Innodisk: GB200, GB300 shipments smooth, CPO all-optical switch sample production started.

Industry Fund Alliance releases the announcement of the investor relations activity record table. With the drive of AI-related businesses, the company's operating performance in the first quarter of 2026 is expected to improve year-on-year. Among them, the AI server and switch business are expected to further enhance the overall performance resilience of the company. Specifically, in terms of the breakdown: First, in the AI server business, the shipment of GB200 and GB300 is smooth, laying a solid foundation for growth in the first quarter. At the same time, the next generation of products has completed production preparation, and the mass production and delivery capability from 0 to 1, 1 to infinite continues to strengthen. Secondly, in the switch business sector, the current CPO all-optical switch prototype has started production. Switches above 800G are also continuously increasing in volume. Thirdly, the overall business of communication and mobile network equipment is improving, and new products developed in partnership with major customers are progressing smoothly. Looking at the full year perspective, the demand for AI infrastructure is expected to remain highly buoyant, and the company's core products will continue to benefit from industry dividends. The company's overall revenue structure will continue to optimize, and the growth momentum will be even more abundant.