Mars Finance News, an investor asked, the company recently disclosed the "Announcement on the Subsidiary Signing a Technology License Agreement". Why did the company choose to license the microlens lens array and vertical optical coupler related technologies through a technology license rather than directly selling related products? Focuslight Technologies (688167.SH) released an investor relations activity record announcement, stating that this license is not a simple technology transfer, but a strategic synergy of "promoting R&D through licensing". The company's technical team will deeply participate in the joint development project based on this technology. By contacting the cutting-edge needs of international leading customers in areas such as AI computing power and data centers, it will accelerate its own technology iteration and continuously enhance the company's technological innovation capability and core competitiveness in the field of micro-nano optics. By authorizing this technology to AH Company, it will effectively help the company achieve large-scale promotion of the edge coupling technology route it participates in the CPO (Co-Packaged Optics) optical interconnection field. The company is positioned as a component supplier in the CPO industry chain, and currently its products are deeply laid out in the following four major links: 1. External laser light source (ELSFP) module: Provides fast and slow axis integrated collimating lenses (for high-precision beam collimation of laser chips) and high-performance heat sink materials (using aluminum nitride ceramic substrates, specially designed for efficient chip heat dissipation). 2. Fiber array unit (FAU): Provides ultra-high channel density V-groove arrays to meet the needs of high-density fiber interconnection. 3. PIC-FAU optical connection (FAU end): Provides lens mirror arrays, respectively adapted to two technical solutions: edge coupling and grating coupling. 4. PIC-FAU optical connection (PIC end): Provides microlens lens arrays for achieving efficient optical interconnection between PIC and FAU in the edge coupling technical solution. Regarding Corning's Glass Bridge solution, we believe it does not constitute a substitution relationship for the company's business, but is more of a potential complement or coexistence. In some fiber-PIC coupling application scenarios, such as designs that do not require optical path turning or have fewer channels, it may become an optional implementation solution, and it is more complementary than completely substituting existing solutions. From the perspective of industry development, the current CPO optical coupling technology route has not yet formed a unified standard, and multiple solutions are still in parallel development stages. The future market space for different technical solutions depends more on industry maturity, customer product architecture, and actual application needs, and it is unlikely that a single solution will completely replace other solutions. In general, we believe that the continuous emergence of new technologies and new solutions reflects the continuous innovation and rapid development of the CPO industry. The company has currently achieved product layout in multiple key links of CPO and can benefit from the development of the entire industry. Therefore, at this stage, we do not believe that Corning's Glass Bridge solution will have a substantial negative impact on the company's CPO business. (Cailianshe)

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Focuslight Technologies: At this stage, we do not believe that Corning's Glass Bridge solution will have a substantial negative impact on the company's CPO business.

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