30 April 2026 | 12:48PM HKT Equity Research GC Tech: HG Tech (000988.SZ) Mgmt. visit: SuperPoD to drive Optical module ahead with global-tier customers expansion We hosted HG Tech (000988.SS, Not covered) senior management in Wuhan recently. Management remains positive on the optical module business, driven by AI infrastructure ramp up, China CSPs moving to SuperPoD, and specification upgrade towards 800G / 1.6T. Light source supply remains a challenge to the industry; however, management highlights their e ...