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StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
Joined June 2024
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Largan (3008 TT), a Taiwanese smartphone lens maker, plans to dedicate a newly completed factory to producing fiber array units (FAUs) for co-packaged optics, CNA reports. At its Oct. 8 earnings briefing, Largan said its fiber arrays (FAs) had passed qualification with one customer. That customer now wants Largan to supply complete FAUs rather than the arrays alone. Largan aims to have production capacity in place by the end of Q2 2027 and begin volume production in H2 2027. The company says gross margins will depend on production yields.
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