HK Stock Movement | CIG (06166) Rises Over 6% as Global Optical Module Industry Accelerates Upgrade to 800G/1.6T, Benefiting from Sustained AI Computing Demand

Stock News12-08

CIG (06166) surged more than 6%, reaching a 5.68% increase at press time to HKD 86.5, with a turnover of HKD 117 million. According to industry analysis, driven by AI computing demand, the global optical module sector is rapidly upgrading to 800G/1.6T technology. Optical isolators, a critical passive component protecting lasers in modules, face supply constraints due to a global shortage of Faraday rotators, creating a bottleneck in production expansion.

CIG specializes in the R&D, production, and sales of optical modules, maintaining a technological lead in high-end 800G and 1.6T products. The company has secured multi-source certification for key materials like silicon photonics chips and isolators, ensuring 100% material availability and shipment fulfillment.

Market research highlights that the optical module industry remains robust in 2025, fueled by persistent AI computing demand. Silicon photonics modules, valued for high integration, low power consumption, and cost efficiency, are gaining traction among end-users. Amid shortages in EML-based solutions, silicon photonics has emerged as a vital alternative for capacity supplementation.

Firms achieving mass production of silicon photonics modules are poised to capitalize on higher margins during this industry upcycle while consolidating market share.

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