CITIC Securities: Optimistic about the future development potential of leading laser chip companies

A research report from CITIC Securities points out that, at present, AI computing clusters have shifted from “stacking computing power” to “improving network efficiency,” with high-performance, high-bandwidth, and low-latency networks becoming key to boosting data center performance. Laser chips are the core components of optical modules, determining both the electro-optical conversion efficiency of optical modules and their product generational evolution. CITIC Securities believes the laser chip industry will benefit from value growth driven by Scale-out/Scale-up network super-node expansion and technology generational upgrades, bringing about major development opportunities. Meanwhile, due to strong market demand and short-term rigid capacity, the laser chip market is in a phase of rapid growth accompanied by an imbalance between supply and demand. The advantages of leading manufacturers are increasingly coming to the fore. The outlook for the future development potential of leading laser chip companies is positive. (Jiemian News)