Yuanjie Technology: Capacity Expansion Proceeding as Planned, Output Expected Late 2026 to Early 2027

The signal here is execution rather than ambition: a second-phase build reaching equipment move-in is the point where timelines start to become verifiable, and management is framing the schedule as unchanged. That matters most for downstream customers and supply-chain partners who plan around this capacity, and for anyone tracking whether announced optoelectronic semiconductor expansions actually convert into output. The open question is commissioning — whether the first equipment batch moves from installation to yield and qualification without slipping the late 2026 to early 2027 window. Watch for further updates on equipment installation and any revision to the capacity-formation timing.