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GIS takes AR and optical communication opportunities to pave transformation

What happened

GIS optical waveguide products began small-volume shipments in Q1 2026, while its optical communication business targets advanced packaging. This is expected to ramp up in 2027, creating new growth momentum for revenue and gross margins.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

光波导光通信
Global Interconnect Systems (GIS)
product_launchoptical_communicationAR_glasses

Source and time

Source: DigiTimes Asia · 5/30/2026 · View original source

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