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Suzhou TFC Optical Communication Co., Ltd. (TFC; Chinese: 天孚通信; pinyin: Tiānfǔ Tōngxùn) is a publicly listed Chinese company headquartered in Chengdu that engages in the manufacture and sale of optical fiber components.

Background

TFC was founded in July 2005.[2][3] At the time ceramic bushings were almost monopolized by Japanese companies like Kyocera.[2][4][5] Initially TFC struggled with profitability but was eventually able to overcome technical difficulties and take over the market share from Japanese companies.[2][5]

Initially focusing on ceramic bushings, TFC expanded into fiber optic components and packaging technology.[2][3]

In 2015, TFC held its initial public offering becoming a listed company on the ChiNext board of the Shenzhen Stock Exchange.[2][3][5]

In 2016, TFC acquired Japanese company Tsuois Mold to gain access on developing nanoscale precision optical lenses.[2][3]

In 2018, TFC acquired the Arrayed waveguide grating business of Japanese company AiDi.[2]

In 2020, TFC acquired Shenzhen based company Auxora for its coating technology.[2][4] During the year, TFC had increase profitability due to the trend of 5G networks and data centers rapid development.[4]

In 2025, TFC’s stock price surged due to the artificial intelligence trend. As a core supplier to Nvidia, the company benefitted greatly. TFC was also reported to have secured high-end optical chip production capacity from Lumentum which supplies Google.[5]

In April 2026, TFC submitted an application for a secondary listing on the Hong Kong Stock Exchange.[6][7] In the same month, TFC announced a joint venture in Singapore with AI infrastructure solutions provider SuperX AI Technology to focus on optical interconnect products for the international market.[7]

See also

References

  1. ^ “Prospectus” (PDF). HKEX.
  2. ^ a b c d e f g h 臧, 晓松 (29 November 2021). “【走进专精特新小巨人】天孚通信：一颗”米粒”燎原，业绩有序增长追求”稳稳的幸福”“. Securities Times. Retrieved 23 April 2026.
  3. ^ a b c d “天孚通信：精耕细分领域，做最好的自己”. OFweek. 7 September 2019. Retrieved 23 April 2026.
  4. ^ a b c “天孚通信总经理欧洋：精耕细作十五载 小器件绘大蓝图”. China Securities Journal. 11 September 2020. Retrieved 23 April 2026.
  5. ^ a b c d 吴, 琼 (28 December 2025). “天孚通信市值1600亿，宜春首富又要IPO敲钟了”. PEdaily.cn (in Chinese (China)). Retrieved 23 April 2026.
  6. ^ “光器件龍頭奔赴港交所：天孚通信（300394.SZ）的機遇與隱憂”. Finet (in Chinese (Taiwan)). 13 April 2026. Retrieved 23 April 2026.
  7. ^ a b Feng, Coco (24 April 2026). “Why China’s optical communications sector is the latest AI boom beneficiary”. South China Morning Post. Retrieved 24 April 2026.