Daehan Optical Communication (010170) is attracting investor attention with an intraday gain of over 3%. As expectations grow for expanded investment in AI data centers and optical communication infrastructure, buying volume is flowing into optical communication-related stocks across the board.

■ Rises 3.75% Intraday, Trading Volume Exceeds 2.8 Million Shares During trading on the 29th, Daehan Optical Communication is trading at 13,570 won, up 490 won (3.75%) from the previous trading day. Buying interest has continued steadily since early in the session, widening the gain, while trading volume has surpassed 2.8 million shares, sustaining active trading.

■ Spread of AI Data Centers Drives Optical Communication Demand Daehan Optical Communication is a company whose main products are optical fibers and optical cables. It is expected to benefit from the expansion of optical communication infrastructure, including communication network construction, data centers, and submarine cables. In particular, the market is focusing on forecasts that as the spread of AI services increases global data center investment, demand for building ultra-high-speed optical communication networks will also rise. The overall optical communication industry is experiencing a rapid increase in demand for high-capacity data transmission driven by the expansion of AI servers and cloud services. Accordingly, analysts project that demand for core components such as optical fibers and optical cables will expand over the medium to long term.

■ Targeting Overseas Markets and Pursuing Profitability Improvement Daehan Optical Communication is actively working to expand into overseas markets, including North America, and is striving to improve profitability by increasing the proportion of high-value-added optical cable products. The industry is paying attention to the possibility that continued expansion of AI infrastructure investment and advancement of communication networks could lead to increased demand for related products, thereby improving earnings.

However, some point out that the optical communication sector may be influenced by global investment cycles, raw material prices, and exchange rates, meaning short-term stock price volatility could persist. The market projects that future new orders, overseas business expansion, and AI data center investment trends will serve as key momentum drivers for Daehan Optical Communication.

[This article was written with the assistance of AI. This article is not a solicitation for investment, and the final decision and responsibility for investing lie with the investor.]