TFC(SZ:300394) Ge Long Hui A P P·2025-11-27 11:59Core Viewpoint - Tianfu Communication (300394.SZ) has achieved mass production capabilities for 800G and 1.6T high-speed optical engines and plans to leverage existing technological advantages to expand its customer base [1] Group 1: Product Development and Delivery - The company has commenced normal delivery of its 1.6T optical engine products and will continue to invest in R&D to enhance product performance and control costs [1] - The value increase of 1.6T supporting products primarily depends on the specific technological solutions and product structures employed [1] - Overall, speed upgrades are expected to lead to a positive increase in value, although the specific ratio will depend on product configurations [1] Group 2: Production Capacity Expansion - The company's Thailand production base is being developed in two phases, with the first phase expected to be operational by mid-2024 and currently increasing capacity based on customer demand [1] - The second phase of the project commenced this year, with expectations for various product lines at the Thailand production base to gradually increase capacity by 2026 [1]