Airoha: Optical Communication Revenue Expected to Grow Over 2-Fold; Broadband Ethernet Enters CSP Supply Chain

(Central News Agency reporter Chang Chien-chung, Hsinchu, 5th) Airoha Technology, a wireless communication chip subsidiary of MediaTek, announced through Executive Vice President Hsieh Meng-han today that the company is increasingly optimistic about its optical communication business. Optical communication revenue is expected to grow by more than 2-fold this year compared to last year. Additionally, Airoha''s broadband and Ethernet product lines have successfully entered the supply chain of North American Cloud Service Providers (CSP). During an online institutional investor conference, Hsieh pointed out that Airoha''s optical communication products have successfully penetrated several of the world''s top ten module manufacturers. First-quarter shipments exceeded expectations, with revenue showing multi-fold growth compared to both the fourth quarter of 2025 and the same period last year. Hsieh stated that performance is expected to continue growing in the second quarter, driven by new contract wins and the scaling of existing projects. Regarding progress with North American CSP customers, Hsieh reported a breakthrough, with broadband products successfully entering the supply chain for US-based servers and already shipping. Ethernet chips are also being applied in AI servers. Driven by strong momentum in wired network infrastructure and the launch of new headphone products by short-range wireless customers, Airoha expects growth momentum to continue in the second quarter of 2026, with overall revenue increasing compared to the first quarter and the same period last year. Hsieh noted that optical communication and Ethernet remain the strongest growth drivers for 2026. These two lines, combined with revenue from Davicom, are expected to contribute 20% of total revenue this year.