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 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

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 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.