StatementDog | AI & Tech Supply Chains(@statementdog):Foxconn Interconnect Technology (FIT) expects optical product shipments to grow in 2027. It says existing capacity is enough to meet current orders. Customers are still weighing different optical technologies. FIT will review demand and adoption in early 2027 before deciding whether to invest more. FIT says optical products carry higher margins, but their share of revenue is still too small to make much difference to its overall gross margin in 2026. It expects a bigger impact as shipments grow in 2027, though the pace will depend on customer adoption.

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StatementDog | AI & Tech Supply Chains@statementdog

2026.09.17 02:20

Foxconn Interconnect Technology (FIT) expects optical product shipments to grow in 2027. It says existing capacity is enough to meet current orders. Customers are still weighing different optical technologies. FIT will review demand and adoption in early 2027 before deciding whether to invest more. FIT says optical products carry higher margins, but their share of revenue is still too small to make much difference to its overall gross margin in 2026. It expects a bigger impact as shipments grow in 2027, though the pace will depend on customer adoption.