Agreements reached under this partnership
Business alliance- 1
Product cooperation, joint research and development, supply chain collaboration, and cooperation in commercialisation in new interconnect, new device and new materials fields for AI.
These are items that the documents state the two companies will work on. The lines above and below represent arrangements between the two companies.
The impact of this matter on our consolidated results from the fiscal year ending December 2026 onward will be examined in detail based on the specifics of future transactions and progress in joint development. We will promptly disclose any matters that require disclosure.
| Item | Details |
|---|---|
| Name of alliance partner | 中際旭創股份有限公司 (English name: ZHONGJI INNOLIGHT CO., LTD.) |
| Alliance partner's business activities | Research and development, design, manufacture and sale of high-speed optical transceivers. The company focuses on providing optical interconnect products and solutions to leading global cloud service providers and AI computing solution providers, and offers a product lineup ranging from 100G to 1.6T. |
| Alliance partner's location | Zhuyouguan Town, Longkou, Shandong Province, China |
| Alliance partner's capital | CNY 1.178 billion (approximately ¥27.8 billion) |
| Alliance partner's net sales | CNY 38,239.94 million (fiscal year ended December 2025) |
| Alliance partner's operating income | CNY 13,596.92 million (fiscal year ended December 2025) |
| Type of alliance | Business alliance |
| Details of the alliance | Product cooperation, joint research and development, supply chain collaboration, and cooperation in commercialisation in new interconnect, new device and new materials fields for AI. |
| Date of board resolution | 20 October 2026 |
| Contract Date | During October 2026 (scheduled) |
| Alliance start date | During October 2026 (scheduled) |
| Impact on Business Performance | The impact of this matter on our consolidated results from the fiscal year ending December 2026 onward will be examined in detail based on the specifics of future transactions and progress in joint development. We will promptly disclose any matters that require disclosure. |
Items this document does not state (11)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.As the importance of high-speed optical communications grows with the spread of generative AI and cloud services, the parties aim to expand growth opportunities in the TEC business and strengthen the business foundation in optical interconnect-related devices and materials for AIDCs by combining InnoLight's technological capabilities and market influence in high-speed optical communications with the Group's product development and manufacturing technologies.