7 July 2025 | 11:50PM JST Japan Technology: Hardware - Industrial Electronics Era of Optics: Beneficiaries of technological changes; SEI up to Buy, Furukawa Electric up to Neutral In the industrial electronics sector, increasing demand for optical products for generative AI and data centers (DCs) is attracting attention. In this report, we summarize the latest industry trends and technological developments. We also revise our ratings and target prices for the four optical product manufacturers in our covera ...

中信证券：AI网络建设浪潮再次启动，关注高速光模块等板块 金十数据6月20日讯，中信证券研报称，随着AI推理和训练需求共振以及ASIC芯片成熟，AI网络建设浪 潮再次启动。未来算力与网络设备将持续景气，光模块、铜缆等互联部件的放量和升级趋势将更加明 朗。建议关注在高速光模块、光器件、光芯片、AEC（Active Electric Cable有源铜缆）/铜缆等方向上布 局领先的厂商。 ...