MetaOptics Expands Metalens Production in Taiwan: Direct Laser Writer Deployment Targets AI and Semiconductor Markets

Key Takeaways for Investors

• Strategic Deployment in Taiwan: MetaOptics Ltd (Catalist: 9MT) has installed its advanced Direct Laser Writer system at Pin-Jye Nano Technologies in Taoyuan, Taiwan—strengthening its position within the global semiconductor supply chain.
• Significant Capacity Expansion: Plans include adding more Direct Laser Writers and automated testers to meet rapidly growing demand for metalenses, signaling imminent scaling of production capabilities.
• Technological Edge: MetaOptics’ Direct Laser Writer achieves sub-90nm line widths, outpacing competitors and enabling the fabrication of next-generation metalenses, especially for Co-Packaged Optics (CPO) in AI infrastructure.
• Revenue Growth Outlook: Management anticipates a material increase in FY2025 revenue compared to FY2024, suggesting strong commercial traction.
• Strategic Market Expansion: The company is exploring U.S. expansion to better serve global customers and has secured key long lead components to expedite further deployments.
• R&D and Product Roadmap: Ongoing collaboration with major semiconductor OEMs to advance to 12-inch wafer formats and multi-lens writing, potentially unlocking significant throughput improvements.

In-Depth Analysis

MetaOptics Ltd, a Singapore-based leader in semiconductor optics, has taken a major step in its international growth strategy by deploying its proprietary Direct Laser Writer (DLW) system at Pin-Jye Nano Technologies in Taoyuan, Taiwan. This move is designed to accelerate metalens prototyping and production in a region that sits at the epicenter of the global semiconductor industry.

With this deployment, MetaOptics is positioned to offer faster iteration cycles for partners, allowing them to move from concept to product with increased efficiency. The Taoyuan site is intended not just as a prototyping hub, but as a core platform for future production scaling and deeper collaboration with regional and global semiconductor stakeholders.

Breakthroughs in Metalens Manufacturing for the AI Era

The company’s focus on metalens technology is timely, as Co-Packaged Optics (CPO) emerges as a transformative force for AI infrastructure—enabling a shift from traditional copper to light-based data transmission. MetaOptics’ metalens arrays are engineered to shrink the size of optical receivers and transceivers compared to legacy micro-optics, supporting the development of more compact and scalable systems vital for next-generation data centers and AI hardware.

The DLW system’s ability to achieve minimum line widths of 90nm cements MetaOptics’ reputation for precision and technological leadership. This benchmark is reportedly unmatched by competing systems and opens the door to advanced nanofabrication use cases, with existing capability demonstrated at 150nm or finer.

Scalability and Global Expansion Plans

MetaOptics is not resting on its laurels. The company has secured critical long lead components to replicate and deploy additional DLW systems, ensuring they can scale production swiftly in response to customer demand. Expansion plans for the U.S. market are also on the table, which would further increase MetaOptics’ global reach and service capabilities for major international clients.

Future R&D efforts are focused on enabling DLW to handle 12-inch wafer formats and implement simultaneous multi-lens writing. This maskless lithography process could dramatically boost throughput and cost efficiency, potentially positioning MetaOptics as a go-to supplier for large-volume metalens manufacturing.

Financial Outlook and Shareholder Relevance

Most notably, the company has disclosed that the delivery of its Direct Laser Writer is expected to result in materially higher revenue in FY2025 versus FY2024. This guidance, combined with the planned capacity expansion, product roadmap, and global market ambitions, signals that MetaOptics is entering a phase of potentially rapid commercial growth. For shareholders, this is a clear signal of anticipated value creation and could be a catalyst for share price appreciation, particularly as the market digests the company’s operational progress and strategic execution.

About MetaOptics Ltd

Headquartered in Singapore, MetaOptics (Catalist: 9MT) pioneers glass-based metalens solutions enhanced by AI-driven image processing, leveraging advanced optical design and scalable deep ultraviolet (DUV) lithography for next-generation applications in CPO, mobile, AR/VR, automotive, and other fast-growing markets.

Investors and stakeholders are encouraged to watch for further updates as MetaOptics pushes towards broader commercialization and geographic expansion.

Disclaimer: This article is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. Shareholders and prospective investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions. The author and publisher assume no responsibility or liability for any actions taken based on the information provided herein.

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