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AI data center demand drives Tong Hsing's optical communications rebound into 4Q26

Tong Hsing Electronic Industries (THEIL) said AI data center demand is fueling a rebound in its optical communications business, with 4Q26 expected to buck the usual seasonal downtrend, alongside updates on ceramic substrates and new semiconductor materials.

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Timeline · 1 report

  1. 2026-11-02 07:00 · DigiTimes Asia
    AI data center demand fuels THEIL's optical communications rebound, 4Q26 to buck seasonal downtrend

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