19 January 2026 | 11:54PM HKT Equity Research China Semis: YJ Semi (688498.SS) Mgmt. visit: CW lasers in expansion; rising Silicon Photonics penetration rate in 800G / 1.6T We hosted YJ Semi (688498.SS, Not Covered) management on Jan 15 at the GS Tech AI Outlook Corp Day in Hong Kong. Management's positive tone on their optical module business echoes our positive view on: (1) AI infrastructure ramp up across US Cloud and China Cloud. Our global AI server volume implies demand for 11m/ 16m/ 21m AI chips in 2 ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market events such as suspensions, investments, acquisitions, and performance reports, helping investors identify potential investment hotspots and avoid black swan events [1] - A company is in the pilot production stage of solid-state batteries and plans to invest 4 billion yuan in a new lithium-ion battery project [1] - Another company intends to invest 500 million yuan to expand its optical module business, with double-sided nickel-plated copper foil already compatible with semi-solid/solid-state battery technology [1] Group 2 - A company reported that its sales of edge AI chips reached a scale of 10 million yuan in the second quarter, indicating growth in the AI chip market [1]