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Suzhou TFC Optical Communication Co., Ltd. (“TFC Communication” or the “Company”, SZSE: 300394) announced its financial results for the third quarter of 2026 on October 28, 2026. In the third quarter, the Company recorded revenue of RMB 1.923 billion, representing a year-on-year increase of 31.50%, and net profit attributable to shareholders of RMB 879 million, up 55.30% year on year. For the first nine months of 2026, revenue totaled RMB 4.751 billion, up 21.25% year on year, while net profit attributable to shareholders reached RMB 2.083 billion, representing growth of 42.18%.

The Company's growth was primarily driven by the accelerated development of the global artificial intelligence industry and continued investment in global data center infrastructure, which supported sustained demand for high-speed optical components. As AI computing infrastructure continues to evolve, demand for high-speed, high-density and highly reliable optical interconnect solutions is creating significant opportunities for the industry. Meanwhile, the Company continued to strengthen its R&D capabilities, with R&D expenditure reaching RMB 296 million in the first nine months, an increase of 47.71% year on year. 

Looking ahead, TFC Communication will continue to focus on technological innovation and customer needs, further advancing its product development and technological capabilities in high-speed optical components. Its CPO-related products have entered the mass delivery stage, with volumes expected to gradually ramp up from 2027, while NPO-related products remain under development and sample testing and validation. The Company will continue to capture opportunities arising from the expansion of AI data centers and the optical interconnect industry, strengthen its product competitiveness and global delivery capabilities, and create sustainable long-term value.