Stock Track | YOFC Soars 7.19% on AI Chip Demand and Strong Industry Outlook

Stock Track11-26

YOFC (06869) saw its stock soar 7.19% during intraday trading on Wednesday, driven by positive developments in the AI chip market and bullish analyst outlooks. The surge comes as reports indicate Meta is in talks with Alphabet to use billions of dollars worth of TPU chips in its data centers by 2027, highlighting the growing demand for AI-related hardware.

Zhongtai Securities noted that Alphabet's integrated AI ecosystem, spanning chips, networking, models, and applications, is driving sustained capital expenditure growth. This trend is expected to benefit hardware suppliers like YOFC significantly. The brokerage firm has revised TPU shipment forecasts upward and anticipates rising adoption of OCS (Optical Circuit Switch) technology and the ramp-up of 1.6T optical modules.

Further bolstering YOFC's position, Huatai Securities earlier emphasized the company's global leadership in R&D and industrialization of next-generation fiber technologies. The brokerage also highlighted YOFC's subsidiary's optical interconnect components business, including MPO, AOC, and high-speed copper cables, as a key growth driver. This segment is particularly benefiting from expanding overseas operations amid the construction of AI data centers in North America, positioning YOFC to capitalize on the burgeoning AI infrastructure market.

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