Read across to Optical modules: Management's positive tone on the end demand for SiPh (Silicon Photonics) optical modules echoes our positive view on networking under AI infrastructure cycle. SiPh carries a more compact and simple structure that reduces components costs and allows better production efficiency, and we expect to see rising contribution from Silicon Photonics in 800G/ 1.6T optical modules. Buy: Innolight, Eoptolink, Landmark, VPEC, TFC Optical. 30 December 2025 | 8:10PM HKT Equity Research Chi ...

Core Insights - Lumentum Holdings Inc. (NASDAQ:LITE) triggered a significant Power Inflow alert, indicating a bullish trend in trading activity, particularly among institutional and retail investors [3][5] Group 1: Power Inflow Signal - The Power Inflow alert was issued at 10:18 AM EST on December 30th, with LITE priced at $372.06, following a 2% decline in stock price during the opening hour [4][8] - After the alert, both retail and institutional trading interest shifted towards buying, resulting in an increase in stock price, reaching a high of $379.14 by 2:45 PM EST, representing a 1.90% gain [5][8] Group 2: Understanding Order Flow Analytics - The Power Inflow signal is a proprietary indicator from TradePulse, highlighting significant shifts in order flow that suggest a strong trend towards buying activity, which may lead to bullish price movements [6][7] - Order flow analytics provide insights into real-time buying and selling trends, allowing traders to make informed decisions based on volume, timing, and order size [7]

Applied Optoelectronics, Inc. ( AAOI ) had a great recovery since its April lows, but has been more or less flat over the entire year. I wanted to take a look at the company to seeMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we have no stock ...

Group 1: Company Overview - Guanglong Integrated Technology Co., Ltd. specializes in the R&D, production, and sales of passive optical devices, including optical switches, optical protection modules, and optical attenuators [2] - The company has developed a rich product line to meet diverse customer needs across various industries and scenarios [2] Group 2: Business Operations and Future Outlook - All Optical Circuit Switching (OCS) related businesses are managed by Guanglong Integrated, which is a wholly-owned subsidiary of Yingtang Intelligent Control [3] - There is an expected growth in demand for optical switches driven by the expansion of certain optical module customers [3] - Guanglong Integrated's OCS technology is supported by a core team from a national research institute in Guilin, focusing on various control methods [3] Group 3: Product Development and Market Strategy - The MEMS OCS core components include MEMS arrays, fiber collimator arrays, filters, and optical circulators, with MEMS arrays being the most costly component [3] - The 128×128 channel OCS is in the production preparation stage, targeting data center operators and communication equipment integrators, with expected production between Q1 and Q2 of next year [3] Group 4: Risk Factors and Regulatory Compliance - The transaction involving the issuance of shares and cash payment for asset acquisition is subject to approval from regulatory bodies, which may impact the transaction timeline [4] - The company will fulfill its information disclosure obligations as per regulations, urging investors to make cautious decisions [4]

格隆汇12月30日丨光库科技(300620.SZ)在投资者互动平台表示，公司目前在硅光领域暂无布局，公司 会积极关注硅光技术尤其是异质集成技术的发展趋势和市场应用。 ...

Core Insights - The global Ethernet optical module market is expected to grow rapidly, with a projected increase of 35% to reach $18.9 billion by 2026, driven by strong demand for AI infrastructure and the application of optical interconnect technology in AI scale-up networks [3][1] - The demand for optical chips, which are essential components of optical modules, is expected to remain tight due to increasing requirements for high-speed optical communication [4][3] Group 1: Optical Chip Market Dynamics - Optical chips, consisting of laser and detector chips, are critical for optical modules, primarily used for optical signal conversion and processing [1] - The EML laser chip market is projected to reach $3.71 billion by 2024 and grow to $7.41 billion by 2030, with a compound annual growth rate (CAGR) of 12.23%, dominated by a few international giants [2][1] - Silicon photonic modules are driving demand for continuous wave (CW) lasers due to their high integration, low power consumption, and suitability for high-speed short-distance transmission [2][1] Group 2: Demand Drivers and Supply Constraints - The demand for optical modules is expected to continue rising, with the global Ethernet optical module market projected to exceed $35 billion by 2030, supported by AI infrastructure and cloud service providers increasing GPU purchases [3][1] - Major companies like Coherent and Lumentum are expanding their production capacities to meet the growing demand for high-speed optical components, with Coherent's production capacity expected to double within a year [4][5] - Tower's silicon photonic business is anticipated to exceed $220 million in revenue by 2025, driven by strong demand for 1.6T products and significant investments in capacity expansion [6][5] Group 3: Company-Specific Developments - Coherent is experiencing strong growth in orders for 800G and 1.6T transceivers, with plans to expand production capabilities in multiple locations [4][1] - Lumentum has set a record for EML laser shipments driven by demand for 100Gbps products and is beginning to deliver CW lasers to 800G optical module manufacturers [5][1] - Broadcom's AI network demand has led to a significant increase in orders for optical components, with a backlog of approximately $73 billion, including $20 billion from network and optical interconnect products [7][1]

证券代码：688143 证券简称：长盈通 公告编号：2025-091 武汉长盈通光电技术股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性依法承担法律责任。 登录新浪财经APP 搜索【信披】查看更多考评等级 重要内容提示： ● 股东会召开日期：2026年1月15日 2026年第一次临时股东会 召开日期时间：2026年1月15日 14 点 30分 召开地点：湖北省武汉市东湖新技术开发区高新五路80号武汉长盈通光电技术股份有限公司会议室 （五）网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026年1月15日 至2026年1月15日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东会召开当日的交易时间 段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的9:15- 15:00。 （六）融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资 ...

（文章来源：每日经济新闻） 每经AI快讯，12月26日，午后CPO概念持续调整，长光华芯跌超10%，罗博特科、腾景科技、联特科 技、源杰科技、仕佳光子、德科立均跌超5%。 ...

共封装光学(CPO)板块短线走低，长光华芯跌超9%，东田微、源杰科技、德科立、奕东电子等跟跌。 ...

Core Viewpoint - The article discusses the current state and future potential of Co-Packaged Optics (CPO) technology in the AI infrastructure landscape, emphasizing that while CPO is seen as a next-generation technology, its widespread adoption is not imminent due to existing technological limitations and market dynamics [1][24]. Group 1: Current Industry Sentiment on CPO - Broadcom's CEO Hock Tan stated that silicon photonics will not play a significant role in data centers in the short term, indicating that CPO is not a leapfrog technology but rather a last resort when existing technologies reach their limits [1][24]. - Major industry players, including Arista, Credo, Marvell, and Lumentum, echoed similar sentiments at the Barclays Global Technology Conference, suggesting a cautious approach towards CPO adoption [1][24]. Group 2: Shift in Industry Focus - The AI industry has shifted its focus from merely increasing computing power to addressing interconnectivity and system-level architecture, as the bottleneck has moved from computational capacity to interconnect capabilities [3][4]. - Companies are now prioritizing terms like Scale-Out, Scale-Up, and Scale-Across, indicating a deeper understanding of the infrastructure bottlenecks in AI [4]. Group 3: Horizontal and Vertical Scaling - Horizontal scaling (Scale-Out) is currently dominated by pluggable optics, with CPO technology not yet widely adopted due to the existing 800G and 1.6T technologies still being the main focus [7][8]. - Vertical scaling (Scale-Up) was initially seen as a promising application for CPO, but its timeline has been pushed back, with large-scale deployment expected around 2027-2028 [9][10]. Group 4: Challenges Facing CPO - CPO faces significant challenges, including higher costs, reliability issues, and power consumption concerns, which have delayed its mass production [18][24]. - The complexity of system design and the need for a mature supply chain are also major obstacles to the widespread adoption of CPO technology [19][24]. Group 5: Alternative Solutions - Transition solutions like LPO, AEC, and ALC are increasingly being recognized as viable alternatives to CPO, with many companies focusing on these technologies to meet current demands [15][25]. - LPO technology has already seen large-scale deployment, providing cost and power advantages, while AEC and ALC are being developed to offer reliability similar to copper cables with the bandwidth of optical solutions [15][25]. Group 6: Future Outlook - Industry predictions suggest that CPO will begin to see deployment in specific high-density systems around 2028, but the current focus remains on optimizing existing technologies [26][27]. - The industry consensus is that CPO will not be the immediate solution until existing technologies reach their limits in terms of power, density, and reliability [27].