源杰科技：管理层调研：连续波激光器产能扩张；800G、1.6T 硅光模块渗透率提升
Yuanjie Semiconductor Technology (SH:688498)2026-01-20 03:1919 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 ...