Ferrotec Corporation

6890.T
Semiconductor Equipment & Materials
2026/10/23 10:54 Updated
Market Cap: $2.5B (¥399.2B)
Stock Price: $46.97 (¥7,420)
Exchange Rate: 1 USD = ¥157.98

Notice of Strategic Collaboration Agreement with InnoLight Corporation

Entered collaboration with InnoLight Corporation in the high-speed optical communication market for AI data centers. Through supply of TECs and submounts, joint development, and supply-chain cooperation, the parties aim to expand opportunities in the optical interconnect space for AIDC.

Importance:
Page Updated: October 20, 2026
IR Disclosure Date: October 20, 2026

Key Figures

  • Counterparty Company Name: InnoLight Corporation
  • Scope of Collaboration: Supply of TECs and submounts, joint development, and supply-chain cooperation
  • Agreement Signing Date: Mid-October 2026 (scheduled) / Board Resolution Date: 2026-10-20

AI要約

Overview of the Collaboration

Our consolidated subsidiary Hangzhou Daiwa Thermal Magnetic Electronics Co., Ltd. has concluded a strategic collaboration agreement with InnoLight Corporation. The collaboration focuses on new interconnects for AI and includes supply of TECs (thermoelectric cooling elements) and submounts, joint development, and supply-chain coordination. InnoLight Corporation conducts R&D, manufacturing, and sales of high-speed optical transceivers and offers product lines in the 400G to 1.6T range. By integrating both companies' technologies and materials expertise, the partnership aims to advance next-generation optical communication devices and establish a stable supply framework.

Outlook and Impact

Through the collaboration, we will expand product opportunities for TECs and submounts and strengthen our business foundation in devices and materials related to optical interconnects for AIDC. Joint development will aim to improve product performance and quality while enhancing supply stability and optimizing costs. Depending on the progress of specific transactions and joint development, we will examine the impact on consolidated results for the fiscal year ending December 2026 onward and disclose information in a timely manner.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Ferrotec Corporation

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