Upstream chip companies for optical modules
Key upstream optical chip companies include Yunjie Technology, a top-six global optical chip manufacturer and leading domestic IDM for high-speed chips. Its 10G DFB chip has the highest global market share, while CW lasers rank second worldwide. The rapid development of AIGC has promoted the demand for 800G optical modules, and the entire industrial chain involving optical components, optical modules, and optical communication equipment is expected to fully benefit. Over the past year, the most active sector in A-shares has been AI, with optical modules emerging as the leading sub-sector.
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