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Wuxi Taclink Company Meeting Takeaway - From Telecom to Datacom

17 May 2026 By Ke Yan, CFA
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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 (688205 CH)

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WUXI TACLINK OPTOELECTRONICS TECHNOLOGY

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