Eoptolink says Q3 output rose sequentially as high-speed modules ramp

Eoptolink's disclosure is a supply-side signal for AI networking hardware: the 800G-to-1.6T transition is moving from sampling into sustained volume, and sequential output gains suggest capacity is keeping pace with demand rather than being capped by it. The read-across lands on hyperscaler capex and the optical supply chain that feeds it, where module makers sit upstream of the data-center buildout. The open question is whether the 1.6T acceleration the company flags for the second half materializes in delivery volumes, and whether sequential production growth holds once the initial ramp base is absorbed.