Core Insights - The company, Zhaochi Co., Ltd., has engaged in discussions with various institutional investors regarding its advancements in semiconductor chips, Micro LED, PCB business, and LED main operations during a recent investor relations event [1] Group 1: Semiconductor Chip Sector - Zhaochi has established a technology platform centered on Gallium Nitride (GaN), Gallium Arsenide (GaAs), and Indium Phosphide (InP), focusing on high-end product development and market penetration [2] - The company leads globally in GaN chip production, with a monthly capacity of 1.05 million pieces (4-inch wafers), primarily serving the lighting, backlight, and display sectors [2] - The GaAs platform is targeting red and yellow light chips and VCSEL technology, entering multiple automotive chip supply chains and exploring infrared sensing and plant lighting markets [2] - Zhaochi is advancing its production line's smart upgrades to accelerate the market application of high-end products like 400G/800G optical modules and automotive chips [2] Group 2: Micro LED Technology - The company is in the exploratory phase of Micro LED optical interconnect technology, focusing on core light source technology and collaborating with institutions for system-level solutions [3] - Current efforts are aimed at achieving foundational technological breakthroughs and establishing intellectual property barriers to prepare for future industrialization [3] Group 3: PCB Business - Zhaochi emphasizes the importance of its PCB business in ensuring supply chain autonomy and supporting the scalable development of Mini/Micro LED and optical communication sectors [4] - The company aims to enhance the performance and quality of high-end products through self-built PCB manufacturing capabilities, optimizing the supply chain to improve market competitiveness and profitability [4] Group 4: LED Business Performance - The LED segment has shown robust performance, contributing over 60% of the company's profits in the first three quarters, driven by a shift towards high-value-added markets [5] - The company has successfully launched an RGB Mini LED backlight solution, enhancing its competitiveness in the high-end display sector [5] - Zhaochi plans to increase R&D investments to address the high bandwidth demands driven by AI and aims to benefit from the global display technology upgrade trend [5]

Core Insights - Zhaochi Co., Ltd. held an on-site investor meeting with 26 institutions and 33 participants, discussing the company's development history, industry advantages, and future plans [1] - The company is focusing on vertical integration in the optical communication sector, with plans to advance self-supply of optical communication chips [2][3] Group 1: Company Overview - Zhaochi Co., Ltd. has a 20-year development history and is actively pursuing advancements in LED chips and optical communication laser chips [1] - The company is transitioning towards high-tech fields such as Mini/Micro LED displays, optical communication, and compound semiconductors [3] Group 2: Product Development and Technology - The company is implementing a "wide and slow" architecture for Micro LED optical interconnects, utilizing multi-core imaging fibers for high-density signal transmission [2] - The 2.5G DFB laser chip has completed initial testing and is expected to achieve mass production by 2025, with further developments in 10G, 25G, and 50G chips planned [2] Group 3: Market Expansion - Zhaochi Co., Ltd. is expanding its overseas market presence, particularly in North America, driven by demand from content internet companies like Amazon [2] - The company is enhancing its production capacity in Vietnam, increasing annual output from 2 million units to 11 million units [3] Group 4: Financial Performance - The company experienced a slight decline in revenue and net profit in the first half of 2025, primarily due to international trade tariffs affecting smart terminal shipments [3] - Despite challenges, revenue from the LED industry chain, optical communication chain, and internet video business showed steady growth [3]