CIG (06166) Rises Over 4% as Optical Modules Become Key Focus for AI Computing Breakthrough; Multiple New Products Expected to Ship in Bulk This Year

Stock News11-26

CIG (06166) surged more than 4%, reaching HK$79.15 by the time of writing, with a trading volume of HK$288 million.

Recent market debates surrounding Google's TPU and Nvidia's GPU highlight that, from a supply chain perspective, both architectures—Google's TPU based on 3D Torus and OCS, and Nvidia's GPU leveraging NVLink and CLOS networks—inevitably rely on optical modules to overcome communication bottlenecks in building large-scale AI computing clusters.

Optical modules, serving as the "information highways" within data centers, ensure full utilization of computing potential. Guosheng Securities noted that overseas cloud providers have further increased capital expenditures, reflecting sustained strong demand. The optical module industry is entering a phase of simultaneous growth in both volume and pricing.

Huaxin Securities previously pointed out that CIG has successfully completed certification for multiple new products with several clients, with bulk shipments expected in 2025. The company continues to enhance its portfolio of 800G LPO products, with its 800G DR8 LPO module demonstrating strong performance in client switch tests. Further development and iteration of 800G and 1.6T LPO/LRO products are underway.

To meet 2025 customer demand, CIG has completed mass production and capacity expansion for multiple products at its Shanghai and Malaysia factories.

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