{"city":"Chengdu","name":"Eoptolink","slug":"eoptolink","facts":[{"date":"2026-07-01","type":"revenue_band","value":">500m","source":"Electronics Weekly"},{"date":"2026-04-01","type":"customer","value":"Amazon","source":"c-light.com"},{"date":"2026-04-01","type":"customer","value":"Meta","source":"c-light.com"},{"date":"2026-01-01","type":"product_launch","value":"1.6T OSFP modules using 200G VCSELs for short-reach AI cluster links","source":"100gmodules.com and faxiangongchang.com"},{"date":"2026-01-01","type":"product_launch","value":"1.6T OSFP modules using 200G VCSELs for short-reach AI cluster links","source":"100gmodules.com and faxiangongchang.com"},{"date":"2025-12-31","type":"revenue","value":"RMB 24840000000","source":"100gmodules.com"}],"peers":[],"stage":null,"state":"Sichuan","aliases":["Eoptolink Technology Inc., Ltd.","新易盛"],"country":"China","domains":[{"why":"Eoptolink mass-produces high-speed optical transceiver modules, including 800G LPO and 1.6T OSFP modules, for hyperscale and AI data-center networks.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":83,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":10,"firepower":8,"commercial":10,"deployment":8,"production":8,"technology":8},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-10-30","header":"Chinese optical communications suppliers sold off despite upbeat third-quarter earnings.","outlet":"SCMP Tech"},{"date":"2026-09-22","header":"Eoptolink ranked third in margin purchases with RMB 2.031 billion bought.","outlet":"Yicai"},{"date":"2026-09-22","header":"Eoptolink topped A-share net margin purchases with RMB 593 million.","outlet":"Yicai"},{"date":"2026-09-21","header":"Zhongji Innolight topped A-share margin purchases with RMB 3.34 billion.","outlet":"Yicai"},{"date":"2026-09-21","header":"25 stocks received net margin purchases of more than RMB 100 million each.","outlet":"Yicai"},{"date":"2026-09-21","header":"A-share market opens higher with semiconductor and CPO sectors leading gains","outlet":"36Kr newsflashes"}],"website":"eoptolink.com","category":"AI Infra · Networking & interconnect","categories":[{"name":"Optical & photonic interconnect","domain":"AI Core","parent":"AI Infra · Networking & interconnect"}],"last_round":null,"updated_at":"2026-10-31T10:00:57.834+00:00","facts_total":11,"positioning":"Eoptolink (新易盛, SZSE 300502) is the second Chinese transceiver champion, executing Innolight's strategy with a different anchor: deep AWS supply-chain integration while Innolight went to Google and Microsoft. FY2024 revenue RMB 8.65bn (up 179 percent), net profit up 312 percent at a 33 percent net margin, the highest among listed transceiver vendors; FY2025 revenue RMB 24.84bn (up 187 percent), net profit up 236 percent. Overseas revenue about 78 percent. Two distinctions: geography as risk management, a Thailand facility built specifically to serve North American demand outside Chinese export-control exposure, supporting 1.6T volumes from late 2025 into 2026; and technology, one of the first to reach large-scale 1.6T production, pushing multimode 1.6T OSFP modules with 200G VCSELs for short-reach AI cluster links to undercut single-mode, while its 800G LPO modules claim a 50 percent power reduction at 45 percent gross margins with orders from Meta and Amazon. Named customers Meta and Amazon.","sub_category":"Optical & photonic interconnect","signals_total":7,"url":"https://www.frontiertechintelligence.com/companies/eoptolink","title":"Eoptolink · ai core, Chengdu, Sichuan, China · scores, facts and signals · Frontier Tech Intelligence","description":"Eoptolink mass-produces high-speed optical transceiver modules, including 800G LPO and 1.6T OSFP modules, for hyperscale and AI data-center networks. AI Core watchlist (score 83) 7 signals and 11 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."}