Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
Following our recent visit to EG’s Sungai Petani plant, we are encouraged by the company’s solid operational momentum and improving outlook. Production utilisation remains healthy at c.80%, reflecting sustained demand for 5G wireless devices. Management reaffirmed that the ramp-up of 800G optical modules is on track for 4QFY26, with the product mix expected to shift meaningfully towards 70% 800G and 30% 400G modules.