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CITIC Securities: Renewed Surge in AI Network Construction Highlights High-Speed Optical Modules and Related Sectors
2 day ago /
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Author：小编
According to a research report by CITIC Securities, the escalating demand for AI inference and training, coupled with the maturation of ASIC chips, is reigniting the wave of AI network construction. Looking ahead, the markets for computing power and network equipment are poised for sustained growth, while the trend towards upgrading and incremental demand for interconnect components, including optical modules and copper cables, becomes increasingly pronounced. Consequently, investors are advised to keep a close eye on manufacturers that hold a pioneering position in the domains of high-speed optical modules, optical devices, optical chips, as well as AEC (Active Electrical Cable) and copper cables.
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