Wooriro wins 22.8 billion won optical semiconductor supply order, expands AI data center business

[Financial News] Wooriro, a semiconductor company specializing in optical and quantum communications, has signed a 22.8 billion won contract to supply optical semiconductors for data centers. The company aims to expand its foothold in the global AI data center supply chain on the back of a series of large orders.
Wooriro said on the 15th that it had signed a $16.992 million (approximately 22.8 billion won) contract to supply optical semiconductors to China’s ETERN Group. The deal is equivalent to 53.6% of the company’s consolidated revenue last year and runs through December 30, 2028.
The products to be supplied are CWDM AWG wafers and chips, which separate or combine optical signals of multiple wavelengths. They are used as passive optical components to improve data transmission efficiency in high-speed, high-density networks. The contract is about 67% larger than the 13.6 billion won supply contract signed in September.
ETERN Group is an optical communications company listed on the Shanghai Stock Exchange in China and has an investment cooperation relationship with CIG, a manufacturer of high-speed optical transceivers. An optical transceiver is a device that converts electrical and optical signals back and forth to transmit and receive data.
According to the company, CIG’s high-speed optical modules are supplied to hyperscalers, major operators of large-scale data centers in North America. Wooriro said its products are now part of the data center supply chains of global tech giants through their use in CIG optical modules.
Wooriro is also strengthening its business related to co-packaged optics (CPO), a next-generation optical communications technology. CPO combines semiconductor chips and optical engines in a single package to reduce power consumption and increase data transmission capacity. Alongside supplying passive optical components, Wooriro is pursuing the commercialization of 200-Gbps-class photodetectors developed based on technology from the Electronics and Telecommunications Research Institute (ETRI).
The company is also investing in equipment to expand production capacity. It plans to make investments in line with market demand and order trends to strengthen its supply capabilities and build a foundation for medium- to long-term growth.
A Wooriro representative said, “Following the deal in September, we are building a track record of supplying global hyperscalers by securing this supply contract as well,” adding, “We will strengthen our competitiveness in the AI data center and CPO markets through our passive and active optical component product lineup and facility investments.” 

[email protected] Kim Hak-jae Reporter