Accelink Guides 2026 First Three Quarters Net Profit Up 65-82%

Accelink's guidance points to optical modules as one of the clearest earnings channels from AI compute spending, with demand framed as global rather than confined to China's cloud buildout. The read-across matters for the wider datacom supply chain, where component makers sit upstream of the capex that hyperscalers and domestic cloud providers are still committing. Whether that demand broadens beyond the largest buyers, and whether margins hold as capacity catches up, is the open question.