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The optical communication concept fluctuated and rebounded in early trading, leading in the direction of optical chips. Suqian Liansheng rose and stopped, while Liante Technology, Shijia Photonics, Yunnan Germanium, Changguang Huaxin, Societe Technology, and Yuanjie Technology rose higher. According to news, the indium phosphide substrate company AXT rose 28.74% last Friday and 26.97% on Thursday, with a cumulative increase of 63.45% over the two days. Michael Hurlston, the CEO of leading overseas optical communications, recently stated at RAISE Summit that the current supply gap for indium phosphide lasers used in AI data centers has surpassed the storage industry and has become an important bottleneck limiting the expansion of AI optical networks.

Zhitongcaijing·08/03/2026 01:41:07
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The optical communication concept fluctuated and rebounded in early trading, leading in the direction of optical chips. Suqian Liansheng rose and stopped, while Liante Technology, Shijia Photonics, Yunnan Germanium, Changguang Huaxin, Societe Technology, and Yuanjie Technology rose higher. According to news, the indium phosphide substrate company AXT rose 28.74% last Friday and 26.97% on Thursday, with a cumulative increase of 63.45% over the two days. Michael Hurlston, the CEO of leading overseas optical communications, recently stated at RAISE Summit that the current supply gap for indium phosphide lasers used in AI data centers has surpassed the storage industry and has become an important bottleneck limiting the expansion of AI optical networks.