Industrial Fulian: GB200 and GB300 shipments are smooth, and prototype CPO full optical switches have begun production

Mars Finance News, April 17 — Industrial Fulian released an investor relations activity record announcement. Driven by AI-related businesses, the company’s operating condition in the first quarter of 2026 is expected to show year-over-year improvement. Among them, AI servers and switches are expected to further enhance the company’s overall performance resilience. Specifically, breaking it down: First, in the AI server business, the shipment of GB200 and GB300 has been smooth, laying a solid foundation for growth in the first quarter. At the same time, the next-generation products have completed production preparation, and the mass production delivery capacity from 0 to 1, and 1 to infinity, continues to be strengthened. Second, in the switch business segment, the current CPO all-optical switch prototype has begun production. Switches above 800G are also continuously increasing in volume. Third, the overall communication and mobile network equipment business is trending positively, and new products developed jointly with major clients are also progressing smoothly. Looking at the full year, the demand for AI infrastructure will continue to maintain high growth momentum, and the company’s core products will continue to benefit from industry dividends. The company’s overall revenue structure will continue to optimize, and growth momentum will become more vigorous. (Company Announcement)