Optics Expands While Policy Tightens

 CIG denies North American cancellations and plans another ten million units of annual capacity.

CIG told an investor briefing on 10 November 2026 that high-speed optical modules exceeded 50% of revenue as of the end of September, with 800G products accounting for most of that shipment mix. The company plans to add at least ten million units of annual capacity by the end of 2027, spread across Jiashan in China, Malaysia, Mexico and the United States, and denied reports of delays or cancellations at North American data-centre customers. The disclosure pairs instructively with the same morning’s news that Microsoft is lobbying against a US ban on Chinese transceivers: demand and policy risk are rising on the same product line, and they are priced independently.