On April 7, TFC (300394), a leading global provider of integrated optical component solutions and optoelectronic packaging services, released its 2025 annual report. Benefiting from the rapid expansion of global AI and data center infrastructure, the company achieved strong growth with record-high key financials. In 2025, the company recorded USD 734 million in operating revenue, up 58.79% year-on-year; net profit attributable to shareholders reached USD 287 million, rising 50.15% year-on-year.

TFC strengthened its R&D innovation with a total investment of USD 37.98 million in 2025, an increase of 14.79% year-on-year. Its R&D team expanded by over 40%, with nearly 200 patents worldwide. Focusing on next-generation technologies including 1.6T optical engines, CPO and silicon photonics, the company has realized mass production of 1.6T optical engines and made key breakthroughs in CPO-related optical components.


Booming demand for AI computing power has driven strong market demand for high-speed optical devices. TFC's high-end products such as 1.6T optical engines have been deployed at scale, becoming the core growth driver. Supported by intelligent manufacturing and global strategy, the company achieved record revenue and profit. Going forward, TFC will deepen its focus on optical interconnection and accelerate the industrialization of CPO and other next-generation technologies. With continuous production ramp-up at its Thailand manufacturing base and steady orders from key global customers, the company will continuously create new value for its customers.