$Astera Labs(ALAB.US) has risen by over six percentage points, making it even more prominent within this trend line. The demand for AI interconnect, coupled with recent target price hikes by multiple investment banks, has intensified the market sentiment. $Maxlinear(MXL.US) saw a slight increase, while $POET Tech(POET.US) in the photonics and optical module sector also edged higher. $Coherent Corp.(COHR.US) remained largely flat.

As AI servers progress towards rack-level and higher bandwidth, the value contribution from the interconnect and optical components is increasing. $Astera Labs(ALAB.US) exhibits greater elasticity; the other stocks are more about being repriced along with this main theme, but their pace isn't as urgent as that of $Astera Labs(ALAB.US).