Optical Tour: Top 10 takeaways from our visits with entrepreneurs on technology development, demand, supply, and competition

We visited optical companies during the Asia Leader Conference, Semicon Taiwan, and China AI Tour on Aug 31 to Sep 7 in Hong Kong, Taiwan, and Suzhou, covering optical module makers (Innolight, Dongshan Precision, HG Tech, CIG, Lightelligence), photonics IC testing and coupling equipment suppliers (Robotechnik, ASMPT, GMT, Enlitech, Fittech), FAU for NPO/CPO (FOCI), and InP epiwafer / CW laser suppliers (VPEC, Everbright). Top 10 takeaways: (1) Companies remain positive on optical module demand driven by AI server rack ramp-up, adoption expansion from scale out to scale up/across, and specification upgrades;