Optical communication and optical semiconductor-related stocks are collectively showing a downward correction trend. This comes as profit-taking shares emerged following a sharp rally driven by expectations of expanded investment in artificial intelligence (AI) data centers.

As of the morning session on the 30th, Kwang Electronics was trading at 6,510 won, down 2.84% from the previous trading day. Daehan Optical Communication fell 1.99% to 13,270 won, while Seoul Semiconductor dropped 4.18% to 11,220 won. Seoul Semiconductor recorded a relatively larger decline among related stocks. Bit & Electronics and Bitsem Electronics also each showed declines in the 1% range, and Korea Advanced Materials displayed weakness of over 6%. Woorinet, Lycom, Fiberpro, RFHIC, and others also recorded concurrent weakness, with the overall optical communication and optical semiconductor theme undergoing a correction. Meanwhile, Sungho Electronics rose more than 5%, showing a divergent trend.

The market analyzes that expectations for demand for optical communication equipment and optical semiconductors, driven by the expansion of AI server and data center construction, have already been largely priced into stock prices, leading to short-term profit-taking.

However, assessments indicate that the growth outlook for the ultra-fast network and optical module and optical device markets themselves remains valid. In particular, as the spread of generative AI rapidly increases data transmission volumes, expanded investment in optical communication infrastructure is expected to continue. Accordingly, interest in the mid- to long-term growth potential of companies supplying related components such as optical fibers, optical transceivers, and optical semiconductors is being maintained.

The market suggests that as long-term growth drivers such as expanded AI investment and network advancement persist, it is necessary to monitor both supply and demand changes and earnings forecasts amid expanding short-term volatility.

[This article was written with the assistance of AI. Investment decisions are the responsibility of the investor.]