The equipment produced by FiconTEC is mainly used for micro-assembly and testing of photonic semiconductors, especially in silicon photonics, CPO and LPO processes, and can provide nano-level high-precision optical device coupling.
Its downstream customers include a number of industry giants, including Intel, Cisco, Nvidia, Ciena, Lumentum, Huawei, etc., and it has delivered more than 1,000 devices worldwide.
According to the ficonTEC official account, the company has indonesia telegram data delivered packaging and testing equipment for the research and development of 1.6T optical modules and the introduction of new products, and has received orders for end-to-end mass production automation equipment from multiple global manufacturers. It is planned to start mass production in 20242025.
Against the backdrop of the explosion of AI infrastructure, FiconTEC’s acquisition also has the significance of domestic substitution, alleviating the “bottleneck” problem of key equipment in the field of photonic device packaging.
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In general, against the backdrop of the “Six Rules on Mergers and Acquisitions”, which call for a faster pace of regulatory review, FiconTEC’s acquisition is seen as a heavyweight cross-border application for restructuring of high-quality assets.
At this stage, the market favors high-tech stocks and domestic substitution concepts. Moreover, CPO is in the introduction period from 0 to 1. It is not difficult to understand Robotech's 10-fold jump in more than two years and the sudden deep pit.