Stocks related to optical communication and optical semiconductors collectively showed weakness during the morning session on the 23rd, taking a breather.

This is interpreted as profit-taking sell-off emerging in related stocks that had recently rallied on expectations of expanded investment in artificial intelligence (AI) data centers. During this session, weakness in U.S. tech stocks and a contraction in overall investment sentiment toward growth stocks combined, spreading selling pressure across the broader optical communication theme.

◆ Stock Price Trends During this session, Daehan Optical Communication traded at 15,050 won, down 850 won (-5.35%) from the previous trading day. During intraday trading, it fell to as low as 14,950 won, showing a weak trend. However, daily trading volume exceeded 3.58 million shares, indicating that investor interest remained at a high level.

Around the same time, Kwangmyung Electric fell 5.43% to 7,840 won, Bitgwajeon traded at 2,630 won (-5.05%), and Bitsem Electronics dropped to 8,780 won (-4.25%), all recording simultaneous declines. Seoul Semiconductor also fell 5.42% to 11,860 won, and Seoul Viosys declined 5.73%.

◆ Reasons for the Decline The optical communication sector has recently drawn market attention, driven by expectations for the expansion of AI data centers and ultra-high-speed network infrastructure. In particular, the increasing demand for large-capacity data transmission and the growth outlook for the optical cable and optical module markets have emerged as key investment points for related companies.

However, in the New York Stock Exchange the previous day, major big tech stocks declined, pulling the Nasdaq index down by more than 1%, which served as a burden on domestic tech stocks as well. Combined with short-term profit-taking demand, this is analyzed to have spread selling pressure across the broader optical communication theme.

◆ Future Outlook The market assesses that despite short-term corrections, mid- to long-term growth expectations for optical communication-related companies remain valid if demand for AI data center expansion and the advancement of communication infrastructure continues. Investors are closely watching whether differentiated trends will emerge among related stocks, focusing on future global data center investment trends, new orders, and earnings improvements.

[※ This article was written with the assistance of AI based on publicly available data and market information. The content included in this article is reference material for investment decisions and does not constitute a buy or sell recommendation for any specific stock or guarantee any returns. The stock market can fluctuate due to various variables, so investment decisions should be made based on the investor's own judgment and responsibility. Some information interpretation or errors may occur during the AI analysis process, so please be sure to verify disclosure materials and company announcements before making any final investment decisions.]