中际旭创-025 年亚洲领袖会议董事长会议-需求强劲、SiPho（硅基光子学）趋势及供应动态；买入评级

8 September 2025 | 5:06PM CST We hosted Innolight Chairman for a CIO/PM meeting at GS Asia Leaders Conference 2025 on Sep 4 (also at the company VP's group meetings on Sep 3). Heading into the meeting, investor debates have centered around the growth trend beyond 2026 as growth sustainability continues to drive the valuation debate. The key topics during the meeting range across demand trend, silicon photonics, scale-up opportunities for optical, 3.2T product roadmap, supply dynamics, pricing outlook, and c ...