Reported 12 months ago
On July 2, 2024, with the advent of the AI era, there is a surge in demand for computing power in mainland China, driving the need for 800G optical modules. Taiwanese manufacturers including Lian Asia (3081), Sampo (3363), and Light Saint (6442) are supplying optical communication components to the mainland, aiming to tap into this huge market opportunity. With the growing popularity of AI applications, the outlook for the telecommunications sector in China has shifted from pessimistic to optimistic, leading to an expected positive performance in business for the year. Companies like Lian Asia, Sampo, and Light Saint are strategically positioning themselves to benefit from the increasing demand for high-speed transmission and optical components in the AI era.
Source: YAHOO