Two funding rounds and hundreds of millions in capital raised—LUXSiLiCON was established only two and a half years ago. Its financing pace is considered fast for the hard-tech sector. 3D optoelectronic packaging, procurement of mass-production wafers, and the optical I/O team. These three dimensions point in the same direction: transforming "can be made" into "can be afforded." The former is a design challenge; the latter is a manufacturing statistical problem. Between them lies a yield curve. |
November 2, 2026
On October 28, Dongshan Precision (02384.HK) began trading on the Main Board of the Hong Kong Stock Exchange, completing its dual-listing strategy across "A+H" markets. The global offering comprised approximately 114 million H shares at a fixed price of HKD 86.80 per share, raising total proceeds of approximately HKD 9.717 billion. On the first day of trading, the opening price was HKD82.40 per share; as of this report, the share price stood at HKD 84.8, with a combined A+H market capitalization
October 31, 2026
In recent years, gigabit optical networks have developed rapidly, becoming a solid all-optical foundation supporting the digital and intelligent transformation of society. According to the economic operation report of the telecommunications industry for the first half of 2026 released by the Ministry of Industry and Information Technology, as of the end of June 2026, the scale of fixed broadband access users in China reached 701 million, with 258 million gigabit users. The number of 10G PON (pas
October 30, 2026
A leading domestic optical interconnect chip design company. Recently, Shanghai Lankun Microelectronics Technology Co., Ltd. (hereinafter referred to as "LUXSiLiCON") successfully completed two consecutive rounds of financing, raising a cumulative total of hundreds of millions of RMB. The first round was led by Longqiu Capital (whose LPs include Ruijie Networks and WUS Printed Circuit) and GGVC; the second round was led by Photosynthesis Ventures and Longqiu Capital, with SMIC Capital participat
October 29, 2026
Recently, I attended the National Advanced Manufacturing Conference, where I earnestly studied and comprehended General Secretary Xi Jinping’s important instructions on developing advanced manufacturing and the conference’s deployment requirements. While deeply inspired, I also feel a profound sense of responsibility. The electronic information industry is the vanguard of manufacturing, and the display industry stands out as a representative strength sector that has grown independently within Ch
October 28, 2026
Currently, AI has entered a phase of large-scale application. New technologies and businesses such as large models, agents, scientific computing, and intelligent manufacturing are iterating rapidly, driving the accelerated expansion of computing infrastructure. As of the end of June 2026, China's intelligent computing power scale reached 2185 EFLOPS (FP16), a year-on-year increase of 177%; 52 intelligent computing facilities with over 10,000 cards have been built. Computing infrastructure is acc
October 28, 2026
Recently, the China Securities Regulatory Commission (CSRC) website disclosed that it approved the initial public offering (IPO) registration application of Shanghai Xihe Technology Co., Ltd. (hereinafter referred to as "XPHOR"). From the acceptance of its IPO application on June 30 to its registration approval on October 22, XPHOR completed the process in just 115 days. In this IPO, XPHOR plans to raise CNY 1.83 billion, which will be used for enhancing the industrialization capability of AI co
October 27, 2026
On October 21, 2026, Zhu Bin, the rotating Secretary-General of the LED Display Application Branch of the China Optics and Optoelectronics Industries Association (COOIA), moderated the "Leaders Dialogue," discussing the "Breakthrough of CNY 50 Billion Output Value and To C Trends" with six industry chain guests. In recent years, discussions about "moving toward the consumer end (To C)" have been common in the industry but were largely directional calls. The difference this time is that seven gue
October 27, 2026
Recently, Zhongji InnoLight (300308) released an operational clarification announcement, specifying fundamentals, order status, production capacity, and medium-to-long-term product roadmap to stabilize market expectations. The announcement noted that optical interconnects are core components of AI computing infrastructure, with the industry maintaining a positive trajectory and demand rising rapidly. In the long term, industry demand will be driven by four major network architecture scenarios: s
October 27, 2026
[Related Companies Mentioned in This Article] Avicena, Microsoft, Palomino, AU Optronics, Goertek, TSMC. Technical Origins of Micro-LED Optical Interconnects Micro-LED technology was not originally a product of optical interconnect solutions. In the early 2000s, Dr. Jin demonstrated micron-scale LED arrays in Applied Physics Letters for use in self-emissive pixel displays to enhance resolution and enable size miniaturization. Since then, the industry has focused on improving manufacturing proces
October 27, 2026
Recently, Shiyuan Electronic Technology (002841), Hikvision (002415), and TCL Electronics (01070.HK) released their third-quarter results, with all three companies achieving growth in performance. ▋ Shiyuan Electronic Technology: Q3 Revenue and Net Profit Hit Record Highs On October 21, Shiyuan Electronic Technology disclosed its third-quarter report for 2026. In the first three quarters, the company achieved an operating revenue of CNY 25.252 billion, a year-on-year increase of 39.61%, surpassi
October 25, 2026
According to incomplete statistics from Hangjia Shuo Display, as of mid-October 2026, over a hundred companies in the LED display industry chain have issued price increase notices. Some companies have already completed their third to fourth rounds of price adjustments this year, covering the entire chain from chips, packaged LEDs, driver ICs, and PCBs to terminal display panels. Regarding this wave of price adjustments, the Hangjia Shuo White Paper research team recently found that price fluctua
October 22, 2026
Company Profile Jiuwei Guangzi Technology (Kunshan) Co., Ltd. (referred to as "Jiuwei Guangzi ") was founded in 2024, with its core technology route focusing on self-developed phase-change photonic materials. The company's business is divided into two major sectors: next-generation photonic switching chips for AI data centers, and maskless nano-lithography equipment, with R&D, trial production, and market implementation proceeding simultaneously. The technology implementation goals include t
October 21, 2026
On October 19, the 2026 Global Fiber Optic Cable Conference opened. At the conference, the Technical Requirements for Weakly Coupled Single-Mode Multi-Core Fibers for Communication - Part 1: Cutoff Wavelength Displaced Weakly Coupled Single-Mode Multi-Core Fibers, jointly compiled by Fenghuo Tongxin, Hengtong Guangdian, Zhongtian Keji, Yongding, Yuandong Tongxun, Shanghai Daxue, and other units under the leadership of the Technical Committee of the Asia-Pacific Fiber Optic Cable Industry Associa
October 21, 2026
Going global has become one of the most critical growth drivers for China's display industry in recent years. Focusing solely on the LED display sector, data from Hangjia Shuo Research indicates that the overseas shipment output value of LED displays is projected to grow for four consecutive years during the 2023-2026 period. As a foreign trade hub gathering global distributors, ODM manufacturers, engineering purchasers, and buyers from chain stores, the Canton Fair builds a bridge for display e
October 20, 2026
Recently, two more companies have announced their progress in Micro LED Co-Packaged Optics (CPO). BOE and Corning held an upgrade press conference, showcasing a functional verification prototype for Micro LED optical interconnect; AUO addressed misconceptions regarding Micro LED CPO technology and stated that the Pan-AUO group, along with Ennostar, Tekcore, and others, is overcoming challenges in Micro LED CPO. ▋ BOE Showcases Optical Interconnect Functional Verification Prototype On October 16,
October 20, 2026
[Relevant Companies Involved in This Article] Nvidia, Broadcom, Marvell, Google, AMD, TSMC, Foxconn, Quanta, Flex, Zhongji InnoLight, Eoptolink, WUS Printed Circuit. Nvidia CPO Progress From the perspective of physical layer and system interconnect evolution, traditional pluggable optical modules face severe signal attenuation and power consumption bottlenecks as single-channel rates advance toward 200G/400G and single-switch bandwidth exceeds 100Tbit/s. As the hardware leader in computing units
October 20, 2026
Previously, Hangjia Shuo Display conducted an exclusive survey of over 20 enterprises, systematically reviewing the growth logic, industry impact, as well as the size and technology evolution path of LED all-in-one displays (Review). A core question that follows is: as 'de-projection' and 'AI intelligence' become industry consensus, and the application scenarios of LED all-in-one displays accelerate their penetration from professional display into the three major fields of conferencing, educatio
October 16, 2026
Over the past decade, the rise of domestic liquid crystals has primarily relied on the massive existing market for TV and IT panels. As the industry enters a mature stage, the marginal benefits of relying solely on economies of scale have begun to diminish. Today, the "second growth curve" of domestic liquid crystals is expanding into emerging fields such as automotive displays and smart dimming. As an industry leader, Shijiazhuang Chengzhi Yonghua Display Materials Co., Ltd. (hereinafter referr
October 16, 2026
On October 12, 2026, Credo took the lead in establishing the Short-Reach Micro-Emitter Optics (SRMO) workstream under the OCP community, with the goal of obtaining OCP approval in 2027. Founding members include AFL, ams OSRAM, BizLink, Foxlink, Heraeus Covantics, SENKO, and YOFC, comprising 7 optical communication companies and 1 hyperscale cloud provider (unnamed). ▋ Locking in the "Wider and Slower" Approach Credo initiated the SRMO standardization project, aiming to establish open technical s
October 16, 2026