Optical Communication and Optical Semiconductor Stocks Surge on Expectations of AI Data Center Demand... Kwang Electronics and Daehan Optical Communication Post Double-Digit Gains
[Digital Today Virtual Newsroom] Amid growing expectations for increased demand for optical components driven by the expansion of AI data centers and ultra-high

[Digital Today Virtual Newsroom] Amid growing expectations for increased demand for optical components driven by the expansion of AI data centers and ultra-high-speed communication networks, stocks related to optical electronics, optical communication, and optical semiconductors are showing strength across the board during trading hours.
As of the morning of the 10th, strong buying interest has flowed into the market centered on optical communication and optical semiconductor themes, with major stocks recording significant gains.
The most notable stock is Kwang Electronics. Kwang Electronics traded at 6,370 won, up 730 won (12.94%) from the previous day, recording the largest gain in the sector. The intraday high was 6,910 won, the low was 5,810 won, and trading volume reached 740,715 shares.
Daehan Optical Communication, regarded as a leading optical communication stock, also surged by 1,140 won (10.70%) from the previous day, trading at 11,790 won. It soared to as high as 12,240 won during the session, with a trading volume of 3,939,597 shares, attracting strong investor interest. Bitgwajeonja, in the same theme, also rose 195 won (10.89%) from the previous day to 1,985 won. It climbed to as high as 2,130 won intraday, showing high volatility, with 1,886,881 shares traded.
In addition, Bitseam Electronics (up 4.96%, 7,620 won) and ournet (up 5.77%, 7,330 won) also rose together.
The performance of optical semiconductor and telecommunications equipment-related stocks also stood out. Seoul Semiconductor (up 1.05%, 9,590 won) and Korea Advanced Materials (up 5.74%, 1,123 won) trended higher, while RF Materials (up 4.14%, 46,500 won) and RFHIC (up 5.92%, 51,900 won) also showed strength. Mercury traded up 7.15% at 3,445 won, joining the overall upward trend in the optical communication infrastructure theme.
However, even within the same semiconductor and component themes, stocks showed differentiated movements. Seoul Biosys traded at 6,420 won, down 0.31% from the previous day, and Hanmi Semiconductor also failed to escape the downward trend, trading down 0.93% at 213,500 won.
The market analysis suggests that as the advancement of AI servers and the expansion of data center investments lead to a surge in data processing volume, the mid- to long-term demand for optical signal-based components and equipment, which are faster and more efficient than existing electrical signals, is expected to solidify.
However, the gains on this day are based on intraday market data, so stock price trends may change. In particular, for stocks that have surged in the short term, profit-taking sell orders may emerge quickly, so it is necessary to monitor the trading volume trend and whether intraday highs are sustained.
[※ This article was written with AI assistance and is based on provided intraday market data screens. Since stock prices and trading volumes may fluctuate in real time depending on market conditions, investment decisions should be made carefully at one's own discretion after directly verifying the latest disclosures and market prices.]
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