MetaOptics’ Bold US Expansion and Metalens Breakthrough Set Stage for Major Growth

Key Highlights for Investors

• Strategic Expansion into USA: MetaOptics Ltd, a Singapore-based leader in semiconductor optics and metalens technology, has officially incorporated MetaOptics Inc. in Nevada, USA. This move marks a significant step in its global strategy to penetrate the North American market and boost cross-border technological collaboration.
• Technical Breakthrough in Co-Packaged Optics: MetaOptics has prototyped a groundbreaking 127μm diameter co-packaged optical component for integrated circuits and chip-making. This innovation is set to redefine miniaturisation and scalability in optical interconnects, particularly for data centers and AI infrastructure—a sector experiencing explosive growth.
• Collaborations with Leading US Institutions: The company is in advanced talks with a renowned US university to co-develop a “tunable metalens” project, aiming to deliver dynamic, reconfigurable optical systems for next-generation imaging, sensing, and AR/VR.
• Active Engagement with Major US Tech Firms: MetaOptics is exploring partnerships with top technology companies in the US, targeting solutions for data communications, advanced sensors, and smart devices, further expanding its commercial footprint.
• CES 2026 Showcase: MetaOptics will unveil several cutting-edge innovations at CES 2026 in Las Vegas, including:
  • 12-inch glass wafers with 5-megapixel color imaging rectangular metalens—offering sharper image quality and higher resolution over previous generations.
  • Generation 2 thinner Pico Projector, with working samples expected to debut at CES.
  • Prototype of the 5G Metalens Smart Phone: A revolutionary, ultra-thin (6mm) AI-powered smartphone featuring MetaOptics’ proprietary color imaging metalens camera—eliminating the traditional camera bump—and a 3D non-contact fingerprint sensor.

Potential Price-Sensitive Developments

• US Market Entry: The formal establishment of MetaOptics Inc. (USA) positions the company for direct access to lucrative North American clients—particularly in high-growth areas such as 5G smartphones, data centers, fiber optics, and AI semiconductor manufacturing.
• Technology Leadership: The 127μm co-packaged optics device could set new industry standards, potentially attracting strategic partnerships, licensing deals, and new customer segments.
• Innovation Pipeline: Collaboration with a prestigious US university and ongoing discussions with top US tech firms signal a robust pipeline of next-generation products and partnerships that could drive future revenue and market share.
• CES 2026 Exposure: The anticipated debut of several new products—including the ultra-thin 5G Metalens Smart Phone—could generate significant media attention, customer interest, and investor enthusiasm, possibly impacting MetaOptics’ share price.

Strategic Commentary

Mr. Thng Chong Kim, Executive Chairman and CEO, emphasized that the US entity reflects MetaOptics’ commitment to scaling advanced optical technologies globally, with the US as a strategic growth base. He highlighted the company’s resolve to innovate and deliver value for customers in semiconductor and photonics markets, underlining that the co-packaged optics breakthrough and top-tier collaborations are central to MetaOptics’ growth ambitions.

About MetaOptics Ltd

MetaOptics Ltd (Catalist: 9MT) is at the forefront of glass-based metalens solutions, leveraging AI-driven image processing and state-of-the-art 12-inch DUV lithography. Its products power next-gen applications in co-packaged optics (CPO), mobile, AR/VR, automotive, and other emerging markets. MetaOptics’ reputation for reliability and scalability continues to attract global technology brands.

Investor Takeaway

MetaOptics’ strategic US expansion, pioneering technical breakthroughs in co-packaged optics, and upcoming CES 2026 product launches represent potentially transformative catalysts for the company. The combination of new market access, technology leadership, and high-profile collaborations should be closely watched by shareholders, as these developments may drive significant valuation uplift and attract new institutional interest.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence and consult professional advisors before making investment decisions. The information provided reflects publicly available details as of the publication date and may be subject to change.

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