At its results briefing Xinyisheng said 800G shipments have continued to
increase this year and have become the company’s primary shipped product. 1.6T
optical-module shipments rose noticeably QoQ in Q2 and are expected to ramp
faster in H2. Silicon photonics product share is steadily rising with strong
momentum and is expected to continue next year. Progress on LPO products and
customer collaborations is proceeding smoothly.