Tianfu Communications said on the interactive platform that the phased supply of individual materials in the first half of 2026 had a certain impact on the company's production increase of active optical device products. In response to the temporary shortage situation, the company promptly took positive measures, including introducing new suppliers to ensure the stable delivery of relevant core materials. Judging from the current situation, since the third quarter of 2026, the shortage of related materials has gradually been alleviated, and the overall supply situation is improving. In the future, the company will continue to strengthen supply chain management for risky materials, with “guaranteed delivery” as the core, improving material security capabilities and better supporting customer production needs.

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