东田微：光隔离器是公司重点发展的核心产品之一

Core Viewpoint - The company is focusing on the development of optical isolators as a key product in the optical communication sector, actively investing in equipment and personnel to expand production capacity and enhance product delivery capabilities [2]. Group 1: Company Strategy - The company is making significant investments to seize market opportunities, including purchasing equipment and increasing personnel [2]. - The core raw material for optical isolators, the Faraday rotator, is primarily sourced from external suppliers, with procurement based on production needs [2]. Group 2: Market Dynamics - The demand for high-speed optical modules driven by global AI computing infrastructure is robust, creating ongoing requirements for upstream optical components [2]. - The company's specific performance is influenced by multiple factors, including market demand, supply chain issues, and technological iterations, leading to uncertainties [2].