NuAxiSemiconductor trade intelligence
[News] ZJ InnoLight Subsidiary Takes Stake in PCB Giant Avary Holding
What happened
ZJ InnoLight subsidiary invested approximately 2.32 billion RMB to acquire a 1.04% stake in PCB giant Avary Holding. This strategic move integrates optical transceiver supply chains with high-end PCB manufacturing, specifically targeting AI server and 800G/1.6T optical module markets. Watch: Avary Holding announced an 11 billion RMB investment to build a high-end PCB base, indicating capacity expansion driven by AI demand.
Impact and signal
High impactImpact score: 80/100
Affected components and suppliers
PCBHDISLP
ZJ InnoLightAvary Holding
capacityexpansionm&aaioptical
Source and time
Source: TrendForce · 8/13/2026 · View original source
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