During the morning session on the 24th, optical communication and optical semiconductor-related stocks are showing differentiated movements by individual stock. However, expectations for the expansion of artificial intelligence (AI) data centers and next-generation communication infrastructure continue to support market investment sentiment.

• *[Major Stock Fluctuations]**
• As of this morning, semiconductor equipment and communication equipment stocks among related stocks showed strength.
• Seoul Semiconductor: Rose 5.03% from the previous trading day to 11,910 won
• Hanmi Semiconductor: Up 4.65% to 270,000 won, joining the semiconductor equipment stock rally
• Woorinet: Up 3.98% to 8,620 won
• Seoul Biosys: Up 3.69% to 7,300 won
• RF Materials: Up 2.89% to 57,000 won
• RFHIC: Up 2.74% to 67,600 won

In addition, Korea Advanced Materials and Lycom recorded gains, sustaining market interest in optical communication and communication equipment-related stocks.

Daehan Optical Communication, cited as a representative optical communication stock, traded at 14,270 won, showing a flat trend, but intraday trading volume exceeded 4 million shares, indicating active trading. On the other hand, some stocks such as Bitgwajeonja, Optoelectronics, TMC, and Jaram Technology weakened as profit-taking sell-offs emerged.

[AI Infrastructure Beneficiary Expectations vs. Risk Factors] The market analyzes that the expansion of global AI data center investment is acting as a key growth driver for the optical communication and optical semiconductor industries. As demand for optical cables and optical modules requiring ultra-high-speed data transmission increases, demand for related components is also growing alongside the expansion of AI servers and network equipment.

In particular, as competition in generative AI services intensifies and global big tech companies continue to expand their data centers, the prevailing forecast is that the optical communication infrastructure and semiconductor post-processing equipment markets will directly benefit.

However, risk factors that could increase the volatility of related stocks going forward also exist. U.S. tech stock corrections, changes in interest rate policies, and the pace of global IT investment are cited as major variables. Market participants are focusing on whether the trend of expanding AI infrastructure investment will continue and whether individual companies will see improvements in orders and earnings as key points.

[※ This article was written with AI assistance 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.]