天孚通信：泰国工厂下半年有源产品产量将逐月提升目前相对紧缺的200G EML物料供应矛盾正在逐步缓解

格隆汇07-09

天孚通信(300394.SZ)发布投资者关系活动记录表公告，泰国工厂A栋厂房已于2024年通过客户验证实现无源产品投产，B栋厂房于2025年交付使用，有源产品也已通过客户验证。目前无源产品线处于稳步扩产阶段，受2026年上半年200GEML芯片供应紧张影响，有源产品线仅小量生产，预计下半年物料供应改善后产量将逐月提升。泰国公司预计随下半年交付量增加逐步扭亏为盈。目前，相对紧缺的200GEML物料...

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天孚通信：泰国工厂下半年有源产品产量将逐月提升 目前相对紧缺的200G EML物料供应矛盾正在逐步缓解

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天孚通信：泰国工厂下半年有源产品产量将逐月提升目前相对紧缺的200G EML物料供应矛盾正在逐步缓解