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Goldman Sachs has revised Accelink's target price upwards by more than 11%, setting it at 502 yuan. The investment banking giant holds an optimistic view regarding the anticipated uptick in Accelink's 800G and 1.6T optical module shipments, along with the increasingly significant role of silicon photonics products in the company's portfolio. Accelink's 1.6T products are projected to commence large-scale production in the latter half of 2025. This will be followed by a significant acceleration in 800G and 1.6T optical module shipments in 2026, a trend buoyed by the escalating demand for artificial intelligence ASIC servers and ongoing product enhancements. Revenue from 800G optical modules is forecast to climb by 53% in the coming year. Meanwhile, 1.6T optical modules are poised for a sharp volume increase in 2026, with a staggering 141% growth projected for 2027.
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