Dongshan Precision says Q4 product deliveries should remain on a high-growth
trajectory as global AI compute spending lifts demand for its high-end optical
modules and AI server PCBs. The company reported downstream orders are full and
capacity utilization remains high; shipments of AI high-end optical modules are
rising quarter-on-quarter and 1.6T modules entered mass shipment in Q4. Its
in-house EML optical-chip capability is beginning to augment module production,
creating a dual-driver effect. A higher mix of premium products has materially
improved profitability. Dongshan expects a concentrated release of
optical-module capacity, the 1.6T ramp and continued expansion of high-end PCB
volumes to support another strong quarter of deliveries.
