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Zhongji Innolight seen benefiting from AI-era optical interconnect demand

Citi analysts said Zhongji Innolight could benefit from strong AI optics demand and bandwidth upgrades for optical interconnects. They project revenue CAGR of 129% for 2025-2028, citing capacity ramp-ups.

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Citi analysts said Zhongji Innolight could benefit from promising demand for optical interconnects in the AI era. The bank said Innolight's revenue could grow at a compound annual growth rate of 129% between 2025-2028, supported by strong AI optics demand, bandwidth upgrades and rapid capacity ramp-ups.