---
title: "Understanding the Market | Optical Communication Concept Stocks Strengthen Collectively, Overnight US Stocks Lumentum Surge, Optical Communication Devices Still in Severe \"Supply Shortage\" Status"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287320918.md"
description: "Optical communication concept stocks collectively strengthened, with Cambridge Technology rising 7.1%, Huiju Technology rising 6.8%, Yangtze Optical Fibre and Cable rising 6.51%, and Hongteng Precision rising 6.25%. Lumentum in the US stock market surged over 11%, with an expected compound annual growth rate of OCS shipments exceeding 150% from 2025 to 2028. The optical module market is undergoing rapid iteration, and the future market space is vast"
datetime: "2026-05-22T07:06:03.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287320918.md)
  - [en](https://longbridge.com/en/news/287320918.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287320918.md)
---

# Understanding the Market | Optical Communication Concept Stocks Strengthen Collectively, Overnight US Stocks Lumentum Surge, Optical Communication Devices Still in Severe "Supply Shortage" Status

According to the Zhitong Finance APP, optical communication concept stocks have collectively strengthened. As of the time of writing, Cambridge Technology (06166) rose by 7.1% to HKD 143.6; Huiju Technology (01729) rose by 6.8% to HKD 19.8; Yangtze Optical Fibre and Cable (06869) rose by 6.51% to HKD 229.2; and Hongteng Precision (06088) rose by 6.25% to HKD 9.01.

In terms of news, as of the close of U.S. stocks on May 22, the optical communication concept overall rose, with Lumentum up over 11%. Recently, Lumentum CEO Michael Helston stated that the capital expenditures of U.S. hyperscale cloud service providers are enormous and currently show no signs of ending, "the company is increasingly falling behind demand. It is expected that within two quarters, the company's capacity will be sold out before the end of 2028." Lumentum expects that from 2025 to 2028, the compound annual growth rate (CAGR) of OCS shipments will exceed 150%, with a target of achieving over USD 1 billion in annual revenue by 2027.

Société Générale pointed out that the current hyperscale AI data centers are booming, and the construction process urgently needs the optical interconnect and storage chip supply chain, which is in a severe "supply-demand imbalance." Guosheng Securities stated that optical modules are experiencing rapid iteration from 400G to 800G/1.6T, with each speed upgrade placing higher demands on the performance and quantity of upstream devices such as optical isolators and WDM filters, bringing vast market space for communication optical components. According to LightCounting, the market size of Ethernet optical modules (100G and above) and CPO is expected to grow by 65% year-on-year by 2026 and exceed USD 50 billion by 2031

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