As global data center interconnection demand jumps from 800G to 1.6 T or even 3.2 T, the optical module market size is expected to exceed US $30 billion, and the silicon light penetration rate has soared to more than 50%.
The stock price of the optical communication sector rose sharply and the industry's supply and demand pattern changed
On February 3, 2026, the optical communication sector continued its upward trend in the afternoon. Convergence Technology rose by more than 11%, and YOFC optical fiber and cable rose by more than 7%. The supply and demand pattern of the industry has undergone positive changes. The optical fiber and cable industry has turned to both volume and price increases. North American CSP Capital Expenditure guidance is optimistic.
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