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Optical communications sector sees explosive growth! AI-driven computing power extends high industry

Recently, the optical communications industry has been catalyzed by multiple favorable factors, with the sector experiencing a strong rally. Show More
Recently, the optical communications industry has been catalyzed by multiple favorable factors, with the sector experiencing a strong rally. Leading stocks have collectively surged, and the industry's high level of prosperity continues to rise! The commercial debut of 1.6T optical modules marks the start of a new era, with global demand expected to double by 2026. CPO technology is also witnessing scaled deployment, becoming a new growth driver for the industry. Recently, major vendors like OpenAI and Google have accelerated the iteration of large models, such as GPT-5.2 and Gemini 3.0 Pro, achieving breakthroughs in multimodal and reasoning capabilities. The optical communications industry chain is poised for comprehensive development opportunities. Looking ahead, institutions generally remain optimistic about the industry’s prospects. Do you believe the high level of prosperity in the optical communications industry will continue? Which will become the core focus: the 1.6T or CPO track? How much upside potential remains for leading optical communications stocks?
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