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Xinyisheng told investors it expects overall supply-chain stability and order deliveries to gradually improve in 2027 Q2–Q4. 1.6T optical-module orders are substantially higher than a year ago and are expected to show rapid quarter-on-quarter growth

2026-06-01

Xinyisheng told investors it expects overall supply-chain stability and order deliveries to gradually improve in 2027 Q2–Q4. 1.6T optical-module orders are substantially higher than a year ago and are expected to show rapid quarter-on-quarter growth this year; together with 800G modules they will be the primary drivers of 2024 deliveries.

Other News
2026-06-01

US tech stocks were mostly higher in premarket trading. Arm (ARM.O) rose as much as 8%, Micron Technology (MU.O) gained over 3%, Oracle (ORCL.N) rose 2.8% and Microsoft (MSFT.O) rose 2.3%.

US tech stocks were mostly higher in premarket trading. Arm (ARM.O) rose as much as 8%, Micron Technology (MU.O) gained over 3%, Oracle (ORCL.N) rose 2.8% and Microsoft (MSFT.O) rose 2.3%.
2026-06-01

Shenwan Hongyuan macro says public reports show recent US‑Iran talks aim for a 60‑day memorandum of understanding (MOU), with a tougher second negotiation phase to follow. Near‑term discussions appear focused on extending a ceasefire and restoring sh

Shenwan Hongyuan macro says public reports show recent US‑Iran talks aim for a 60‑day memorandum of understanding (MOU), with a tougher second negotiation phase to follow. Near‑term discussions appear focused on extending a ceasefire and restoring shipping through the Strait of Hormuz to quickly reduce global energy tail risk; nuclear issues are expected to be handled in phase two. An MOU, even if agreed, would not resolve all disputes at once. The text may be near “technical completion,” but short‑term reversals remain possible. Signing does not equal operational reopening: MOUs are typically non‑binding and there is a material gap between reaching a text and implementation. Even a temporary reopening of the strait could be reversed if phase‑two talks stall.
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