WiseWave Turns Profitable in First Half of 2026 with EPS of NT$0.19; New Plant to Launch in Q4, Driving Growth Through Gradual Volume Ramp-Up of New Products

WiseWave (7930-TW), a photonic communications manufacturer, reported a net profit of NT$6.16 million for the first half of 2026, successfully turning profitable compared to the same period in 2025, with earnings per share (EPS) of NT$0.19. Consolidated revenue for the first half reached NT$477 million, representing a 47% year-on-year increase. WiseWave stated that the performance was primarily driven by sustained demand growth in AI data centers and high-speed optical communications markets, which boosted steady shipments of high-speed optical communication products and expanded its operational scale.

The company noted that although rising raw material prices in the first half temporarily impacted gross margin performance, and ongoing investments in R&D for high-power CW lasers, customer development, talent expansion, and GreTai Securities Market (GTSM) listing preparations led to higher operating expenses, net profit attributable to the company still turned positive compared to the same period last year.

CW lasers are a core component in silicon photonics and CPO architectures. WiseWave continues to advance the development, sampling, and customer qualification of high-power CW laser products. Despite rising material costs, the company is actively negotiating price adjustments with customers and expects gross margins to gradually improve as new products enter volume production.

To capture opportunities in AI data centers and high-speed optical communications, WiseWave's new factory in Zhongli is scheduled to officially commence operations in the fourth quarter of 2026 (around October). It will establish advanced production lines for CW laser chips and Chip-on-Carrier (CoC) packaging, initiating small-volume production. This will strengthen the company's vertical integration capabilities from CW laser chips and CoC to 800G and 1.6T high-speed optical modules.

Looking ahead, WiseWave expects continued growth in demand for 800G, 1.6T, CPO, and silicon photonics. In addition to actively developing high-power CW lasers and high-speed optical modules, the company is also expanding into next-generation products such as Optical Engines to seize future growth opportunities. As customer qualifications, mass production, and new production capacities come online progressively, the proportion of high-value-added products is expected to rise, further optimizing product mix and profitability, laying a solid foundation for operational growth in 2027.