Global AI momentum and continued US infrastructure development have paved the path for optical communications company EZconn, which has received strong order demand from US clients in 2025. Cumulative consolidated revenue for the first half of the year reached a 12-year high, with annual growth of 121%. However, due to the strong appreciation of the New Taiwan dollar in the second quarter, EZconn faced exchange losses from non-operating income, likely causing the overall second quarter profit to fall below the first quarter. The exchange rate impact is expected to ease in the second half. With new projects shipping, EZconn expects stronger operations.