Okamoto Glass Advances Part of Equipment Investment Plan

TOKYO, Jun 26 (Pulse News Wire) – Okamoto Glass CO.,LTD. (7746.T) announced today that its board of directors decided to advance part of the equipment investment plan outlined in its mid-term business plan, GROWTH28 (March 2027-March 2029).

The total investment amount remains unchanged at ¥3.100 billion. Specifically, phase three investments totaling ¥100 million previously scheduled for March 2029 will now take place in March 2028 due to increased demand for glass polarizers used in AI data center optical modules. This adjustment is driven by the rapid growth in data center investments spurred by advancements in generative AI technology, which is growing at an annual rate of 27.5% according to Markets & Markets.

As a result, the need for glass polarizers, a key component in optical isolators, is surging. In addition to the accelerated investment, Okamoto Glass plans further capacity expansion efforts. Based on customer feedback, the company expects continued high demand and aims to increase production capacity tenfold by March 2029 and thirteenfold by March 2030 compared to current levels.

The company's latest updates on glass polarizers, a crucial part of optical communication modules, are included as supplementary materials to the mid-term business plan released on May 15, 2026.