Shares of optical module makers InnoLight and Eoptolink surged over 6% to new highs as 1. 6T products enter commercial mass production. Record quarterly revenue and margin expansion highlight Lumentum's strong growth and AI infrastructure role. CEO highlights “co-packaged optics and optical circuit switches” as key ongoing growth drivers. 2T and CPO is making. The article points to real execution: first transceiver shipped from its 6-inch fab, which should lift gross margins, plus a supply advantage in 6-inch substrates that can win share across SiPho and EML. Revenue reached 383 million yuan, a year-on-year increase of. According to a landmark report from Nomura, the market for 1.