CITIC Securities: AI Drives Simultaneous Growth in Price and Volume of Laser Chip Market, Focus on Domestic New Opportunities

Mars Finance News: On April 20, CITIC Securities research report stated that AI computing clusters have shifted from “stacking computing power” to “competing network efficiency.” High performance, high bandwidth, and low latency networks have become key to improving data center performance. Laser chip is the core component of optical modules, determining the electro-optical conversion efficiency and product generation of the optical module. CITIC Securities believes that the laser chip industry will benefit from the value increase brought by the expansion of Scale-out/Scale-up network supernodes and technological generation upgrades, ushering in significant development opportunities. At the same time, due to strong market demand and short-term rigid capacity, the laser chip market is in a stage of rapid growth with supply and demand imbalance. The advantages of leading manufacturers are continuously becoming more prominent. The future development potential of top laser chip companies is highly optimistic. (Broad Perspective Observation)