Optical communication and optical semiconductor-related stocks, which had surged due to expectations for artificial intelligence (AI) data centers and next-generation communication infrastructure, are showing a weak trend, pushed back by profit-taking sell-offs across the board. As of the morning session on the 2nd, the stock price trends of major stocks are as follows.

【Optical Communication Related Stocks】 • Daehan Optical Communication: Traded at 18,850 won, down 1,750 won (-8.50%) from the previous day. The intraday high was 21,800 won, and the low was 18,300 won. • Uriro: Traded at 10,620 won, down 780 won (-6.84%). However, the intraday trading volume exceeded 180,000 shares, receiving strong interest.

【Optical Semiconductor Related Stocks】 • Kwangmyung Electronics: Traded at 8,600 won, down 1,000 won (-10.42%). During the session, it once rose to 9,510 won, but the decline later expanded. • Bitgwajeonja: Traded at 3,665 won, down 435 won (-10.61%). It recorded an intraday high of 4,110 won and a low of 3,665 won. • Korea Advanced Materials: Traded at 2,525 won, down 245 won (-8.84%).

Meanwhile, Sungho Electronics surged by 6,200 won (15.72%) to trade at 45,650 won, showing a differentiated strong trend within the same industry.

The market views that expectations for the expansion of optical cable and optical module demand following the increase in AI data centers, as well as the forecast for increased demand for optical semiconductor technology driven by the advancement of high-speed data transmission and server infrastructure, remain valid. However, following the short-term surge, with foreign selling pressure and KOSDAQ volatility expanding, profit-taking sell-offs are emerging in earnest, centered on some theme stocks. Currently, the optical communication and optical semiconductor industries are exhibiting a pattern of expanding volatility with mixed trends among individual stocks depending on intraday supply and demand changes, even as expectations for AI infrastructure investment persist.

[※ This article was written for the purpose of providing investment information, and the investment decision and responsibility lie with the investor. Artificial intelligence was utilized in the writing process of this article.]