According to a research report by CSC Securities, during the first half of 2026, sectors such as test instruments, optical modules, and GPU/ASIC demonstrated robust performance, underscoring the burgeoning demand for AI computing power. In the second quarter of the same year, the cable sector witnessed a remarkable 205% year-on-year surge in net profit attributable to the parent company, signaling a continued upswing in the optical fiber and cable industry. Public funds' holding market value proportion within the communications industry hit an all-time high of 11.56% in that quarter, with a concentration of holdings in areas including optical modules, optical devices, optical chips, and optical fiber and cable.

The second-quarter reports from the four major Cloud Service Providers (CSPs) in North America revealed sustained capital investment growth, with a total capital expenditure of approximately USD 171.2 billion in the second quarter of 2026, marking a 78.6% year-on-year increase. It is anticipated that the total capital expenditure for the entire year will approximate USD 732.5 billion (median estimate), with expectations of continued rapid growth in 2027. CSC remains buoyant about the future trajectory of AI development and maintains a long-term positive stance on both the North American and domestic AI computing power industrial chains.