$CIG(06166.HK) rose +16%, with optical modules following the progress of 1.6T batch delivery and 3.2T sampling. The prosperity of AI optical interconnect is still on the rise.
$Credo Tech(CRDO.US) and $Astera Labs(ALAB.US) both rose two to five points, with active electrical cables being bought along with the interconnect demand of AI clusters. Optical modules and AEC directly benefit from the bandwidth upgrade segment in computing power expansion. $CIG(06166.HK) has greater elasticity and is more influenced by market sentiment.
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