Tfc Optical Communication (300394.SZ)
TFC Optical Communication(300394.SZ): Slowing Revenue Growth, Widening Profit Spread
TFC Optical's 1H2026 revenue growth halved to 15.15%, sparking 'stalling' fears. Yet net profit rose 33.92%, more than double revenue growth. The gap points to a supply-side chip shortage, not fading AI demand.