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The concept of silicon wafers is repeatedly active, Shanghai Hejing rises over 10%

2026-05-20 05:47:18

Mars Finance News, May 20—The silicon wafer concept has repeatedly turned active. Shanghai Hejing surged by more than 10%, and ShenGong Shares, JingSheng Optoelectronics, Lianyang Micro, Xi’an Yicai, and others followed higher. On the news front, institutions noted that, against the backdrop of the explosive growth of AI computing power, demand for SOI optical modules for 800G, 1.6T, and even 3.2T is accelerating exponentially: by 2026, 800G optical module demand is expected to reach 45 million to 55 million units, 1.6T demand could be as high as 35 million to 45 million units, and the penetration rate of silicon photonics technology is expected to be 50% to 70%. (KeGuBao Broadcast)

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