NuAxi
NuAxiSemiconductor trade intelligence

Zhongji InnoLight revenue and profit more than double in 3Q26

What happened

China-based optical communications module maker Zhongji InnoLight reported results for the third quarter of 2026, with revenue reaching CNY27.769 billion (US$4.17 billion), up 171.83% year over year, while net profit attributable to the parent company rose 173.74% to CNY8.587 billion. According to the source, the strong results were driven by global AI infrastructure expansion, which spurred robust demand for high-speed optical transceiver modules and increased shipments of 800G and 1.6T products.

Impact and signal

Medium impactImpact score: 50/100

Affected components and suppliers

800G optical transceiver modules1.6T optical transceiver modules
Zhongji InnoLight
earnings3Q26optical_transceiverAI_infrastructurerevenuenet_profit

Source and time

Source: DigiTimes Asia · 11/3/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders