智通财经网·2026-02-09 15:39Core Viewpoint - The optical communication sector is experiencing strong momentum, driven by the acceleration of artificial intelligence and data center construction, with significant growth projected for 2025 [1] Company Performance - Credo Technology (CRDO.US) increased nearly 8% - Lumentum (LITE.US) rose 6%, reaching a new historical high - Corning (GLW.US) gained over 5% - Ciena (CIEN.US) saw a 4% increase [1] Market Growth Projections - According to Cignal AI, the optical device market revenue is expected to reach a historical high in 2025 - The revenue for the data communication segment is projected to exceed $18 billion - Optical module revenue is anticipated to approach $6 billion - From 2024 to 2029, the data communication optical module market is expected to grow at a compound annual growth rate (CAGR) of over 20%, reaching nearly $29 billion by the end of 2029 [1]