Juguang Technology said pluggable optical‑module micro‑optics are in scaled
supply to several customers, with additional customer validations and production
introductions underway. NPO/CPO micro‑optics and high‑channel V‑groove products
added multiple customers in 1H 2026; some have completed batch validation and
on‑hand orders are rising. The company has signed a technology‑licence agreement
with a major customer and begun execution. OCS MLA is ramping at a large client
and has entered mass production. For silicon‑photonic module CW sources and CPO
external‑laser applications, Juguang is collaborating with leading customers on
AlN (aluminum nitride) substrates; sample deliveries and validations are ongoing
and customer coverage is expanding. Company said several core
optical‑communications products have won customer recognition and existing
capacity is already locked by customer orders and demand planning.
