Abstract: We met with the management from Wuxi Taclink recently. The company is a STAR-listed stock with a focus on telecom/datacom products. The company is shifting from telecom transmission into DCI/datacom, where Access & Data revenue grew rapidly in 2025. Wuxi and Thailand capacity release must translate into high-end DCI and TFLN transceiver orders at better margins.
WUXI TACLINK OPTOELECTRONICS TECHNOLOGY
Fundamental research on individual Asia Pacific companies, including initiations, company meeting takeaways and event-driven notes on catalysts such as primary listing conversions and index inclusion.
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