Yuanjie Technology said at its Q3 2026 results briefing that 100G EML products
have begun shipping and will scale; 100G PAM4 EML is in mass production and 200G
PAM4 EML is in steady customer validation, with higher‑rate products under
development. Datacom demand is growing strongly and is led by CW products; the
The company will shift more capacity to CW as that demand outpaces others. The
telecom market is stable and a product‑mix upgrade—including a 50G PON
rollout—should modestly support telecom gross margins. Multiple NPO and CPO
variants are in customer validation and the company is positive on NPO/CPO
product shipments next year.