Eoptolink expects gross margin to stay relatively stable as Chengdu, Thailand plants expand

Optical-module suppliers like Eoptolink sit at the center of AI data-center buildouts, so a margin-stability signal amid large-scale Chengdu and Thailand expansions is a notable data point for the sector's cost discipline. The claim matters less for the company's own numbers than as a read on whether capacity additions across the supply chain are being absorbed by demand rather than triggering the pricing pressure that has historically followed expansion cycles. Whether gross margin actually holds as new lines ramp, and whether order delivery stays normal through that ramp, is the open question.