that could be verified. The two facts worth recording are both forward-looking capacity commitments rather than results. It has a new chip platform planned at 100 million units per year covering multiple wavelength bands, currently still in the capacity ramp phase rather than at volume, and separately an 8-inch silicon photonics production line carrying total investment of RMB 5 billion and expected to begin production in early 2027. That silicon photonics line is the more consequential of the two for this registry, because an 8-inch domestic silicon photonics fab would put China's optical chain a step closer to not needing Tower or GlobalFoundries, and RMB 5 billion is a serious commitment rather than a pilot. Against that, no revenue, profit, customer, shipment figure or 2025 to 2026 dated corporate act for Changelight itself was obtained; everything comes from a single comparative analysis of four domestic optical chip companies rather than from company filings, which is why this is KEEP-WATCH rather than PROMOTE and the scores are provisional. Taxonomy note: same as YJSemi, upstream laser chip fabrication rather than interconnect. Revisit trigger: FY2025 results, any named customer, or confirmation that the 8-inch line remains on schedule for early 2027.","sub_category":"Photonic foundry & PIC platforms","signals_total":1,"url":"https://www.frontiertechintelligence.com/companies/changelight","title":"Changelight · ai core, Xiamen, Fujian, China · scores, facts and signals · Frontier Tech Intelligence","description":"Changelight is building an 8-inch silicon photonics production line and expanding capacity across multiple wavelength bands. AI Core watchlist (score 53) 1 signals and 3 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}