At 3:45 a.m. ET on September 18, the optical communication sector showed broad gains during night trading. As of press time, most mainstream names posted positive returns, with Lumentum (LITE.US) up 2.85% at $919.11 and Applied Optoelectronics (AAOI.US) gaining 2.68% to $100.69, leading the mainstream components.

Other sector names also performed steadily. Coherent (COHR.US) rose 2.37% to $303.00, Axcelis Technologies (AXTI.US) advanced 2.30% to $69.31, and Nokia (NOK.US) climbed 2.26% to $10.84. Corning (GLW.US), POET Technologies (POET.US), and Marvell Technology (MRVL.US) gained 2.04%, 1.86%, and 1.85%, respectively. Among derivatives, LITX surged 5.71%, AAOX rose 4.90%, and MVLL gained 3.92%, while LITZ declined 2.21% against the trend.

Trading volume remained active during the night session as investor interest in the optical communication supply chain continued to build. With AI data center construction accelerating and demand for 800G/1.6T optical modules expanding, optical communication device suppliers are positioned to benefit. The market expects the sector to maintain a volatile upward trajectory in the near term, with investors advised to monitor earnings delivery from leading companies.

Sector constituents