[Expectations for AI Infrastructure Benefits] On the 4th, optical communication and optical semiconductor-related stocks showed strong performance in the domestic stock market, drawing investors' attention. Despite a sharp decline in the U.S. New York Stock Exchange overnight, expectations for the expansion of artificial intelligence (AI) infrastructure stimulated investment sentiment in related stocks.

The intraday trends of major stocks are as follows: • Daehan Optical Communication: Traded at 20,900 won, up more than 8% from the previous trading day • Light & Electron: Recorded an 11% range increase • Optoelectronics: Recorded a 9% range increase • Licom: Reached the upper limit • RF Materials, RFHIC: Showed strong performance

[Reasons for Emerging as Core Infrastructure] Optical communication and optical semiconductors are being evaluated as core infrastructure in the growth process of the AI industry. This is because the demand for ultra-high-speed data transmission between servers is surging as large-scale AI data centers and cloud services expand. In particular, optical communication technology, which utilizes light instead of electrical signals, is considered a core technology for next-generation networks as it can innovatively improve data transmission speed and efficiency.

As the recent AI investment competition among global big tech companies intensifies, expectations for the optical communication industry are also rising. The forecast is that the demand for optical cables, optical modules, and optical semiconductors will increase in tandem with the advancement of AI models and the expansion of data centers. In particular, optical semiconductors are core components that transmit and receive optical signals, playing an essential role in building AI servers and data centers.

[Geopolitical Risks and Volatility Variables] The market believes that interest in the optical communication and optical semiconductor sectors will continue if the expansion of AI data center investments and the demand for next-generation network construction persist. Attention is being paid to the possibility that the benefits from the growth of the AI industry will continue in the long term.

However, the possibility of expanded volatility due to short-term surges cannot be ruled out. This is because geopolitical uncertainties surrounding the United States and the Middle East still remain as market variables. Overnight in the New York Stock Exchange, the Dow Jones Industrial Average fell by more than 620 points, and the Nasdaq and S&P 500 indices also showed weakness. Analyses suggest that there is a possibility of increased volatility in related stocks in a situation where the willingness to take on risk assets has shrunk. A cautious approach by investors is required.

[This article was produced using AI. The final content was written through an editing process. This article is not a recommendation to invest in specific stocks, and investment decisions and responsibilities lie with the investor. Since market conditions may change, please be sure to check disclosures and official materials before investing.]