🚀 INNOLIGHT CO. (03308) IPO Subscription is Now Open! Take part in a new opportunity in the Hong Kong capital market. 📌 Stock Code: 03308 💰 Offer Price: HK$1,010 per share 📅 Subscription Period (UTC+8): Jul 22 – Jul 27, 2026 Subscribe now and secure your opportunity to participate before the listing. This post is for informational purposes only and does not constitute investment advice. Investing involves risk. #BiFinance# #IPO# #HKIPO# #HongKong# #Investing# #Stocks# #IPOAlert# #InnoLight#

Tower Semiconductor and Innolight Advance High-Performance Near-Package Optics for AI Infrastructure - #semiconductordigest# #semiconductors# #semiconductor# #semiconductorindustry# #semiconductorwebsite# #semiconductormagazine#

🚀 Zhongji Innolight Hong Kong IPO Subscription is now live on Stockcoin. Powering the next generation of AI infrastructure, Zhongji Innolight is a global leader in optical interconnect solutions, providing high-speed optical modules that connect AI data centers worldwide. 📲 Start your IPO subscription on Stockcoin today.

Filing: Zhongji Innolight, China's leading optical transceiver maker, aims for an $8B Hong Kong IPO, the city's largest since Alibaba's $12.9B debut in 2019 (@depsebastian / Bloomberg) (Visit Techmeme dot com for the link and full context!)

TLDR of Innolight investor relations takeaways: 1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expectations" Prob most important takeaway as a whole was 800G demand revision (also longer tail demand). Which is a bullish read through on US transceiver makers like $AAOI, $COHR, $LITE. Lot of new customers like neoclouds, AI model companies, contributing to overall demand rather than just hyperscalers, diversification always a bonus. 2. Innolight said the shortage covers the module supply chain broadly including: - Optical chips. - Electrical chips. - PCBs. - Other module materials From last ER, I think they singled out EMLs and CW optical chips as the most constrained. So Innolight's bottleneck list mention broadened since then. They expect some of the component availability to improve gradually from the second half of 2026 through the first half of 2027. Think a lot of this is already known from earlier though. But just some confirmation + easing timelines (EML is extremely bottlenecked, same with CW, this is probably talking about other components). 3. Innolight said module-production equipment is not the constraint. Equipment lead times remain relatively short. So this isn't really a bottleneck compared to others. 4. The overall proportion of silicon photonics continues to trend upward. Last year it was mainly 800G. This year, some 800G customers are further increasing their silicon-photonics proportion. 1.6T also added some new customers Positive for SiPH penetration eg. $SIVE / $JBL, since this shifts away from EML toward CW. Basically: main surprising takeaway is just 800g demand go brrr. Apart from that just reaffirming bottlenecks/timelines/market speculation.

one day in on the Zhongji Innolight vault: $7.54M raised 84 depositors 75% of the $10M cap 251% of the $3M deal minimum @Mantle_Official led every chain at 49.5%. ~4 days left to deposit.

In response to the recent market volatility across $TSM to $SKHY to Innolight: - Taiwan to restrict borrowed share short selling from 30% -> 3% relative to order volumes (90% reduction), effective Nov 9th. Taiwan is separately raising its minimum collateral requirement from 90% to 130% for margin short selling. And authorized the $15.3B stabilization fund for Government buying in the stock market. - South Korea to waive 140% margin-loan collateral maintenance for 3 months to reduce forced selling, effective Nov 9th. - China introduced a series of stock-market support package aimed at stabilizing equities. People's Bank of China introduced a $15 billion liquidity-swap operation for securities firms and fund managers. As well as reduced lending rates for the share buybacks and shareholder purchase programs from 1.25% -> 1% this month. _ Not saying what direction stocks would go, but with Countries heavily tied to the AI trade introducing short selling restrictions, share repurchases, and reduced margin collateral. These market mechanics are bullish for near term market stability + potential reversal in equities.